We’ve updated the document details dialog box. The re-design gives you a clearer view of all your document’s details.
You can preview the basics in the Info tab. Want an overview of all revisions, or do you want to revert to a previous version? Check out the Revisions tab.
Finally, the new Communications tab centralizes all annotations, notes, notifications and workflow status messages in one place, chronologically.
The communication history helps users to keep an overview of the communication about a certain document.
It shows all communication (notes, annotations, notifications, workflow comments,… ) about the document in a comprehensive timeline.
A Chapoo administrator can now set access rights for each individual administrator in the Admin access (part of the administrator app). This way an administrator can limit the rights of one or more administrators.
Let’s say you want someone to be in charge of adding new users, but you don’t want that the person can change the structure, access rights , empty the recycle bin, … Then this new feature will come in handy.
The project owner will always have control over the Admin access feature. He/she will be in charge and is able to give other administrators the rights to the Admin access.
Chapoo has added a new feature to the Calendar app. From now on you can share a calendar with colleagues so they can follow the project schedule outside Chapoo. All they need to do is import the calendar into their personal one like Google or Outlook.
A calendar can be shared and imported in a few simple steps:
- Choose “Share” in the action dropdown menu by clicking the down arrow icon.
- Enable Public sharing
- Copy the link to share it
- Import the link in a personal calendar
Tip for administrators: Don’t forget to enable the share rights in the “Folder access” menu in the Administration panel.
New Form editor and viewer*
Simple drag-and-drop wizards help you to define forms in the new form editor. The new form choices field allows you to reuse existing data in a dropdown.
* only for Enterprise customers
More options are available when importing a project.
* only for Enterprise customers
Consult meta data in a Document Folder
Select Metadata as a column in your document folder.
Easily consult task history
Easily consult the comments of an other participant in the task history of a workflow-task.
Consult your folder acces
Get more information about your access rights in the Folder info.
Edit the subject of a Notification
If you want to generate a document information report (Document details, Revisions, Meta data, Workflow information,…) of a selection of documents or of all documents in multiple folders, you can perform the “Download list” action. This functionality can be found in different places in Chapoo. You can select which information you want to download to an excel list.
- If you want an overview of a few documents, select them and click “Download list”.
- If you want an overview of al documents from one or more folders, you can select the folders in the “Project info” screen and click “Download list”.
Want to sync your AutoCAD creations directly to Chapoo?
You can now get a free Chapoo plugin for AutoCAD, which enables you to upload and download your drawings to the Chapoo cloud service, including dependencies like xrefs, background, fonts and many more.
Get it for free on our website!
Link documents to other documents via the add link action. Using this action you can link documents to each other which are all over the project.
A binder is a folder that groups objects (documents, events, messages, threats,…) of different types and different locations on the project. The objects you see in the binder carry links to the actual objects that are stored somewhere else in the project. A binder is often used to group documents that are all over the project.
To edit your personal details and settings, click on the profile picture in the top-left corner of the Chapoo screen.
- Edit personal details
- Edit or fill in your personal details, picture, address and/or contact details
- Change your password.
- Choose your interface language.
- Stop task notifications
If you do not want to get an e-mail notification for new tasks.
- Send me a daily overview
If you want a daily mail with all your notifications.
- Folder subscription overview
When you subscribe to a folder, you will get a notification mail when something changes (upload, revision, …) in this folder