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Document preview is limited when working with other filetypes than standard

A .MSG document can have several attachements attached, these are not visible for the user. A user will need to open (download) the document to view these ...
Suggested by: Bruno van Gelderen (03 Oct, '22) Upvoted: 22 May Comments: 3
Planned

Publish fully comprehensive rights to the SharePoint-repository from Access Control configurations

Please find more context within the attached file. It would be desirable to publish the rights configured in Access Controls within the BC-application to the ...
Suggested by: Mark van Wierst (19 Feb) Upvoted: 10 Jun Comments: 0
In Progress

Edit the datagrid presentation on a role/profile-level

It is currently only possible to manage the presentation of the datagrid (e.g. presenting, hiding and rearranging metadata-columns or applying groupings by metadata) ...
Suggested by: Mark van Wierst (19 Feb) Upvoted: 22 May Comments: 1
Under consideration

Add PDF/A-3 support

In addition to the possibility of operating an audit-proof archive, it would be desirable if the documents from the archive queue were created directly in PDF/A-3 ...
Suggested by: Benjamin Röskam (20 Aug, '21) Upvoted: 14 Apr, '22 Comments: 0
Done

Adding Access Control to the general Metadata-level

It is currently only possible to configure Access Control for metadata via Metadata Management and the individual Mappings. This level of configuration is requires ...
Suggested by: Mark van Wierst (09 Jan) Upvoted: 22 May Comments: 0
Under consideration

Upload Documents via App

It would be nice to be able to upload documents from a smartphone directly to the DMS with a separate app.
Suggested by: Markus (07 Sep, '21) Upvoted: 07 Dec, '23 Comments: 0
In Progress

Grouping function limited to BC

When the grouping function is enabled, the No.value is present on the documents in BC. The values are not part of the metadata on sharepoint. I would opt to also ...
Suggested by: Bruno van Gelderen (11 Jul, '23) Upvoted: 24 Apr Comments: 0
Under consideration

QR Code integration

The integration of QR codes would be desirable. On the one hand, this means printing barcodes on reports created from Business Central. On the other hand, the ...
Suggested by: Benjamin Röskam (20 Aug, '21) Upvoted: 22 Aug, '23 Comments: 0
Done

Editing document metadata is not limited to metadata defined values

When a document is stored with Metadata management template values. Afterwards a user can select to change the metadata, but the metadata management template ...
Suggested by: Bruno van Gelderen (06 Nov, '23) Upvoted: 22 May Comments: 0
In Progress

Function "Split Documents"

Hinzufügen einer Funktion im DMS (in der DropBox), die Dokumente splitten kann - ähnlich wie es bereits in der Eingangsliste des BarSplits funktioniert. Warum brauch ...
Suggested by: Simon Zimmermann (29 Jun, '22) Upvoted: 11 Jan Comments: 0
Under consideration

Adding specific metadata to the datagrid without configurations in Metadata-management or Mappings

It is currently only possible to add metadata-fields to the datagrid if they are part of the mapping- or metadata-management-configurations for a specific library. ...
Suggested by: Mark van Wierst (03 Apr) Upvoted: 16 May Comments: 0
Under consideration

Allow only specific file extensions for content types or document libraries

In addition to the basic permission of file extensions, a possibility is to be created that only certain file extensions are to be permitted during document upload. ...
Suggested by: Benjamin Röskam (20 Aug, '21) Upvoted: 03 Dec, '21 Comments: 0
Done

DMS on a general journal

Many customers work with general journals and dms should also be used here. According to the information available to me, it is not possible to access or store the ...
Suggested by: Tristan Küsters (18 Feb, '22) Upvoted: 20 Dec, '22 Comments: 1
Done

Improve uploading documents via BC app

In the Business Central app it's possible to upload documents to the DMS. However this is not yet very user-friendly and could use some improvements. Like when ...
Suggested by: Michiel de Jong (08 Nov, '23) Upvoted: 29 Apr Comments: 0
Under consideration

BarSplit & E-Mailpostfach

Ermögliche es, dass der BarSplit ein E-Mailpostfach überwacht. Im Titel der E-Mail sollte entsprechend ein Bezug zu einer Belegnummer in BC existieren. Im besten Fall ...
Suggested by: Simon Zimmermann (30 Jun, '22) Upvoted: 01 Sep, '22 Comments: 1
Done

Validity date of documents

Upcoming reminders for expiring validity dates of documents should be available in an overview. The existing function of the reminder e-mail should continue to be ...
Suggested by: Theresa Jörrißen (13 Apr, '22) Upvoted: 22 Apr, '22 Comments: 1
Done

Add DMS factbox to OPplus cashbook

Add the DMS factbook to the OPplus cashbook to add documents and files during the tracking of invoices handled with cash. Page: OPP Cash Book Journal (5157831, Worksheet)
Suggested by: Tristan Küsters (08 Jan) Upvoted: 30 Apr Comments: 0
Under consideration

Multiple selection when adding documents to the document basket

It would be great if there was a way to select multiple documents and transfer them to the document basket at the same time. It would be important to be able to work ...
Suggested by: Christoph Weimann (06 May, '22) Upvoted: 27 Feb, '23 Comments: 0
Done

Assign identical DMS document to different BC documents without duplication in DMS

Today, we often have to store the same document for several BC documents (e.g. contracts in DMS. This means that a document is stored multiple times in DMS. We would ...
Suggested by: Bernhard Rahn (29 Apr, '22) Upvoted: 14 Aug, '23 Comments: 0
Under consideration

Configurable "DMS by Simova" FactBox

Since not all functions of the FactBox "DMS by Simova" are to be used, there should be a possibility to configure the layout via the DMS setup as in EDS by Simova. ...
Suggested by: Bernhard Rahn (27 Jan, '22) Upvoted: 04 Nov, '22 Comments: 0
Planned

Add a new Field "Return - Content Type" in the Report Setup

I believe that the returning of documents should be as flexible as possible. This means that a returned document does not necessarily have to be deposited in the ...
Suggested by: Simon Zimmermann (27 Sep, '21) Upvoted: 17 Jan, '22 Comments: 0
Done

Watchlist Feature

It would be desirable if there was a possibility to put selected documents on a watchlist. On the one hand to have always quick access to these documents (contract ...
Suggested by: Benjamin Röskam (20 Aug, '21) Upvoted: 20 Sep, '21 Comments: 0
Done

No automatic selection of the highest Content Type with manual upload

When you manually upload a document you get the form to fill in the Content Type and other metadata. This form automatically selects the highest Content Type listed. ...
Suggested by: Michiel de Jong (31 Oct, '23) Upvoted: 17 Nov, '23 Comments: 2
Rejected

Assign barcodelabel with keyboard shortcut

Shortcut for assign barcodelabel would be nice.
Suggested by: Tristan Küsters (27 Apr, '23) Upvoted: 14 Dec, '23 Comments: 2
Planned

Dokumente im DMS mit Status versehen

Wir wünschen uns eine Möglichkeit die hochgeladenen Dokumente mit einem Status zu versehen. Gerne soll der Status durch die Kunden konfigurierbar sein. Wichtig ist, ...
Suggested by: Selina Mathonet (22 Aug, '23) Upvoted: 25 Mar Comments: 0
Under consideration

DMS - Searchable Title

Currently, only the full filename incl e.g. PDF is searchable in the DMS search. I would appreciate if also the Title is a search value.
Suggested by: Kevin Kalla (20 Jul, '23) Upvoted: 07 Dec, '23 Comments: 0
Under consideration

Extend Document Relationships to filter/exclude by Content Type

Document Relationships is a feature that allows documents to pass between different system records, for example Orders created from a Contract can automatically take ...
Suggested by: Will Bannerman-Jones (20 Sep, '22) Upvoted: 25 May, '23 Comments: 0
Under consideration

Create and print barcodelabel with keyboard shortcut

It would be great if there was a way to create and print a barcode label using a key combination. That would save a lot of time.
Suggested by: Christoph Weimann (06 May, '22) Upvoted: 28 Mar Comments: 0
Done

Direct link to SharePoint Repository from the DMS module setup

A possibility to open the SharePoint Archive directly from the module setup would speed up the verification of the entered web application URL and would not allow any ...
Suggested by: Bernhard Rahn (10 Jan, '22) Upvoted: 22 Feb Comments: 0
Done

Manage SharePoint Permissions via DMS by Simova/BC

We manage the permissions for groups in SharePoint at document level. e.g. the certain group is only allowed to store data in certain archives. This configuration ...
Suggested by: Bernhard Rahn (21 Dec, '21) Upvoted: 12 Jul, '22 Comments: 0
In Progress

Selber Barcode soll in mehreren Vorgängen hinzugefügt werden dürfen

Momentan ist es so, dass ein Barcode nur einmal im System erfasst und einem Vorgang z.B. Auftrag angehängt werden kann. Es ist aber häufig erforderlich, dass ein ...
Suggested by: Juri Knaup (25 Oct, '23) Upvoted: 25 Oct, '23 Comments: 1
In Progress

Barcode Zuordnung und nur eine Dokument Definition

Bei der Barcode Zuordnung in einer Einkaufsrechnung ist nur eine Dokument Definition hinterlegt. Trotzdem muss der Anwender jedes Mal diese eine 'Dokument Definition' ...
Suggested by: Tristan Küsters (27 Apr, '23) Upvoted: 27 Apr, '23 Comments: 1
Done

Verbesserung Workspace-Anlage des BarSplits

Bei der Installation wird ein Basis Eintrag in den Split-Settings erstellt mit dem Standard Workspace C:\BarSplit. Idee, um dies attraktiver zu gestalten ...
Suggested by: Simon Zimmermann (06 Oct, '22) Upvoted: 06 Oct, '22 Comments: 1
Rejected

DMS reminder should be more configurable

Currently only one additional text can be added. The placeholders %1 and %2 cannot currently be influenced. It would be desirable to be able to exchange ...
Suggested by: Simon Zimmermann (16 Apr) Upvoted: 16 Apr Comments: 0
Under consideration

Document search & DMS reminder

The document search should show whether there is a reminder for a document. An additional column and the ability to open the reminder entry would be desirable.
Suggested by: Simon Zimmermann (16 Apr) Upvoted: 16 Apr Comments: 0
Under consideration

Can the text format in the preview of a document match the actual text format?

In the preview of a document, the layout looks different from the actual document: in the preview you see text that should be on page 1 on page 2. When this document ...
Suggested by: Marcel (27 Feb) Upvoted: 27 Feb Comments: 0
Under consideration

Enable DMS usage without the necessity of being a registered user in SharePoint

Please find more context within the attached file. This concerns the most requested feature within our client-pool: Enabling a manner of communication between de ...
Suggested by: Mark van Wierst (19 Feb) Upvoted: 19 Feb Comments: 0
Rejected

Excel-Reports in DMS

Business Central offers the possibility to print Excel reports. It should be possible to double-print these reports for storing in DMS. This way, the reports could be ...
Suggested by: Florian Saischek (04 Apr, '23) Upvoted: 04 Apr, '23 Comments: 0
Under consideration

Barcodelabel - Creation/Assignment - Multiple Print

It may happen that several barcode labels have to be created for a process (order level) if distinctions have to be made, such as 1 document belongs to the content ...
Suggested by: Simon Zimmermann (31 Mar, '23) Upvoted: 31 Mar, '23 Comments: 0
Under consideration

Barcodelabel - Creation/Assignment

Depending on the customer or project, it is desired that more information be printed on the barcode label, such as the corresponding document number (at the level ...
Suggested by: Simon Zimmermann (31 Mar, '23) Upvoted: 31 Mar, '23 Comments: 0
Under consideration

Display and undo document relationship

It would be quite good to be able to display the documents that have a relationship via a list, in order to remove the document or separate the relationship if ...
Suggested by: Simon Zimmermann (12 Jul, '22) Upvoted: 12 Jul, '22 Comments: 0
Done

Integration of Azure Blob Storage as repository type

I would like to use Azure Blob Storage as the repository type for storing the documents.
Suggested by: Michael Pardulla (20 May, '22) Upvoted: 20 May, '22 Comments: 0
Done

New user plus role with extended permissions

Currently we have two roles in our DMS solution - The administrator role and the user role. These have different permissions. One of our partners had the idea to ...
Suggested by: Kevin Plagge (22 Apr, '22) Upvoted: 22 Apr, '22 Comments: 0
Done