Pin a document made even smarter

Using Pin a document to collect documents you want to share with a supplier or a customer is simply brilliant.

Now it becomes even better.

Once you have your 20 documents in the list of Pinned documents, you can still right-click to Share as e-mail.

But you can also use the List actions at the bottom of the list. 

  • Combine PDF, to make your 20 documents into one PDF that is easier to share.
  • Export to Excel, to export information from your 20 documents into an Excel sheet


Your pinned documents


Pinned documents with list options Export to Excel and Combine PDFs 


For the techies

The technical change behind this enhancement is that List actions are now available on all our list.

Additional information

Please refer to the online product guide for additional information on this feature, once it is released.

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:

Pin a document made even smarter

Type:

Enhanced feature

Status:

Released

Expected release:

July 2020

Affected products:

Next® Approve
Next® Bank Statements
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® ExCustody
Next® Invoices
Next® Mailroom
Next® Processes

Audience:

End user

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

03.07.2020

By:

Kim Hellum