Bulk change of document metadata in Next®

Major productivity enhancement for those who work with numerous documents or contracts in Next®.

In order to ease and speed up the process of changing contract counterpart information, supplier name on invoices, or any other metadata belonging to a document in Next®, we're introducing a new feature enhancement:

  • Bulk change of document metadata in Next®


Bulk change of document metadata in Next®

In any business, organisations and processes change - and so does documents and associated information in an enterprise archive. For example, for a selection of supplier agreements we would like to change the expiration policy from a 5-year to a 6-year policy. Or, all invoices belonging to the business unit (entity) 'Ajax Buildings, Inc.' now must be transferred to the new business unit 'Ajax Constructions, Ltd'.

A new action button is introduced in the action menu that, when opened, shows a form with preconfigured fields. However, in order to work, the form shown to the end user must first be preconfigured in the Next® administration console by a Nextway Consultant or Next® Specialist, in order to cater for the specific task required by the end user. Below are a few examples:

  • Change all invoices with supplier name 'Yellow Fever GmbH' to supplier name 'Yellow Furniture, Inc.'
  • Change all contracts with owner 'Next user A' to inactive
  • Update all consent declarations with customer 'A. Jensen' from Expiration Policy '6 months' to Expiration Policy '1 year'
  • Change entity for all contracts with entity 'Ajax Buildings, Inc.' to entity 'Ajax Constructions, Ltd'
  • Change expiry date for all contracts with counterpart 'Yellow Furniture, Inc.' to 01.01.2021

...

(SCREENSHOT: FORM FOR CHANGING DOCUMENT METADATA)


The business log

All changes of contract ownership and contract metadata are logged correspondingly in the business log.

Future enhancements

Future enhancements may include different predefined configurations that match common requirements found with customers.
Also, additional one-click actions are in planning and pending input from customers.

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 throughout Next® 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.

  

This feature awaits technical approval  

  


Details

Title:

Bulk change of document metadata in Next®

Type:

Enhanced feature

Status:

Suggestion

Expected release:

Release not allocated yet

Affected products:

Next® Contracts
Next® Enterprise Archive

Audience:

Business users
Admins
Next® Specialists

Classification:

Public

Responsible product manager:

Steen Munksgaard

Updated:

11.03.2020

By:

Steen Munksgaard