What's New in TalleFlow โ Staff Teams, Document Branding & Sent-File Control
๐ฅ Staff Teams โ Create named teams under Members, assign them to projects and tasks, and pick a team in automations so roster changes resolve when the automation runs instead of re-picking individuals. ๐จ Document brand settings โ Set document colors and branding on your Branding page, apply brand across Unlayer with undo, freeze brand at signed or paid milestones, and get a stale-brand prompt when your studio look moves ahead of older files. ๐ Per-file document theme โ Override Inherited vs This file theme from the editor palette so one document can diverge from business brand without changing every file in the studio. ๐ Sent-file home and drafts โ Land on a sent-file home with status and last-sent timing, save unpublished drafts without resetting signatures, and publish a new live version only when you Resend so clients keep signing the last sent copy until you are ready. ๐ Post-submission thank-you experience โ Customize thank-you screens and logos for contact forms, questionnaires, and brochures while clients paginate to the last page before submit and see a polished confirmation in the portal. โ๏ธ Document completed automations โ Wait for a file to finish using prior sends, specific templates, or any project file, and choose which file completes the step with Select file modes that match how you already run familiar select-file flows. Also shipped in this release ๐ Time-off approval โ Turn on staff policies so member time-off requests stay pending until an owner approves, with a queue and calendar states instead of every request blocking availability instantly. ๐ฆ Service inventory recipes โ Define inventory lines on service items so package bookings, signing gates, and fulfillment previews include gear from included items and add-ons instead of only the package recipe. ๐๏ธ Project archive โ Archive projects with a clearer archive flow instead of cancel-only paths that were harder to revisit later. ๐ Reports filter upgrades โ Multi-select type, source, and team filters on Reports and page through email performance with next and previous so large studios slice data without one-value-at-a-time filters. ๐ Internal-only timelines โ Mark a timeline Internal only so it stays in the studio and out of the client portal, including PDF QR codes, when the event should not be client-visible. ๐ท๏ธ Document list status chips โ See Draft, In Progress, and Completed tiers on the document list aligned to invoice payment truth so file state is easier to scan than raw workflow labels alone. ๐ Project activity history โ Record project creation, contact changes, and detail edits in the project activity feed so setup work is visible alongside later client-facing events. โ๏ธ Resend and sent-file cleanup โ Notify parties when you Resend a live file, delete sent files until someone acts on them, and hide voided rows so the sent list stays easier to trust.
How do you feel about this update?
