# General **URL:** https://community.assembly.com/c/general/4.md [Latest](https://community.assembly.com/latest.md) · [Categories](https://community.assembly.com/categories.md) · [Tags](https://community.assembly.com/tags.md) --- ## [Gate the profile until user Agreement is signed](https://community.assembly.com/t/gate-the-profile-until-user-agreement-is-signed/519)
**Author:** [@Aaron\_Lambie](https://community.assembly.com/u/Aaron_Lambie)\ **Replies:** 3\ **Last updated:** [October 30, 2026, 2:36pm UTC](https://community.assembly.com/t/gate-the-profile-until-user-agreement-is-signed/519 "2026-10-30T14:36:50Z")
Is there a way to force a new user or at least the first user of a company to sign our user agreement before we allow them access to their profile and other tabs? --- ## [Pre-Authorized Debit Stripe Integration Canada](https://community.assembly.com/t/pre-authorized-debit-stripe-integration-canada/564)
**Author:** [@Andrew\_Lowe](https://community.assembly.com/u/Andrew_Lowe)\ **Replies:** 3\ **Last updated:** [October 16, 2026, 3:11pm UTC](https://community.assembly.com/t/pre-authorized-debit-stripe-integration-canada/564 "2026-10-16T15:11:52Z")
Hi Team, Is PAD available to enable for Canadian Customers yet? Last time we touched base on this, the team mentioned that it was Stripe that was the bottleneck, but they have since enabled the feature. Can this be tu… --- ## [Video walk-through for client roll-out](https://community.assembly.com/t/video-walk-through-for-client-roll-out/684)
**Author:** [@Lauren\_Smith](https://community.assembly.com/u/Lauren_Smith)\ **Replies:** 2\ **Last updated:** [October 14, 2026, 6:41pm UTC](https://community.assembly.com/t/video-walk-through-for-client-roll-out/684 "2026-10-14T18:41:55Z")
Hello! Has anyone used a screen recorder to make a short walk-through/how-to video to introduce your clients to their client portal, and would you be willing to share your example, please? --- ## [Subfolder Permissions](https://community.assembly.com/t/subfolder-permissions/659)
**Author:** [@BEYER\_Architects\_Eng](https://community.assembly.com/u/BEYER_Architects_Eng)\ **Replies:** 1\ **Last updated:** [July 14, 2026, 9:53pm UTC](https://community.assembly.com/t/subfolder-permissions/659 "2026-07-14T21:53:43Z")
Having subfolder permission for a project/ company can be very valuable for our workflow. Certain contacts dont need viewership on some of the folders. Creating a separate file channel becomes an added step and an addit… --- ## [Expiration Dates for Proposals](https://community.assembly.com/t/expiration-dates-for-proposals/658)
**Author:** [@BEYER\_Architects\_Eng](https://community.assembly.com/u/BEYER_Architects_Eng)\ **Replies:** 1\ **Last updated:** [July 14, 2026, 9:47pm UTC](https://community.assembly.com/t/expiration-dates-for-proposals/658 "2026-07-14T21:47:57Z")
Setting an expiration date as part of the proposal workflow. would help remind clients to sign proposals automatically before the expiration date… similar to that of invoicing/ billing. --- ## [Can't download large files](https://community.assembly.com/t/cant-download-large-files/657)
**Author:** [@Ilan\_Hayat](https://community.assembly.com/u/Ilan_Hayat)\ **Replies:** 1\ **Last updated:** [July 6, 2026, 3:57pm UTC](https://community.assembly.com/t/cant-download-large-files/657 "2026-07-06T15:57:35Z")
Hi , I am evaluating Assembly for our use, and in my usecase customer may upload large files 1-3GB each. The file uploaded successfully but I can’t seem to be able to download it, I click download but nothing happens --- ## [Sorting Tasks By Due Date](https://community.assembly.com/t/sorting-tasks-by-due-date/654)
**Author:** [@Julie\_Angilly](https://community.assembly.com/u/Julie_Angilly)\ **Replies:** 3\ **Last updated:** [June 17, 2026, 3:47pm UTC](https://community.assembly.com/t/sorting-tasks-by-due-date/654 "2026-06-17T15:47:41Z")
Hi there - we are brand new to Assembly. We want to use the Task feature extensively with our clients. Quick question - is there a way to sort task by the due date so you can see tasks that are due soon? I cannot find an… --- ## [Adding a contact to a company after created](https://community.assembly.com/t/adding-a-contact-to-a-company-after-created/651)
**Author:** [@Brett\_Boogaerts](https://community.assembly.com/u/Brett_Boogaerts)\ **Replies:** 1\ **Last updated:** [June 8, 2026, 5:09pm UTC](https://community.assembly.com/t/adding-a-contact-to-a-company-after-created/651 "2026-06-08T17:09:56Z")
If you add a company to a contact after the contact has already been created does that keep files separate for that person (company and contact) and likewise can everyone in that company see that contacts files? --- ## [Multi lingual support](https://community.assembly.com/t/multi-lingual-support/639)
**Author:** [@Aaron\_Lambie](https://community.assembly.com/u/Aaron_Lambie)\ **Replies:** 2\ **Last updated:** [May 27, 2026, 12:15pm UTC](https://community.assembly.com/t/multi-lingual-support/639 "2026-05-27T12:15:17Z")
We have a need to offer our product in French. Is assembly thinking about supporting multi lingual support? --- ## [Can you apply a discount or discount code to an invoice or product to a client?](https://community.assembly.com/t/can-you-apply-a-discount-or-discount-code-to-an-invoice-or-product-to-a-client/553)
**Author:** [@Bob\_Drozdowski](https://community.assembly.com/u/Bob_Drozdowski)\ **Replies:** 3\ **Last updated:** [May 20, 2026, 8:16pm UTC](https://community.assembly.com/t/can-you-apply-a-discount-or-discount-code-to-an-invoice-or-product-to-a-client/553 "2026-05-20T20:16:48Z")
Can you apply a discount or discount code to an invoice or product to a client? --- ## [Feature Requests :)](https://community.assembly.com/t/feature-requests/632)
**Author:** [@Dale\_R\_Wright\_II](https://community.assembly.com/u/Dale_R_Wright_II)\ **Replies:** 2\ **Last updated:** [May 12, 2026, 8:00pm UTC](https://community.assembly.com/t/feature-requests/632 "2026-05-12T20:00:35Z")
hey team!! loving the updates lately!! is there a road map to having the chat on the right side pane have toggle on/off functionality that is baked into persistent memory? right now i find that the chat is always in … --- ## [Mass Selection is here!](https://community.assembly.com/t/mass-selection-is-here/631)
**Author:** [@Dale\_R\_Wright\_II](https://community.assembly.com/u/Dale_R_Wright_II)\ **Replies:** 1\ **Last updated:** [May 8, 2026, 5:46pm UTC](https://community.assembly.com/t/mass-selection-is-here/631 "2026-05-08T17:46:12Z")
thank you for the update for the mass selection guys!!! super nice touch now being able to bulk select files to move/delete etc --- ## [Contracts - Checkboxes](https://community.assembly.com/t/contracts-checkboxes/625)
**Author:** [@Staffify\_Team](https://community.assembly.com/u/Staffify_Team)\ **Replies:** 1\ **Last updated:** [April 20, 2026, 9:06pm UTC](https://community.assembly.com/t/contracts-checkboxes/625 "2026-04-20T21:06:52Z")
Is there an option to insert checkboxes on the Contracts feature? Some of my agreements require clients to check off their applicable account type, so I am just curious if I’m missing it or if anyone has a workaround? If… --- ## [Quickbooks integration | Estimates](https://community.assembly.com/t/quickbooks-integration-estimates/624)
**Author:** [@Alfio\_Celia](https://community.assembly.com/u/Alfio_Celia)\ **Replies:** 2\ **Last updated:** [April 20, 2026, 12:52pm UTC](https://community.assembly.com/t/quickbooks-integration-estimates/624 "2026-04-20T12:52:13Z")
Is there any plans to add estimates/quotes to the Quickbooks integration? That’s the one thing that keeps us from using it. Unless I have not figured out to do that on the current integration? @Veronique\_Cadet @brittany … --- ## [Invoice custom fields?](https://community.assembly.com/t/invoice-custom-fields/622)
**Author:** [@Colby\_Allen](https://community.assembly.com/u/Colby_Allen)\ **Replies:** 1\ **Last updated:** [April 17, 2026, 6:16pm UTC](https://community.assembly.com/t/invoice-custom-fields/622 "2026-04-17T18:16:24Z")
Hello! I’d like to propose/request the ability to add or have custom fields on the invoice screen or table. We are starting to expand and will have more internal users/consultants in the application. We can add custom f… --- ## [Logo on Invoice](https://community.assembly.com/t/logo-on-invoice/619)
**Author:** [@Lars\_Johnson](https://community.assembly.com/u/Lars_Johnson)\ **Replies:** 3\ **Last updated:** [April 13, 2026, 5:11pm UTC](https://community.assembly.com/t/logo-on-invoice/619 "2026-04-13T17:11:09Z")
Is there a way to modify the size of the logo that is on the invoices? Our logo comes out looking very small, even though I uploaded a larger image. --- ## [Still really need some improvements with the messages](https://community.assembly.com/t/still-really-need-some-improvements-with-the-messages/613)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 1\ **Last updated:** [March 30, 2026, 9:45pm UTC](https://community.assembly.com/t/still-really-need-some-improvements-with-the-messages/613 "2026-03-30T21:45:10Z")
The new updates are really great. A few features that would still be very helpful to have. With the added, side panel in the messages, there still isn’t a great way to easily access the app content associated with e… --- ## [Payment link not working](https://community.assembly.com/t/payment-link-not-working/611)
**Author:** [@Seth\_Mourra](https://community.assembly.com/u/Seth_Mourra)\ **Replies:** 4\ **Last updated:** [March 30, 2026, 5:25pm UTC](https://community.assembly.com/t/payment-link-not-working/611 "2026-03-30T17:25:08Z")
My payment links stopped working last year. Unfortunately I wasn’t able to get it resolved with Assembly so I stopped using the portal to send bills. My stripe account is up to date and was hoping after time it would sta… --- ## [Roadmap on Payment Link & Tax](https://community.assembly.com/t/roadmap-on-payment-link-tax/594)
**Author:** [@Delcoware\_Support\_Te](https://community.assembly.com/u/Delcoware_Support_Te)\ **Replies:** 2\ **Last updated:** [March 25, 2026, 12:34am UTC](https://community.assembly.com/t/roadmap-on-payment-link-tax/594 "2026-03-25T00:34:36Z")
Hi Assembly team, first I want to say I am absolutely loving your product, what you have built here is a masterpiece in terms of how seamlessly it can be embedded into everything. It’s truly impressive. We are a Canadian… --- ## [Print Button Option From Files or Contracts App](https://community.assembly.com/t/print-button-option-from-files-or-contracts-app/197)
**Author:** [@Andrew\_Lowe](https://community.assembly.com/u/Andrew_Lowe)\ **Replies:** 5\ **Last updated:** [March 18, 2026, 3:35am UTC](https://community.assembly.com/t/print-button-option-from-files-or-contracts-app/197 "2026-03-18T03:35:53Z")
Would it be possible to add a “Print” button that alllows PDFs to be printed straight from the files or contracts app? I have many clients that try to print from this without downloading and it ends up trying to print t… --- ## [Custom Domain with SquareSpace](https://community.assembly.com/t/custom-domain-with-squarespace/607)
**Author:** [@Danae\_Wilson](https://community.assembly.com/u/Danae_Wilson)\ **Replies:** 1\ **Last updated:** [March 16, 2026, 3:31pm UTC](https://community.assembly.com/t/custom-domain-with-squarespace/607 "2026-03-16T15:31:07Z")
Good afternoon! I’m trying to add my SquareSpace custom domain, but I’m really struggling. I’ve added the CNAME to SquareSpace, but within the Assembly custom domain menu, it just says “Validating records.” I’m not sure … --- ## [Auto Task Creation Upon Purchase of Product](https://community.assembly.com/t/auto-task-creation-upon-purchase-of-product/538)
**Author:** [@Mikel\_Cvetanovic](https://community.assembly.com/u/Mikel_Cvetanovic)\ **Replies:** 4\ **Last updated:** [March 9, 2026, 7:24pm UTC](https://community.assembly.com/t/auto-task-creation-upon-purchase-of-product/538 "2026-03-09T19:24:34Z")
How do I create a product when purchased by a client will automatically assign predefined tasks to the client and an internal team member. For example, when I sell a Google Business Profile package, I would like a task t… --- ## [Issue with notifications on mobile](https://community.assembly.com/t/issue-with-notifications-on-mobile/591)
**Author:** [@Justin\_Benoit](https://community.assembly.com/u/Justin_Benoit)\ **Replies:** 1\ **Last updated:** [February 17, 2026, 8:15pm UTC](https://community.assembly.com/t/issue-with-notifications-on-mobile/591 "2026-02-17T20:15:40Z")
I added the “app” to my phone, but no notifications ever come through. I get the emails, but I’d prefer to get the direct notifications. I did make sure it is turned on in my settings for that app, and I’m on Android. An… --- ## [Integration with Front.com](https://community.assembly.com/t/integration-with-front-com/589)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 1\ **Last updated:** [February 17, 2026, 7:43pm UTC](https://community.assembly.com/t/integration-with-front-com/589 "2026-02-17T19:43:25Z")
An integration with Front.com would be very helpful to help better manage client communications. We communicate across a few different channels with clients and while ideally everyone would communicate through Assembly,… --- ## [Bug: Loading a Portal initial says "no apps"](https://community.assembly.com/t/bug-loading-a-portal-initial-says-no-apps/584)
**Author:** [@AYKO\_Support](https://community.assembly.com/u/AYKO_Support)\ **Replies:** 1\ **Last updated:** [February 4, 2026, 5:41pm UTC](https://community.assembly.com/t/bug-loading-a-portal-initial-says-no-apps/584 "2026-02-04T17:41:43Z")
Despite there being apps, this sometimes get stuck here and needs multiple refreshes --- ## [Re: Mail and Parcel Notificaiton](https://community.assembly.com/t/re-mail-and-parcel-notificaiton/576)
**Author:** [@YYZ\_Dash](https://community.assembly.com/u/YYZ_Dash)\ **Replies:** 2\ **Last updated:** [January 23, 2026, 2:16am UTC](https://community.assembly.com/t/re-mail-and-parcel-notificaiton/576 "2026-01-23T02:16:52Z")
Hi Guys, How can i notify my clients with mail and parcel notification and date pending to pickup until. Also I want to mark it picked up once the client picks it up. How can we have this done? --- ## [Requested Features after a year of use](https://community.assembly.com/t/requested-features-after-a-year-of-use/571)
**Author:** [@Michael\_Peoples](https://community.assembly.com/u/Michael_Peoples)\ **Replies:** 0\ **Last updated:** [January 10, 2026, 4:48am UTC](https://community.assembly.com/t/requested-features-after-a-year-of-use/571 "2026-01-10T04:48:11Z")
Warning…. Long List Dashboard The ability to track more than just our contacts Show open invoices Average payment days Pending Contracts Average days from sent to signed My Projects - Tasks summaries. CRM The… --- ## [Several Features I'm Curious About](https://community.assembly.com/t/several-features-im-curious-about/565)
**Author:** [@Garrett\_Leonard](https://community.assembly.com/u/Garrett_Leonard)\ **Replies:** 1\ **Last updated:** [January 7, 2026, 6:47pm UTC](https://community.assembly.com/t/several-features-im-curious-about/565 "2026-01-07T18:47:38Z")
There are several things that I feel like are necessary for this to work long term for my agency, and I would love to get an idea on if any of these are coming in the near future. Ability to turn off “Read Receipts” i… --- ## [Product add-ons for subscriptions](https://community.assembly.com/t/product-add-ons-for-subscriptions/562)
**Author:** [@Sophia\_A](https://community.assembly.com/u/Sophia_A)\ **Replies:** 1\ **Last updated:** [January 6, 2026, 4:56pm UTC](https://community.assembly.com/t/product-add-ons-for-subscriptions/562 "2026-01-06T16:56:49Z")
It doesn’t seem that there is a way for products/subscriptions to have add-on capabilities. Can someone please confirm? --- ## [Slack Messaging Integration](https://community.assembly.com/t/slack-messaging-integration/385)
**Author:** [@Luke\_Wegryn](https://community.assembly.com/u/Luke_Wegryn)\ **Replies:** 3\ **Last updated:** [January 5, 2026, 9:48pm UTC](https://community.assembly.com/t/slack-messaging-integration/385 "2026-01-05T21:48:59Z")
Is Slack messaging integration still on the roadmap? I haven’t seen any updates about it in several months. [Next page](https://community.assembly.com/c/general/4.md?page=1)