Evolution of current subscriptions
This list presents the major features of our roadmap. Other minor features are also being considered. Unless otherwise specified, the features below are included in the basic subscription
Looking for features in your current subscription? Check here the list of existing features
Documents
- Mass edit on documents by excel import
- Rename file when metadata changes
- Track read/download activities
- Different metadata card per type
- Link metadata and folders (presets)
- Documents bundles
- Placeholders
- Access documents from Windows Explorer(1)
- Transmittals
- Mobile app
- And more...
Workflows
- Edit running workflows (eg. contributors, answers)
- User-based roles & observers
- Extend global statuses capabilities
- Comments tracking & management
- Multi-documents workflows
- Send manual reminder
- Mobile app
- And more...
Reports
- Extend excel reports with groups / sections
- Automatic schedule for reports generation
Correspondence
- Mass tagging in new Outlook
- Predictive classification via AI(1)
- Internal correspondence between partners
- And more...
Visitor portal
- Support Cc/Bcc/ReplyTo in external messages
- Allow visitors to reply to external messages
Links & automation(2)
- Manual trigger for semi-auto documents sync
- Filterable audit log for links
- Graphical link designer
(1) Requires subscription to BOOST option
(2) Requires subscription to CONNECT option