Drag and drop ultimate edition

Over the last few releases we have made drag and drop in Next® extremely powerful. With the May'22 release we take one more step towards what we consider close to perfect. 

  

  • Use the file name as the suggested document description
  • Extract Subject, From, To, and other details from an email you drop into Next®
  • Suggest the current user as Author


Use the file name as suggested document description

When you drag a file from your PC and add it to Next®, the actual file name is often a very relevant candidate for the description of the new document in Next®.

That is why this has been a valued feature for a long time, for those who use Next® Mailroom, Next® Mailroom Light (AKA Scan to Next®), or more recently Add a document to be indexed later.

Now, the same ease of use comes to those of you who simply drag and drop your files to Next®, and fill in the missing index data. Or, who click Add document to do the same.

You can also have Next® prefill the document description with the name of the file - for you to make the final adjustments and click Add.



This is a massive time saver, and a long overdue enhancement of Next®.
Especially for those who contribute with many new documents to Next®.  

 

Extract Subject, From, To, and other details from an email you drop into Next®  

If you already use the Next® Add-in for Outlook, you are familiar with the field auto-completion functionality. When you right click to Add a document to Next®, it knows how to extract the email specific values as Subject, From, To, CC etc. And, how to automatically map them into index values in Next®. Also those who use Next® Mailroom and Next® Mailroom Lite knows it. 

Now everyone gets to benefit from it. Whenever you drag an email from your Outlook or Outlook 365 to Next®Next® can now take it apart, and use the specific values as suggestions in the Add document dialog. The only thing you won't get as in the Outlook Add-in is the marking of the email in Outlook as Archived in Next®.


Again a massive time saver for those who contribute with many emails to Next®.


Suggest the current user as Author

If you have an Author field for your document, you may now get Next® to suggest the name of the current user. And still let you override with another name, if the Author is not the person adding the document.


A small but helpful new feature in Next®.


Future enhancements

Even the "ultimate" edition will be improved.

As of now, the suggestions are given at the point in time a file is presented to Next®. This means that if you drag an email to a drop zone defined for emails - or are currently in a place where emails will be the suggested document type - then everything is perfect.

If however the suggested document type is not for emails, and you then change the type to Customer email afterwards, then you have missed out on the opportunity to get all the good suggestions.

We can do better than that. And we will. Soon.


For the techies

For the above smartness to work, you need to setup Suggestions for each of the Item fields involved. Also bear in mind that currently this only works when you have selected the item type before you select the file to add. That is, for drag and drop it makes good sense to setup a specific drop zone for emails. 


Select what should be the suggestion from Next®


In a future release we expect to make this slightly more flexible: Be able to set suggestions on repository fields, and automatically set them for all the fields we believe to be candidates. It is only a suggestion, and you can remove it. 

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:

Drag and drop ultimate edition

Type:

Enhanced features

Status:

Released

Release time:

May 2022

Affected products:

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

Audience:

Next® users

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

09.05.2022

By:

Kim Hellum