Enhancements and Fixes 

Secure File Share Button Placement: Resolved an issue where the secure file share button appeared below the email signature, making it less visible to recipients.
The button is now positioned above the client signature and below the email body, improving visibility and usability. 

Bulk Update of Client Properties: Fixed an issue where the gender field was not selectable during bulk updates. As part of this update, we have removed the ability to bulk update sensitive data fields, including Tax File Number (TFN), Australian Business Number (ABN), Australian Company Number (ACN), Bank Details 

Client Creation Enhancements: Added an optional ABN field for Individual and Sole Trader client types during new client creation, allowing for more flexible data entry. Individual and Sole Traders with ABN fields will now also be available in Access Ledger as well should financial reports be required for the client. 

Shared Email Improvements: Previously, when a workspace used a shared email address, Doc Signing notifications were sent from a generic "no-reply" domain.
Now, if a shared inbox is configured, Doc Signing notifications will be sent from that shared email address, ensuring:  

Email Archiving Preferences: Introduced a new optional setting that allows users to choose whether client emails should be automatically moved to the Outlook archive folder upon task completion. This provides flexibility to accommodate different email management preferences. 

Saved View Column Sorting: Deployed a fix to ensure column sorting is retained when a saved view is loaded, improving consistency in data presentation. 

Client List Task Count: Fixed an issue where the Open Task count on the Client List page was not displaying correctly. 

Evo Button Feed: Introduced customisation options to manage which notifications appear in your feed. 

Client List Filters and Saved Views: Enhancements made to the way the Client list can be filtered and saved as views. Continue to easily filter and then add it as a saved view to and select whenever you need it. 

Client List Pagination: Enhancements made to the speed of the Client list page load by introducing pagination.

Release info summary for v02.01

A dedicated, customisable task status field—separate from tags—to give you clearer, more structured task tracking. Workspace Admins will be able to create, edit, and delete statuses, offering more flexibility and control.

Tags (formerly Labels/Task Status Labels) remain a flexible way to organize, filter, and group tasks.

A new overdue status indicator beside the due date field.

Bulk task updates capability. Select multiple tasks at once and apply bulk changes to statuses, tags, or assignees. Tag updates can append, replace, or reset—giving you more flexibility.

Saved Views, quickly return to your favorite filters and views — no more bookmarking! You can now create and manage saved filters for both clients and tasks.

Consistent pagination is now available on task management pages, ensuring smoother navigation and faster performance.

To prevent accidental data loss, only Workspace Admins can now delete clients.