Hi everyone!
We’ve introduced a smart new feature in chat that helps prevent one of the most common mistakes in a busy workday 📎💜

Adminflow now automatically checks whether an attached document belongs to the correct customer before it’s sent, significantly reducing the risk of sending files to the wrong recipient.

Added

• Automatic background verification when a document is attached in chat

• Private status message (visible only to accountants) showing the verification result

• Three clear outcomes:

  • Document matches the customer and is sent automatically

  • Uncertain match where the accountant is asked to confirm before sending

  • No match with a clear warning and option to send anyway or cancel

Changed

• Attachments may now be temporarily held while verification is in progress before being sent

Improved

• Increased security when sharing documents in chat

• Accountants can always choose to override and send the attachment anyway

• The feature can be disabled under Settings → Other → Projects

• If the verification service is unavailable, the attachment is sent as normal

This adds an extra layer of safety to your communication without slowing you down 🚀