Samantha Blanco
Posts
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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...
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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...
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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: (...
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Completed
Restriction on Person field autocompletion
When filing a property with a Person field type, AODocs proposes an autocompletion of email addresses based on the G Suite contact of the user. The library administrator should be able to restrict ...
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Improve the UI of the Document's page (Visualization of different Document Classes)
When a library has a lot of Document Classes, users can be confused between the different documents classes. So that the identification of a document class can be easily distinguished quickly, libr...
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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...
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Completed
Show filters by default
It would be great to have the filters show automatically when list views are opened instead of users needing to click "Show Filters" each time they open the view. If this feature could be toggled o...
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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 ...
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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...
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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.