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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