Context aware Add document

By popular request - aka long overdue -  we now introduce context aware Add document. Or step one of Smart suggestions in the Add document dialog if you wish

When you click Add document, while you have a specific customer folder open, Next® will now suggest this customer for the new document. And suggest a document type, that is relevant for a customer.


Customer letter for TED Japan is a pretty good guess, when the customer 1084 folder is open. 


Exactly the same you get, when you drag and drop a file into Next® with the right folder open.



Drag a Word document into Next® with the customer folder open


Context - the right customer number, project id, SKU or whatever - can come from an active folder. But also from a Search form. This means that if you have a Search form open, and have searched for a specific customer, then this customer will be suggested when you click Add document.


Search for customer 1084, then Add document. A customer letter for TED Japan is now a pretty good guess.


The new context aware Add document is a huge efficiency booster for those who frequently add documents to Next®. And even more for those who work with Next® Digital Workplace integrated in their CRM system. Here the customer or account number is preselected in the CRM system, and Next® now suggests that any new documents belong to this customer.



When you add a document to an account in Plato from All-Consult, Next® knows what customer to suggest



Future enhancements

Context aware Add document - or Smart-suggestions - will keep on getting improvements. 

Commercial terms and conditions

This new feature is available at no additional cost, to users with an active service plan. Any consultancy assistance will be invoiced.

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.  


Details

Title:

Context aware Add document 

Type:

New features

Status:

In development

Release time:

December 2021

Affected products:

Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® Invoices
Next® Mailroom

Audience:

Next® users

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

16.11.2021

By:

Kim Hellum