Introducing "My onboardings" page on Client Portal & AI-generated Controls

"My onboardings" page

We’re excited to announce the launch of “My onboardings” page in your client portal.

As Business Contact, this new feature gives you a clear, centralized view of all your onboarding directly from your client portal.

All your onboardings, clearly organized: Instantly see every onboarding you are associated with
Actionable insights: Easily spot cases that require your attention under Pending actions. Click Resume to pick up right where you left off
Stay in control: Switch between your onboardings without logging out, opening new tabs, or using private browsing. Simply use the new dropdown menu to move between onboardings
Better notifications: If you have multiple onboardings your are involved in, our new email design includes a “Resume your flow” button, taking you straight to your list of onboardings

Onboardings are automatically categorized:

Pending actions: Onboardings needing your input or in draft status — take quick action with a single click to resume your flow
Under review: Onboardings being processed with no action required from you
Completed: Completed onboardings, for your records

No more searching or switching portals: Everything you need is in one place, making your onboarding experience even smoother.

We’re excited to introduce the AI Code Generator for controls—your new productivity boost for controls build on code!

AI-powered code generation: Instantly generate or modify control code in seconds by describing your needs in natural language
One-click insertion: Seamlessly insert AI-generated code into your editor with a single click—no copy-pasting needed.

With these updates, creating and updating controls is faster and easier.