What's new on Content Snare

Collect content and documents from your clients

New
October 26, 2020

Templates and Kanban workflows!

Overnight we released another big update for Content Snare.

This update has a couple of major changes that should help improve your workflow.

Kanban workflows

The first is a new Kanban view. You can get there by clicking the Kanban icon at the top right of the requests dashboard.

This view will be handy if your requests go through some kind of workflow.

For example, if there are multiple people that need to approve each request, you could create columns that indicate which step of the approval process it's at.

You can add whatever columns you like, so the process is totally up to you.

Templates

Secondly, when you create a new request, the first thing you'll notice is the new template chooser.

We have rolled out loads of new templates including:

  • Web design - 5 page site, short landing page, long landing page
  • Digital marketing - SEO & social media questionnaires
  • Accounting  - tax returns and onboarding forms
  • General - Client intake form & proof of ID upload

Any templates that you have created can be found under Custom Templates

Other improvements

  • Image viewing improvements - when viewing uploaded images you can see the filename, size and aspect ratio
  • Lots of usability and styling changes 
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