For some of you this will be a very important update!
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.
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.
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.
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.
There were a few new features in this update!
An entirely new look has been rolled out for the client view and the request builder
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.
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.
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!
Overnight we released another big update for Content Snare.
This update has a couple of major changes that should help improve your workflow.
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.
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:
Any templates that you have created can be found under Custom Templates
A large update to Content Snare just went live!
Here's what's new:
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.
Plus there are loads of small design & usability improvements.