New template selection and usability improvements
Last week we asked everyone on our team to list out things they thought could be improved in our UI. Then we selected and prioritized those issues.
You'll notice a few significant changes over the next few months as a result of this.
For this update we've just rolled out some more minor things.
The most obvious is the template selection screen. It's laid out a bit more clearly now. You'll find your custom templates at the top, followed by our built in ones.
Other small fixes include the ordering of menu items for consistency across different pages, adding separators in some menus and a bunch of visual bug fixes.
Request large files, file management & choose the time emails are sent
For some of you this will be a very important update!
Email send times
Depending on where you are in the world, emails can go out at odd times.
Now you can choose exactly when they'll be sent, and in what timezone.
You'll need to set your timezone in your Company settings. Click your avatar at the top right -> Settings -> Company.
Each client will default to your timezone, but if they're in a different timezone you can set that up under each client.
Then in reminders, choose the time each email is sent. This is in the client's timezone.
Collect large files
We've removed the 20mb file size limit. The new limit is 4GB, simply because of a technical limitation. Let us know if you want to use Content Snare for even larger files. If there's demand, we'll prioritise this.
File management
With the removal of the individual limit, there is a limit on total storage across your account.
If you ever exceed your limits, it's easy to find the oldest or largest files to delete. Just go to your Avatar -> Manage Files.
Here you can sort by uploaded date, file type, file size and more. Then you can preview or delete as needed.
As a bonus, it's also an easy place to find all of the files uploaded by a certain client. Just use the "Client" option in the filter bar at the top.
Other fixes
Plus a whole bunch of other fixes that you probably don't care about. Just know that we're always improving small things that we find to make Content Snare fast and easy to use.
Lots of fixes
We've just rolled out a new version.
You won't see many obvious changes, but it was a big one as far as small improvements and bug fixes go.
Over the last few weeks we completed a thorough test of every function in Content Snare to find even small issues. That's because we place a lot of value on the quality of Content Snare. So this release may not have any new shiny features, but we think it's just as important.
While we're on features though...
We are very close to removing the 20mb file size limit, then conditional logic, closely followed by discussions.
Required fields, word limits and request audit
There were a few new features in this update!
- Fields can be marked as required - this prevents users submitting blank answers
- You can set word count limits on text fields, instead of only character limits
- An audit is shown on the publish page to see if your request follows best practices
- A ton of performance improvements, especially when viewing large numbers of requests
Request builder improvements
Last update introduced a new experience for creating requests.
In this one we've rolled in some of your feedback and new optimizations.
These include:
- Better navigation in the sidebar - it includes sections and fields
- More contrast within the builder so it's easier to identify sections, headings etc
- Simpler highlighting of the active field (the one being edited)
- Instructions are on by default (because they are so important!)
Brand new Request Builder & Client View
An entirely new look has been rolled out for the client view and the request builder
Client view
The client view is the same in functionality, but it has a new design that is cleaner and more modern. This helps critical information and buttons stand out.
Approval View
When you view a request inside Content Snare, this is what we call "approval view". It's is similar to what the client sees, with the addition of buttons to approve or reject.
However there are some improvements. At the top you'll see an option to enable Compact View (screenshot below).
Compact View removes the whitespace between fields and disables the fade effects when scrolling. This makes the approval process faster.
While in Compact View, you'll also get the option to hide instructions & field requirements (image sizes etc)
Note that compact view is only available for you - this cannot be enabled for your clients.
Request Builder
The request builder has been designed to accommodate more options as we build new features.
We are planning to add conditional logic, required fields and more options. The old builder didn't have a place to accommodate these options.
Now, all options are found in a panel that pops out on the right hand side. Click the cog icon on a field or section to open up the options panel.
There are some more changes to come including section-level navigation on the left hand sidebar.
Let us know what you think!