2.995 Enhancement List

  2.995 Enhancement List Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes the task, then it is removed from the others in the group. Delayed Workflow – Tickler reminders attached to document types for automatic workflow to begin. Assign a template when manually adding a file. Both at the File/Review and the Drag-and-Drop screens. Ability to add folders at the Folder Detail and the Browse Folders view screens. New Certificate of Destruction reporting to purge documents when retention is met. New file types for OCR and viewing, including DWG and XML. New search on Folder notes. Help buttons at key locations for quick help. Document Types can have the switch set to “Not Version” New supervisor email on Friday when workflows are past due. New Online Manual, direct look up in the application. New Date formats added for metadata fields. Quick access to Folder creation screen in the Fx menu and locating screens. Edit document metadata “On The Fly”.