Document Tray custom columns (with Intelligent indexing)
When intelligent indexing enabled for particular Document Tray, please let us select custom columns so we can use Filter / Sort.
If the intelligent indexing knows the value, it should appear in the custom column.
Example: invoice processing - intelligent indexing automatically indexes "Supplier name". I want to be able to see "Supplier name" column in Document Tray and be able to use filter / sort in this column.
4
votes
TomasP
shared this idea
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Josh Strong
commented
Our company leverages trays to triage documents prior to storage and without being able to see additional information it is extremely frustrating. Being able to add additional information that is already a part of the record would be awesome and seems like a no-brainer.