Pin a document

New feature for those who frequently work with documents in Next®.

In Next® you may store millions of documents, and find them again rapidly using different search methodologies. If you use Next® frequently, you probably find yourself working with a select few documents over a period of time. It could be for a specific project, or simply a task you are finalizing. The task could be as simple as to collect 20 different documents and email them to a customer. 

Pin a document lets you right click and 'pin' those few documents, and find them more easily. A new standard search form - Pinned documents - lists all the documents you have pinned. As easy as that. 

Pin documents from a list

In the List of documents, right click to pin the document. If already pinned, you can remove the pin. 

The color coding lets you maintain 3 different lists of pinned documents at any point in time.

If you need to pin several documents, you can do that in a single action.


Select multiple documents and right-click to pin them all. 


Pin documents from the Document detail view

In Document view, click Pin and select the color. Or if already pinned - tap Remove pin..

Your pinned documents

Pinned documents, lists all the documents you have pinned, and tells you when you pinned it.  

The business log

When you pin or unpin a document in Next®, the business log is updated.

ADLEO Pinned the document 
             red pin

ADLEO Unpinned the document

Future enhancements

In a coming release of Next®, Next® Approve will let you access documents in Next®.
Pinning of documents will work seamlessly across devices.
Whatever you pin on your desktop, you may unpin on your mobile. .

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.


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





Pin a document


New feature



Expected release:

May 2020

Affected products:

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


End user



Responsible product manager:

Kim Hellum




Kim Hellum