New Features
Access Controls for Files
- Access controls for files allow the owner of a file to select a permission level when they upload or share the file to a Message, Stream, or Task
- A recipient of a file can then take actions based on permissions granted by the owner
- This applies when a user uploads a file directly from their desktop and when a user shares a file from the Workstorm File repository
- This feature does not apply to documents shared from connected document management systems (DMS) where the permissions of the file are set from the DMS
Description of Permissions:
- Owners of files can always preview, share, download, and delete the file from any Message, Stream, or Task they shared it to
- There are 3 main permissions:
- Download: Recipient can preview, share, and download the file (Download is the default selection)
- Share: Recipient can preview and share the file
- View: Recipient can only preview the file
- If a user needs to share the same file to multiple locations, different permission levels may be chosen based on the need
- The owner and anyone with Download or Share can:
- See a log of where they shared the file (Messages, Tasks, Streams)
- Remove the file from a location that they shared the file to
Events Feature Panel in Stream Dashboards
- When a user is logged into their Microsoft 365 or Google Workspace account, they can see the next seven days of their calendar in the events feature panel
- From the events feature panel, users can:
- Create new events
- Modify existing events they own
- Join a video conference for an event
- View event details
- View tasks created by or assigned to the user
- View tasks assigned as a watcher
- Tasks that have start and/or due dates within the next seven days will display in the events feature panel
- If the task has a start and a due date, the task will display both the start and end event on the applicable date/s
- Users can open the task details from the task event
- Users can customize what displays in the events feature panel including the options to:
- View only calendar events
- View only tasks
- View both calendar events and tasks
- Show nothing
User Experience & User Interface Improvements
- Users can share files from a connected DMS integration directly to Streams and Tasks
- All task and file repository locations have advanced filter and sorting options based on field values
- Stream dashboards now have customized layouts and sizing of all the feature panels
- Drag and drop panels into any order or layout desired
- Remove any panels that are not needed
- Use the drag tool at the bottom right of panels to re-size width and height
- Toggling between a Stream’s channels (from the Stream or from the Messaging menu) and its dashboard offers a more seamless experience
- Stream members can also reply to channels they are part of directly from the main Stream dashboard
- When viewing a Stream’s tasks from the main Tasks menu, users can return to that Stream dashboard with one click
- When creating a task from an email being viewed in Workstorm, users can add attachments to the task
Miscellaneous