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When no rules in the distribution matrix match, provide a fallback/default

As a workflow admin I want to be able to configure behaviour when no rules match in a distribution matrix. E.g. New metadata field values are added that are not covered by existing rules in the distribution matrix. Rather than the workflow block, ...
over 1 year ago in Workflow 0 Future consideration

Custom Stamps applied to document rendition (e.g. in Brava)

In the last version of Brava, there is the possibility to add Stamp Templates. It will be a good opportunity to add custom stamps by client, project, etc... Notes Provide a mechanism to generate a rendition of the document (likely PDF) with key in...
over 1 year ago in Workflow 3 Future consideration

Ability to get the number of recipients (total and per reason) from an issue

As a workflow designer I want to be able to compare the number of responses I have processed against the number of responses I am expecting. Notes We can currently ask the system if all responses have been made but we cannot ask how many responses...
over 1 year ago in Workflow 0 Future consideration

Configure the default version number format for the BCDE server instance

As an admin I want to be able to configure the default version number format for the server. Notes This would enable the standard default [0.1] to be replaced with a custom default [P01.01]. A new ability to indicate which version number format is...
over 1 year ago in Core CDE 0 Future consideration

Request access button when a document is private to you

As a user I want to be able to request access to a document that is private from me. As a document owner I want to be able to approve request access to grant access to a document to the requester.
almost 3 years ago in Core CDE 0 Future consideration

Map a saved search in a source to a location in the destination source in Sync

As a connector admin I want to be able to define a source to destination mapping of folders where most folders map into a single destination with a small set of exceptions. For example, all documents go into the "Project Information" folder except...
over 1 year ago in Sync 0 Future consideration

Allow View but not Download and Print

As a project admin I want to be able to restrict the ability to download or print documents for certain users on projects with strict security conventions. Users would be restricted to only viewing information using the online document viewer.
about 3 years ago in Core CDE 0 Future consideration

Allow selection of ProjectWise project (source or destination) by All/Favourite/Recent

As a sync connector administrator I want to be able to select ProjectWise favourite or recent projects, rather than looking or filtering through all projects.
over 1 year ago in Sync 0 Future consideration

Autotagging to support taxonomies

As a user I want to be able to upload a document with a name that contains a taxonomy code that can work with auto-tagging and set a taxonomy field. Notes Here is an example of a Uniclass hierarchy: 05 - Project management activities 00 - Strategy...
over 1 year ago in Core CDE 0 Future consideration

Assigned company field to support upload on behalf of by nominated role

As a document controller (non-admin) I want to be able to upload documents on behalf of suppliers who are unable to complete this task. Note How do we nominate WHO has this special power? Is it something configured on System/Schema/Space? Could it...
over 1 year ago in Core CDE 0 Future consideration