Alongside the larger releases, we've made a set of smaller changes to the Client Portal. They make it easier to spot requests that need a nudge and harder for a client to get stuck. 

For you 

• Last activity and Stalled badge: the requests table on the opportunity now shows when each client was last active, and flags requests that have gone quiet as Stalled, so you know who to follow up without opening every request. 
• Template order kept: when you add more than one template to a request, each template's documents stay in the order you set. 

For your clients 

• Joint applicants aren't held up by each other: each applicant only needs to upload their own required documents to finish and submit their part. 
• Clear errors with a retry: if a submission fails or the document list doesn't load, your client is told and can try again, rather than thinking they've finished. 
• Larger uploads: clients can upload documents up to 30MB, up from 10MB, in line with the CRM. 

Where to find it 

These changes apply automatically. There's nothing to switch on.