Support for Answer Later and Upload Later
Better Questionnaire Experience for Clients
- Simplify Open items and Original Questionnaire
- Lighter color for the future, non-active steps.
- Make Questionnaire sidebar sticky on desktop view.
- Make the disclaimer consistent with an error message.
- Require client to sign first before Continuing to next section.
- Pressing back button goes backward in Questionniare instead of last website
- Ability to upload documents asynchronously rather than one by one
- New Design for many questions
Instantaneous Notification for New Notifications and Client Messages
Improvements to Questionnaire Template Page
- Add "(Removed)" next to Engagement Letter when removed.
- Allow Edit and sort Multiple Option questions in Questionnaire Template page
- Ability to Hide Not Applicable Button and Comment Button in Questionnaires
- Sensitive info question type and Number of characters
Conversation Feature Improvements
- Ability to customize the date to export conversation
- Ability to Hide Conversation Details in Email Notifications
- Ability to add Bullet Points and Number Points in Conversations