Product updates

Read about the latest product releases of Webforum


January & February 2024

Complement existing document sets with selected object(s) and folder(s)

Why: Allow for users to complement already published documents sets in New Documents (e.g. for KFU, Kompletterande Förfrågningsunderlag)​

How:

  1. Go to New Documents (switch in upper right corner)
  2. Select the object(s) and / or folder(s) you want to copy to the document set
  3. Click "Copy to" and select where in the document set you want to paste it
  4. Click "Copy here":

View details of a single object in the panel

Why: Allows for the users to get more information of specific objects in Documents

How:

  1. Go to Documents
  2. Open the side panel by clicking on a object
  3. Find the "Details" tab right of the history-tab

Show member card tooltip in new places

Why: Quick and easy access to other project members contact information (i.e. their name, position, company, e-mail & phone number), with possibility to further act on the e-mail or phone number through the devices default app.​

How:

  1. Go to Project Start, New Documents, Boards or Timeline
  2. Hoover with the mouse on a name or avatar
  3. The member card tooltip with the users information appears
    1. N.b. the position and company only shows if the user have entered that information into their profile under the 9-dot menu.
  4. The user can click and open the e-mail or phone number in the default application on the device used

Link from document sets versions & alias in New Documents

Why: Enables users to easily go to the original document from the alias in New Documents (same possibility as in old documents).​

How:

  1. Go to a document in a document set or alias in New Documents
  2. Find the linked icon in the table view (same as old documents)
  3. Click it to get to the original document

December 2023

Manage Document sets in New Documents

Why: To enable management of Document sets in New Documents by enabling;

  • Create Document set from menu bar
  • Delete objects in Document sets
  • Add the latest document version to a existing Document set 
  • Create document set from folder

How:

  1. Enable New Documents by the switch in the upper right corner.
  2. Create Document set from the menu bar by clicking the 3-dot table menu.
  3. Delete objects from a Document set by marking the file and click the trash can in the table menu.  
  4. Add the latest document version to a existing Document set, by being located in the document set and click the "+ Add" button in the table menu and select which document(s) that should be added.       
  5. Create a document set from folder by clicking the menu item in the 3-dot or right-click menu of the specific folder, and select "Copy to new document set".                                 

Context menu on right-click in New Documents

Why: To enable common and smoother user flows and options by the right-click option.

How:

  1. Enable New Documents by the switch in the upper right corner.
  2. Right-click any object in New documents anywhere on the grey marked area, and the same context menu that exist on the 3-dot / elipsis menu for the same object will appear.

Natural sorting of Tasks

Why: To make sure that tasks are ordered in natural way (i.e. 1, 2, 10 and not 1, 10, 2)

How:

  1. Go to Boards and select the "List" view.
  2. Sort either the ID or Name, and it will sort in a more natural way.

November 2023

Indication of what document in the folder that is currently shown in the document panel​

Why: To give better understanding and user experience which document that the open panel is referring to (e.g. when clicking a link to the specific document).

How:

  1. Open a document panel in New Documents.
  2. The document that is referred to is now marked grey in the table view.

Sticky header when scrolling in table view in New Documents

Why: To keep the context of what the information in the column are referring to, which is not always intuitive if the header / title of the column disappears.

How:

  1. Go to New Documents
  2. Scroll the list (and the titles will stick)

Board permissions management more intuitive

Why: To give better understanding and user experience how the permission setting works in for groups in boards.

How:

  1. Go to any board and open the three-dot / elipsis menu in the upper right corner.
  2. Click "Permissions"
  3. Switch the toggle for "Custom permissions"
  4. Choose which permissions respective group should have

October 2023

Export comments made on documents in Webforum to Excel

Why: To simplify the further handling of comments made on documents in Webforum (e.g. for handling comments made in a review).

How (1 min example video): 

  1. Go to Documents
  2. Activate the New test version Documents in the upper right corner.
  3. Mark the file(s) and / or folder(s) of which document comments you would like to export to XLSX-file.
  4. Click three-dot / elipsis in the menu bar and choose "Export comments"
  5. Open the excel and find all comments there.

Drag & Drop to upload from desktop to New Documents

Why: To simplify the upload process of files and folders to New Documents in Webforum.

How: 

  1. Use any standard web browser on either PC or Mac.
  2. Go to Documents.
  3. Activate the New test version Documents in the upper right corner.
  4. Drag file(s) or folder(s) from your desktop and drop them within the blue border box in Webforum.

Drag & Drop to download from New Documents to desktop

Why: To simplify the download process of a individual file from New Documents to desktop.

How: 

  1. Use any standard web browser on either PC or Mac.
  2. Go to Documents.
  3. Activate the New test version Documents in the upper right corner.
  4. Drag a single file from your desktop and drop them on your desktop.

More intuative user interface for Board Permissions

Why: To ensure that the permissions settings are intuitive and easy to understand in Boards.

How: 

  1. Go to any Board.
  2. Click the three-dot / elipsis menu in the upper right corner.
  3. Open Permissions and toggle on the "custom permissions".
  4. All groups still keep their default access level until you manually change them.

Alias documents included in Document Sets

Why: To ensure that all documents in a folder is included when creating a set (including linked and alias), and not only the original docouments.

How: 

  1. Create a Document set from a folder that includes alias documents.
  2. Go to the Document set and find the alias there.

 

September 2023

Upload up to 100 GB files in New Documents

Why: To allow for users to upload files up to 100 GB in New Documents (limit in old documents is < 2 GB)

How: 

  1. Toggle the test version of New Documents ON
  2. Upload files up to 100 GB

Update viewer window when document has been updated

Why: To allow for more direct and live interactions between users on the platform.

How: 

  1. When two or more users are working on the same document (e.g. PDFs), the other user(s) will get notifications when updates have been made to the document and a new version exists.

"Unassigned" (N/A) added as option in the matrix board view for Q&A-boards

Why: To allow the users to catch questions when they have not yet been assigned to a specific group in the QnA board.

How: 

  1. Open the matrix view on any Q&A board.
  2. See the tasks that are unassigned To or From in the "N/A" view

Operating disturbances page added to the login page

Why: To give easy access and direct information when there is disturbances in the platform, where it is also possible to subscribe to e-mail updates when there are any deviations. 

How: 

  1. Go to the login page of Webforum
  2. Find the operating distrubances page in the the bottom right

"Learn more" in New Documents

Why: To give more guidance connected to the relevant location in the product, starting with New Documents.

How: 

  1. Go to the documents module and toggle the test version ON.
  2. Click the three-dot menu in the upper right corner, to find the "Learn more" section.

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August 2023

More targeted search in the new document's version 

What: Improved the logic around how the search engine works when searching for files in new document´s version. 

Why: To help the user find what they are looking for in a faster and smoother way. 

How: 
  1. Activate the New Documents version with the toggle in the upper right corner.
  2. Search with any form of word combination (instead of only the exact order of the document title) 
  3. Find what you are looking for faster and smoother!

Auto-renaming an uploaded documents with duplicate name 

What: If a document with the same name already exists in a folder during upload, the product will now auto-rename it with a numbering increase.

  • Example: If a file document A.docx is uploaded and it already exists a document with the same name and file extension, the uploaded document will get the name "document A (1)".

Why: To simplify the process of uploading documents to a folder, so a user is not blocked if there is a name duplicate, but also is able to distinguish them once uploaded. 

How: 
  1. Activate the new documents version.
  2. Upload documents as normal.

Login page information update 

What: The right side of the login page have been updated. 

Why: To 1) inform about Webforum and 2) help users troubleshoot if there are any issues with the login process. 

How: 
  1. Go to Webforum login page and check out the information on the right side (deactivated on smaller screens): Logga in - Webforum 

Sharper view when zooming on larger PDFs 

What: Sharper and more detailed understanding when zooming in on larger PDFs. 

Why: To make it crystal clear what is written in detail on a large PDF. 

How: 
  1. Go to Documents (both old and new) 
  2. Open and zoom in deep on a larger PDF to get more crisp view

Improved commenting flow on PDFs for smaller screens 

What: Moved the comment functionalities while viewing PDFs to the lower side of the screen for smaller screens (instead of on the right side as it is on larger screens). You will also find the path back to Webforum here as well as other opportunities to download the PDF etc. 

Why: To make the comment and review process of PDFs on smaller screens (e.g. smartphones) smoother and more intuitive. 

How: 

  1. Go to documents (both old and new)
  2. Open any PDF on a device with smaller screen 
  3. Find the comment section in the bottom of the screen 

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July 2023

First version of New Documents (Beta): 

What: First version of the New Documents module will be released for everyone to test out if and when they want. In this first version, some of the basic document functionalities from the old module will be in place as well as some that only will exist on the new module, such as;

  1. Upload documents up to 100 GB, instead of only 2 GB which is the current limit.
  2. Adaption to any screen size, for better user experience on mobile devices. 
  3. Enabling of improved Workspace Search, only when the New Documents is activated. 

Why: To allow for gather early feedback on the new module, so that we can incorporate user feedback and insights in coming developments of the New Documents Module. 

How: 

  1. Go to “Documents” in a project. 
  2. Click the toggle in the upper right corner from “OFF” to “ON” to activate and test the new version. 
  3. A pop-up screen will appear with information about the New Documents module, with a link to a guide of the New Documents as well as a way to provide feedback for improvements. 
  4. Use the toggle in the upper right corner to go back and forth between the New (“ON”) and Old (“OFF”) version whenever you want!

Resolving name conflicts automatically 

What: If a document already exists with the same name in a folder, the file will automatically get a numeric value to its name. This will apply when uploading or copying any type of file to a folder or document set.

Why: To simplify the process of managing documents in Webforum. 

How:

  1. Upload or copy a file to a folder.
  2. If it already exists a file with the same name, the conflict will be solved automatically with “(#)” increasing from 1.

NPS survey only after at least two months:  

What: We will from now on only prompt the NPS survey in the platform for users that have been on the platform for more than two months. 

Why: To only ask users that have used the platform for a while to provide feedback, for us to use as insights for further improvements of the product. 

How: This will happen automatically, and the users can choose if they want to answer the survey or not. 

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June 2023

Comment on PDF while viewing 

What: Enabling to add comments to specific PDFs directly in the document's module during “View” mode (same functionality that already exists on documents, excel and powerpoints)

Why: To ensure that comments (e.g. reviews or discussions are connected to specific and relevant documents) can be associated with relevant documents and available directly on the platform, instead of at separate locations.  

How:  

    1. Go to “Documents” in a project and open any PDF file 
    2. Click “View” button on the right-hand side pan 
    3. Click the “Comment” button on the right-hand side when the PDF viewer is open to be able to comment while reading it through 
    4. Comments are saved on the documents side bar in a similar fashion as when commenting on office online commenting 
      image2

Export decision log from Q&A board 

What: Enabling export of all current and historic decisions made by whom and when on all tasks in a specific Q&A board.  

Why: To be able to extract, save and share a log of decisions made on various tasks in a Q&A board outside of the Webforum platform (e.g. for compliancy purpose or to be able to modify the decisions data in excel).  

How:  

    1. Go to “Boards” -> “Q&A” in a project 
    2. Click the three dots and choose “Export” 
    3. Open the excel export 
    4. On the second tab, you´ll find all the Task ID, Decision, by whom and when. 
      image1

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