Easier, cleaner, and safer

I keep repeating that security and control is mainly about making sure that it is easy to do the right thing.Therefore we work to make the system easier and safer. Here are some of the latest simplifications:
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The devil is in the details

We want to make it easier for you to use Webforum every day. In this release we have included some minor improvements that you have asked for to make your use frictionless:
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Share documents and group versions with document sets

Of course you want to put together a bunch of specific document versions and send them to a contractor or vendor and then keep working on the next version of the documents while maintaining a record of which version they got. Or maybe you need to make certain document versions public while the main document rests safely in the document[..]
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Understand who else is involved

A lot of things need to fall in place in order to have frictionless collaboration in a project. We now introduce a members tab in all projects to make it easier for everyone to understand who else is involved, and in what role. The new tab shows all project members in a list that can be filtered by group. Like the project startpage, it is[..]
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Don't add unnecessary data!

From the April release we will hide business and other information about users on workspaces that do not use these fields. This is an ongoing project to make the process of adding users easier and minimize unnecessary user data to simplify compliance with GDPR.
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Document templates include meta data

Standardising process is a key concept in Lean as the standardisation makes it easy to see and tweak the process. Templates can be one way of ensuring that everyone works the same way. Our popular document template feature gets even better by ensuring that the meta data from the template gets copied to the created document. This means that the[..]
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More features in the BETA for Tasks in projects

Tasks represent commitment management for project groups. To get the best out of your collaboration everyone needs to have a shared view of what needs to be done, who’s in charge of what, and the status of the work. If you want to get early access to the new way of keeping on top of project work – contact support@webforum.com and we’ll talk[..]
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Easier to set up permissions for projects

We are on an ongoing mission to make it easier and more intuitive to handle permissions in Webforum. Why? Because easier permissions means safer permissions by minimising the risk of doing things wrong. A while ago, we introduced project groups to facilitate setting up roles for permissions in the project. Last release, we made some[..]
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Leverage best practice with templates

The right level of structure seems to be an evergreen topic in business management. Too little creates chaos and too much stifles creativity. Using templates for projects, documents and processes is a great way to apply structure and ensure quality. We now make it possible to add and delete document templates from the same place where you use[..]
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BETA for Tasks in Projects

We know that it is imperative for productivity to understand what needs to be done, the status of the work, who is in charge of what, and have a sense of public commitment. We are proud to let you try the latest in "easy commitment management for project groups" - tasks in the project. At the moment this module supports the creation of a simple[..]
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