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On the canopy app I am unable to send clients a link to join/ resens the link. I also can't send them an email to let them know their documents are visible.
Client portal invites as well as showing/hiding files in the client portal is a feature coming in the 1.3.0 version of the Canopy app. Keep an eye out because that should be coming out pretty soon!
Thanks so much. I will!
@Canopy where are we on the Client Mobile app production timeline? my clients are desperate to be able to scan and upload receipts from their phones.
@brielle_ptaxes our client-facing app is right around the corner. While we don't give exact ETAs we hope to have it before the end of the year. V1 of the app will include:
-Combined to-do list
-Ability to view and complete client requests (comments, files, mark complete)
-View and add files
-View invoices and past payments
-White label support
-Switch between connected accounts
-Deep link support for email notifications