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Add renditions in bulk available as part of upload and process to ensure documents have renditions prior to workflow

As a user I want to be able to quickly upload documents, their renditions, edit type, and edit metadata as part of a simple, streamlined process. As a workflow admin I want to be able to configure a workflow that reacts differently based upon whet...
about 1 year ago in Core CDE / Document Management 0 Future consideration

Re-open a user's completed tasks on an Issue

As an issue sender or controller I want to be able to reopen a users completed tasks on an issue if I need them to repeat the task. E.g. As part of an RFI process - require that the response to the RFI is revised. Requirements New action to reopen...
11 months ago in Core CDE / Workflow 0 Planned

Automatic Completion of Issue Once Final Response Is Made

As a lead reviewer I want to be able complete my response and doing so, automatically complete the issue to prevent further responses from being made. I.e. To be able to flag a final response e.g. the final approvers response, so that once it is m...
12 months ago in Core CDE / Workflow 0 Future consideration

View all responses to a document stack in a spreadsheet style format

As a user I want to be able to see all responses (I have access to) for all versions of a document in a single spreadsheet style format. The user needs to be able to review historical responses when making their latest response to the latest versi...
about 1 year ago in Core CDE / Document Management / Workflow 0 Future consideration

Addition of an extra metadata field in the Companies list

To enable the API process to ensure the company names are updated inline with the single source of truth. An additional field to the Company information to store the commercial system unique ID or other immutable item from there.
4 months ago in Core CDE 1 Future consideration

Look and feel email notification

I have received the feedback from our users that the email notifications and their content is very detailed and a little confusing. The email serves the purpose to direct the user to a link in the plattform where all the information is displayed. ...
almost 2 years ago in Core CDE / User Experience 3 Needs review

Support Editing Renditions (Add - including correction, Remove) in the API

As a developer I want to be able to use the BCDE API to add, and remove renditions from a document. Notes Need to be able to add a rendition to a document. Add a rendition (from device) Add an existing document as rendition (from BCDE) Need to be ...
over 3 years ago in Core CDE / API and Integration 0 Future consideration

Edit functionality

We are currently using the compatibility viewer option in IE Mode in Edge to enable the continued use of the edit functionality. This is used across the company by staff, contractors and clients to enable them to quickly update spreadsheets. This ...
almost 2 years ago in Core CDE 3 Needs review

Stamp PDF with Image or Metadata Value

As a workflow designer I want to be able to stamp a PDF with an image or metadata value to allow status from the CDE to be transferred to the document contents as the outcome of a workflow.
almost 2 years ago in Workflow 0 Future consideration

Quick edit a connector step - without having to navigate through all steps

As an admin I want to be able to choose which step I want to edit from an existing connector and be able to save just that step. E.g. Directly edit the name and sharing details. E.g. Directly edit the field mapping.
almost 2 years ago in Sync 0 Future consideration