Ideas & Enhancements

Making Importing of Documents a Smoother Process

We have clients that convert to Neos and currently have over a 100 documents in their local folder. I have a client with over 1,000 documents. When transferring the documents to Neos, they have to click on each one to do a bulk update to place in correct document type. There should be a select all feature available to assist with that. Also, if the client uploads the documents to sharepoint, then using the Import option makes sense and when the documents are brought in the folder they are in should already be recognized by Neos. The requirement could be that the document types in BOTH system match. This will reduce the one by one method. This is very frustrating and counter productive as it sits right now. Also, the view of the document layout is not very inviting and you can only view a few documents at a time.

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  • Aug 22 2020
  • Future consideration
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