Document Summary Sidebar | Community
Skip to main content
TCarey
TCarey
August 25, 2020
New

Document Summary Sidebar

  • August 25, 2020
  • 4 replies
  • 750 views

Hi - we are missing our old Document Summary view!

Here are a few of the issues we've experienced with the updated view:

1 - The design team references the document summary often and don't like the extra step in opening the document summary. is there a way to allow us to choose for the summary to always be open?

2 - Approvals section no longer provides "Details" ie - who has approved it? Now we have to click into approvals and view "details" to see it. That's three clicks vs just highlighting the document in our former view.

    4 replies

    Randi_Rettig
    Randi_Rettig
    Level 2
    August 31, 2020

    Agreed I am finding a few places there are multiple clicks in the new experience, documents is definitely one of those areas where I miss some of the old quick view features.

    C
    CharleighLo1
    August 31, 2020

    My design team also adds a custom form when a project is complete and that is now extra clicks to navigate to and add or check when closing. The previous functionality was much preferred.

    RhondaGayleTX
    RhondaGayleTX
    October 13, 2020

    I agree with everything here and I also miss being able to select multiple docs at once and seeing the doc names in the details panel as a list, which allowed me to copy the list and post an update when I needed to let someone know what collection of files were being referenced in my update....

    M
    maura-k
    April 8, 2021

    We miss being able to see the custom form from the sidebar also! This is a major inconvenience in NWE - as we upgraded our team to NWE, everyone mentioned they want the ability to see the custom form in the side panel.

    Terms & ConditionsAccessibility statement

    Loading footer...