Admin Guide

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Release notes ​

Every release of ContentsCapture, newest first.

One version number covers the product and both guides, so the version in this guide's footer matches the one in the admin console. Each release keeps its own PDF of the Admin Guide, so material you built training around stays available exactly as it was.

How versions work ​

Part of the numberChanges when
Major (2.0.0)ContentsCapture changed enough that the old guide would mislead somebody: a reorganized console, a renamed core concept, a removed capability.
Minor (1.1.0)A new feature shipped, or a workflow changed materially.
Patch (1.0.1)Fixes and corrections: a bug fix, a wrong screenshot, a confusing sentence. Nothing you need to relearn.

1.6.0 Current

Item marking arrives in the field app: mark which items in a photo to inventory, and see what will be sent before a room is completed. Off until an admin turns it on.

Added

  • Item marking in the field app. Open a photo, tap Mark, then tap an item to pin it or drag to box it. Press and hold a mark to switch it to exclude, which leaves that item out, or to delete it. An admin turns this on under Capture settings; until then nothing in the app changes.
  • Pinch to zoom while marking, so small items are easy to pin. Marks are numbered in the order you make them, and the photo itself is never altered.
  • With marking on, each loose photo in a room says what will be sent: All items, 5 marked, or All except 1.
  • The Mark room complete dialog totals the room first, for example 7 photos: 4 scoping, 2 all items, 1 with 5 marked.
  • When an admin sets Item marking to Required, a room cannot be completed until every loose photo is marked or confirmed as showing all items. Photos still waiting read Needs marks, and one tap confirms the rest.
  • The Field Guide has a new page, Marking items, and the Admin Guide explains when to choose Optional or Required.

Download the 1.6.0 PDF

1.5.0

Scoping shots arrive in the field app: wide photos and video that document a room and are never itemized. Off until an admin turns them on.

Added

  • Scoping shots in the field app. A scoping shot documents the room and holds no items, so it is kept with the room and never itemized. An admin turns this on under Capture settings; until then nothing in the app changes.
  • With scoping shots on, the camera starts a new room with a guided set of scoping shots and counts them for you, for example Scoping 1 of 4. Skip leaves the step early unless your admin made it required.
  • A Scoping chip on the camera, ahead of your quick tags. While it is on, a blue border and a Scoping: not itemized label make it plain that the next photo or video will not be itemized. Audio notes are not affected.
  • Each room lists its scoping shots in their own blue box, for example Scoping (4), not itemized.
  • Fix a shot afterwards: select photos in a room and choose Mark as scoping or Unmark, until the room is completed.
  • The Field Guide has a new page, Scoping shots.

Fixed

  • In the web version of the field app, a room now shows a capture taken with no connection straight away, without waiting to be back online.

Download the 1.5.0 PDF

1.4.0

Capture settings gain Scoping shots and Item marking. Both are off until an admin turns them on.

Added

  • Capture settings have a new Scoping shots section. An admin can turn scoping shots on for a team or an assignment, set how many guided shots a new room asks for, and make them required. It is off until you turn it on, and the field app starts using it in the next release.
  • Capture settings have a new Item marking choice: Off, Optional, or Required before a room is completed. It is off until you turn it on, and the marking screens in the field app arrive in a later release.
  • The assignment summary shows whether scoping shots are on.
  • For integrations: photos and video now say whether they are item photos or scoping shots, photos can carry marks, and a change to either is announced with the media.updated event.

Fixed

  • Saving one capture setting no longer resets its neighbours, such as the watermark opacity and positions.

Download the 1.4.0 PDF

1.3.1

Opening a dashboard from the sidebar now always applies its sort and columns.

Fixed

  • Clicking a dashboard in the sidebar while the Assignments list is already open now applies that view's sort and columns, not just its filters.

Download the 1.3.1 PDF

1.3.0

Pin saved views to the sidebar as your own dashboards, and saved views now remember the sort and columns too.

Added

  • Custom dashboards: pin any saved view of the Assignments list to the sidebar, where it sits under Dashboard and opens the list with that view applied.
  • Manage dashboards lets you rename your dashboards for yourself, put them in your own order, unpin them, or delete the view behind them. You can have up to 10.
  • Admins can set default dashboards for the whole organization, a business unit or a team. Everyone there sees them, and can still rename, reorder or unpin them for themselves.
  • Click a column header on the Assignments list to sort by it.
  • Each saved view has a menu to pin it, update it with the table on screen, rename it or delete it.

Changed

  • A saved view now remembers the sort and the columns (their order, which are hidden, and their widths) as well as the filters, and applying it puts all of them back. Views saved earlier keep working with their filters.

Download the 1.3.0 PDF

1.2.2

Sign in explains a missing account, deleted photos leave the upload queue, and room previews load together.

Fixed

  • Signing in with a phone number or email that has no account shows a clear message.
  • A photo that was deleted, or was never saved, is removed from the upload queue instead of retrying.
  • Watermarks are applied more reliably when the preview is not ready on the first try.
  • Opening a room loads its photo previews together, so a full room appears faster.
  • When a sign in session expires, the app refreshes it and tries the sync once more.
  • People saved under an older field role now show in the company directory.
  • The room grid waits for a small preview instead of keeping every full size photo in memory.

Download the 1.2.2 PDF

1.2.1

ContentsVision now credits the person who created the assignment.

Fixed

  • ContentsVision now credits the person who created the assignment, instead of the person who connected the integration.

Download the 1.2.1 PDF

1.2.0

Change an assignment's status on its own screen, see who created it, watch the countdown before ContentsVision picks up a room, and let a playable guide walk you through the console.

Added

  • The status beside an assignment's name is now a dropdown. Admins can change it there or on the Overview Status card without going back to the Assignments list, and a message confirms each change.
  • Every assignment shows who created it and when, right under its name. Hover the time to see how long ago that was.
  • The Assignments list has an optional Created by column. Turn it on in the column manager.
  • Each room on an assignment shows a countdown while ContentsVision waits to pick up its photos: Sending to ContentsVision in 2:14. ContentsVision waits until a room has had no new photo for 3 minutes, so it identifies the room's photos together. It shows only when a workflow sends media to ContentsVision.
  • Walk me through it: playable guides on the new Help page walk the real screens with you, one step at a time. Guides cover creating an assignment, inviting someone, changing a status, reviewing media and submissions, setting up a workflow, managing tags, and switching products.

Changed

  • Status dropdowns now only offer the changes that are allowed from the current status, so a change can no longer be turned down after you pick it.
  • The ContentsVision column says Not linked for assignments that have not been imported yet, instead of staying blank.
  • Help in the sidebar now opens the Help page, with the guides and a link to the Admin Guide.
  • The two ContentsVision workflows in the library now also send status changes, so ContentsVision knows when an assignment is submitted, active again, or archived. Workflows you added earlier need the two status events added by hand.

Download the 1.2.0 PDF

1.1.0

Device health is rebuilt: see every phone at a glance, find the ones that need help, and see where each one last checked in.

Added

  • Device health opens with cards that count every phone, the healthy ones, the ones still uploading, the ones that need attention, and the ones offline for a week. Click a card to show only those phones.
  • Filter phones by status, team, person, app version, phone type, and when they last checked in, or search by name, email, team, phone, version, or city. Group the list by status, person, team, organization, app version, or phone type, and page through it.
  • Each phone shows its last known place. A map view puts every phone on a map, colored by status.
  • Click a phone for its details: why it needs attention, its upload queue, free storage, the phone model and system version, when it was first and last seen, its place on a small map, and its recent sync activity.

Changed

  • The field app now reports its system version, phone model, free storage, and, when location is already allowed, its last known position. It never asks for location just for this.

Download the 1.1.0 PDF

1.0.0

ContentsCapture 1.0: the first numbered release of the field app, the admin console, and both guides.

Added

  • ContentsCapture now has one version number for the product and its guides. The admin console shows it in the footer, and the Changelog lists every release from here on.
  • The Field Guide and Admin Guide describe the product as it ships in 1.0, and each release keeps its own PDF.

Changed

  • The Changelog is now written release notes, newest first, instead of a list of individual code changes.

Download the 1.0.0 PDF

Spotted something out of date? Email [email protected] and a human will respond.