video1.0<iframe src="https://www.loom.com/embed/ab2d23e0bf91415ca954c3f7052b595a" frameborder="0" width="1726" height="1294" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12941726Loomhttps://www.loom.com12941726https://cdn.loom.com/sessions/thumbnails/ab2d23e0bf91415ca954c3f7052b595a-a18e06e439db7da3.gif237.493In this video, I’m excited to share that the QuickAdd menu is now available for all clients, making it easier to add client notes and journal entries on the fly. You can quickly create tasks, upload files, and check previous notes, streamlining your workflow in Keeper. For clients on our plus or scale plans, there's even an option to auto-scan and pre-fill information for transactions. I encourage you to explore these new features and utilize them to enhance your experience. Stay tuned for more updates as we continue to add client-facing actions!