One-click reclassify documents in Next®

Documents in Next® are classified using their Document type. Sales invoice, Employment contract, Price list are all examples of different document types, with their own set of metadata and permissions. 

Changing information on an archived document is easy - provided you have the permission to do so. Click Edit, change the values, and Save. When you change information on an archived document, you cannot change the Document type - the classification of the document. With Reclassify document you can. 

Reclassify document

If you by mistake have archived a Customer order as a Customer offer - you can now undo your mistake with only a few clicks. No longer any need to delete and archive again.


When you select a new document type Next® keeps the matching data, and let you provide any missing values before saving.

For the techies

Next® will keep data only where the naming of metadata is identical.  

The actions associated with creating a new document are activated, when you swap a document type. 

Business log

ADLEO reclassified document as Customer offer. 

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.  

Screenshot must be updated

Details

Title:

One-click reclassify documents in Next®

Type:

New feature

Status:

In planning

Expected 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:

End user

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

10.03.2020

By:

Kim Hellum