Our latest upgrade introduces User Groups. If you have a large number of users, this should make management much easier.
The User Groups feature allows an account administrator to manage permissions at a group level rather than for each individual. To manage your groups go to the Groups page (you will find the link under Settings on the Admin page).
All accounts have a group called All Users which cannot be deleted and all users automatically belong to this group. Here you can create / rename / delete groups in the left pane. The right pane displays which users are members of the selected group.
On the Folders management screen you can now manage the permissions for your User Groups. The groups are listed at the top of the right pane and are differentiated from the normal users by a multi-person icon. By default the All Users group will have all permissions in new accounts (not true for existing accounts), but you can easily disable the permissions for this group and use your own groups to manage the permissions.
And if you decide groups are not for you…you can still manage permissions individually.
As part of an initiative to make our Admin tools more simple, we have rolled out a new page layout.
The page is organized in two columns. The left-side has links for all of your account configuration settings and the right-side displays information about your current usage and product plan. You will notice that some of the configuration links have a “+” to the right. For instance the + next to Users is a shortcut to create a new user.
You asked for it and now you’ve got it. In our latest updates, we added a feature that allows clients to display their logos in the user interface.
This feature is available free for Team, Jumbo and Enterprise accounts. Contact your account representative to learn more about the feature and to add your logo today.
Our latest upgrade includes improvements to our folder permissions. Previously, an Admin user would need to adjust permissions for each user individually. Now, an Admin can use the Folders management screen (in the Admin section) to manage folders as well as user permissions.
You will also notice that the permissions are listed across the screen horizontally rather than vertically to make it easier to see across all users.
In addition, we eliminated the “Share permissions with sub-folders?” option. Users found it difficult to use so we switched to an easier “save to sub-folders” option.
A number of our customers asked for ways to enhance password requirements within Mumboe, so we’ve added some additional password security settings.
Expiration – Specify the number of days a password is valid before prompting the user to update to a new password.
Minimum Length – By default this option is on and set to 6 characters, but can easily be modified.
Must contain 1 letter and 1 number
Must contain 1 of the following: $, %, !,_, -
Cannot repeat passwords – This option will prevent re-using the same password again. You have the ability to adjust this to prevent re-using passwords from the previous 1 – 10 times.
Account Administrators can access the new feature by going to the Admin area of Mumboe and then clicking on Settings.
Over the weekend we rolled out some new upgrades to Mumboe. Check the customer forums for a complete list of release notes. As always, your feedback is appreciated.
Documents Tab Makeover and New Functionality
We’ve made some significant improvements to the Documents tab. Previously, you could only upload a PDF, TIF, or Word document. Any other file types would have to be uploaded as attachments to a Note. With this release you can upload any file type to the Documents tab. Mumboe will index the following files types, which enables a full text search:PDF, TIF, RTF, and any Microsoft Office document. The Auto Extract feature will work for primary documents of the following types: PDF, TIF, RTF and DOC(X).
You will also notice the layout has been improved. The tab now allows you to sort documents by a variety of fields. A labeling feature has been added to allow you to better organize your documents. And you should find it much easier to change individual document states between draft/final and signed. Clicking on the document title will bring you to the details page for the document where you have access to the version history and more details about the document.
Related Agreements
On the Agreement Summary tab users now have the ability to link to related agreements. This feature has been requested by a number of clients that wanted a way to link or relate agreements together so that users could quickly see other agreement records that are tied to the current record. In the sidebar area you will now see the Related Agreements area. Adding related agreements will display the hyper-linked title of related agreements.
We love to hear your feedback and ideas. Please keep the great ideas coming!
Automatically extracting data from documents is a complex feature, typically involving a discussion of linguistics. We tried to simplify the subject in our new Auto Extract video by explaining the advantages and value of the end results: fast, accurate and consistent data extraction from existing documents. Please let us know what you think and thanks again!
Our users asked us for more easy ways to get information into Mumboe. The Dropbox feature allows users to email information and documents directly into Mumboe. Each user has a personal Dropbox with four unique email addresses that allow for a variety of options:
Dropbox – Using the generic Dropbox address you can send emails and attachments to your Mumboe account. Within Mumboe at a later time you can use the email and/or attachments to add new Agreements, add new Documents on existing Agreements from email attachments and add Notes on existing Agreements.
Add New Agreements – Use this Dropbox address to add a new Agreement record in Mumboe. Email attachments will automatically become Documents in the Agreement Record. The subject line of the email will be the Agreement Title. The email itself will become a Note for the Agreement. You can also specify the Agreement Type in the body of the email by including for example “Agreement Type: NDA” (where NDA is the name of your Agreement Type).
Add Documents – Use this Dropbox address to add new Documents for existing Agreement records. In the subject line of the email include the Mumboe ID for the Agreement record, and any attachments to the email will become new Documents.
Add Notes – Use this Dropbox address to add new Notes for existing Agreement records. In the subject of the email include the Mumboe ID for the Agreement record, and the email will become a new Note.
Click on My Dropbox in the upper-right corner on the application to see your personalized Dropbox addresses and information on using the feature.
Based on user feedback, we’ve changed the name of Advanced Search to Reports. The Advanced Search link has been removed from on top of the main navigation bar and replaced with the Reports link on the main navigation bar. You’ll still have the same great functionality, but now it will be more obvious and intuitive for users.
Our users also asked us to modify the scope and layout for Search Results. Previously, a search would present the results in a report format with results only coming from data related to agreements. In our new format we have included search hits related to Agreements, Contacts and Templates. The results are presented in a format more similar to a Google search. Relevant data is displayed and you can filter the results to limit them to Agreements, Contacts, Templates, or choose to have all results displayed. You’ll always have the option to turn a search into a report with a single click (see right sidebar for options).
Over the weekend Mumboe was upgraded with several new features including folder level tracking and the ability to select multiple agreements in the list/folder view and perform an action.
In April , we introduced the concept of Agreement Tracking for users to automatically receive milestone notifications and agreement updates on their Mumboe Dashboard. Phase one of this feature only allowed you to track individual agreements. Phase two has now been released and allows users to select an entire folder for tracking. Agreements added to a tracked folder are automatically tracked. You can access this view by clicking Agreements on the main navigation bar (you may need to toggle to Folder View).
Track an entire Folder
You will also notice on the Agreement view (Folder or List view) we have added a checkbox column to the agreement records. Using these checkboxes you can now select one or more agreement records and perform an action. Our current actions include: moving to new folders, deleting, tracking and untracking. We may expand that list in the future, but this addresses the requests that we received from multiple users. Please keep the input coming!
Select Multiple Agreements to Move, Track or Delete
To see the full list of features and fixes included in this upgrade click Support in the upper-right corner of the Mumboe application and visit our Customer Forum.
