Centralyn

Changelog

Release notes and product updates for Centralyn.

Document Templates & Bulk Operations

Reusable document request templates, bulk client import, CSV export, and custom notification rules.
Document Templates & Bulk Operations

What's New

Document Request Templates

Create reusable templates for common document requests — tax forms, contracts, NDAs, onboarding paperwork. Assign them to clients with due dates and automatic reminders. When a client uploads the requested document, it lands in the correct folder automatically.

Bulk Client Import

Onboard multiple clients at once via CSV import. Upload a spreadsheet with client names, emails, and project assignments. Each client receives their invitation automatically.

Export to CSV

Export client lists, project timelines, and document logs as CSV files. Useful for reporting, compliance audits, and CRM integration.

Custom Notification Rules

Set notification rules per project. Example: "Notify me only when a document is overdue" or "Mute notifications for this project until Friday."

Dark Mode

Light and dark themes now available. The portal respects the client's system preference by default, with a manual toggle in settings.

Fixes & Improvements

  • Magic link emails now expire after 15 minutes for security
  • File upload progress bar added for large files
  • Fixed an issue where deleted documents still appeared in search
  • Improved loading states on the client dashboard
  • Accessibility improvements: ARIA labels, focus indicators, screen reader support

Client Messaging & Notifications

In-portal messaging replaces WhatsApp chaos. Email notifications, read receipts, and threaded conversations.
Client Messaging & Notifications

What's New

In-Portal Messaging

All client communication now lives inside the portal. Threaded conversations with file attachments, emoji reactions, and read receipts. No more scrolling through WhatsApp to find that one message from three weeks ago.

Email Notifications

Clients and team members get email notifications for:

  • New messages
  • Document uploads and requests
  • Project status changes
  • Upcoming deadlines

Notification preferences can be customized per user.

Message Search

Full-text search across all conversations. Find any message by keyword, sender, or date range.

Activity Feed

A real-time feed on each project showing recent activity — who uploaded what, status changes, new comments. Keeps everyone in the loop without extra emails.

Fixes & Improvements

  • File upload now supports drag-and-drop
  • Document preview supports .docx and .xlsx previews natively
  • Fixed an issue where subdomain cookies conflicted with main domain
  • Improved keyboard navigation across all pages
  • Added "Remember me" option during login

Initial Release

Core client portal features: project tracking, secure document sharing, white-label branding, and team collaboration.
Initial Release

What's New

Client Projects

Create and manage client projects with milestones, deadlines, and progress tracking. Each client sees a live dashboard of their active projects without needing to email for status updates.

Secure Document Sharing

Upload and share files directly in the portal. Clients can download, comment, and upload new versions. Supports PDFs, images, spreadsheets, and more. File size limit: 100MB.

White-Label Branding

Customize the portal with your logo, brand colors, and subdomain. Your clients see your brand, not ours. Custom domain support coming soon.

Team Collaboration

Invite team members with role-based access (Admin, Manager, Member). Assign clients to specific team members and control who sees what.

Magic Link Authentication

Passwordless login for clients. They receive a secure magic link via email — no passwords to remember or reset.

Fixes & Improvements

  • Optimized initial page load time by 40%
  • Fixed date picker timezone offset issue
  • Added loading skeletons for better perceived performance
  • Improved mobile navigation usability