Introducing FileBox v2 – Elevating Your User Experience

We are excited to announce the launch of FileBox v2, the latest enhancement to your document collection interface on CheckHub. This release focuses on improving the user experience with a modernized interface and additional functionalities, tailored to support both mobile and desktop users effectively. Below are the key updates included in FileBox v2:

What's New in FileBox v2 🎆

• Modern Interface: We've redesigned the FileBox to be more intuitive and engaging, incorporating your company branding to ensure a consistent look and feel across all user interactions.
• Optimized Experience: Enhancements include customizable messages that guide users at the start and completion of their document submission process. This clarity helps set the right expectations and improves user satisfaction.
• Language Switch: Responding to global needs, the FileBox interface now supports multiple languages, making it accessible to a broader audience. More translations will be added to accommodate even more users.

Future Enhancements 🚀

The introduction of FileBox v2 sets the stage for more sophisticated features in the pipeline:

• Selfie & Face-Matching Verification: Upcoming features include selfie verification and face-matching technology to enhance your Know Your Customer (KYC) processes, ensuring higher security and compliance.
• Preliminary Form: We are introducing the ability to ask preliminary questions early in the document submission process. This feature allows the adaptation of required documents based on specific user cases, streamlining the collection process.
• And much more... Stay tuned for further innovative features that will continue to enhance your experience and efficiency.

Get Started with FileBox v2 ✅

FileBox v2 is now available upon request. To see it in action or to activate it in your CheckHub account, please contact us for a demo. We are here to support your needs and ensure a smooth transition to the new FileBox v2.

We are committed to continuously improving our solutions to help you streamline the document collection and validation processes. Your feedback is invaluable to us, and we look forward to hearing your thoughts on this latest update.

 

We are very excited to announce the release of our newest feature: the Registration Page.
Let's discover what it's about:



Starting a Flow (until now)
Before today, when you wanted to initiate a document collection, you had to create a new candidate (using our Admin interface or via API integration). You had to know personal details & email to invite your candidate to complete his/her profile.

Registration Page as free service
Using our new registration page, you can now configure specific entry points to communicate to your audience with a predefined set of documents to provide. When a person register on this page, he will automatically create his own "onboarding process":
- A candidate will be created in your system
- The candidate will receive the email you configured (with our unique link in case he didn't complete his profile and wants to come back later)
- He can now provide the document you requested. Those documents will be validated the same way as if you created the candidate yourself

Some contexts of use
- As an Administration, you have a process to reimburse Sport Club registration. You can now provide a self-service form for your audience to initiate process.
- As a Company, you can collect Job Application based on your requirements: CV, ID, Driving License and an application form (see demo below). It is very useful to use this new feature in the process of Payrolling as well. Thanks to the Registration Page the Company or the Employee can start the process and given the strict deadlines of such process add a lot of value by allowing the quick and easy completion of the dossier (which today is very often problematic).
- As a Law firm, you wants to collect legal documents to consult before a first meeting for a case.

Time for a demo
Let's imagine you want to apply for an open position at CheckHub (good choice!)
- You can use the link we provide on our website: https://register.checkhub.io/2...
- Or you can scan this QR-Code we printed on leaflet and distributed during a Job fair
Once you'll complete the first step, your process will be initiated and you can provide the necessary documents for us to proceed with your application!
- Bonus : Once registered, have a look at the Application Form, it's a perfect compilation of what our smart forms are capable of: autocomplete address, conditional display, signature collection, etc

Let us know what other cases you think of this self service flow

It’s all about performance

Within our May update it is all about performance. Though a new release of functionalities is always a cool thing to present, today we are going to talk about User Experience and how a better performance can impact this.

Filtering, sending requests, querying, all basic tasks you perform as a user, have a huge impact on performance and your user experience. As a user you want to smoothly navigate yourself through the areas and do the thing you came to do. Without any hassle, delay or whatsoever.

Handling a large set of documents with all of them having unique properties, candidates etc. can be quite an intensive task. For us as the facilitator, but also for you as a user. A great example is a spreadsheet application like Excel. You can have the best specifications for your machine, but a large dataset will still put a lot of pressure on your machine and user experience. Filtering, searching, it will all go less smooth.

First things first: Moving to the right database

So, for the last few months, we critically looked at our platform and highlighted where the performance (and thus your experience) could be hugely improved. Our main opportunity of improvement was our database model. A new model can even better guarantee the performance and security that matches our standard and our customers expectations. And so we did. After a very promising set of tests, we started the database migration process.

Reaching destination at speed of light

With this in mind we worked months on migrating our platform, your data, to this new database with tremendous results. Navigating through CheckHub was already smooth, but now it definitely feels like you are taking a new car for a spin; no hassles, all smooth and a great experience. It also offers more possibilities you’ll soon discover in future release notes.

You will definitely notice the gain within the following areas:

• Candidate FileBox
• Admin Interface
• Exports & Archives (XLS, ZIP, ...)
• API

We are therefore extremely happy and proud to facilitate this release (and also kudos to the tech team who did an amazing job on this challenge).

We also love to hear what your experience is. Feel free to let us know through the contact form or send me a personal email at laurent [@] checkhub.io.

Please check below for a detailed list of changes

Laurent

CTO CheckHub

It's time for our release note with some interesting new features, let's have a look!

Archive Export
If you need to keep track of documents for a long period (ex: 2 years), we now have an Archive Export function that will save you a lot of time. To use it, simply choose what account you need (one specific or all), and we will generate a large Archive (ZIP File) with one directory per candidate. Every directory will contain all the documents concerning this person. You just have to put this large file in a safe place as a backup. For security reason, we will delete this Archive from our server after a couple of days, but you can generate a new Archive export at any time!

Support Link
Our FileBox interface now supports use of email and URL references in document description and comments. Very handy when your candidates or clients needs to read a policy before submitting a file or if you want to mention on which website they can request a required document.

Guidelines & Help
We know starting a new project like digitizing your document flow with CheckHub could be challenging. That's why we create our Help Center, a place for our users to get tips & tricks, technical guides and much more. Have a look on: http://help.checkhub.io
We'll add new articles every week, so make sure you to visit us for more tips & ideas!

And some More
Check the list below for a couple of new changes and fixes

See you next month!

Let's take a moment to present the changes applied to our service during the last month.
This release was mostly focused on customer's feedback for improvements and fixes. Here are some of them:

Custom Privacy Policy
You can now setup your own additional Privacy Policy. This one will be available to all your customers and users using the FileBox to upload documents & complete forms

Email Validation in Form
We added a new field type "Email" to help you validate data provided from your customers. From now on you will receive only valid emails input when you need it

Split Recto-Verso PDF
When you requested recto-verso document (like ID Card), customers with document in the form of a 2-pages PDF had trouble to upload this. Not anymore. We will now (magically) split this in a recto-verso ID that can be validated and data-extracted, like a regular 2-parts upload

And more
Check the list below for more new features, updates & fixes

It has been a while since we published a new release note, so here we are!

This pandemic situation didn't affect our development planning and we are delighted to deliver a good number of exciting new features that will help you to be even more efficient.

Tags
A tag is a combination of a short name (ex: "VIP", "Urgent", "CUST.123", etc) and a color you can apply to a candidate to easily group them together and filter them. This way, you can match your own processes and workflow with CheckHub. You can apply one or more tags in a candidate for more flexibility. Tags are visible in Candidate List, Candidate Export & Candidate Details, but they are not visible for your Candidates. Of course, if you use our Import Tool to create large set of Candidate, you can start using tags there too. How cool is that?

Tags can also be used in your communication flow to match complex business requirements.
Ex: Send an email to Billing team after 4H if tag is "TO INVOICE" or "URGENT"

Customized Candidate List
If you work with a set of important custom fields in your candidate details, it was not possible to view them on the Candidate List until now.

From now on you can rearrange columns in the Candidate list and show/hide up to 10 columns on this overview: show what you need, hide what you don’t need.

More Integration Support
If you work (or plan to work) with CheckHub in Integration mode using our API, we added new features to help you on this task: new API logs, new Webhook logs and a brand new "Staging" instance to test everything you want and assist you to guarantee business continuity with our services. Please contact us if you want to now more about this!

This is the first release of the year and we are very excited by the new features we can bring to you, with a special focus on :

Document Collection Portal - FileBox New Version
The new version of the file collection application is out and is now available for every customer. This is a major improvement from the previous version as we have collected and assessed a lot of feedback from our customers to understand how to improve the experience for your candidates & customers.
This version also covers the new feature "Resource" (more info below).

Resources - Document Creation on the Platform
Besides the possibility to collect documents (like IDs, Passports, CVs, BMIs for real estate, etc), you can now add documents or resources (like legal contracts, complementary forms, etc) and ask your customer to complete, review & sign it to complete his profile. Those documents can contain editable fields prefilled by some real values (ex: a contract reference, ID number extracted from Personal ID, Passport or Driving License). If needed, you can even capture a signature to embed in the document as a downloadable PDF. How cool is that?

Security Improvements
Next to those major additional features, we also spent a decent time to identify & improve security across the application. We did this with the help of Approach, a leader in cybersecurity consulting with a special focus on online services (SaaS). Thanks to them and our developers, we can guarantee your privacy has never been so heavily protected.

Below you can find a list of other minor improvements and fixes.

See you soon for more awesome news.

Your CheckHub Team

During summer, we spent a lot of time thinking and designing a better version of the FileBox used by our end-users. This release was mostly dedicated to bring this great new version into production.
On top of that some other really cool features complete the month. Check them out!

Candidate FileBox v2 (beta)
The new FileBox site, used by your end-users to upload the required documents has been largely improved: a clear and better interface, easier to use, completely customizable (with your branding and ‘look&feel'). For the moment, it's in beta version and limited to a set of customers, but will soon be released to all our customers.

Welcome Text
With the new FileBox v2 comes a great new feature, called "Welcome Text". You can now setup predefined personalized welcome text for your candidates. This text should fit all your needs: complex layout, images, email links, etc. This introduction text will be displayed in the FileBox header, before the list of required documents.

Both developments mentioned above offer a great way to build your brand and personalize the experience of your end-users.

Save Extracted Data
If you work with data extraction automation (ex: extracting data from ID Card), you can now apply a "Post-Extraction" save to apply extracted data to a candidate's fields (standard or custom field).  

Those are some applications :

• You extract first name and last name from ID Card and apply values to the current candidate details with the official ones
• You created a read-only custom field called "National Register". You chose to save national register extracted from uploaded ID Card to this field
  
• (...)

Some really great features! Hope you like them. See you next month !

For most of us, summer holidays are long gone. But beside the well deserved relaxing days, we also worked really hard on pretty exciting new features !

View by Files
If you are dealing with a lot of documents, it could be challenging to browse and download them filtered by document types (ex: all ID Cards) with the current Candidate List. To facilitate this, we introduced a new "File List", a new way of browsing documents by types. Filter your choices the same way you would do for candidates and work on your files (download, validate, etc).

Folders
If you need to collect a lot of documents per candidate, there was no easy way to display them properly by purpose or priority. That's why we introduced Folders: a new way to group documents in a nice and user friendly way for candidates.

Expired Documents
Sometimes, you need to collect a more recent version of an actual document, on periodic bases (ex: monthly timesheet, yearly regulation attest, etc). To help you with this matter, we now support expiration : set an expiration month limit to a document type and your collected documents will automatically expire when necessary. New notifications will then be sent to your candidates so that they are invited to update their documents with their newest versions.

Candidate Archive
A long awaited feature was the "Archive" mechanism. You can now easily flag a candidate as "archived". It's a sort of sleeping/parking mode: it allows to remove a candidate from your view once not relevant anymore. Notifications are stopped until you unarchive it (ex: ask for a new updated document).

Auto-Archive Candidate
If you don't want to manually archive all the completed candidates, you can now easily configure your "auto-archive" settings. Doing this, all the completed candidates will be archived following your preferred period settings (ex: 7 days). Remember, you can always retrieve a candidate from your archives with one click.

(Bonus)
We also spent some decent time brainstorming on a new improved version of the Candidate Filebox... UI/UX Interface is in progress... It looks awesome! More news coming soon. But we already worked on some new features that need to be supported by API.

For this May release, we bring you a long awaited feature, with a couple of really nice new features

• Open-REST API
• Zapier Integration
• FileBox Custom Theme

Open-REST API
We now have a full Open-REST API that you can use to interface your existing workflows with CheckHub. Simply create your first Company Token from the Admin interface (You'll first need the right Company Settings) and start using it to retrieve candidate details, create candidates, post documents, etc.

For full API Documentation: Go to API Documentation

Zapier Integration
Like all of us, you probably use a lot of other apps for your daily tasks. To minimize your workflow, we now support Zapier integration. So when a profile is completed, you could be notified in Slack, add a line in a Google Sheet, and much more!

Custom Theme
Since now, you could only upload your logo to personalize your Filebox look. Today, you can change every little piece of element by applying your own custom CSS style

For this April release, we developed some nice new features to help you manage your daily tasks :

• Candidate Internal Files
• Notification to owners
• Dynamic Filenaming
• Minor changes

Candidate Internal Files
Sometimes, your own processes request adding some internal documents into the candidate profile as reference. But those files shouldn't be visible into the candidate Filebox interface. Today, it's now possible. Simply upload a document from the candidate detail page. You can even apply validation and data extraction on those internal files.

Notification to owners
From now on, you can notify more people than the candidate only, allowing you to cover more business scenarios and reach the complexity you need.

1. Candidate Owner : Send notification to the user who created this candidate
2. Custom Email : Send notification to a fixed email address. This could be a functional mailbox or a manager email

Dynamic Filenaming
We know you could spend a fairly amount of time on repeating tasks like downloading and renaming files. Hopefully, we now support dynamic filenaming for all your documents. All you need is configuring your perfect filename for all your document types. For instance, you could set your CVs to be named like this: "CV_" followed by name of the candidate & the current date. This way, your files can be automatically downloaded as "CV_JohnDoe_20190301.png".

Minor changes
As for the previous release, we took some times to improve current features and apply some fixes.

For this release, we focused on infrastructure by implementing important features :

• Custom Fields
• Instance Monitoring & Failover
• Minor changes

Custom Fields
We continued to integrate custom fields in our app to let you completely customize your needs when collecting documents.
From now on, we support custom fields in your SQS integration or candidate import file.

Instance Monitoring & Failover
We added more monitoring points to help us identify issues before they fails : memory, CPU, disk usage, ...
We also checked and improve failover processes and instance recovery plans.

Minor changes
We worked on a couple of minor fixes and improvements. Please read details below.

February release comes with a lot of new important features. We focused on : 

• User's rights & security
• Extend Policies with DocuSign support
• Image Review to improve your document general quality

Users Group & Rights
From now on, you can create multiple groups and handle members. Each group can have a predefined set of rights and access all or some accounts. This feature gives you full control on what people can do inside CheckHub's application. 

DocuSign
If you already use DocuSign to collect and sign official documents, you can now use any template to be signed within an applicant File Box. Just use the link you generated from DocuSign, make sure you check the new "Append Candidate Details" to pass the personal details to DocuSign, and that's it!

Image Review
To improve quality of the pictures your users send you, we added a new "Review Picture" feature. Once you activate this option in a document type, your users will be invited to review their uploaded pictures, make sure it's properly oriented. Users can rotate, crop and zoom image for a better result.

And various other new features, updates, and bug fixes along the way.

Check out the full details below.