Welcome to
ClientSpace Help
What's new in this release: Release 98 Notes
- Replace Fields: Filter by name
- OSHA 300 and 300A: Locations and Location Totals
- DocuSign: Fail notification
- Client Master: Terminate logic moved to Save pipeline
- Imports: Loss Run imports
- Case Discussions: Date-time stamp
- Business Intelligence: Delete from BI Admin
- Email Integration: Communication Method
- ClientSpace Help enhancements
See what we did last month: Release 97 Notes
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Business Intelligence Admin dashboard
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DocuSign API: Prevent voided files from coming back into ClientSpace
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Workflow Channels: Add multiple users in Notifications step; Workflow History link
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Business Rules: Configure rules and business logic
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Email Add-in: Additional contacts
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Pricing Console: Re-upload pricing data