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.
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
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,:
Things you should know:
This version also has a few other improvements.
A few more updates just went live to help improve your workflow.
Yet another massive update for Content Snare has gone live. This one has 100+ fixes and improvements, and below are the parts that you'll actually care about.
For a more in-depth look at the new features, watch this video.
This is an optional feature that will allow your clients to add comments on any field. This means they can ask questions if something is unclear, saving even more email for you (and you know how much we hate email).
If you enable it, your clients can click a button to ask a question. This opens the comment sidebar and makes it easy for you to provide answers right there inside Content Snare.
You'll see a new icon in the main header, showing you when you have new comments on your requests. Note that the number of unread comments applies only to requests for which you are the owner - but you can switch over to view comments on all requests.
A cool side benefit of this feature is that you'll be able to identify friction in your process. If several clients have a question on the same field, it's a good indication that you need to create some more instructions.
Now you can upload files to any instruction areas (request, page, section or field).
The main reason for this is if you need clients to download a file, complete it, and re-upload.
Typically this would be a spreadsheet (e.g product listing) or a PDF form that needs to be filled and signed.
These files are limited to 20mb and certain file types - generally Office documents, PDFs, CSVs and images.
When your client is viewing a request that does not require a login, they can copy the link out of the URL bar and share it with someone else. This is common when a client wants to delegate the request to someone else.
Before, it would have prompted the receiver to create an account.
Spanish and French are no longer in beta and are available for selection in your company settings.
Note that you can set the language for individual clients as well.
Our analytics show that almost no one is accessing Content Snare with IE11, but just so you know - if your clients try to access a request with IE11 they will be directed to a message that asks them to use a modern browser.
This makes Content Snare faster and more secure for everyone else.
When you view a request that has a field that needs approval from you, it will automatically jump to the first item that needs approval.
Previously, reject emails would take your client to the start of the request. Now they jump to the actual field that needs changes.
Formatting from Google Docs is now maintained when you paste into instructions or a formatted text field.
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:
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.