Homecoming | Web
📈 Features and improvements
The experience of completing activities has gotten a much needed refresh.
All activities you send to clients through Mail are now treated as completable by default
Files can be shared with clients for viewing, completing, or signing, depending on your settings (see the point below)
Under a client's profile, in Activity Status, the statuses have been updated to:
Delivered| The activity was sent to your clientSeen| The activity was seen by your client but no action on their end has been taken yetCompleted| When a client completes an activity that's not any of the two belowSubmitted| For files sent that require a submission backSigned| For PDFs sent that require a signature from your Library
When uploading a file to your Library, you can now select whether you want it to live in your Library as a file that's viewable, completable, or signable by your clients
You can also change this afterwards for each file in your Library.
🐛 Bug fixes and improvements
Thanks to Yeshua A. for reporting most of these!
Added the ability to search through the Payment Invoice list
You're no longer able to Void a paid invoice
You can now view the total number of clients (even when filtered) in your client list
Custom Form improvements, big thanks to Sylvia S.
When creating a Form in a collection, it now is automatically added to that collection instead of going to your Library
The Delete button for questions would always delete the last question, this has now been fixed
When adding a new question, the question-type will be remembered to what you had before instead of defaulting to multiple choice
Re-ordering questions was a pain, but now you can now add a question after any other question by hitting the + button
Homecoming Companion App | Mobile v1.20.6
Scheduled appointments will now show on the Home screen in the last 24hrs, previously they were being removed day-of due to a timing bug
Clients can now upload a wider degree of file types instead of just PDFs to accommodate for the new changes above
Clients will see activity status from Mail items as:
To doCompletedSignedSubmittedA client can also choose to do an activity later, and will see no status after doing that. They'll still be able to complete it at a later time.