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.
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
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!
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
New look, pretty emails & better exports
A large update to Content Snare just went live!
Here's what's new:
- Fresh UI - almost everything has changed including icons, menus, spacing etc. The main navigation has moved to the top to make way for new columns that we are working on, including discussions and activity feeds.
- Email designs - You can enable new email designs on each template individually. It's simple, but clean. These emails looks like they come from an app. You may prefer the personal nature of plain text emails for the more urgent requests as they can look like they are coming from you directly.
- New export formats - Now you can export to PDF (ready for printing), docx, html, csv, json & the previous txt format.
5 major new features for Content Snare
Over the weekend a huge Content Snare update rolled out.
These will help streamline your workflow even more. Collect content & documents from clients more easily and faster than ever!
Check out the full post here or see the updates in action in this video.
- Multi-answer fields (repeaters) - allow clients to create multiple answers for one field
- Multi file uploads - clients can upload multiple files to one field
- Zapier - create automated workflows with Content Snare (this one is huge!)
- Request owners - you can assign a team member that "owns" each request. Emails will appear to come from that person, you can filter the request list on owner and you can choose to send email notifications for only their requests
- Multilingual interface - the ability to translate the interface to other languages
Plus there are loads of small design & usability improvements.