Take more actions in the CRM

Send a form, contract, invoice, or upload files and create folders directly from a client/company profile page — no more getting bounced to another app mid-task. Creation flows now open as immersive modals and return you to the CRM when you're done. You can also preview contracts inline without leaving the page.

Bulk delete and download actions in the Files App

Multi-select files to download or delete: a simple change that should save time for anyone managing a large file library or doing periodic cleanups. Note: bulk moving files as its own action is not currently available. To move files in bulk, you can bulk download, delete, and then bulk upload.

Audit log for compliance (Advanced & Enterprise)

See who did what, when, and from where across your workspace for compliance. The audit log captures events like file uploads, contract signatures, invoice changes, login activity, and automation runs — each with actor, IP address, user agent, timestamp, and event details.

You can find the Audit Log in Settings → Audit log.

A few things to note:

• No historical activity. This is a brand new feature. Tracking began as of Monday, May 4, 2026. Over time, you will be able to filter based on time period.
• Only available on Advanced plans and above. As early access users, if you are not on an Advanced plan, respond to this email and let us know your use case and we’ll work with you on access options.
• Full documentation on all events will be published in our API reference when this enters wide release.