Idea ID: 2874479

Web client –Drag and drop document check-in using Check in styles

Status : Accepted

Brief Description:  To streamline document check-ins in the Web client, permit the user to select a check-in style to fill-in metadata values for all documents being checked in.

Benefits / Value:  Speed up document check-ins.  Easier for end users

Design details:  When dragging documents onto the web client present the user with either the choice of selecting a record type or selecting a check-in style.  User then decides whether to proceed with a record type or check in style.  Continue to offer the suppression of display of the check in form option if no required data needs to be entered.  User can then enter metadata for each doc if needed or allow the processing to use the Check in style defaults to complete the data entry process automatically.


Document Management