Office attendance rules, partner signatures, and reviewer controls
13 September 2026
Enforce location rules for staff attendance, manage multiple authorized firm signatures for proposals, and assign task reviewers in bulk.
New
- Settings: Enforce office-only attendance punches for your team, while allowing exemptions for client site visits and field staff.
- Settings → Signatures: Upload and manage multiple authorized partner signatures to apply across proposals and client documents.
- Dashboard home: Get an in-app reminder alert when a scheduled calendar meeting is starting soon.
- Email inbox: Convert incoming emails directly into new client records using the new Add as business option in the reading pane.
Improved
- Tasks: Select task reviewers and update priorities directly during task creation and from the bulk edit bar.
- Clients: Client creation controls now respect team permissions, disabling add-client options for unauthorized staff.
- Notices: Search and filter notices by reference number, with collapsible reference details in tables and quick sheets.
- Chrome extension: Click your firm name or logo in the extension popup to jump directly to your web dashboard in a new tab.
Fixed
- Dashboard home: Resolved an issue where recurring calendar meetings could drop off the daily schedule view prematurely.
