Better options for document deliveries

There are many different ways of uploading a batch of documents to Webforum: Uploading a zip and extracting it, drag and drop, or import of documents and metadata through the import function. In the July release, we make some improvements to these:

An even better experience

With more than 27,000 logins every day, we believe that our users deserve a smooth and friction free experience. In this release we include more than 25 upgrades and minor fixes that will make your experience better and improve quality and security.

Import users straight to the project groups

The possibility to import many users at once is great for customers who onboard large groups, for instance a new contractor. Now it is possible to use the import to assign the users to the correct project and project group straight away.  

Create boards for only a selected group in the project

Since we introduced task boards, they have become increasingly popular for visualising work like Questions/Answers or Actions. One of the advantages of having this on a board is that all users with access to the project can see is to make information sharing easier and decrease the risk of important work being missed or forgotten.

Full control of workflow in boards

In most projects, one of the project manager's toughest jobs is answering the simple questions: How's it going? Where are we with X? Who's got the ball on Y?

Easier to find the signature receipt

In the April release we introduce a simplified review-tab for Documents that also includes the history of all workflows. In the history you can find all the information about the review, approval or signature and easily find the signature receipt.

Easier to find project documents

In the next few weeks, we are making project document folders easier to see and better structured in the workspace level documents. This is where you can see all the documents that you have access to in a workspace reached through . We clarify the structure by moving project folders to a new “projects” root node. On workspaces that use project[..]

Create more boards in a project

Using task boards makes it easy to see what is planned and who is currently working on what. They represent individual work flows in a project. In our project, for instance, we have a board for design tasks and one for general tasks. The main reason is that the design tasks generally have a slower pulse and fewer people involved with many review[..]

See who has signed and who to remind

Electronic signatures are easy, legal, efficient, and Covid-safe. Just make sure the document is in Webforum and you can send it for electronic signature to anyone. While it is being signed, you can click on the green arrow to access the signature status screen. With the February release, we add information to this screen when an individual signs[..]

More room to focus in Planning

In order to focus on the most important aspects of the plan - dates, status, steering documents, and connections to issues or other activities - we have removed some columns from the Gantt-view in Planning. The columns that we have removed are all still available in other tabs and no data or functionality has been altered. This gives more rooms[..]