2023
Progress update #5 – September 2023
🚀 Shipped:
🏘️ Client Portal Updates
- ✒️We enabled client sign in with “real” Magic Link and also added the option for signing in with Email + Password
- ⚙️ In the updated “Organization Settings” section within the Client Portal, you now have the option to enable client login with both Magic Link or Email + Password. If you enable both options it will be up to your client to choose the one they prefer.
- 1️⃣ Magic link now expires in 1 hour from the client request.
- 📨 Email + Password Login will keep the session live for up to 2 weeks if your client doesn’t log out.
- 💡For everyone with an active account and Client Contacts who use SuperOkay, if you switch over to Email + Password, here’s how it works:
- Once you make the switch from Organization Settings, your clients can log in one last time with a Magic Link.
- After logging in, they will be prompted to set a password (this step cannot be skipped).
- 📝 Translation is available for Login Page.
- 🔔 You now also have the option to toggle email notifications on/ off.
🚧 Working on right now, to be shipped soon:
🔎 Folders Sidebar Search & Filter
- 🔎 Keyword Search: Easily find specific projects using the new keyword title search functionality.
- 🔖 Tags: Organize and categorize your projects efficiently with the addition of project tags.
🗃️ Folder Download
- 🗂 Transfer all your documents, files and assets in one convenient package. You and your clients can now download entire folders neatly bundled as a zip file with a single click.
🔮 Working on right now, to be released in the near future:
- 💬 Messages Hub – Communicate with your clients via SuperOkay. Send messages, reply to requests, move away from email and chat apps.
- 🌐 Global Documents – Documents you create once and then can include in multiple projects. Changes you make to the source document will be reflected across all Projects. This will be great for Knowledge Bases you want to share across projects and clients.
Progress update #4 – July 2023
🚀 Shipped:
🔐 Organization Roles Update
- 👨💼 We’ve introduced a new team role called Project Manager. A Project Manager has access to all things related to projects, on all projects, but not to managing your team, billing, or organization settings.
- 💪 The Owner role has been renamed to Admin.
- Admins can now set roles for other members of their organization from Admin → Team Members.
👥 Project Access Management for Your Team
- 🚨 Basic Members are no longer able to create new projects or make changes to Project Settings.
- 🔐 In order for a Basic Member to gain access to a project, they must be invited to the project by an Admin or Project Manager.
- 💡For existing projects, all individuals who had access to the project previously have been moved to the new system. You now have the ability to adjust access on a case-by-case basis as needed.
👩💼 Project Access Management for Client Contacts
- 🚨 Client Contacts must be manually added to a Project to gain access to it.
- 🎁 You can choose which Client Contacts from a client organization have access to each project. Now you can control which projects any Client Contact can see.
- Assigning a Client Organization to a Project has moved to Project Settings -> Access Management.
- 💡Note that for existing projects, all Client Contacts who previously had access to the project have been migrated to the new system.
🚧 Working on right now, to be shipped soon:
🔑 Client Email and Password Login
We have some updates regarding how this will work:
- You will have the option to switch between Magic Link (which is also getting a significant update) and Email + Password.
- This choice applies to all client portals you have. You can either use Magic Link for all clients, or Email and Password.
- You will be able to activate Google Login so Client Contacts can connect with their Google account directly from your Client Portal login page.
💡 For everyone with an active account and Client Contacts who use SuperOkay, if you switch over to Email and Password, here’s how it works:
- Once you make the switch from Organization Settings, your clients can log in one last time with a Magic Link.
- After logging in, they will be prompted to set a password (this step cannot be skipped).
- After setting a password, they will need to enter their email and password or use Google Login for every future login.
🔮 Working on right now, to be released in the near future:
- 💬 Messages Hub – Communicate with your clients via SuperOkay. Send messages, reply to requests, move away from email and chat apps.
- 🌐 Global Documents – Documents you create once and then can include in multiple projects. Changes you make to the source document will be reflected across all Projects. This will be great for Knowledge Bases you want to share across projects and clients.
Progress update #3 – June 2023
🚀 Shipped:
- 💄 Improved the way the exported PDFs look like → fixed a lot of the issues you reported where content would be split apart on multiple pages in a poor way.
- 🆕 Added a new Page Break content block → you now have more control over where the PDF should break when saving a document.
- 🆕 Added a new Page Break element for the Rich Text content blocks → Now you can break the page wherever you want, even within a Rich Text content block. To access it, just hit return to get to a new line and select the new Page Break icon from the toolbar that appears.
- 🖨️ Print / PDF preview straight from the Editor → Using the browser Print as PDF feature you can quickly preview how your docs look like as PDF or when printed out.
- 📦 Archive Projects → long requested feature to help you better organize your workspace and reduce clutter.
- 🪲 🪓 Updated the way a lot of the Content Blocks look like when your project is set to dark mode. There were some inconsistencies there that made the documents look… not great.
- 🪲 🪓 Many small bug fixes and tweaks that will make the whole experience of using SuperOkay better.
🚧 Working on right now, to be shipped soon:
👥 Project-level permissions and access management → We’re in the final testing phases for this and it should be live by the time we post update #4.
What you’ll be able to do:
- 👨💼 We’re introducing a new team role called Project Manager which has access to all things project related, on all projects, but not to managing your team, billing, or organization settings.
- ❗ Basic Members will no longer be able to create projects or edit anything about them.
- 💪 The Owner role gets renamed to Admin
- 🔐 In order for a Basic Member to have access to a project, they will need to be invited to the project by an Admin or Project Manager.
🔮 Working on right now, to be released in the near future:
- Client Email + Password Login → making good progress.
- Manage Client Contact access to Projects → a way for you to control who on your client’s team has access to a particular project.
Progress update #2 – June 2023
🚀 Shipped:
- 💄 Improved the way the exported PDFs look like → fixed a lot of the issues you reported where content would be split apart on multiple pages in a poor way.
- 🆕 Added a new Page Break content block → you now have more control over where the PDF should break when saving a document.
- 🆕 Added a new Page Break element for the Rich Text content blocks → Now you can break the page wherever you want, even within a Rich Text content block. To access it, just hit return to get to a new line and select the new Page Break icon from the toolbar that appears.
- 🖨️ Print / PDF preview straight from the Editor → Using the browser Print as PDF feature you can quickly preview how your docs look like as PDF or when printed out.
- 📦 Archive Projects → long requested feature to help you better organize your workspace and reduce clutter.
- 🪲 🪓 Many small bug fixes and tweaks that will make the whole experience of using SuperOkay better.
🚧 Working on right now, to be shipped soon:
- Project-level permissions and access control → we have a technical proof-of-concept, now we are focusing on building it out
🔮 Working on right now, to be released in the near future:
- Client Email + Password Login → making good progress.
Progress update #1 – May 2023
🚀 Shipped:
1st version of Project Templates:
- We have started building out a library of Project Templates aimed at helping you get started with the setup of your client portals. In the following weeks we’ll focus on content and having the best client portal project templates out there.
- Whenever you start a new project, you can select from a template, or start with a blank project.
- You can now have projects without a Client Organization attached to it. This is great for draft work in progress stuff or to have your hand-made project templates without having to create a dummy client organization.
🚧 Working on right now, to be shipped soon:
- Improving the way the exported PDFs look like by default and fixing a lot of the issues you reported where content would be split apart on multiple pages in a poor way.
- We’re adding a new “Page Break” content block which will give you more control over how you can break content when exporting PDFs
- Print / PDF preview straight from the Editor -> Using the browser Print as PDF feature you can quickly preview how your docs look like as PDF or when printed out.
- Archive Projects – long requested feature to help you better organize your workspace and reduce clutter.
🔮 Working on right now, to be released in the near future:
- Client Email + Password Login -> making good progress here, we think we’ve found a way to make the process smooth as butter.
- Project-level permissions and access control -> working on the architecture of this system and how granular we’ll go with the permissions and roles.
🆕 Updates
Notifications & Emails
100% new architecture for everything related to notifications, emails, and the flow of events within the app. This will be the foundation for integrations, in-app messages between you and your clients, and many other valuable updates in the future.
Read our “Quick Guide on how Notifications work in SuperOkay.”
2022
🚀 Features
- Solo+ now allows for 3 team members (including yourself)
🆕 Updates
- Choose to view Docs & Files and Pinned Folders dashboard cards in list mode or card mode.
- Toggle the Recently Updated list from the Client view
- Docs & Files and Pinned Folder dashboard cards now display content in the order you select.
- Improved the design of folder content
- Client Portal error pages are now fully white-labeled
🐛 Squashed Bugs
- Fixed a bug where the Intercom widget would overlap the mobile document navigation
- Fixed issues with displaying very long file names.
- Fixed a bug where the Quick Links would overlap the cards below when displayed on two rows
- Fixed a bug where copy describing document types would appear at the end of Client facing Document Category page
- Fixed some copy inconsistencies reported by users
- Fixed a bug where Pinned Folders would be selected twice in the sidebar navigation tree.
- Fixed a bug where the order of the Pinned Folders defined in Settings was not applied on the Dashboard and sidebar navigation.
🎁 Our biggest update yet!
This is our biggest update yet since the launch of client portals! Below you’ll find the highlights. We’ve released lots of smaller bug fixes and improvements across the entire app.
🚀 Docs & Files
Read a full breakdown what’s new with Docs & Files.
Changes to Docs:
- You are no longer limited to our document categories.
- Your existing docs are already ported to the new system and you’ll see folders called “Briefs”, “Estimates” and so on. You can rename them and change their icon if you wish
🆕 Folders:
They’re not just you average folders. We have a lot of features that help your document workflows:
- One “Shared” folder that contains everything your client will see. Everything outside the “Shared” folder is only visible to you and your team. No more wondering what’s shared with the client and what’s not.
- How do you share something with the client? Just move your documents or files somewhere in the Shared folder.
- Drag & Drop to arrange folders and files
- You and your clients can add comments and action items on any folder
- ⭐️ Clients can create & edit folders
🆕 Files:
Share files with clients without having to attach them to SuperOkay docs.
- Upload files straight in the Docs & Files section, in any folder
- Images, audio files, video files, and PDFs can be viewed straight in the app
- You and your clients can add comments & action items to any file
- ⭐️ Clients can upload files!
🐛 Squashed Bugs
- Fixed a bug where the Intercom widget would overlap the mobile document navigation
- Fixed issues with displaying very long file names.
- Fixed a bug where the Quick Links would overlap the cards below when displayed on two rows
- Fixed a bug where copy describing document types would appear at the end of Client facing Document Category page
- Fixed some copy inconsistencies reported by users
- Fixed a bug where Pinned Folders would be selected twice in the sidebar navigation tree.
- Fixed a bug where the order of the Pinned Folders defined in Settings was not applied on the Dashboard and sidebar navigation.
🚀 Public Links are now optional
You can choose whether you want a public link to the document or not. This is no longer linked to sharing a document to the Client Portal.
🚀 Admin & Member roles
We’ve added some much needed restrictions to what your team members can do. From now on, only the Owner (1st one to sign up for SuperOkay) can manage Team Members, delete projects, or manage Billin.
🚀 Pinned folders
Pin any folder from within your “Shared” folder to the portal dahsboard and side navigation.
🆕 Updates
- You can now manage view options for your Home screen. Sort Projects by name or date, view them as large grid, small grid, or list, or group them by client
- Redesigned the sidebar on all Docs so it’s more consistent across your dashboard and the client portal.
- Redesigned the way we show you the status of your uploaded files
- Added H1 option for Heading content blocks
🚀 Features
- Localized the app in multiple languages: French, Spanish, German, Portuguese, Dutch, and Romanian.
- White Label Emails: configure your own email address for notifications sent from SuperOkay
- Ability for client contacts to create action items
- Customize Portal Login Page
- Chat Widges + Custom Code Integrations: add custom code integrations on your client portals.
- Customize your portal favicon
- Customize your portal Open Graph data so link previews look great
🆕 Updates
- You can now customize the Module titles & icons. That means you can rename Docs / Action Items / Knowledge Base & Timeline to whatever you want.
- Ability to hide the search bars from client portal
- You can now hide the Documents module from the portal
- Made logos bigger in page header both on Agency and Client Portal. Client logo now same size as Agency logo
- Updated the UI of “Manage Quick Links” overlay on Portal Homepage
🐛 Squashed Bugs
- Fixed a nasty bug which caused some data loss when the Duplicate Content Block functionality was used to create many questions within a document
- Fixed a bug which caused the document status dropdown to not show the actual state of the document the first time you used it
- Fixed a bug where the Quick Links would overlap the cards below when displayed on two rows
- Fixed a bug where copy describing document types would appear at the end of Client facing Document Category page
- Fixed some copy inconsistencies reported by users
🆕 Updates
- Redesigned the way you create and edit Quick Links & Embedded Apps so it’s more consistent with the rest of the app
- Added a Download button on image thumbnails on File Upload Q&A and Uploaded Files content blocks
- Redesigned the Embedded Apps flow to make it more obvious
- Quick Links and Embedded Apps are now saved without having to click “Save Changes” on the parent page
- Added the ability to hide the Action Items module from the Client Portal
- Redesigned Client Contact invite flow
- Added “Last Login” timestamp to client contacts
- Use Organization Paragraph Font throughout the Client Portal UI
- Added visibility badge to Action Items in the Timeline so people know if an Action Item is visible to the client or not.
- Added client color to project color palette
- Allow “mailto:” links in Quick Links
- Added the ability to remove Due Date from Action Items
- Added all currencies to the Project Settings dropdown
🐛 Squashed Bugs
- Prevent modals with forms from closing when clicking outside of them
- Fixed a bug where editing an Embedded App would not always save the new Embed Code
- Fixed a bug where the font search was case sensitive
- Fixed a bug where Project Fonts were not saving properly
- Fixed a bug where clicking the Save button would not always close the Edit Quick Links modal
- Fixed an issue with logo sizes in email templates where 1:1 logos would appear huge
- Fixed a bug where some email notifications would not properly display the Document name and User who performed the action
- Fixed a bug where the title of the document in the notification would always be the initial title aka “Untitled Document”
- Fixed a bug where sometimes the link on the Button content block would not work properly
- Fixed a bug where having a trailing dot in the subdomain input field in Custom Domains would cause the validation process to fail
- Fixed a bug where Quick Links in Client Portal sidebar were missing alt tags
- Fixed an issue where the date in the Action Items Due Date picker would show 1 day before / after what the user intended.
- Fixed a lot of small glitches on the mobile version of the app
- Assign action items to team members or client contacts
- Resend invite link to any client contact
- Update email & name for client contacts
- Update & delete team members
Finally, a client portal you’ll simply know how to use.
Our bigest launch so far brings a completely redesigned project dashboard and a whole set of new features.
Here’s what’s new:
- Project Portal Dashboard: a beautiful new home for your project. Fully customizable, it’s the perfect starting point for your client or team.
- Embedded Apps: embed the apps you already use like Airtable, Miro, or Figma and add them to the Project Portal navigation.
- Quick Links: have the the most important links your client needs right on the Project Portal.
- Jump to any doc: a simple yet powerful search to quickly get to any doc or action item
- Branding: create professional-looking Project Portals with dark mode, client logos, custom fonts and so many more. You just have to play with.
Action Items
Keep your projects moving with in-context action items
You can now add Action Items to any document or content block for your client to always have at hand.
Comments
Get client feedback on shared documents.
Our battle with email continues. Instead of collecting feedback on your proposal or brief via email, why not invite your client to leave a comment right on the shared link?
Here’s how it works:
- Comments can be added to the document itself or to individual content blocks
- You’ll can see and filter all open / resolved comments on a document
- Clients add their name & email address when commenting for the 1st time and they’ll get an email when their comment is resolved
- You’ll get notified via email and in-app whenever a new comment is added, resolved, reopened, or deleted
Redesigned Pricing Table
- Improved layout on mobile devices
- Import multiple items from your Billable Services library
Group multiple content blocks
Group multiple content blocks so they can share the same background (great for document intros). Combine this with our Unsplash integration and let your creativity run wild.
Embed (almost) anything in a document
Add rich embeds from 1800+ apps and services right into SuperOkay documents.
Tables & Custom Buttons
You can now add tables and custom buttons to documents with two new content blocks.
Inbox & Notifications
Never miss anything relevant to your briefs and proposals. You’ll get Inbox notification for:
- New views on your shared links
- Q&As answered on a shared link
- Document approvals on a shared link
- Document status changes
Copy & Paste, drag & drop to reorder, multiple selections, and more
Editing documents in SuperOkay just got a massive upgrade.
- Drag & drop to reorder any content block in a document.
- Copy & paste any content block between documents and projects
- Select multiple content blocks to:
- Cut, copy & paste them
- Create a new Reusable Block
- Delete them
- A brand new context menu when you right-click on a content block
Custom colors & fonts
Always stay on brand with more control over the colors and fonts you can apply to briefs, proposals, and estimates.
Color Palettes
Probably one of the most requested features, you now define a color palette at the organisation or project level.
Custom Fonts
Choose what fonts you want to use for headings and paragraphs. We’ve integrated with the Google Fonts API and can now use the 1000+ typefaces they offer. You can even change the font used on each content block.
A boatload of improvements
- The Estimate embedded content block now offers a quick preview of the Pricing Table.
- We’ve added text highlighting for Rich Text & Heading blocks
- You can now resize images added to Image blocks
- Image gallery for the Uploaded Files block
Unsplash is here
Search and use any of the 2 million free high-resolution images Unsplash offers in your documents.
Interactive Briefs
We added 7 new types of Brief Questions, and turned SuperOkay into a much more powerful briefing tool.
- Multiple choice: give your clients options to pick from
- File Upload: your clients can now upload files in Briefs
- Rating: ask clients to answer by rating on a scale
- Image Choice: clients can pick between multiple images
- Sliders: 1D and 2D sliders
- Date: fill in a deadline or the kick-off date of a project
Brief questionnaire progress
- Clients can see the progress of the Brief questionnaire on a shared link.
- We improved the experience of answering Q&As.
A completely redesigned navigation
Switching between SuperOkay documents is now much faster thanks to the new sidebar. If you’re using the app on a smaller screen, you’ll notice things look much better now.
Improved document approval
Sharing documents with your clients and getting them approved got better.
- We’ve improved the way shared documents look on a Shared Link.
- The Approval block is now simpler and when a document is approved, it looks much better.
- You can now preview the document as your client will see it without having to open the shared link.
Speed & stability
We’ve been working hard to improve the core architecture of SuperOkay and make it even faster than before. We fixed some bugs and made the app faster and better looking than ever.