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Simova will review, rate and adopt them to the Simova roadmap.
Enhancement of the barcode creation functionality
It should be possible to determine which additional information (as text) should be printed on the barcode label via the corresponding mapping in the “Barcode ...
Planned
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 ...
Done
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) ...
Planned
Add Meta-Data Field Unique Document ID Number
In the current situation there is no unique document number ID.
Without unique identifiers, there is a significant risk of duplication and confusion. Unique ...
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 ...
In Progress
Add dynamic datagrid-filters for multi-PK indexing
Problem:
- Business Central tables can have multiple primary keys (PKs).
- In the current mapping setup, only one PK can be selected to match documents to table ...
Under consideration
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 ...
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 ...
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.
Done
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 ...
Done
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 ...
Under consideration
Preserving custom metadata-template setups during import
Problem:
- When importing a Document Central configuration via the Wizard, existing setups for metadata-template values, default values, fixed values, silent drop ...
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. ...
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 ...
Done
Filter in DMS document index columns doesn't persist on next search
In the current situation, keeping this filter means that no results will be shown for the next search query / map because the filter of the previous map is still ...
Planned
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 ...
Under consideration
Change dutch field name of 'Documentnr.'
In the dutch version of Document Central, there is a field called 'Documentnr.'
This field is automatically filled with the primary key of the entity on which it ...
Under consideration
Document upload, previewer, needs improving
When uploading a document, the documentpreviewer shows the document.
But the size and handling of the document in this previewer is not clear, takes a lot of clicks ...
In Progress
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 ...
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. ...
Done
Print button in DMS
Sometimes we have a document archived in the DMS that we need to print out for physical use.
But as far as I can see there isn’t really a functionality to print out ...
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 ...
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 ...
Done
Hide unused buttons
Some buttons are not used by the end user or by the entire organization (for example the "create reminder" button / functionality). It would be nice if we could hide ...
Under consideration
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 ...
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 ...
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)
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 ...
Done
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. ...
Planned
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 ...
In Progress
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 ...
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 ...
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. ...
Rejected
Manually add an entry date.
Sometimes messages/documents from the past are placed in the DMS in 1 day (retroactively). It is desirable that the real date of entry is visible as index data. The ...
Rejected
You can see in the viewer whether there are attachments in email documents
The desire is to be able to see in the viewer for an email file with an attachment whether there are any attachments in that email file.
Now you can only see this ...
Planned
Update settings via wizard should not update existing parameters
With Simova Configuration Wizard it is possible to import a configuration. It is possible to indicate which settings should be included.
When including a certain ...
Not planned
Allow custom preview to be active once for subsequent documents
When the preview document display is adjusted, this adjustment will not be adjusted in a subsequent document. The wish is that once a user has customized the view, ...
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 ...
Under consideration
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, ...
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.
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 ...
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.
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 ...
Done
be able to index a document on different cards
It often happens that an incoming document has to be saved on different (customer / unit) cards. At present, it is only possible to save the document several times ...
Under consideration
Fewer mouse clicks to open a document
I think it should become much easier to open a DMS document. This currently requires at least 5 mouse clicks. I would like to just download the PDF file and view it. ...
Under consideration
Add a translation table in the Record Attachments (Options)
There is a fundamental problem with file names such as VF+/123 for posted sales documents. It has now only become apparent in the course of the Simova extension ...
Under consideration
Registration of standard documents
Many documents our customers register in Document Central are standard, with predefined content types and metadata. Registering up to 25 such documents per process ...
Rejected
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 ...
Done
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' ...
Done