Folder views in Next® with extended flexibility

When you use folders in Next® you now have the same unlimited flexibility in setting up hit lists, as you have when using favorite search forms.

This means that customer folders can have different default columns than for example product or project folders.








(SCREEN SHOT: LIST OF DOCUMENTS IN A CUSTOMER FOLDER).      




The Customer folder, lists columns relevant for customer documents. 





(SCREEN SHOT: LIST OF DOCUMENTS IN PROJECT FOLDER).      




The Project folder, lists columns relevant for all documents relevant to a project. 


The connection between the folders and the view policy that defines the available columns, is done in Admin>Archive>Folder types.







(SCREEN SHOT: Setup Folder type ).      




The Folder type defines among other things, what view policy is relevant for this specific type of folders.



The business log


Future enhancements

In a future release of Next® you will be able to define one or more forms that are associated with a specific Folder type. You are then able to keep metadata about for example your customers and projects in Next®, either manually maintained, or brought in from other systems. 

For the techies

For every practical use, best practice is to use Search forms instead of Folders.

Search forms are more flexible, faster, and less resource demanding.

With folders, when you change the data that determines where any given document is filed, the placement does not change until you perform a recreate.

With search forms, the change happens instantly. 

Commercial terms and conditions

This 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.

  

This suggestion awaits technical and commercial approval.

We are investigating how we can eliminate the current folder implementation.
And at the same time provide users who prefer the folder metaphor with an optimal user experience. 

  


Details

Title:

Folder views in Next® with extended flexibility

Type:

New feature

Status:

Suggested

Expected release:

Release not yet allocated

Affected products:

Next® Bank Statements
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® ExCustody
Next® Invoices
Next® Mailroom
Next® Processes

Audience:

Admin
Consultant

Classification:

Public 

Responsible product manager:

Kim Hellum

Updated:

9.03.2020

By:

Kim Hellum