Enhanced admin of Smart-folders

One of many clever things about Smart-folders in Next® is that the system can automatically create (and re-create) your archive structure to fit with changing needs based on the metadata associated with your documents.

If you have Customer Number on all your customer related documents, you can ask Next® to automatically create a folder for each value of the Customer Number - a customer folder. 

Should you over time change you mind - maybe customers are no longer customers, but clients, then you just redefine your folder definitions, delete all automatically created folders, and create them again. 

And this exactly what you can do now from within the Admin UI.


Delete folders and the Publish folder, then you have re-created all your Customer folders


When you work with such definitions you need to be careful, as the effects can be dramatic for your end-users.


We strongly encourage you to test out any changes in your sandbox or Q&A environment. 


Future enhancements

Smart-folders are just taking form, and myriads of enhancements will follow.  

For the techies

Each folder refers to a Folder template. This template defines the folder's characteristics. The updates does not take effect until you publish your changes. 

Commercial terms and conditions

The feature comes for free to anyone with a active license to a Next® product . Any consultancy assistance will be invoiced in addition. 

Disclaimer

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

 

Details

Title:

Enhanced admin of Smart-folders

Type:

Enhanced feature

Status:

Released

Expected release:

October 2021

Affected products:

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

Audience:

Admin
Specialist

Classification:

Public 

Responsible product manager:

Kim Hellum

Updated:

8.11.2021

By:

Kim Hellum