Documents – safer collaboration, easier uploading

Published by Erik Reijrink, 28 Sep 2016. Updated 2 Nov 2020

SuperOffice Online users can now upload documents by drag-and-drop and lock documents while editing. Get updated on the latest new features and improvements in this article.

Highlights:

Document locking: Only one user can edit the same document at the time

When two or more users edit the same document in a database at the same time, it will lead to a saving conflict. To prevent saving conflicts in SuperOffice, the new document locking feature introduces Edit and Read mode for documents.

If you try to open a document that is being edited by another user, you will see who the user is, and you get the option to open the document in read-only mode.

The document locking feature makes sure that you don’t waste time editing a document only to have it overwritten by another user.

Pop-up message when opening a document that is currently being edited by another user (GIF)

Drag-and-drop documents: Uploading documents to SuperOffice has never been easier

Uploading a document to SuperOffice can include many clicks – you know: Upload, find file, Open, and Create.

Now, instead of all those steps, you can just drag and drop documents from your computer into the document dialog. You’ll avoid the extra clicks, and it’ll be a breeze to create new documents or replace existing ones.

How to drag and drop documents:

  1. Click on the Document button on the bottom toolbar.
  2. Drag and drop a file from a file explorer window into the document dialog box (the area becomes light blue).
  3. Finish by clicking the green Create button.

To upload a document, click the document button and drag and drop a document into the light blue area in the dialog box.

Easily upload documents to SuperOffice by dragging it from your computer and dropping it into the document dialog.

Send SMS: Get your messages read

If you need to choose between reading an SMS or an email first, which one would you pick? Probably the SMS, right?

SMS is an effective way to get your messages read. Research shows that 90% of SMS messages are read within the first 3 seconds, and they have a final read rate of 98%.

SuperOffice Mailing and Service now allow you to send SMS messages to your SuperOffice contacts, either one by one or in scheduled bulks.

Example: When hosting a seminar, your participants will appreciate a last-minute SMS reminder before the event. You can provide helpful information such as contact details and a link to Google Maps for directions.

Here are other situations where you can use SMS:

  • Marketing campaigns
  • Confirmations on sign-ups
  • Confirmations on requests

To be able to send SMS messages from SuperOffice, you need to have an agreement with an SMS provider. See a list of SMS providers and learn how to set up SMS for SuperOffice CRM Online [technical documentation]

New languages added for SuperOffice Service, Mailing, and Pocket CRM: Czech, Finnish, French, Italian, Polish, and Spanish

Working with SuperOffice in your preferred language has obvious benefits: You avoid confusion, and it improves collaboration in multi-language teams. SuperOffice Service, Mailing, and Pocket CRM now offer these new languages as display languages: Polish, Spanish, French, Czech, Italian, and Finnish.

How to change your display language

More system languages for new databases

New customers, or customers who are planning to get a new database, can now choose one of the six new languages mentioned above as system language for a new database. This means that even lists (in addition to menus and fields) can come entirely in either Polish, Spanish, French, Czech, Italian, and Finnish.

Summary:

These are all the latest news for SuperOffice CRM Online, and here’s a list of the highlights:

  • Document locking: Only one user can edit the same document at a time
  • Drag and drop: uploading documents to SuperOffice has never been easier
  • Outgoing SMS: Get your messages read
  • New languages added for SuperOffice Service, Mailing, and Pocket CRM: Czech, Finnish, French, Italian, Polish, and Spanish
  • The new languages are also available as system language for new databases

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