Samantha Blanco
Posts
-
Notifications tied to transitions
We have several cases where the state would have different notifications when entering (e.g. head's up, you need to look at this) vs exiting (e.g. someone finished reviewing this). Our primary use ...
-
Show Relations in the left-hand menu bar
Depending on where the Relations section is on the Document view and how much information is in the other sections, the Relations section can often be a very long scroll down. It would be helpful f...
-
Always show a global search box
Would like a dedicated global search box to always appear at the top of the page (perhaps in the blue bar at the top?). There may need to be three different incarnations of the global search box: (...
-
Add a "Copy Main version link to clipboard" feature
Similar to Google Drive's "Get shareable link" feature, we would like to have an automated way to capture the link to the main/effective document and copy it to a clipboard.
-
Show number of items in a list view from the homepage
It would be helpful to be able to show the number of items in a list view from the homepage. For example, if we create a list that is called "Documents I Created" it would be nice to see it as "Doc...
-
Separate permissions to each type of Relation
Different types of relations on Documents are used for different purposes. We have one type of relation that we have built workflow automation around that we would like visible to all users but hav...
-
Completed
Show "no results found" if there are no results in relations search window
When adding a relation between documents, there is a separate search window. In that search window, if there are no search results the window is blank. It is unclear whether it is blank because the...
-
Remove an attachment // Export an attachment
In a DMS library, if I have added my attachment to the wrong document or if I have added an attachment that I shouldn't have, my attachment is visible only to the storage account and it is lost for...
-
Search keywords/metadata in multiple classes in a Library
It would be very helpful to have the ability to search for keywords or metadata in all items in the Library across all document classes. The cross Library search does not adequately address this as...
-
Completed
Restrict editing to properties based on workflow step and role
We would like to allow users to edit some or all properties of a document based on the workflow state but not allow them to edit, add/remove attachments. The use case for this is: after approval, w...