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
ADLEO Unpinned the document
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. .
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
Next® Bank Statements
Next® Enterprise Archive
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