Create a report of document information

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”.

Download List - Select documents

  • 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”.

Project info - Download list Project Info

 

 

 

Public Sharing

Public sharing in Chapoo is easy. In just a few clicks you can share any of your project’s files or documents with people who aren’t on the project.

  1. Make sure your admin rights are set correctly: go to folder access and check ‘share’ for the item you like to share. Still no access? Ask the project’s admin.social2
  2. Go to your item in the project (you can find the share action in the Project Hover Bar or dropdown when selected).
  3. Click the Public sharing slider in the Share Dialog. You can now send a message, pick a Social Media channel or copy the generated URL!

 

Give it a try

This feature is particularly handy if you want to share a document with people who aren’t on the project. Anyone who has the URL can open the document in the viewer (without them having to login on the project).

Note: You can always turn off Public Sharing. Just click the slider in the share dialog. After you turn it off the link will not work anymore. Watch out: If you re-share (Turn share on > Turn share off > Turn share on) a new URL will be generated, different from the one generated the first time.

Happy sharing!

 

Discontinuing the old interface

As announced, we’ve discontinued the old Chapoo. We hope you and your users discovered our new user-friendly interface.

This new release brings also new features and improvements:

Enterprise improvements

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  • Enterprise administrators can now control the limits of their project sizes in the Project Select App.
  • Enterprise administrators are able to add or remove users across their projects. This is particulary handy if you need to move around or remove multiple users in one go.

Improvements for all users

  • Customize columns in the Document List View.
  • The new Workflow Viewer gives you a better overview of your workflow progress. Editing workflows has never been easier.

 

Old interface discontinues soon


On Nov 29, 2014, we have launched a complete new Chapoo interface. By now, this interface is used by the vast majority of our users. We hope you discovered this new interface as well and hope you are – just like us – convinced of its user-friendliness and its extended functionalities.

To streamline our developments and to make sure we can fully focus on new Chapoo features and improvements in a modern, intuitive interface, we will discontinue the old interface starting February 6, 2016.

Users who are still using the old interface can consult the new help or read the Chapoo blog to familiarize themselves with the new interface.

Edit your personal details and settings in Chapoo

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