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Festive Features: 10 For New Years Testing

The Christmas season is bringing the cooler weather to us in the Northern hemisphere and our Clinked team has taken the time to be reflective during these festive times on the features released over the year. For those new to Clinked or those wanting a refresh, below is a recap of the top key features released over the year - perhaps some to test in the New Year! 


Festive Features

1. Zapier: Public Zaps Live!

Looking to integrate all your SaaS programs? Zapier can help you do this without the need of APIs or a developer on hand. We've taken part in this integration as part of our client base asking for this exact use case and it's been one of our most popular new releases ever. Zapier allows you to set up automations between different online applications, it saves tons of time and makes day to day tasks super easy. You can now automate tasks between Clinked and all your favourite apps. 

Learn more: https://clinked.com/features/zapier-integration/


2. One to one chat

Used to chatting with our colleagues or clients via WhatsApp or other messaging tools? You can now do this in the secure environment of Clinked. This was one of our most highly requested features and we aim to please! The feature will be rather self explanatory really - you can have one to one conversations in Clinked!

Learn more: https://clinked.com/features/group-chat/


3. File Request

Want to ask clients or guests for a specific file to be saved in a specific folder? Here's your answer! The file request feature is super handy for those of you that often need to collect documents from clients. You can find this feature by navigating to a folder inside your document storage. If you select the drop down menu you’ll see the option to “Request Files”, simply enter their email address and the name of the file you’re requesting. They’ll receive an email with a link to upload the file (they don’t even need to be a member of your portal). 

Learn more: https://clinked.com/features/file-request/


4. JotForm integration 

Ever wanted to send out a form for people to complete as part of workflow, market research or even a client party? We've partnered up with JotForm to allow an integration between their awesome form builders and Clinked. Our clients have liked this so much that we’ve recently added some new improvements too! So you can now easily store all of the data from your JotForm submissions as a .csv file inside your Clinked document storage. The file will automatically update when new submissions are submitted.  

Learn more: https://clinked.com/features/jotform-integration/


5. Configurable File Columns

Our configurable columns within the file view enable you to only display the information that’s relevant to you and your clients. With choices including the approval status, file summary, date last modified, version and file size, you can customise the file structure to clearly display the data that fits your needs.

Learn more: https://clinked.com/features/configurable-columns


6. Reach Out

One our personal favourite new feature releases was Reach Out! This great new addition to your portal allows you to easily send out news or updates to multiple groups within your portal. Recipients will receive the message via a Clinked email notification - you can even insert links and add attachments. Find the Reach out feature by navigating to the announcement icon at the top of your portal (only available to super admins). 

Learn more: https://clinked.com/features/reach-out


7. Time tracking 

Did you know that your Clinked portal automatically tracks the amount of time you’re spending on your tasks? You don’t even need to do anything, simply set your task as In Progress and Clinked will automatically start timing until the task is completed. 

Learn more: https://blog.clinked.com/time-tracking


8. Document thumbnail gallery

Tired of looking at lists of file names when looking at images? If you have loads of images in your Clinked documents - then this feature is for you! Switch your file view to the thumbnail gallery for an easy display of all your images and files.

Learn more: https://blog.clinked.com/document-thumbnail-gallery


9. Client Preview

This again was a feature that was highly requested by our customers - in order to let you view your portal as a client would. So we made it possible, simply navigate to the main members section and select a user. When you select the settings icon, you’ll see the option to login as them. 

Learn more: https://blog.clinked.com/client-preview-feature


10. Adobe Sign

We have an integration with Adobe Sign that enables you to request signatures and sign documents easily from within Clinked. This integration does require you to have an Enterprise account with Adobe Sign. 

Learn more: https://clinked.com/features/adobe-sign-integration/


We hope you are finding all of these features useful. We're actively working for the next rounds of features to come so keep an eye out for our next releases and comment on new ideas on our public roadmap

Merry everything and a happy always! 


The Clinked Team


P.S. Not using Clinked yet? Contact our team here to schedule a demo or try a free 10-day trial to see how it works anytime.

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