To enhance the user experience within our platform, Collaborate changed the user interface and document build view. These changes take effect July 22nd, 2018 at 6PM EDT.
Tabs within the Properties menu
Along the right-hand side of a Collaborate document is the document panel. In an effort to shorten the length of this panel and reduce the need for users to scroll down to find important options, several tabs were added to the Properties menu. Updates to the tabs include:
- Details - The Details tab is a place for the document owner to edit information about this document. Items that can be edited within this tab are Title, Client, Description, Tags, Template, Owner, Value, Expiration Date, and any Document Relationships.
- Design - The main benefit of Collaborate documents is being able to style them according to your company’s brand preferences. This style is controlled by a Theme. Now, you can access any themes you have available to choose from in this Design tab. Simply use the drop-down menu to select which theme you would like to apply to your document.
- Metadata - A third tab available in Properties is the Metadata tab if enabled in your account. Here we can add important information about this document that others may need to use to search for or report on later. Metadata templates need to be set up by a Collaborate administrator, but, once they are, users can use the drop-down menu to choose which metadata they need to apply to their document.
- Privacy - Collaborate takes privacy seriously, so we wanted users to be able to control these settings quickly and easily. In this tab, users can enable an access code for their document, share it with specific workgroups, or simply make it public or private.
- Options - The last tab under the Properties menu is Options. In this tab, users can allow for a PDF download of their Collaborate document, enable a Cover page, add a Signature Page to the PDF download, and enable the Table of Contents to print. All of these options change the download behavior of your Collaborate document.
Integrations tab in the Document Panel
Another important change to the Document Panel is the addition of an Integrations menu. When users click Integrations, on the right-side document panel, they can see a list of their integrations for that document (i.e. Docusign, Salesforce). These can be toggled off and on as needed. Users can also see which Salesforce Opportunity their document is linked to or even change it in this tab. This is now where users will navigate to in order to Refresh Variables from their connected CRM.
The next change to the document panel is the addition of a Content Menu (previously called Assets). Here users can access Files, Images, Pages, Text Snippets, and Variables to add into their document or they can add new Content with the Add New button at the top of this menu.
Assets = Content
The term Assets is changed to Content in all other aspects of Collaborate as well to allow for more intuitive user experience.
Content Pages = Pages
Content Pages have been simplified to Pages throughout the application.
For more information about Content, see our support article on the topic.
Collaborate allows users to create multiple versions of their documents. To make this process easier, the Versions menu was updated. The New Version button is readily available at the top of this menu along with a drop-down menu to see other versions of the document. This is also a great place to double-check whether you are working on the most current version of a document.
The Download Button has also moved from the Table of Contents to the bottom of the right side Document Panel, making this functionality more accessible and intuitive.