Creating a document request is the thing you do most, so we rebuilt it:
- Searchable client picker — find any client by name or email, or create one inline without leaving the composer. New clients are selected automatically.
- Profiles and add-ons — pick the borrower profile (salaried, self-employed…) and stack add-on blocks. Core documents are pre-selected; expand any block to fine-tune the items.
- Custom documents — need something one-off? Add free-form items ("Latest bank statement") directly in the composer.
- Automatic language — selecting a client sets the request language to their preferred language. Labels are frozen in that language the moment you create the case.
- Editable email preview — see the email your client will receive, edit the subject and body, and copy it to your mail client in one click.
- The dashboard toolbar now reads like a sentence — "Show my activity over the last 30 days in English" — with each part clickable.