We have released several new functionalities that you might want to utilize.
Changes & New Features
There is a lot to unpack in this update. In summary:
Template creation is more streamlined
Collect credit card details via online forms
Performance improvements for telehealth
Required fields (including signatures and credit cards) for online forms
Set a default recipient (client or contact) for shared documents
Notes can be signed off and locked
Documents now support images
Bills can be shared with contacts
See when clients last viewed shared documents
We have also changed the names of a few things for improved clarity
Terms are now elements e.g., custom elements
Merge fields are auto text
Free text terms are now text blocks