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Document Management

Enable or disable "Personal Folder" creation for users

As an organisation admin I want to be able to prevent users from creating Personal Folder structures in their home. "Personal Folders" allow users to create structures to organise the shared projects they are members of. They also allow for the st...
20 days ago in Core CDE / Configuration / Document Management / User Experience Future consideration

Improved UX for Import Metadata (and Placeholders) to make it more forgiving

As a user I want Import Metadata (and Placeholders) to be more tolerant of a small number of mistakes to make importing quick and efficient. These are some of the areas that could be improved. Import fails if there is a single error in the CSV ...
16 days ago in Core CDE / Document Management / User Experience Future consideration

Upload new documents into a saved search targeted at a container

As a user I want to be able to upload new documents into a saved search and for them to be created in the target destination set against the saved search. Against the saved search specify: The container new documents should be uploaded into Th...
3 months ago in Core CDE / Document Management Future consideration

Show workflow errors in BCDE listings of documents (and issues)

As a user I want to be able to see which documents have workflow errors against them in a BCDE listing. As a user I want to be able to inspect the errors directly from the document in BCDE. As a user I want to be able to search/filter to find docu...
3 months ago in Core CDE / Document Management / Workflow Needs review

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...
over 1 year ago in Core CDE / Document Management 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...
over 1 year ago in Core CDE / Document Management / Workflow Future consideration

Support downloading, editing and revising documents in BCDE without requiring a rename on device to remove version numbers

As a user I want to be able to download documents without appending the version number to the document name to allow me to easily re-upload the documents. As a user I want to be able to download documents WITH an appended version number if requested.
about 4 years ago in Core CDE / Document Management Future consideration

Support uploading NNN (e.g. 100) documents up to NNGB (e.g. 20GB) in size in the User Interface

As a user I want to be able to upload NNN - i.e. hundreds - (e.g 100) files up to NNGB (e.g. 20GB) in size to BCDE.
about 4 years ago in Core CDE / Document Management Planned

Disable Issued Revisions of Documents

As a user I want to be able to disable an issued version of a document. As a user I want to be able to disable a version of a document that has been through automated workflow and may have been issued. The only mechanism to remove a version that h...
about 4 years ago in Core CDE / Document Management Future consideration

Support Issuing Primary Documents or Renditions Separately

As a user I want to be able to transmit the PDF to a supplier without also giving access to the native (e.g. DGN) rendition file. As a user I want to be able to transmit the native (e.g. DGN) file to a supplier without also giving access to the PD...
about 2 years ago in Core CDE / Document Management Future consideration