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39 Vote

When a document that is scanned into DM is prompted to be indexed. If a document is dragged/dropped into DM, the same prompt to index the document should be available.

Dragging and Dropping a document is super easy but the document still needs to be indexed. It should be prompted JUST LIKE you are prompted when scanning to DM

• Robyn Roberts
• Jun 4 2020
• In Review

DM - Document Management

Company	Pumpco, Inc.
Job Title / Role	Office Manager
I need it...	Yesterday...Come on already

• Comments (3)
• Votes (39)
• Merged ideas (1)

• Attach files

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• 
  Robyn Roberts commented

  August 13, 2020 21:49

  Good Idea to have a USER PROFILE of ON - Show Prompt/Indexing on attachment addition or OFF

  Attachments Open full size
• 
  Nathan Sutherland commented

  July 22, 2020 21:47

  Solution: A setting in the USER PROFILE of

  [ ] Show prompt on attachment addition

  ON = Show the 'index' window whenever an attachment is added (scanned or dropped). If multiple attachments, then show one after the other, or show the INDEX window so you can see all the newly added ones.

  OFF = Don't show the index window.

  Attachments Open full size
• 
  Don Schroeder commented

  July 15, 2020 16:39

  I believe the indexing should be automatic and no pop-up window should appear. I hate the fact that everytime we drag and drop an attachment a pop-up window apprears that requires me to move my mouse and acknowledge it.

  Attachments Open full size

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• 9 Vote

  Add a prompt to Index a document when you drag and drop or scanning it into Vista Merged

  With the push to go paperless is more and more, there are many additional attachments that will be added into Vista that are not done from a transaction but maybe in support of a transaction - like an email approval to hire or pay an invoice. It w...

  

  Created 23 Jun 18:07 by Robyn Roberts

  DM - Document Management

  1 In Review

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