Features:
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File Sharing: Securely share any file with your client through the Client Sharing Portal module. Watch video here.
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Manage Locked Files: Files automatically unlock after being closed, however, if the system fails, you'll be able to view a list of locked files in the new Locked Files section. Managers will be able to unlock any user's files in this section. Non-managers can only unlock their own files.
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PDF Web Editor - Add Bookmark Colors: Add colors to your bookmarks directly in the web editor or via Bookmark Templates in Settings
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Microsoft Authenticator: Log into Edi through your company's Microsoft account
General Improvements:
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New Help Center: Submit tickets directly through Edi or email us at support@goedi.com to generate a ticket
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Client Sharing Portal - File Requests:
- Ability to delete a file submitted by guest
- Guests will be able to download previously uploaded files
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Sidekick Update
- Upload or discard multiple files at once with our new User Interface
- New confirmation modal when you discard files
- Changed upload method to support large files
- Support binary files
- Upload or discard multiple files at once with our new User Interface
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New Help Center: Submit tickets directly through Edi or email us at support@goedi.com to generate a ticket
and more...
Coming Next:
- File Request Templates
- File Request messaging with client
- Mobile optimizations to File Sharing
- and more...
Our team is flexible and adapts to the changing needs of our clients. If you want to request a new feature, please contact us at support@goedi.com