Admin Guide

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Release notes ​

Every version of the Admin Guide, newest first.

The guide is versioned separately from the product: a version here means the documentation changed, which usually (but not always) follows a product change. Each release keeps its own PDF, so material you built training around stays available exactly as it was.

How versions work ​

Part of the numberChanges when
Major (2.0.0)The product changed enough that the old guide would mislead somebody: a reorganized console, a renamed core concept, a removed capability.
Minor (1.1.0)A feature was documented, a page was added, or a workflow changed materially.
Patch (1.0.1)Corrections and clarifications: a wrong screenshot, a stale link, a confusing sentence. Nothing a reader needs to relearn.

Dates are the day the release was published.

9.4.0 Current

New people get a welcome text as well as the welcome email.

Added

  • Everyone new to ContentsCapture now gets a welcome text with the App Store link, as well as the welcome email. It goes out once, the moment their account is made, whether they came in from the ContentsCapture card or an admin added them.

Download the 9.4.0 PDF

9.3.0

New assignment opens straight on the form, and uses File name and Claim number.

Changed

  • The New assignment wizard opens ready to type one assignment in. The Method step is gone: click Upload spreadsheet at the top to import a file instead.
  • The assignment fields are now called File name and Claim number, in the wizard, on the assignment page and in the Assignments list.
  • When you only have one team, the wizard chooses it for you. The Profile field is now Capture profile, with a plain explanation of what it does.

Download the 9.3.0 PDF

9.2.0

People hear about new assignments, and new people from ContentsEstimation get a welcome.

Added

  • Everyone you put on an assignment in the New assignment wizard now gets an email and a text. The email links straight to the assignment in the ContentsCapture app on their phone, or in the admin console on a computer.
  • The first time someone comes in from the ContentsCapture card in ContentsEstimation, they see a welcome window and get a welcome email with the App Store link.

Download the 9.2.0 PDF

9.1.0

Team admins and members now belong to a team, and see just that team.

Changed

  • Team admins and members always sit on a team. While your organization has only its Default Team, everyone who joins is put on it automatically. Once there is a second team, new people wait until an Org admin places them, and the People tab shows who is waiting.
  • For Team admins and members, My Team now shows just their own team, titled with its name, with no organization tabs.
  • Settings shows Team admins only Tags. Organization, Audit log, Workflows, Runs and Templates are for Org admins.

Fixed

  • Team admins and members can open Assignments and see their own team's work instead of an error, and Team admins can create assignments without being asked to make themselves a team lead.

Download the 9.1.0 PDF

9.0.0

The organization switcher is gone from the sidebar.

Removed

  • The organization switcher at the bottom of the sidebar is gone. The ContentsCapture card opens the right organization for you, and Adjust Square admins switch with Shift + T.

Download the 9.0.0 PDF

8.1.2

The guides and the console no longer name individual customers.

Changed

  • The console and these guides no longer mention other customers by name. Where a step depends on how your organization was set up, it now says so in general terms.
  • The one click profile in Settings > Import assignments is now called Field Inventory.

Download the 8.1.2 PDF

8.1.1

The ContentsCapture card now opens the right organization.

Fixed

  • Signing in from the ContentsCapture card now opens the organization that matches your ContentsEstimation team, instead of the one you last had open.

Download the 8.1.1 PDF

8.1.0

Adjust Square staff can sign in from the ContentsCapture card in ContentsEstimation too.

Changed

  • The ContentsCapture card in ContentsEstimation now signs Adjust Square staff in as well, once their ContentsEstimation account is connected to their ContentsCapture login.

Download the 8.1.0 PDF

8.0.0

Business units are no longer added in ContentsCapture. Adjust Square sets them up.

Removed

  • The Add business unit button on My Team > Teams is gone, along with its five step wizard. Ask Adjust Square when you need a new business unit. You can still add teams, and rename or delete a business unit.

Download the 8.0.0 PDF

7.1.0

People can now join ContentsCapture straight from the ContentsCapture card in ContentsEstimation.

Added

  • Clicking the ContentsCapture card on the Integrations page in ContentsEstimation signs you in to the admin console. The first time, it makes your account in your team's organization with the role ContentsEstimation gives you.
  • Every account made through the card shows in the audit log as joined through the ContentsCapture card.

Download the 7.1.0 PDF

7.0.0

People are no longer added in ContentsCapture. They join from ContentsEstimation, or Adjust Square sets them up.

Removed

  • The Add user button on My Team > People is gone, for every organization and every role. People join from ContentsEstimation, or Adjust Square sets them up, and show up on the People tab on their own.
  • The team Members tab no longer offers Add someone not in the organization. You can still put anyone already in your organization on a team.
  • The new business unit and new assignment wizards no longer invite admins or team leads by email. Pick someone already in your organization instead.
  • The welcome email and text that went out after Add user are no longer sent from ContentsCapture.

Download the 7.0.0 PDF

6.3.0

Some organizations now add people through their own ContentsEstimation.

Changed

  • Organizations with their own ContentsEstimation now add people there instead of directly in ContentsCapture. Other organizations are unchanged.

Download the 6.3.0 PDF

6.2.0

New people now get a welcome email and text, assignment invitations link straight to the assignment, and Add user shows its errors in the box.

Added

  • When you add someone, they get an email with a link to the admin console and a text with a link to download the app.

Changed

  • An assignment invitation now goes by both email and text when the person has both. The email links straight to the assignment.
  • If Add user cannot save, the reason now stays in the box in red instead of only flashing in the corner.

Download the 6.2.0 PDF

6.1.1

Corrects what happens when you add someone who is already on another ContentsEstimation team.

Fixed

  • When you add someone who is already on another team in ContentsEstimation, the message no longer names that team, since it may belong to another company. Ask Adjust Square to move them if they have changed teams.

Download the 6.1.1 PDF

6.1.0

Add user now formats phone numbers as you type, offers Adjust Square admin for @adjustsquare.com emails, and explains when someone is already on another ContentsEstimation team.

Added

  • When the email ends in @adjustsquare.com, Add user offers the Adjust Square admin role and picks it for you. Only Adjust Square admins can give it.
  • If you add someone who is already on a different team in ContentsEstimation, the message now names that team so you know where to move them.

Changed

  • Phone numbers in Add user and Edit user fill in as (415) 555-0123 while you type. You no longer need to type a plus sign and country code for US numbers.

Download the 6.1.0 PDF

6.0.0

Overview is now called Dashboard, and My Team shows team admins and members only their own team. Only Org admins see the Teams tab and the Role assignments table.

Added

  • Members now have My Team in their sidebar, so they can see who is on their team and what each role can do.

Changed

  • The landing screen in the sidebar is now called Dashboard instead of Overview. It works the same way.
  • On My Team, team admins and members now see only the people on their own team, plus the Org admins. Org admins still see everyone.
  • Only Org admins see the Teams tab and the Role assignments table on the Roles tab.
  • With a single business unit, the Teams tab is a plain list of teams and the main button is Add Team. Buttons and dialogs that said New now say Add.

Download the 6.0.0 PDF

5.2.0

People belong to one team, the People tab can filter by team, and adding someone to a team no longer asks for a role.

Added

  • My Team, People: a Team column, and a team filter that the console remembers for next time. The line above the table now says it lists everyone in the organization.

Changed

  • Team Members, Add member: picking someone already in the organization keeps their current role. You only choose a role when adding someone new.
  • A person belongs to one team. Someone already on another team is greyed out when adding members; remove them there first. Business unit admins still see every team in their unit.
  • My Team, Teams: with a single business unit the tab is a plain team list and the main button is Add team. Buttons now read Add team and Add business unit.
  • New assignment, Team and members: click anywhere on a member's row to check or uncheck them.
  • Every window in the console now closes when you click outside it, as well as with the Esc key.

Download the 5.2.0 PDF

5.1.0

Org admins click a person on the People table to edit their name, email, phone, and role in one place.

Added

  • Edit user now includes the person's Role, so name, email, phone, and role are changed together. For someone on several teams, you also choose which team the role is for.

Changed

  • Clicking a row on the People table now opens Edit user for Org admins and Adjust Square staff. The pencil icon is gone.
  • Only Org admins and Adjust Square staff can change a person's name, email, or phone. Team admins still change roles on the Roles tab.
  • The user activity drawer opens from a clock icon on each row for Org admins. Everyone else still opens it by clicking the row.

Download the 5.1.0 PDF

5.0.0

The Organization screen is simpler: the Terminology and Capture settings by team cards are gone, and you rename your organization by clicking its name.

Changed

  • Rename your organization by clicking its name on the Name card, typing the new name, and pressing Enter. The Rename button is gone.

Removed

  • The Terminology card is gone from Settings → Organization. Organizations that already use their own words, such as Crews instead of Teams, keep them.
  • The Capture settings by team card is gone. Each team's watermark and GPS settings are still on that team's Settings tab.

Download the 5.0.0 PDF

4.0.0

There are now three company roles: Org admin, Team admin, and Member, and only Org admins change roles. Plus quicker media filters, a submission detail panel, and tidier assignment tabs.

Added

  • The People tab of My Team has a role dropdown on every row, so Org admins can change roles without opening the editor.
  • Clicking a submission on the Submissions page opens a detail panel with its paper trail and every item it locked, instead of jumping to the assignment.
  • The Media tab has All, Photos, Videos, and Audio toggles in the toolbar to show one type at a time.
  • Select mode on the Media tab has a Select all button.

Changed

  • The Business Unit admin role is now called Org admin. What it can do is unchanged.
  • Only Org admins and Adjust Square staff can change someone's role. Team admins can still add people, as Members.
  • Webhooks and integration tokens are set up by Adjust Square.
  • A room can now only be assigned to people on that assignment, not to anyone in the organization.
  • The Submissions page column Items is now called Media.
  • The Users tab on an assignment no longer shows a separate assigned members list. Everyone on the crew already works the assignment; invitations stay for sharing with the insured and others.
  • The assignment header no longer has the status dropdown, Edit, or Delete. Change status from the Assignments list, edit the name and reference on the Settings tab, and delete an assignment from the new section at the bottom of Settings.
  • On an assignment, the People tab is now called Users and the Audit tab is now called Activity.
  • Every change you make in the console now confirms with a short message at the bottom of the screen, and a failed save always says why.

Removed

  • The old Org admin role is retired and can no longer be given to anyone. The few people who still hold it are Adjust Square staff, shown as Adjust Square admin.

Download the 4.0.0 PDF

3.5.0

For organizations run from ContentsEstimation, adding, editing, and deactivating people, and changing their roles, now go through ContentsEstimation.

Added

  • A pencil icon on People rows opens Edit user, where you can change a person's name, email, and phone, then Save.

Changed

  • In an organization connected to ContentsEstimation, Add user, Edit, Deactivate, and Roles tab role changes ask ContentsEstimation to make the change. The table updates once ContentsEstimation sends it back, and if ContentsEstimation says no or cannot be reached, nothing is saved and a message explains why.
  • Adding someone through ContentsEstimation needs their full name and mobile phone number. Org admins with several teams choose the team; Team admins add people to their own team only.
  • An organization not yet connected to ContentsEstimation shows a short note instead of Add user, Edit, and Deactivate.
  • The team Members tab now only places people already in your directory. New people are added on the People tab.

Download the 3.5.0 PDF

3.4.0

The People table splits Email and Phone, lets you choose and arrange its columns, and shows its row actions as icons.

Added

  • A Columns button beside Add user lets you hide, show, and reorder the People table's columns. Your layout is remembered on your computer.

Changed

  • The People table on My Team now shows Email and Phone as two separate columns instead of one Contact column.
  • Impersonate and Deactivate on each People row are now icons. Point at one to see its name.

Removed

  • The People table no longer has an Edit button. Names are edited in ContentsEstimation, and roles are changed on the Roles tab.

Download the 3.4.0 PDF

3.3.1

The sidebar ends with Help, Settings, then Admin, and Overview explains its time range in plain words.

Changed

  • The sidebar order is now Overview, Assignments, Submissions, My Team, Help, Settings, and, for Adjust Square staff, Admin last.
  • Overview labels its time range buttons Show last, and pointing at one spells it out, for example Last 30 minutes.
  • When nobody captured anything in the chosen range, Overview shows one short line, for example Nothing captured in the last 4 hours, instead of a large empty box.

Fixed

  • The Overview guide now explains that the Submissions card counts the latest hand-offs of any date and ignores the time range.

Removed

  • The sidebar no longer shows a number beside Assignments and My Team. Open either page to see how many there are.

Download the 3.3.1 PDF

3.3.0

Every customer company has its own organization, marked standard or enterprise, and inside it people see only the teams their seat covers.

Added

  • Structure and terminology explains standard and enterprise customers and where organizations come from.
  • Roles and permissions has a new table: which organizations and teams each person sees.
  • Admin, All organizations now shows each organization's customer type, team and people counts, and its teams, and staff can change the customer type there or when creating an organization.
  • ContentsEstimation teams marked enterprise land as teams inside their company's one organization, and their people get a seat on their own team only.

Changed

  • Inside an organization, people see the teams their seat covers: org admins see every team, business unit admins see their unit's teams, and team admins and members see their own teams.

Download the 3.3.0 PDF

3.2.0

Settings cards are grouped into sections, and the Adjust Square staff tools moved out of Settings to their own Admin page.

Changed

  • The Settings cards are now grouped under three headings: Organization, Automation, and Connections.
  • All organizations, Device health, and App release and systems moved out of Settings to Admin, a yellow sidebar item under Settings that only Adjust Square staff see. Org admins and business unit admins never see it. Old links to those pages still work.

Download the 3.2.0 PDF

3.1.0

Settings opens on a page of cards, one for each settings screen, and the list of every organization is now an Adjust Square staff tool.

Added

  • The Settings page, with a screenshot, at the top of Organization settings.

Changed

  • Clicking Settings now shows a card for each settings screen instead of a second list of links beside the sidebar. Click a card to open it. A search box narrows the cards, and every screen shows Settings › its name above the title with a link back to the cards.
  • Organization settings is now the Organization card. It shows only the organization you are viewing, with a Rename button for org admins, instead of a table of every organization.
  • Creating and deleting organizations moved to the All organizations card, which only Adjust Square staff see. Its Switch button works like Shift + T. To get another organization set up, ask your Adjust Square contact.

Download the 3.1.0 PDF

3.0.0

The console is reorganized around the daily work: the sidebar holds Overview, Assignments, Submissions, My Team, Settings, and Help, and every configuration page moved into Settings.

Added

  • Roles and permissions: What each role sees in the sidebar now has a table for every role, and a section on what business unit and team admins can do in My Team. Members see Overview, Assignments, Settings (with only Tags inside), and Help.
  • FAQ: Where did Users, Webhooks, and the other pages go?

Changed

  • The sidebar now holds six items: Overview, Assignments, Submissions, My Team, Settings, and Help. Collapse and your name, the organization switcher, and sign out stay at the bottom. Old links and bookmarks still open the right page.
  • My Team replaces the separate Users, Teams, and Roles pages. Add an adjuster on the People tab, put them on a crew from the crews tab, and set their role on the Roles tab. Business unit and team admins get the same page, limited to roles at or below their own.
  • Tags, Audit log, Workflows, Runs, Templates, Webhooks, and Integrations are now under Settings, next to Organization settings. Every direction in this guide points to the new place.
  • Documentation in the sidebar is now called Help.

Download the 3.0.0 PDF

2.1.0

The admin console has a new layout to match ContentsEstimation, and switching organization now works the same way it does there.

Added

  • Signing in: Adjust Square admins press Shift + T anywhere to switch to any organization, and press it again or use the sidebar switcher to get back to their own.

Changed

  • Signing in: the organization switcher and sign out moved from the top right to the bottom of the left sidebar, beside your name. The switcher now lists only the organizations you are a member of.
  • Organization structure: the organization switcher is at the bottom of the left sidebar and lists only your own organizations.
  • Audit log: Adjust Square admins impersonate a user with the Impersonate button on the Users page or a team's Members tab.

Download the 2.1.0 PDF

2.0.0

Roles are simpler: four company roles, plus two ways to share a single assignment. The console also hides pages a person cannot use.

Added

  • Roles and permissions: a new section, What each role sees in the sidebar. Members no longer see admin pages like Users, Roles, Webhooks, or the Audit log at all.

Changed

  • Roles and permissions: Collaborator is now called Can capture and Observer is now called View only. They are ways to share one assignment, not company roles, so they no longer appear on the Users, Roles, or team Members pages. What each one can do is unchanged.
  • Roles and permissions: Business Unit admin only appears once your organization has more than one business unit, or somebody already holds it.

Download the 2.0.0 PDF

1.5.0

Organizations can now be set up automatically from ContentsEstimation, and the app keeps each person's work separate when people share a phone.

Added

  • Integrations: organizations, people, and the ContentsVision connection can now be set up automatically from ContentsEstimation, and the guide explains what follows from adding or removing someone there.
  • Offline and sync: a new section, Sharing a phone. Each person who signs in sees only their own assignments, and the app warns before you sign out with work that has not uploaded yet.

Changed

  • Integrations: a person who already has a login keeps their own name and email, and changing a phone number in ContentsEstimation moves their seat to the new number.
  • Offline and sync: when the app changes server, anything that never finished uploading is now kept on the phone instead of cleared. Version 1.3.0 said all leftovers were cleared, and some older phones did not clear them at all.
  • Settings: Sign out now says what happens to work that has not uploaded yet.

Download the 1.5.0 PDF

1.4.1

ContentsVision links now open the instance that holds the claim.

Fixed

  • Assignments: Open in ContentsVision and the ContentsVision column open each claim on the ContentsVision instance that holds it, not always the main ContentsVision app.

Download the 1.4.1 PDF

1.4.0

Assignments now link to their ContentsVision claim, and the Integrations link is hidden from people who cannot manage integrations.

Added

  • Assignments: a ContentsVision column on the assignments list and an Open in ContentsVision button on the assignment, once ContentsVision has imported it.

Changed

  • Integrations: the sidebar link now shows only for people with the integration.manage permission (org admins).
  • Integration tokens: the guide now explains the one thing a token can record, the ContentsVision claim an assignment was imported into.

Download the 1.4.0 PDF

1.3.1

Settings is now reachable from every assignments list.

Changed

  • Settings: the gear now also sits at the top of each organization's assignments list, not only the home screen.

Download the 1.3.1 PDF

1.3.0

Explains two new automatic sync behaviors: items whose assignment no longer exists stop retrying, and the app clears another server's leftovers on its own.

Added

  • Offline and sync: when an item's assignment no longer exists on the server, the app now stops retrying and says so, instead of failing again every day.
  • Offline and sync: when the app is moved to a different server, such as a test build replaced by the App Store version, it clears the old server's leftovers the first time it opens.

Download the 1.3.0 PDF

1.2.0

A new page walks through turning camera, microphone, and location access back on after a mistaken "Don't Allow", and the app now shows live permission status in Settings with a button straight into the iPhone Settings.

Added

  • New page: Camera, microphone, and location access. Two illustrated ways to recover from a mistaken "Don't Allow": the Open Settings button inside the app, and the manual path through the iPhone Settings, screen by screen.
  • The app's Settings screen now has a Camera, microphone, and GPS card showing each permission as On, Off, or Not asked yet, checked live from the phone, with an Open Settings button that jumps straight to the switches.
  • The built-in how-to guides and the in-app help now cover turning access back on, and the FAQ answers "I tapped Don't Allow by mistake" directly.

Download the 1.2.0 PDF

1.1.2

Tidies the PDF footer and the cover's company line.

Changed

  • The postal address no longer repeats in tiny type at the foot of every printed page. It appears once, on the cover, where a reader looks for it.
  • The cover's company line reads "Adjust Square" above the address. The copyright still names the full legal entity.

Download the 1.1.2 PDF

1.1.1

Corrects the product name in the page titles and on the Admin Guide's front page.

Fixed

  • The browser tab and every page title still read "Contents Capture" with a space, as did the headline on the Admin Guide's front page. They now read "ContentsCapture", matching the rest of the guides.

Download the 1.1.1 PDF

1.1.0

The product is written ContentsCapture, and both guides gained a cover, a linked contents index, and breadcrumbs.

Added

  • Every PDF opens with a cover carrying the version, the publication date, and a QR code that always fetches the current edition, so a printout can be checked against the latest release without typing a URL.
  • "What this guide covers" is now a real contents index in the PDF, with the page number each section starts on. In a PDF reader the rows are links straight to the section.
  • Breadcrumbs at the top of every page, on the website and in the running head of every printed page, so it is always clear where you are.
  • A QR code beside the iOS app button, for installing on the phone in your hand rather than the machine you are reading on.
  • Icons on every button and feature card, and app screenshots now sit in an iPhone frame.
  • The Admin Guide links to the Field Guide, online and as a PDF, since admins are usually the ones asked for it.
  • The company address and copyright appear in the footer of every page, printed and on screen.

Changed

  • The product is now written "ContentsCapture", one word, everywhere. It already read that way on the App Store; the guides, the console, and the apps now match it.

Fixed

  • Printed buttons now show their web address underneath, because a button cannot be clicked on paper, and the "Download PDF" button no longer appears inside the PDF itself.
  • The cover artwork is no longer cropped: the whole screenshot is shown.

Download the 1.1.0 PDF

1.0.0

First versioned release of the Admin Guide and the Field Guide.

Added

  • Admin Guide covering the console end to end: sign in and roles, organization structure, capture profiles and settings, assignments, submissions and media, tags, the Overview dashboard, workflows, templates, webhooks, integration tokens, the audit log, and organization settings.
  • Field Guide covering the iOS app: installing, signing in, assignments, rooms, capturing, review, groups, tags, submitting, offline sync, and evidence quality.
  • Tags documentation: the org tag registry, tagging assignments, rooms, and media, and using tags as both a trigger and an action in workflows.
  • Downloadable PDF of each guide, carrying its version and release date, with every previous release kept available.

Fixed

  • PDF layout: removed the blank pages that ended several chapters, capped figure height so screenshots no longer strand half a page of white space, and tightened the print measure.

Download the 1.0.0 PDF

Spotted something out of date? Email help@adjustsquare.com and a human will respond.