New
- Shared with me in the client portal. The client portal now has its own area listing every document that has been shared with the customer — on the portal home page across all events, and additionally per event in the documents tab. Customers can download shared quotes and invoices as PDFs, open shared files, view function sheets, and open contracts directly if they are listed as a signer. This also works for recipients who are not the main contact of the event — previously those recipients followed a shared link and found nothing.
- No more dead entries for shared documents. If a shared file was later deleted from the event, it stayed in the list as an entry with no way to download it. Such entries now disappear along with the file.
- The link from the email leads to the right view. Anyone who received a document via "Share document" always ended up in the supplier view of the portal — customers included. The link now takes customers to their customer view and partners to the partner view, based on their actual role on the event.
- Drafts stay hidden in the partner portal. The order list in the partner portal also showed internal order drafts and expired baskets. It now lists only orders that were actually placed.