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Support Document Type Distribution Matrix Filter Columns

As a workflow designer I want to be able to route a document based upon its type. Notes The workflow designer should be Add the "document type" as a column in the distribution matrix. Will enable specific recipients for certain types of documents.
almost 4 years ago in Workflow 0 Future consideration

When copying and pasting documents allow for creation/revision/fulfilment in the destination

As a user I want to be able to revise a document via copy and paste. As a user I want to be able to fulfil a placeholder via copy and paste. Notes Metadata set on source document will not be applied to destination document stack. After revising or...
over 2 years ago in Core CDE 0 Future consideration

Make it simple to generate a PDF of a document/drawing and its review markup and download it

As a lead reviewer I want to be able to quickly create a PDF of a document and its review markup in order to be able to distributed it to a contractor. Examples Save a drawing and its markup for archival in a separate system. Save a drawing and it...
over 2 years ago in Core CDE 0 Future consideration

Users Able to Individually Manage Their Issue Notifications Against Reasons for Issue

As a user I want to be able to configure which issue notifications (delayed and or instant) I receive based upon "reason for issue". As a user I want to be able to configure how often I receive delayed notifications outside the standard of once a ...
over 2 years ago in Core CDE 0 Future consideration

Copy Access right on Documents

As project template admin or project admin I want to be able to configure actions like cut, copy, and copy as reference at a container level and for it to "inherit" down onto all documents. This capability will help allow configurations that can p...
almost 3 years ago in Core CDE 0 Future consideration

Sort and filter by location in a search

As a user I would like to filter by location path. As a user I would like to sort by location path. For example, when listing all RFIs across a programme, I would like to be able to filter the "location" column to those from "Project A".
almost 3 years ago in Core CDE / Search and Filter 0 Future consideration

Remove or grey out add button in Quartz toolbar when its not available

Remove or grey out the "add" button when there are no add actions available. e.g. in searches Match the functionality of Workflows or Cut and Delete
almost 3 years ago in Core CDE / User Experience 0 Future consideration

Icon for when documents are being processed by Brava or Content Search

Show an Icon for when documents are being processes for either the brava viewer or content searching to inform users of whether they can immediately view or search for a document. (Similar to the 3D model file processing indicators in BCDE.)
almost 3 years ago in Core CDE / User Experience 0 Needs review

Search and Filter by Redline Mark up

Users would like to search by documents with Redline mark up based on a specific metadata field (not just all markups)
almost 3 years ago in Core CDE 1 Needs review

Search on a Dynamic / Relative range for Date and Date/Time field types and Placholder due dates

As a project manager I want to be able to use relative date searching with custom date metadata fields to allow me to construct saved searches that drive business process within the project. For example, an asset portal could list all documents th...
over 4 years ago in Core CDE 0 Future consideration