Thursday, February 11, 2021

Important information on deleting and keeping your files in relatico

As you probably know, at relatico we calculate your monthly or annual invoice based on the number of files in your account. (Here is the link to our relatico account pricing...)

How do we count the files in your account?


All files that you can see in the relatico interface are counted.

Exception:


Files shared with you. You can find these in "Shared with me".
These files do not count.

You can always see the number of files in your relatico account in your account settings:
https://app.relatico.com/account_settings

What about deleted files?


Files that you delete end up in the relatico-"Recycle bin" that is the "Deleted" menu, just like on your computer. There they can be permanently deleted or restored.

Why do we count these deleted files?


This part of relatico is also software that we developed and need to maintain. We have set it up so that deleted files do not simply disappear, since then there would be no recovery option. Therefore this menu with its functions is an important part of relatico.

Note


If there are still many files in "Deleted" in your relatico account, please go to the menu and decide for yourself what should be done with the files there. You can choose to restore or delete folders and files there - individually or all at once.

Before you permanently delete:


The archive function is also part of relatico.
Before you permanently delete data from your relatico account, bear in mind that many standards require that you keep data that is no longer up-to-date for a longer period because of traceability.

If you are certified according to IFS Food, for example, this is a period of 7 years to our knowledge. Please consult your QM managers or consultants, or read the guidelines of the standard that applies to you to find out exactly what to retain.

Feel free to contact our team if you have any questions or feedback on this topic.

Tuesday, February 9, 2021

Table headers optimized for scrolling

Hi to all friends of relatico!

Our table headers are now fixed. So they will stay in place when you are scrolling through your relatico data. Watch the mini-video below to see how it looks.

Friday, January 15, 2021

File communication: Our new relatico Add-On is here

If you want to
  • communicate with your team about files in your relatico account
  • communicate with business partners outside of relatico about files
directly out of your relatico account

and so that your communication is stored directly with your files:

Then the relatico add-on file communication is for you!

Watch this short video to see how it works.

If you are interested, please e-mail to our Customer Success Team at support@relatico.com.
 

Tuesday, August 25, 2020

Desktop App is finally here!

Now you can easily upload files directly from your desktop in a few easy clicks into your relatico account. 

The desktop app also provides you with the ability to keep track of account status to stay on top of what is missing and/or completed in your account. 


Minimize your setup time by working directly from your desktop with relatico Windows Desktop App.


To download the Desktop App: head over to Desktop App download page. 


To learn more about how to use the desktop app: please visit our Knowledge Base. 


Thursday, August 6, 2020

Communication is new!

Communication is new
We added a brand new menu item “Communication”. 
Here, you can work with incoming and outgoing messages in a new way.


(This is a new feature addition to relatico, so you will still find everything else where it was before.
Communication timelines are still present for each contact in the two tabs that you are used to.)


Why did we do this
We did this because you told us you wanted to do more with messages:
  • See to who you sent messages
  • See to who you did not sent messages
  • See when you sent messages
  • See who did and who didn’t reply
  • Resend messages to those who didn’t
  • Bulk edit messages
  • And much more


To enable these and other requests you told us about sending and receiving messages on relatico,
we had to think of a new way how messaging needed to work.


We worked on this a lot, did a lot of research and testing and understood that we needed to provide
you with an interface that would allow you to work with incoming and outgoing relatico messages
similar to web email.


Here’s whats new


You can easily access the new messages place under the Communication sidebar item. 


Here you will see all of the:
  • sent and received emails
  • attachments 
  • automated and scheduled emails
  • deleted emails 


We will notify you when you receive responses from your business partners so that you can easily
keep track of all of your most important files and conversations. 


The new Communications menu is the first step towards how messages on relatico should work.
It is the first release of our Communications roadmap. We will tell you more about this roadmap shortly.

Tuesday, July 14, 2020

New on relatico: Enhancements for your contacts/ Dashboard enhancements/ Mass subscribing to folders

Hi relatico!


We added some new features, here they are:

For Your Contacts:

After your contact 
  • has received a checklist, 
  • uploaded files via upload page, 
  • and registered for relatico, 

those files will now immediately appear in their account.

Once your contact registered via the upload page after uploading files, they will receive an email that will tell them more about what relatico is and how they can benefit from using. Also, this email will them about some starting points in relatico.

Also, for those who registered via the upload page, the dashboard is now focusing on explaining how "Shared With Me" works.

For You:

  1. We added a customizable dashboard. You can now decide for yourself which dashboard elements you want to see or hide.
  2. We added bulk subscribing to folders, so now you can subscribe to a whole list of folders by selecting them
  3. We added bulk extracting text from your documents to make the content of your files available in the relatico full text search much faster. There is going to be a special post about this relatico add-on soon.

If you have feedback about any of these changes, please let us know at support@relatico.com 


Tuesday, June 30, 2020

New On relatico: Signatures, Folder Tagging, Bulk Folder Sharing (CW26 & 27/ 2020)

New Features
  • Add signature when sending emails to business partners
  • Customize you checklist view by Hiding or Showing columns
  • Bulk share folders with your business partners to save time and maximize efficiency
  • Bulk add tags to folders and files in your account to better organize your space

Improvements and fixes
  • Now you can see number of files and folders in your data lists and folder views 
  • Checklist item connections are now shown in the file lists so that you can keep track of which files belong to which checklist items
  • Interface fixed on calendar for scheduling emails (now you can see the date picker much easier)
  • Breadcrumbs view has been fixed for better readability