In Jasper, a document is a place where marketers could consolidate their thoughts, research, and AI outputs before publishing content.

When Jasper was first created, all documents created in a customer’s workspace were visible to all other users within that workspace (regardless of their role).

This was a big problem when marketers were drafting sensitive or confidential information that the entire team should not have view or edit access to.

Product Research

It was clear document visibility was a problem for marketing teams but we wanted to make sure the solution we built fit into the overall content creation flow. So, we interviewed 8-10 customers to understand their team’s entire flow.

Methodologies:

  • Customer support chat analysis
  • User interviews (10 B2B customers)
  • Survey (23 B2B customers)
  • Competitor analysis (Google Docs, Notion, Dropbox, and more)
  • UI design
  • Prototyping

Key insights

One key insight we found was that writers wanted to decide WHEN to share documents. It wasn’t just a problem with confidential and sensitive information, it was also a problem with other team members editing and contributing to the same document when the owner wasn’t ready yet for them to collaborate.

Post-launch analysis

  • Document sharing was a hit with Business customers who wanted more control and privacy in their content creation process
  • Over 85% of Business customers used the feature regularly
  • There was soon requests to expand the feature to include comment access and redlining/edit request capabilities

Scope

  • Backend permissions for document sharing
  • Copy link button
  • User lookup and share UX
    • Un-share UX
  • Share to workspace toggle
  • Share from within a document
  • Share from the doc list
  • Request access to edit a document
  • Email notification for requested access

Tools

  • Typeform (surveys)
  • Zoom (customer calls)
  • Help Scout (support ticket analysis)
  • Figma (designs)
  • Amplitude (usage tracking and metrics)
  • Full Story (user session recordings)
  • Mode (feature adoption dashboard)