Easy manipulation of attached files in Next® - part II

In Next® each document can have one or more attachments to it.

  • A contract with its appendices
  • A sales invoice with the terms & conditions
  • A price list with the Excel™ sheets to make it
  • An architectural drawing with a number of documenting photos     

Earlier this year we streamlined the way you work with these files.

In the list of documents

Choose Attach to add a new file to the document. Or Attach an replace to update an existing file.

In the document view

If you are viewing an individual document, it makes sense to use the action bar.  

Click Attach to add a new file to the document. Click Attach an replace to update an existing file.

 

Next step

Now we are taking the next step with the ability to perform these actions also from the tab view is scheduled for coming release of Next®.


In the tap panels

If you have attached files, you see a tap representing each of them including the main document.  



If you click Attach and replace, you will be asked to select one file and provide a comment. 

If you click ‘+’, you will be asked to select one or more files and provide a comment. Just like Attach. 


In the Files panel

The Files panel is only intended for the expert user, but never the less it must still be easy to use.



If you click Attach and replace, you will be asked to select one file and provide a comment. 



This enhancement makes Next® much easier to work with if you often attach and replace individual files.


Future enhancements

Currently we have no enhancements planned


For the techies

Some of the options suddenly become very visible. If you prefer to see fever options you can restrict the access to options with the new Feature management. 

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:

Easy manipulation of attached files in Next®- part II

Type:

Enhanced feature

Status:

Released

Release time:

May 2021

Affected products:

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

Audience:

Next® users

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

30.03.2021

By:

Kim Hellum