Hey everyone!
Today we’ve rolled out our Q2 2026 seasonal release thanks to the entire team. Top features include:
Audit Log for Advanced plans
We’ve launched a searchable, exportable timeline of every important action in your workspace, built for audit trails and security reviews for our Advanced plan customers. It captures 50+ event types, from login and session events to activity across every app. For each event, you’ll see:
- What happened: a human-readable label like “Contract signed” or “Invoice paid,” with a direct link to the resource.
- Who did it: the internal user, client, automation, or API call that took the action.
- When and from where: timestamp in your local timezone, IP address, browser, and whether the action came from the web app, an automation, or our API.
Find the Audit Log in your settings.
Take action without leaving the CRM
The CRM is where your day happens — so we brought your most common actions to it. Directly from a client’s or company’s details page, you can now:
- Send a form, assign a contract, or create an invoice or subscription.
- Upload files to a client or company.
- Preview contracts inline, without navigating away.

Creation flows open as immersive modals over your current view and return you right where you started.
Bulk actions in the Files App
You can now multi-select files to download or delete in one action. Note: bulk move isn’t supported yet. To move files in bulk, download, delete, then bulk re-upload.
Platform & API improvements
- Events API: The Audit Log is the first feature built on our new Events API, a structured, queryable record of everything happening in a workspace. The
List Audit Log Entriesendpoint exposes the same 50+ event types you see in the UI, and you can write your own events viacustomEvent.*to capture activity from custom apps and integrations. It’ll soon power Assembly Assistant’s context awareness, and later this year, live activity feeds on client and company details pages. - Update internal users via the API: The Internal Users API now supports
PATCH, so you can update a teammate in place instead of deleting and recreating. You can also set client access programmatically, controlling exactly which clients and companies a teammate can see.
There are a bunch more small fixes in the changelog as well!

