This release includes updates across Sumac Case Portal, as well as the Sumac Desktop app.

Sumac Case Portal

✨ What’s New

Duplicate Case Portal Forms

You can now duplicate online forms, making it faster to build and reuse forms for different programs or assessments.

🛠 Improvements & Fixes

Forms & UI

• Online forms have been given a fresh, more modern look
  

• We’ve made it easier to review form submissions by ensuring horizontal scrollbars are always visible for easier navigation

• Dropdown fields now display readable text instead of numeric values

Reminders & Meetings

• Based on user feedback, we’ve improved the user experience for filtering your Reminders and Meetings so you can see what’s on your plate with ease
  

Sumac Desktop Application

✨ What’s New

New file upload support for Case Plans and Case Notes

Based on user feedback, we’ve added the ability to upload documents directly to Case Plans and Case Notes! You can now upload documents directly to these Case Management records, making it easier to upload and store documents where you need them!

For guidance or assistance on how to add this field to your Case Management records, contact our Customer Success team to learn more!

Note: At this time, the ability to upload documents to Case Plans and Case Notes is only available in the Desktop app at this time, we look forward to extending this to the Case Portal in a future release!