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All Updates
Update

Recent uploads + usage dashboard + removed client upload URL

Track the last 14 days of document uploads, monitor client and user activity in the new usage dashboard, and legacy upload URLs have been retired.

Recent uploads

Briefcase now displays the last 14 days of uploads in the Upload Documents modal, making it easier to track recent document activity. This feature works seamlessly across all upload methods: web, WhatsApp, and email. Plus, you can quickly access your client's unique email address and WhatsApp (WA) setup guide right there.

Recent uploads view showing submissions from the past 14 days

Usage dashboard

We've launched the Usage Dashboard to give you clear insights into activity across clients and users. To access it, navigate to Settings (cog icon in the top right) and select the Usage tab. Filter by business, or switch to the Users view and filter by email address for more granular details.

Usage dashboard showing activity metrics

Removed client upload URL

We've removed the legacy client upload URL, fully replacing it with WhatsApp uploads. This change only affects older accounts, new accounts never had this feature.