Documents screen should be improved
The documents screen should have more ability to group documents by dragging and dropping a column heading into a "Group By" box (not just the ability to sort) but to group documents, and to group my multiple selections (ie group by the year, then subgroup by the project, then subgroup by the category...). There should be a viewer window on the side of the screen that would display the contents of the document selected without requiring that the document be opened.
Comments: 9
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31 May, '18
Amy CainRegarding the documents screen - can individual users select their own theme or style? For instance, some bars are blue with a darker blue print for the file name. It would be great if an individual user could select the font color and background color.
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05 Jul, '18
Craig CodyAdd the ability to see if there is an attachment to an email without having to open each synced email
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05 Jul, '18
Randy VoglTo Add to this concept our firm would love to see the ability to sort documents in list view and hierarchical view much like windows explorer. We would also like it if the document alias was not part of the document name. This has led to lots of lost files buried in OT because someone will be in a project document when they change an alias.
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06 Aug, '18
Steve GDocument screen improvements requested:
1) If multiple files are selected, please allow them to be deleted all at the same time. The confirmation box that pops up could ask if the user wants to delete all 10 selected files, for example.
2) Please do NOT allow the mouse to be used for selecting multiple files. Selected files can be dragged and dropped to a window outside of OfficeTools, but while doing so the user will most likely inadvertently select other files. -
11 Sep, '18
Mariethe ability to adjust column size within the Documents screen
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26 Oct, '18
CynthiaAbility to Add SubFolders
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31 Oct, '18
Lynda T SutherlandIt would be nice if the user could choose their own style, color, font view on the documents screen. The blue color seems to bother many of the users in my office.
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16 Nov, '18
Barbara AgertonWe currently work around this problem by sorting documents into subfolders at the windows folder level. Then we create a shortcut that we save to OT documents through the Drop Folder. It would save time if we could drag and drop documents into a folder or group from within the Documents tab. The way it is now it is easy to create this "monster" list that is hard to navigate.
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13 Dec, '18
MattI agree that it should have the same folder and subfolder structure as Explorer and DMS. It's a pain to scroll through all the documents. I almost didn't purchase the software because of the document tab structure. Now I have archives in DMS and new files in OT.