This release contains changes to Client Portal Avatars, the Client Portal, Cloud Syncing, Collation and other Security Enhancements

Please notify any urgent breaking bugs to

Released to Sandbox and Staging Environments: 18/11/2019

Testing: 18/11/2019 - 22/11/2019 - Urgent Breaking Bugs reported within this period.

Regression Testing: 2/12/2019 - 5/12/2019*

Expected Release to Production: 9/12/2019*


Testing of 

  • Client Portal to ensure Australian accented video is displayed and Contact Avatars match Branding Settings

  • Collating of new functionality contains correct documents

  • Attachments are syncing to the cloud (Note: Must be enabled for each User by going to Settings > Options - Cloud Storage)


Client Portal

  • Contact Avatars now match Custom Branding Colour

  • Aussie Accented Client Portal Video

Other Security Patches



  • Quick Collate - Collates just uploads, and once collated immediately downloads

  • Advanced Collate - allows including attachments, as well as choosing whether to download the collation or email the collation

Cloud Sync

  • Attachments can now Sync to the Cloud

    *Shortened release cycle as agreed by Enterprise Cloud Customers

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