Documents 2.0
Shared by Georg
• December 03, 2024
We just added a much requested improvement to Journeys 📃
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The Documents section under each workspace has been re-designed to be easier to use 🙌
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The new design should allow you to experience a more intuitive flow when working with documents and configuring variables for future use in your Journeys.
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The release includes the following improvements
- Working with 'large' documents that have many field variables and setting field types has been significantly improved
- Improved UI/UX when working with many documents in a workspace and viewing their state
- Documents can now only be set as active or in-active, the "draft" state has been removed
- Improved flow when previewing documents with test data
- You can now set default values that will appear when the document template is used in journey builders (can always be edited later)
- Improved UI for different screen sizes
- Easier to edit and rename contract documents
Why did we implement this improvement?
- Frequent feedback from end-users told us that the old UI was a bit complex and sometimes hard to work with
- Adding new documents and configuring field variables and types was un-intuitive
- Configuring field variable types did not work well in different small screen sizes e.g. laptops
- Previewing documents with data was un-intuitive and rarely used as a result