Documents

When I log into My Tasks the Document library has 100's of documents in and it would only get worse. Could you add in another tab across the top to differentiate between the local and central documents to search through

It would be incredibly useful to be able to generate such a URL so I can direct a button on our website to a particular policy, and know that it would automatically update when a new live of the policy is uploaded to Every. I can see there is a wa...

Be able to filter a User group and a list be shown of all documents distributed to that user group. The same for training & CPS module also

Role detail to be included in reporting of outstanding documents (policies) to read. Currently it just shows employee name and email address which makes chasing up via line managers/dept very difficult

Currently the document - send reminders - user statistics report will show documents that are awaiting to be read for staff who have access to different properties despite not having any documents to read at this specific property.

The guides do not explain to a user the different between and approve and amendments suggested process. We have more than one approved and if someone suggests an amendment it deletes the whole policy. This is time consuming and a waste of time as ...

We would like the ability for Admin users to mark items as read on behalf of other staff. This would benefit as staff have to reconfirm they have read a document if we have uploaded a new version, for instance, a formatting change or a single word...

Within the Documents module, we would request that there is a report built to allow for the Admin team to review the name of the document item and which staff have and have not read this for all documents across the school.

When using the Embed All Documents option at Trust level, you can only filter the documents by Category. However, when using the Embed All Documents at property level, you can only filter the documents by Type (despite the default option saying 'A...

Customer requested that it be developed whereby there is a way to bulk import documents into the Policy & Documents module in Compliance. He has many documents & policies that he needs to move across and it will take him a long time to com...