What's new on Content Snare

Collect content and documents from your clients

New
November 16, 2021

Individual file rejection + better image preview

When your client uploads multiple files to one field, it was a little difficult to handle if you only wanted to reject one of those files.

Now you can.

Once a client has submitted a multi-file field, this is what you'll see.

You can use "Approve All" and "Reject All" just as you do now.

But if there is only one file that needs to be changed, just click the reject button on the right.

Your client will see something like this:

You can approve the other files so that your client doesn't accidentally delete them. Or just use it as a reference so that you know which files you have checked over and are happy with.

Image preview

When you are dealing with a multi-image upload, click here to view the preview.

From this new screen you can use the left and right arrows to move between images, use the Approve / Reject buttons at the bottom, or use "A" and "R" as shortcuts to approve or reject

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New
October 13, 2021

SMS Reminders

This is the one many of you have been waiting for.

You can now send SMS reminders to your clients!

They work almost the same way as email. To set up an SMS reminder,:

  1. Go to Reminders -> SMS Templates and create your template
  2. Go to Reminders -> Schedules and add an SMS to your schedule. It's in the same spot you select an email, but in the dropdown, you can switch over to SMS
  3. Select that schedule when sending a request. 

Things you should know:

  • Each plan has a certain number of SMS credits. You can view your allocation under Settings -> My Subscription
  • Consider how long your templates are. Each 160 characters uses 1 credit - including the link to the request
  • SMS are sent from Content Snare's number, so including your name / your company name in the text is a good idea
  • If something goes wrong when sending an SMS, you'll receive an email with the error

Other improvements

This version also has a few other improvements.

  • You can rename a request from the builder step, without having to go back to the previous screen
  • For long question names, if you hover over their name in the sidebar, it will show a tooltip with the full name
  • Date/time fields can exclude the timezone - handy when asking for a date of birth etc
  • If you create a page with no fields, the "page summary" at the bottom is not shown. This allows you to create pages which are only instructions, or a "thank you" page at the end
  • Improvements to Ctrl+Clicking menu items to open them in a new window
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New
August 29, 2021

Embed requests, file type restrictions and improved dates

Over the weekend we released an update that many of you have been asking for!

New features

  • You can embed requests on your website. This is great for embedding in your client portal. Important Note: Any data added by your client will be visible to anyone who views the page where you embed the request. Read more here
  • File fields allow you to select what file types are allowed. You can also specify file size limits.
  • Date fields have been improved. There is a more intuitive date selector, dates can be entered directly with the keyboard, and a time is no longer required.

Bug Fixes

  • Sometimes setting min/max size on text fields would not save properly
  • Similarly, conditions would sometimes fail to save. Both have these have been resolved
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New
July 16, 2021

Duplicate requests, improved drag and drop

A few more updates just went live to help improve your workflow.

  • You can now duplicate requests. Just open the menu on a request and select duplicate
  • There is an option to save a request as a template on the same menu
  • Drag and drop to move fields is much easier to use, and you can also move fields in the sidebar (within the current page only)
  • Some improvements to the comment system released a few days ago
    • Unread comment counts are displayed on each page
    • A dot shows on the button to open comments to indicate unread - this is mostly for mobile usability
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Announcement
May 10, 2021

Support for Internet Explorer 11 will be ending soon

Our support for IE11 is coming to an end. We don't have a fixed date yet, but it will be in the next 2 months.

For transparency, here is our reasoning:

  • IE11 users account for only 0.49% of all browser users
  • Microsoft no longer support it internally for tools like 365
  • Reduced code size. It will reduce our code base by about 12% making it quicker to load
  • Upgraded components. Some of the components we use can't be upgraded as they no longer support IE11
  • Faster development. IE11 slows down development as we have to create complex solutions so that they work on both modern browsers and IE11

Our records show that the number of people using IE11 with Content Snare is extremely low. However, we will still show a warning asking people to upgrade if they attempt to access it using IE11.

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