Updates to The Gap Portal Platform
Here's a summary of what we've released on 6 August 2019
New functionality:
- ‘New’ and ‘Updated’ banners to alert users to any new or updated documents. When clicked, these banners link to our new ‘Content Updates’ page
- Security update: Password complexity expectations have increased to secure user data
Enhancements:
- For a more user friendly experience, the merge tag {doc_link} text in emails now appears as click here during document creation. Where text has been accidentally removed, the text 'Please click here to read and submit the document' will automatically append to the end of the email to ensure the client can access the document
- Further text editor improvements, including the ability to 'tab' through tables and use keyboard shortcuts to undo
- Removed dimension restrictions for logo and email signature images
- General PDF viewer enhancements
- Minor improvements for online documents
- Other minor bug fixes and enhancements
Known Issues
- If all text is backspaced from a table cell, the cell deletes itself. Our development team is currently working on a fix. The workaround is to manually recreate the table cell using the 'Add Row' or 'Add Column' buttons, or contact a Gap team member for assistance.
- If a row height exceeds the size of the outputted PDF page, the PDF renders incorrectly. To fix, please avoid adding excessive amounts of text to one row - add a new row below or add a horizontal split to the current row, then move the text via copying / pasting.
- 'Please fill in the fields marked red' error shows when attempting to complete a proposal when all fields are filled. To fix, please set up your Payment Options in the Admin --> Services & Pricing --> Payment Options tab, then re-create the proposal from the Bridges area.
- Archived clients in XPM not archiving in the portal during automatic daily syncs. The workaround is to run a manual sync under Admin --> Manage Clients --> Xero Sync --> Sync now.
Previous Releases
New functionality:
25 June 2019
- Expand / collapse functionality in Onboarding Services tab
- Tax Organisation field in Firm Settings
30 May 2019
- The 'Onboarding Services' and 'Service Plans' tabs in the Services and Pricing admin area. Setup will flow through to the new Services Proposal in the Proactive Onboarding bridge
- The Outbox tab in the Working Files area, allowing firms to check the email delivery status for emails sent from the portal. Users will be automatically notified via email of any failures
- Cover Page and Back Cover upload feature for all proposals
- Terms of Engagement upload feature for the Services Proposal and Proposal for Additional Services
4 December 2018
- Ability to rename portal documents during document creation, under the Working Files area, and under the Client Activity tab
- New help icon in the individual toolbar that includes a portal walkthrough
1 October 2018
- Text editor toolbar upgrades are in progress: The main toolbar is now fixed to the top of the screen; ability to 'Insert Table'
- Ability to change your firm logo to a custom logo (per document)
- Ability to upload documents to the Client Activity area
- Ability to search documents in the Client Activity area
4 September 2018
- Tile and grid view options available under Mindset Tools, Training, Marketing and Leadership tabs
- Search box in Working Files area
- Planning for Success is now active under Pricing Matrix
Earlier
- The Pricing Matrix
- 14 day free trial
- Additional currencies
- Delete a completed proposal from Proposals Open area
Enhancements:
25 June 2019
- Ability to change between 'Send as email', 'Send as letter', and 'Print' options without losing any custom content added by firm
- Removed Email Domain field in Firm Settings to improve email deliverability
- Added a new 'Portal Training' option to the help menu
- Proposal aesthetics
30 May 2019
- Payment Terms selection on proposals has been improved
- Portal videos resize to fit the screen of the device, e.g. a mobile phone
- 'Save as Draft' button returns the user to the Drafts tab of the Working Files area
4 December 2018
- Removed the 6-month document expiry from the Completed tab in your Working Files
- The ability to delete multiple documents in your Working Files
- Document names now appear in your browser tab
- If you archive a contact in XPM, it will now archive in the portal
- Ongoing text editor improvements
1 October 2018
- The ‘Send to multiple recipients’ box has been enlarged so it is possible to preview all the email addresses you have added
- Tile view, instead of list view, is now the default view for the Mindset Tools, Training, Marketing and Leadership tabs
4 September 2018
- Improvements to the accuracy of the portal Search bar
- Client documents auto-save every 30 seconds
- Videos no longer require a password
- Gap stipulated email attachments can be deleted
Earlier
- Selecting a payment term and agreeing to the proposal terms are now required fields for electronic acceptance
- Total price of multi-service proposals now shows under Proposals Open on dashboard
- The NZ Specific 'Trust Review' bridge is only accessible by NZ firms
- View the Working Files Inbox by 'All Documents'
- Unique expiry dates for goals and actions on dashboard
- Other minor bug fixes and enhancements
