# Latest **URL:** https://community.assembly.com/latest.md [Latest](https://community.assembly.com/latest.md) · [Categories](https://community.assembly.com/categories.md) · [Tags](https://community.assembly.com/tags.md) --- ## [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:** 0\ **Last updated:** [October 8, 2026, 2:02pm UTC](https://community.assembly.com/t/video-walk-through-for-client-roll-out/684 "2026-10-08T14:02:11Z")
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? --- ## [Company custom fields to be used in Contract signing](https://community.assembly.com/t/company-custom-fields-to-be-used-in-contract-signing/683)
**Author:** [@Roar\_Kristoffersen](https://community.assembly.com/u/Roar_Kristoffersen)\ **Replies:** 3\ **Last updated:** [October 6, 2026, 3:18pm UTC](https://community.assembly.com/t/company-custom-fields-to-be-used-in-contract-signing/683 "2026-10-06T15:18:46Z")
Is it possible to use “company” custom field values as auto fill in a contract signing request, and is it possible to have multiple signers for the same document, like you can with Signeasy, docusign and so on? --- ## [New app error "reached it's usage limit" on assembly side](https://community.assembly.com/t/new-app-error-reached-its-usage-limit-on-assembly-side/682)
**Author:** [@Brandan\_Baki](https://community.assembly.com/u/Brandan_Baki)\ **Replies:** 3\ **Last updated:** [September 24, 2026, 2:28pm UTC](https://community.assembly.com/t/new-app-error-reached-its-usage-limit-on-assembly-side/682 "2026-09-24T14:28:45Z")
I’m using the helpdesk app from assembly builder and we added some extra features. But when a client asks a questions it’s coming back with: “The assistant has reached its usage limit for now, so it can’t answer this on… --- ## [External OAuth callback URL for App Maker app](https://community.assembly.com/t/external-oauth-callback-url-for-app-maker-app/681)
**Author:** [@Brad\_Hislop](https://community.assembly.com/u/Brad_Hislop)\ **Replies:** 1\ **Last updated:** [September 21, 2026, 3:24pm UTC](https://community.assembly.com/t/external-oauth-callback-url-for-app-maker-app/681 "2026-09-21T15:24:13Z")
Hi, I have an Assembly App Maker app called Compliance Hub and I am integrating it with Xero using OAuth 2.0. Xero requires an exact externally accessible HTTPS redirect URI. My app has a callback route at: /integrati… --- ## [Reverting payments from Paid back to Open on an Invoice](https://community.assembly.com/t/reverting-payments-from-paid-back-to-open-on-an-invoice/680)
**Author:** [@Liz\_Parsons](https://community.assembly.com/u/Liz_Parsons)\ **Replies:** 1\ **Last updated:** [September 16, 2026, 4:34pm UTC](https://community.assembly.com/t/reverting-payments-from-paid-back-to-open-on-an-invoice/680 "2026-09-16T16:34:57Z")
We have a client that pays via ACH outside the portal. My boss thought the client paid, so I marked the invoice paid when it had not in fact been paid. I want to revert back to “OPEN” but there is no way to do that. I do… --- ## [Email Magic Link](https://community.assembly.com/t/email-magic-link/676)
**Author:** [@Brad\_Hislop](https://community.assembly.com/u/Brad_Hislop)\ **Replies:** 1\ **Last updated:** [September 14, 2026, 3:53pm UTC](https://community.assembly.com/t/email-magic-link/676 "2026-09-14T15:53:15Z")
Hi, im keep trying to hit the email magic link button however it doesnt seem to work so i have to copy and paste into my emails and send it that way and if im on the road it is a bit of a bother not sure if i have miss… --- ## [We're looking for Feedback on the Client Home 2.0](https://community.assembly.com/t/were-looking-for-feedback-on-the-client-home-2-0/530)
**Author:** [@Dovid\_Baum](https://community.assembly.com/u/Dovid_Baum)\ **Replies:** 17\ **Last updated:** [September 9, 2026, 3:19pm UTC](https://community.assembly.com/t/were-looking-for-feedback-on-the-client-home-2-0/530 "2026-09-09T15:19:20Z")
:waving\_hand: community, I lead product design @ Assembly. Our team is gearing up to start work on Client Home 2.0 in the next two weeks, and we’d love to gather your feedback before we lock in the designs. A few areas… --- ## [App refresh is too fast when editing tasks, templates, invoices](https://community.assembly.com/t/app-refresh-is-too-fast-when-editing-tasks-templates-invoices/675)
**Author:** [@Lauren\_Steed](https://community.assembly.com/u/Lauren_Steed)\ **Replies:** 3\ **Last updated:** [September 9, 2026, 11:53am UTC](https://community.assembly.com/t/app-refresh-is-too-fast-when-editing-tasks-templates-invoices/675 "2026-09-09T11:53:58Z")
As I am adding tasks, task templates, invoices, etc., the builder refreshes in only a few seconds, loosing the work I’d started inputting. This happens in both the web version and the Windows desktop version. For exampl… --- ## [Multiple Recipients for a Single Invoice](https://community.assembly.com/t/multiple-recipients-for-a-single-invoice/674)
**Author:** [@BEYER\_Architects\_Eng](https://community.assembly.com/u/BEYER_Architects_Eng)\ **Replies:** 3\ **Last updated:** [August 27, 2026, 3:30pm UTC](https://community.assembly.com/t/multiple-recipients-for-a-single-invoice/674 "2026-08-27T15:30:52Z")
Billing Feature - Our Clients tend to be more than one person per project. Be able to send the same invoice to multiple indiviudals would be extremlely helpful allowing all to see and have ability to pay the invoice. We… --- ## [Amazon S3 Signature Mismatch Error When Opening Files From Forms](https://community.assembly.com/t/amazon-s3-signature-mismatch-error-when-opening-files-from-forms/673)
**Author:** [@Mobile\_Vision\_Care](https://community.assembly.com/u/Mobile_Vision_Care)\ **Replies:** 1\ **Last updated:** [August 19, 2026, 5:51pm UTC](https://community.assembly.com/t/amazon-s3-signature-mismatch-error-when-opening-files-from-forms/673 "2026-08-19T17:51:51Z")
Hi I have received some reports from my client about an error that occurs when they try to open or download files submitted in a Form on Assembly, starting yesterday. I was able to recreate this issue myself. After cli… --- ## [Client is client as an individual and as a contact on a company](https://community.assembly.com/t/client-is-client-as-an-individual-and-as-a-contact-on-a-company/672)
**Author:** [@John\_Griffing1](https://community.assembly.com/u/John_Griffing1)\ **Replies:** 4\ **Last updated:** [August 13, 2026, 5:58pm UTC](https://community.assembly.com/t/client-is-client-as-an-individual-and-as-a-contact-on-a-company/672 "2026-08-13T17:58:10Z")
When the above is the case, we can only access the company, never the individual. What is the workaround for having both as clients? --- ## [Deleted files still returned by the List Files API (GET /v1/files) even though they're gone from the dashboard and search](https://community.assembly.com/t/deleted-files-still-returned-by-the-list-files-api-get-v1-files-even-though-theyre-gone-from-the-dashboard-and-search/671)
**Author:** [@Paul\_Bowker](https://community.assembly.com/u/Paul_Bowker)\ **Replies:** 0\ **Last updated:** [August 4, 2026, 4:37pm UTC](https://community.assembly.com/t/deleted-files-still-returned-by-the-list-files-api-get-v1-files-even-though-theyre-gone-from-the-dashboard-and-search/671 "2026-08-04T16:37:30Z")
Files API returning deleted files (List Files endpoint out of sync with dashboard/search) Hi, We’re seeing an inconsistency between our dashboard and search results, versus what the Files API returns for a specific com… --- ## [How to edit existing tasks?](https://community.assembly.com/t/how-to-edit-existing-tasks/670)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [August 4, 2026, 6:58am UTC](https://community.assembly.com/t/how-to-edit-existing-tasks/670 "2026-08-04T06:58:29Z")
I assigned a task to a client that I needed to update, but I can’t find any option to edit. Is this a bug? If there really is no way to edit an existing task, I need to request that it be added. I have already had situa… --- ## [Feature Request - attach documents when task is being created](https://community.assembly.com/t/feature-request-attach-documents-when-task-is-being-created/669)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [August 1, 2026, 4:40am UTC](https://community.assembly.com/t/feature-request-attach-documents-when-task-is-being-created/669 "2026-08-01T04:40:05Z")
Having to click into a task after it’s been created to attach a document wastes time plus it makes it easy for me to forget to attach the document at all when work is busy. --- ## [Tasks with multiple assignees and recurring tasks](https://community.assembly.com/t/tasks-with-multiple-assignees-and-recurring-tasks/667)
**Author:** [@Lauren\_Smith](https://community.assembly.com/u/Lauren_Smith)\ **Replies:** 4\ **Last updated:** [July 30, 2026, 8:41pm UTC](https://community.assembly.com/t/tasks-with-multiple-assignees-and-recurring-tasks/667 "2026-07-30T20:41:18Z")
Hello! Is it possible to add more than one assignee to a task? I don’t want to assign the task to an entire organization. For example, if I have a draft document that needs to be reviewed by two senior staff, is there a … --- ## [Scoping Form visibility, End User roles, and portals in the B2B context](https://community.assembly.com/t/scoping-form-visibility-end-user-roles-and-portals-in-the-b2b-context/666)
**Author:** [@Nathan\_Ernst](https://community.assembly.com/u/Nathan_Ernst)\ **Replies:** 0\ **Last updated:** [July 24, 2026, 7:26pm UTC](https://community.assembly.com/t/scoping-form-visibility-end-user-roles-and-portals-in-the-b2b-context/666 "2026-07-24T19:26:39Z")
Hey! My main issue is thankfully pretty small, but it’s also a critical one. It has to do with who can view what forms. Currently, forms created on Assembly only have 2 options for “Form visibility”: “All contacts can … --- ## [Feature Requests - Tasks, individual and bulk](https://community.assembly.com/t/feature-requests-tasks-individual-and-bulk/665)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [July 23, 2026, 8:19pm UTC](https://community.assembly.com/t/feature-requests-tasks-individual-and-bulk/665 "2026-07-23T20:19:03Z")
I provided examples with each feature request to help with context add notifications and reminders going out to the Activity log so we can see whether they were sent in case a client claims they did not get them de… --- ## [Feature Requests - client notifications & reminders](https://community.assembly.com/t/feature-requests-client-notifications-reminders/664)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 0\ **Last updated:** [July 23, 2026, 8:16pm UTC](https://community.assembly.com/t/feature-requests-client-notifications-reminders/664 "2026-07-23T20:16:52Z")
choose which notifications are active (clients do not want a notification when a doc is uploaded, especially when I am uploading multiple documents) control whether and how often reminders are sent out globally plus… --- ## [Task notifications to client not working; can't edit client notification/reminder settings](https://community.assembly.com/t/task-notifications-to-client-not-working-cant-edit-client-notification-reminder-settings/663)
**Author:** [@Aerin\_Cunningham](https://community.assembly.com/u/Aerin_Cunningham)\ **Replies:** 2\ **Last updated:** [July 23, 2026, 8:14pm UTC](https://community.assembly.com/t/task-notifications-to-client-not-working-cant-edit-client-notification-reminder-settings/663 "2026-07-23T20:14:38Z")
I’m running into an issue with assigning tasks to clients. If I create a task with no due date, the client never gets a notification that there is a task waiting for them. If I add a due date when the task is created o… --- ## [Template Contracts](https://community.assembly.com/t/template-contracts/662)
**Author:** [@Julie\_Angilly](https://community.assembly.com/u/Julie_Angilly)\ **Replies:** 1\ **Last updated:** [July 23, 2026, 3:26pm UTC](https://community.assembly.com/t/template-contracts/662 "2026-07-23T15:26:54Z")
I have a template contract I am trying to send. I’ve tried everything and when I press send it is not actually sending to the person. I"ve tested it with myself. I’m sure I’m doing something wrong, but I cannot figure ou… --- ## [Assembly is now available in ChatGPT & Claude!](https://community.assembly.com/t/assembly-is-now-available-in-chatgpt-claude/661)
**Author:** [@vivienne](https://community.assembly.com/u/vivienne)\ **Replies:** 0\ **Last updated:** [July 17, 2026, 6:57pm UTC](https://community.assembly.com/t/assembly-is-now-available-in-chatgpt-claude/661 "2026-07-17T18:57:08Z")
Hi everyone, If you’re like me and increasingly stuck in Claude all day, this announcement is for you: You can now connect Assembly to the AI tools you already use like ChatGPT and Claude. Here’s how to install the Ass… --- ## [How do I add my CNAME record to my DNS registrar](https://community.assembly.com/t/how-do-i-add-my-cname-record-to-my-dns-registrar/660)
**Author:** [@Martina\_Avery](https://community.assembly.com/u/Martina_Avery)\ **Replies:** 1\ **Last updated:** [July 17, 2026, 5:57pm UTC](https://community.assembly.com/t/how-do-i-add-my-cname-record-to-my-dns-registrar/660 "2026-07-17T17:57:14Z")
I am trying to complete my onboarding and this is the last thing I need to be 100% setup, please help! --- ## [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. --- ## [More than 1 tax on an invoice](https://community.assembly.com/t/more-than-1-tax-on-an-invoice/578)
**Author:** [@Aaron\_Lambie](https://community.assembly.com/u/Aaron_Lambie)\ **Replies:** 3\ **Last updated:** [July 12, 2026, 2:09am UTC](https://community.assembly.com/t/more-than-1-tax-on-an-invoice/578 "2026-07-12T02:09:30Z")
We are really wanting to use your invoicing feature however we dont believe it supports 2 different taxes. This is a critical / show stopper item for us and in Canada - many Provinces have 2 different taxes. When will … --- ## [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 --- ## [How to create a shared folder](https://community.assembly.com/t/how-to-create-a-shared-folder/656)
**Author:** [@Ilan\_Hayat](https://community.assembly.com/u/Ilan_Hayat)\ **Replies:** 1\ **Last updated:** [July 2, 2026, 6:24pm UTC](https://community.assembly.com/t/how-to-create-a-shared-folder/656 "2026-07-02T18:24:35Z")
Hi, I want to have a shared folder , read only , for ALL companies . I need to be able to update its files from time to time, and I don’t want to duplicate it between companies because it will be a nightmare to maintai… --- ## [June 2026 Updates: Refunds, grouped task emails, checkboxes in contracts, more!](https://community.assembly.com/t/june-2026-updates-refunds-grouped-task-emails-checkboxes-in-contracts-more/655)
**Author:** [@vivienne](https://community.assembly.com/u/vivienne)\ **Replies:** 0\ **Last updated:** [June 30, 2026, 5:28pm UTC](https://community.assembly.com/t/june-2026-updates-refunds-grouped-task-emails-checkboxes-in-contracts-more/655 "2026-06-30T17:28:10Z")
Hi everyone! Here’s what the team released in June 2026: Refund invoices from the Payments App In the Payments App, you can now refund paid invoices in two clicks. Click the refund action on the invoice row (or the i… --- ## [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… --- ## [Embedding an Assembly Form on My Website](https://community.assembly.com/t/embedding-an-assembly-form-on-my-website/653)
**Author:** [@Kimberly\_Lowe](https://community.assembly.com/u/Kimberly_Lowe)\ **Replies:** 1\ **Last updated:** [June 15, 2026, 8:57pm UTC](https://community.assembly.com/t/embedding-an-assembly-form-on-my-website/653 "2026-06-15T20:57:23Z")
I am working to use only Assembly with our clients and backend things like forms. I have not seen a place where I can embed a specific form that I created on Assembly onto my website. I use Wix. I have created an “HTM… [Next page](https://community.assembly.com/latest.md?page=1)