Portal Proof Downloads and Quick Access to User Guides
10 August 2026
Easily download portal proof documents from task details, and access user guides directly from your dashboard header and footer.
New
- Tasks: You can now download portal proof documents directly from the task details panel.
- Dashboard home: Added quick access links to user guides in the main page header and footer across screens.
Fixed
- Leads: Fixed link navigation on lead cards so opening client profiles works smoothly.