2024 Content Hub Release Notes

iOS, Windows, and Android will support the 2 most recent major operating system versions prior to the current major version

Web Release

April 9th, 2024 

Updates

  • Introducing the Form Dashboard & custom Access Forms!
    • Custom Access Forms are a powerful tool for creating personalized experiences tailored to your customers when accessing shared content. Unlike generic authentication interfaces, custom Access Forms serve as a strategic gateway that gathers critical information about your customers relevant to the sales process. 
    • The Form Dashboard is not restricted to Administrators and can be enabled for any user in Configuration Bundles. If you enable the Form Dashboard for a configuration bundle all users within that bundle will be able to create and manage custom Access Forms in the Form Dashboard.
    • When creating Forms the Email field is required at this time.
    • For full details please refer to the user guide here: https://help.bigtincan.com/hc/en-us/articles/25460214796685-Forms-Dashboard 
  • New Feature - Download shared files as PDFs
    • When files are added to a share, users can enable a setting “Download as PDF” which converts supported document types to PDF when the viewer downloads them from the Share Portal. These files will remain in their original format for viewing in the Share Portal. This ensures that viewers can download a copy of the files shared, but that they are in a more secure document format that can not be easily edited or manipulated.
    • The ‘Download as PDF’ feature can be enabled for users by Administrators in Configuration Bundle settings. Admins can also determine whether ‘Download as PDF’ is active by default for users with the setting enabled in their Configuration Bundle in Platform Configuration > Sharing > Sharing settings.
    • When selected by default, any user with the Configuration Bundle setting enabled will have the setting turned on for every Share they create, these users will still be able to disable the setting manually when creating a Share.
    • For full details please refer to the user guide here: https://help.bigtincan.com/hc/en-us/articles/25147752507789-Download-as-PDF 
  • Pitch Builder improvements: Choose save location
    • When users are saving a file created using Pitch Builder they now have the option to choose between creating a new Story or saving to an existing Story that they have publish permissions in.

 

  • Protected Accounts
    • A new setting has been added to User Profiles that allows administrators to designate an account as ‘protected’. Protected Accounts are typically used by external systems (such as BIS) and may not be recognized by all admins, so we’ve added an extra layer of security so admins don’t inadvertently edit/change/delete these critical accounts.
    • When editing a user in Platform Configuration > Users > All Users > Edit User or creating a new user Admins will see a new setting called “Protected Account” select the check box to enable the setting for this user.

  • When editing a Protected Account the administrator will see an additional step informing them that they are trying to edit a protected account. The admin must type the word ‘confirm’ into the text box to move forward with editing that user's profile.

  • Admins can not remove a Protected Account from a Group without editing the user’s profile and typing in the word confirm

  • New configuration bundle setting added for Digital Sales Rooms
    • We’ve added 'can edit room expiry date' as a config bundle setting for Digital Sales Rooms which allows users to edit the default expiration date set for Digital Sales Rooms in the Platform Configuration > Sharing > Sharing settings page
  • Page Template Dashboard design updates
    • The Page Template Dashboard has been updated to match the look and feel of the Form Dashboard

  • Share Console added to the Main Navigation Menu
    • A new icon for the Share Console has been added to the Main Navigation Menu. Currently users have to navigate to the “Me” page where they can see their recent Shares and access the Share Console. Now they will be able to get to the Share Console from the Main Navigation Menu for easier access.

The Share Console can be placed anywhere in the menu by admins and is included in the Custom Navigation Order menu found in Platform Configuration > General > Navigation

 

 

Windows 5.12.0 Release 

March 18th, 2024

Updates

  • New Pitch Builder workflow: File Customization Settings

The new File Customization Settings give publishers control over which files are allowed to be used in Pitch Builder, regardless of the file’s share status. These settings control whether a file is added to Pitch Builder without the ability to re-order or remove pages from the File, so it maintains its integrity when being used to create a Pitch.

Files that have a share status of Optional or Mandatory today will have ‘Allow file to be added to Pitch Builder’ enabled by default. No files will have ‘Prevent reordering and editing of file’ enabled unless manually changed by content publishers.

When ‘Prevent reordering and editing of file’ is enabled for files, the ability to ‘Add Page to Pitch Builder” for pages within that file will be disabled in the File action menu, and in the Search Results page.

When a file with ‘Prevent reordering and editing of file’ enabled is added to Pitch Builder users will see a clear indication that the file can not be edited or reordered. Users will not be able to drag pages from other files into the file section. Users will be able to drag the entire file into a different section of the new Pitch they are creating. New sections can be added before or after the restricted files section as well.

  • Drafts added to Pitch Builder: Changes made to a Pitch are now saved when users leave the app, allowing them to come back at any time and pick up where they left off.
  • The sort function found in the Windows Story View offers an option to sort by Date Modified, previously this has used the ‘Date Created’ field as the Date Modified was not available, now the Sort function is updated to use the correct Date Modified value.

 

Web Release

February 26th, 2024

Updates

  • New log-in screen changes support multiple identity providers on a single log-in screen.
    • For companies with multiple identity providers integrated with Content Hub for different user personas, all of your DNS Aliases will direct to a single login page where users will select their login flow. This allows users to access the appropriate identity management solution regardless of which DNS Alias then enter the Content Hub through.
      • Users who have an active session will be redirected to the file or location within the app, bypassing the login workflow.
    • If you’re interested in using the Multi-IDP login screen please reach out to your Account Manager, Support, or Customer Success representative.

 

  • The DNS Alias page in Platform Configuration > Security > DNS has two new fields associated with each DNS Alias for Button label and Description.
    • The Button label is a mandatory field, in the screenshot above you’ll see the example “Non US Distributors”. This label will be pre-populated with the DNS Alias text if the administrator does not add a Button label.
    • The description text is an optional field, in the screenshot above you’ll see the example ”3rd Party Distributors”.

Screenshot 2024-03-29 at 1.06.46 PM.png

  • Digital Sales Room enhancements
    • Users now have the option to manage the ‘include access form’ setting after a Digital Sales Room has been created. This allows users to include or exclude the Access Form at any time while the Room is active.
    • The ‘Notify viewers that a Room has been updated’ email template has been updated to reflect better which Digital Sales Room the viewer is being notified about.

 

iOS 5.18.0 Release

February 21st, 2024

Updates

  • Digital Sales Rooms - Create & Edit rooms on iOS devices
    • When creating a Share on iOS devices users can select ‘Room’, which allows them to create a Digital Sales Room. Creating a Digital Sales Room on iOS devices provides the same functionality as the Web App & the default share option from the configuration bundle (email, link, or room) is enforced.

  • After creating a Room on iOS devices users will be brought to the Room details page to manage the content associated with their Digital Sales Room.

  • SearchAI is now available on iOS
    • Ask questions and get AI-assisted answers and summaries from the content you have permission to access in Hub.

  • Want to try SearchAI? 
    • Ask your Customer Success or Account Manager today.
  • Added new icons to differentiate file published through the Google Drive integration
    • Google Slides, Docs, and Sheets will now be clearly distinguished from Microsoft file types.

 

Web Release

February 12th, 2024

Updates

Page Template enhancements 

  • A new share status icon is added to Page Templates so users can easily understand which files are blocked from being shared outside of the platform.

  • Adding default settings for Widgets
    • All Widgets: Ability to set the default view status as Expanded/Collapsed for any widget
    • File Widget: Ability to set Grid or List view as the default view mode for each File Widget
    • File Widget: Ability to set the default number of rows displayed in a file widget for each view mode
      • Grid View: The system default is 2 rows. Files will auto-fill the number of rows available. Max rows for grid view is 6.
      • List View: The system default is 5 rows. List view can be set to increments of 1 with 5 being the minimum and 25 being the maximum.

 

Web Release

February 7th, 2024

Updates

  • Digital Sales Room enhancements
    • The limit of 1000 characters has been removed from the Digital Sales Room description field.
    • Notification Improvements: Room owners now have the ability to customize notification preferences for every Digital Sales Room they create. Notification options are configurable for email and in-app delivery. Users can choose whether they receive notifications when Viewers access a Room, when Viewers like files, and when Viewers download files. They can also choose whether to send external notifications to viewers when Content is updated, when Content is added, and when Content is deleted.
      • External users have the option to opt-in or opt-out of receiving these notifications.

  • Room owners can now see a Room viewer’s notification status. On the People page in the Digital Sales Room dashboard, a new icon indicates if viewers have disabled email notifications for this Room.

  • Email Templates added for Digital Sales Room notification customization.
    • Admins can access Digital Sales Room notifications from Platform Configuration > Email > Templates and use the drop-down menu to find the email template for notifications when a Room is being viewed, when a user likes or downloads a file, and the external notification when content in the Room is updated.

  • Page Template enhancements - Adding new actions to the File Widget
    • Adding the ability to search within a file widget for files by title.

  • Adding the ability to sort within a file widget. Users can sort files by Title, Share Status, File type, File size, Date modified, or Default which is the custom order created by the Publisher.

  • Adding support for multi-select support and bulk actions on files within a file widget. Users can select multiple files within a file widget to open, download, share, or add to a Digital Sales Room.

  • SearchAI enhancements - Adding filetype labels and default icons to the Relevant documents list in SearchAI results. 

 

 

Outlook Release 

February 6th, 2024

Updates

  • Log shares to Microsoft Dynamics (for customers using Microsoft Dynamics)
    • While attaching content to the emails via the Bigtincan add-in for Outlook, the users have the option to link it to an opportunity, and get the share activity logged into Microsoft Dynamics.
    • Users can search for the desired opportunity by querying by Opportunity name and the matching opportunities are presented displaying the name and the stage of the opportunity.
    • Users must have connected their Dynamics account to their Bigtincan Content Hub account to be able to use this feature.

  • Preview option when browsing files
    • Users can now preview files before attaching the files via the browse section, using the “View file” button with each file. The preview file feature was already available in the recommended files and the file search results, and now has also been included in the browse section.

 

Web Release 

January 16th, 2024

Updates

  • Digital Sales Room enhancements
    • Notification Improvements: File Update notifications to Room Viewers
    • Notification Management: Opt-in & Opt-out of notifications for Room Viewers
      • When a viewer accesses a Digital Sales Room there is a new setting in the Access Form which allows the viewer to determine whether they want to receive email notifications for File Updates in the Digital Sales Room.
        • This setting is enabled by default in the Access Form

  • Room viewers have the option to change this setting at any time in the Digital Sales Room portal.

  • Viewers who Opt-in to notifications will receive an email when Files are added, removed, or updated in the Digital Sales Room. The email notification informs the recipient which files have been affected and provides a link so they can easily access the Room from the email.
    • This email template can be edited by Administrators in Platform Configuration > Email > Templates.

 

  • Pitch Builder Updates - Save as PDF
    • Users now how the option to choose between PPT and PDF formats when saving a file from Pitch Builder 

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