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Recent System Updates 5/19/17 Options
Jon-Admin
Posted: Friday, May 19, 2017 2:41:53 PM
Rank: Administration
Groups: Administration

Joined: 7/15/2014
Posts: 30
Points: 105

Happy Friday! Spring is rolling along, and we’re busy rolling out more changes to our platform requested by users like you. This update brings several cool and helpful enhancements to the Child Client Portal:


First, Agencies can now choose whether or not they want to display the name and profile pictures of the writers they use. We understand some Agencies are happy to show this information to their clients, but some would rather not, so now the choice is up to you! You can find this setting in the Client Portal Settings for each client, or you can change it for several clients at once in the Settings > Default Client Portal Settings screen


Second, we have added a new “Documents Pending My Review (All Projects)” page to the Child Client Portal, which will show at the top of their notification area any time they have content to review. This page is a single, simple location where your client can see all of the content they need to review across multiple projects. As a bonus, when they get their daily Content Review Reminder email, they will now receive one single email that links to this page, which should make their job of logging in and reviewing content that much easier.


Lastly, Child Clients can now attach files to Document Specific Instructions when reviewing them on their Titles pages. We hope this new feature makes it easier for your clients to get across what they need out of their content, and easier for you to fulfill it.


Several other fixes and improvements went live with this update. See below for details


  • Select Account Screen - Fixed display issue causing the login buttons to be hidden

  • All Screens - Fixed an issue causing screens to grey out when clicking outside of a dialog window

  • Content Review Screen (All views) > Editing Window - Removed superfluous buttons and improved title visibility

  • In-House Writer Jobs > Content Review Screen - Fixed an issue with incorrectly displaying the document cost

  • Project Setup > Assign Titles - Fixed display error in table

  • Whitepaper Projects > Project Setup & PWC > Assign Titles - Fixed table formatting issues


Agency-specific items:

  • Client Portal Settings (Default and Client-Specific) - Added the option to hide writer names and images on Child Client Portals

  • Fixed a bug where Questionnaire links would sometimes not appear in the invitation emails


Client Portal Updates:

  • Added new “Documents Pending My Review” page

  • PWC > Titles - Child Clients can now attach files to Document-Specific Writer Instructions

  • PWC > Pending My Review > Content Review - Fixed an issue where the page was not refreshing if the user decided not to give any feedback when approving Writer Audition jobs

  • PWC > All Screens - Removed outdated “Title ID” column

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