🌐 Case Portal

📎 Uploaded Form Files Now Appear in Attachments

When a client fills out an online intake form and uploads a file — like a photo ID or a signed document — that file now automatically appears in the Attachments tab on their client record in both Case Portal and Sumac Desktop.

Uploaded files are given a clear, meaningful name (for example, "Intake Form - Proof of Identification.png") so your team always knows what they're looking at. No more hunting through the Form Submissions page or manually re-uploading files to the client record.

We've also improved how form submission PDFs are handled:

• The PDF now includes all fields from the form — not just a partial snapshot

• It gets a descriptive name so it's easy to identify

• "Save as PDF" is now on by default for new forms

• The PDF no longer appears as a separate item, cluttering up the Attachments list — instead, the form list will show a PDF download icon on each form allowing you to download the PDF
  

🗑️ Delete Incomplete Form Requests

If you've sent a form to a client and they never completed it, that form request used to stay on their Forms & Attachments tab indefinitely — with no way to remove it.

You can now delete incomplete form requests directly from a client's record, keeping your clients' Forms & Attachments lists tidy and focused on what's current and relevant.

📧 More Powerful Post-Submission Email Notifications

Post-submission email notifications can now include any field from the form as a merge code — not just the submission date.

This means your team can receive notification emails that include the client's name, the type of form submitted, and any specific fields from the form itself, giving Intake Coordinators the full picture right in their inbox — without needing to open Case Portal first.

Coming Soon! In an upcoming release, you will also be able to use this to send a personalized confirmation email back to the client who submitted the form, thanking them for providing their information, and setting expectations for next steps.

🕵️ See Who Last Viewed or Edited a Record

Case Portal now shows the last viewed and last edited date and user in the bottom left corner of case note records — consistent with how Sumac Desktop has always displayed this information.

Your team can now quickly confirm who last touched a record without switching to Desktop.

🕐 Consistent Time Display Across Desktop and Case Portal

Case Portal now displays times in 12-hour AM/PM format, using your organization's default timezone — matching how Sumac Desktop has always shown time.

This applies to contact records, online form submissions, and export profiles, so your team sees a consistent experience no matter which product they're working in.

🛠️ Bug Fixes

Duplicate values in dropdowns Dropdowns in Case Portal Case Notes (such as "Service Provided") were showing every value twice. This has been resolved — only unique values now appear.

Custom choice checkbox missing on sent forms

In online forms that included a custom choice option (a free-text checkbox), the checkbox was not appearing, making the custom choice completely unusable. This has been fixed.

Date and time fields appearing blank after saving After saving a Case Note or meeting/reminder, the date and time fields would appear blank in Case Portal — even though the values were saved correctly and visible in Sumac Desktop. Both products now display date and time consistently after saving.

Image and audio transcription not working Uploading an image or audio file to transcribe in a case note was returning an error and preventing the feature from working. This has been resolved — the transcription feature works as expected.