Updates to The Gap Portal

Here's a summary of what we've released on 4 December 2018

New functionality:

  • 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

Enhancements:

  • Removed the 6-month document expiry from the Completed tab of your Working Files area
  • 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
  • Other minor bug fixes and enhancements

Known Issues

There are no known portal issues.

Previous Releases

New functionality:

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:

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
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