Hello NA Product Management,
we often have the use case that we need to create policy that has small differences to a existing policy. In this cases we need to configure informations several times - informations that already exists in other Policys…
Add the ability to track record type changes in record type properties in audit tab. Add the ability to track record type changes to a record to the online audit log.
Banyule City Council like many local government agencies use the Author field as a mandatory field when records are registered into CM. This assists agencies to meet PROS 19/05 S2 Minimum Metadata requirements which specifies "Agent" as a primary field…
Our current version of CM9.4 with the office integrations allows a user to start a new document and save the document as a record into CM from the office integration addin on the ribbon.
In CM 23.4 with the newest office integration addin, the user…
It would be useful if we could add a search clause that compared two fields, especially for date fields.
For example, we have two custom fields called "From Date" and "To Date" that represent the date range the document was considered effective (vs…
At the moment when you disable one or more Menu Options on the RT configuration this applies for all users, including Administrators. To simplify the User Interface to end users it is generally a good idea to remove Menu Options from the interface for…
Sometimes there is a need to ensure that values in an Additional Field are unique and as such it would be great if there was an option on the configuration parameters of an Additional Field to select that values need to be unique.
When the consignment log is generated, the file is currently created with an entry for each record and against each record details of the retention schedule is captured.
Through the client interface it is possible to configure what elements are included…
Enterprise customers have HA SQL Clusters which can span across multiple data centers in multiple locations. This is required to meet regulatory, compliance and disaster recovery regulations that Enterprise organizations have to meet. Content Manager…
The National Archives of Australia in their check up plus survey poses the question about how many documents destroyed and their size.
It would be useful to be able to retrieve the size of documents disposed of to answer this question.
Content Manager is a wonderful product in that it provides robust methods and functionality for managing large amounts of information. The Content Manager architecture features enables searching and referencing of information making Content Manager the…
Can we have the ability to set a future close date on folders? The reason for this is we have Personnel folders for each staff member and we are notified 4 weeks in advanced if they are leaving and it would be easier and more time saving if we could set…
Content Manager is a wonderful product in that it provides robust methods and functionality for managing large amounts of information. The Content Manager IDOL architecture features enables robust indexing of records for searching and referencing making…
It would be great if it were possible to set in the system defaults for home and owner locations, based on Creator in place of Assignee.
Our use case is default assignee and home locations to an "electronic/Virtual" location but have the owner reflect…
Document Assembly feature was introduced in TRIM Context era and was later deprecated.
There needs to be data enrichment using Microsoft Word Add-in for creating template documents that you can populate metadata fields from the Content Manager record…
The CM interface should not show anything on Security Levels when this new system setting is set.
When using Security Caveats it should be possible to check on predefined valid combinations, eq EU UNCLASSIFIED, EU LIMITED (as classification and marking…