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    Document Management System Functionality?

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      TarC6989 last edited by TarC6989

      Is there a plan to improve the Files Module to provide DMS functionality (e.g., directly editing/saving without having to re-upload files, CRM of documents, search file content, etc.)?

      Currently, we are not using the File Module because it is too burdensome. For example, uploading a file directly is okay for historical purposes, but not useful for a work in progress. I realize that there is the ability to use a link (instead of uploading a file) to a file saved to a third party cloud storage (i.e., DropBox, Box, OneDrive), but you have to create a shareable link each time, then paste it, then give it a "friendly name". The web version of Word is less functional than the desktop version of Word, so using the link to access the cloud-based file is not always possible (especially when drafting specs that have formulas or images). And unless you go through the extra steps of restricting the shareable link to only people in your organization, there is a security risk that the document could be accessed by anyone if they somehow obtain the link (probably a low risk, but still a risk).

      Further, it would be really helpful if there was an Outlook Add-In to integrate with AppColl for convenient saving to the file (or sending from Outlook and then automatically saving to the file). The special email address is too hard to remember and if someone forgets to hit "reply-all" the email is no longer connected to the file.

      If there is a plan to address these issues, do you have an estimate for when it will be released?

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