Bulk Export of PDFs (Resources)
Summary: Introduce a functionality that allows users to export multiple PDFs in a bulk manner, similar to the 'Form Reporting' option. This enhancement aims to eliminate the need to download each PDF individually, streamlining the process and saving valuable time. Intended Outcome: Users should be able to select multiple forms or reports and export them as PDFs in one go. This will enhance the user experience by providing a more efficient way to manage and download large volumes of data in PDF format. How Will It Work? Within the Form Reporting section (or a similar appropriate section), users will have an option to select multiple forms or reports. Once selected, there will be an option to "Export as PDFs." Users can then choose the destination for the bulk download or receive a zipped file containing all the selected PDFs.This feature will ensure that the format and integrity of each PDF are maintained during the bulk export process. Example below: Use the selection check box in the submitted forms area and add an action to "Export PDF"
Angus Blowes Over 2 years ago
Documents/Resources
Bulk Export of PDFs (Resources)
Summary: Introduce a functionality that allows users to export multiple PDFs in a bulk manner, similar to the 'Form Reporting' option. This enhancement aims to eliminate the need to download each PDF individually, streamlining the process and saving valuable time. Intended Outcome: Users should be able to select multiple forms or reports and export them as PDFs in one go. This will enhance the user experience by providing a more efficient way to manage and download large volumes of data in PDF format. How Will It Work? Within the Form Reporting section (or a similar appropriate section), users will have an option to select multiple forms or reports. Once selected, there will be an option to "Export as PDFs." Users can then choose the destination for the bulk download or receive a zipped file containing all the selected PDFs.This feature will ensure that the format and integrity of each PDF are maintained during the bulk export process. Example below: Use the selection check box in the submitted forms area and add an action to "Export PDF"
Angus Blowes Over 2 years ago
Documents/Resources
In Review
Publicly Available Documents via QR Code
Description: Introduce a feature in the resources section that allows specific documents to be made publicly available. Users can generate a QR code for these documents, enabling external parties to access them without logging in. This feature aims to enhance the accessibility of documents like Safety Data Sheets (SDS'). User's Original Request:"It would be good to have a feature for allowing publicly available documents in resources that could be accessed through a QR code. The idea would be for documents such as SDS'." Developer's Insight: The user's suggestion emphasizes the need for a more streamlined way to share specific documents with external parties. By integrating QR code functionality, we can provide a seamless sharing experience while maintaining document security. This feature can be particularly beneficial for businesses that frequently share documents like SDS' with contractors, clients, or regulatory bodies. Proposed Solution: QR Code Generation: Implement a feature within the resources section that allows users to generate a QR code for specific documents. Public Access: Scanning the QR code will grant access to the document, eliminating the need for external parties to log in or navigate the platform. Security Measures: Ensure that only selected documents can be made publicly available, and provide an expiration option for the QR code to maintain document security.
Justin Morton Over 2 years ago
Documents/Resources
In Review
Publicly Available Documents via QR Code
Description: Introduce a feature in the resources section that allows specific documents to be made publicly available. Users can generate a QR code for these documents, enabling external parties to access them without logging in. This feature aims to enhance the accessibility of documents like Safety Data Sheets (SDS'). User's Original Request:"It would be good to have a feature for allowing publicly available documents in resources that could be accessed through a QR code. The idea would be for documents such as SDS'." Developer's Insight: The user's suggestion emphasizes the need for a more streamlined way to share specific documents with external parties. By integrating QR code functionality, we can provide a seamless sharing experience while maintaining document security. This feature can be particularly beneficial for businesses that frequently share documents like SDS' with contractors, clients, or regulatory bodies. Proposed Solution: QR Code Generation: Implement a feature within the resources section that allows users to generate a QR code for specific documents. Public Access: Scanning the QR code will grant access to the document, eliminating the need for external parties to log in or navigate the platform. Security Measures: Ensure that only selected documents can be made publicly available, and provide an expiration option for the QR code to maintain document security.
Justin Morton Over 2 years ago
Documents/Resources
In Review
APP | Resources list to be available via the mobile app when sending quotes & invoices.
Currently when you are sending quotes or invoices that require specific attachments that are saved in resources, you can only do this via the web portal - the app, only allows you to attach photos - not even documents and only through the edit quote or invoice. When you go to send the quote or invoice from the app, there is no attachment field to play with - is it possible to get this added and have it talk to the resources folder?
Thomas Hampton Over 1 year ago
App
In Review
APP | Resources list to be available via the mobile app when sending quotes & invoices.
Currently when you are sending quotes or invoices that require specific attachments that are saved in resources, you can only do this via the web portal - the app, only allows you to attach photos - not even documents and only through the edit quote or invoice. When you go to send the quote or invoice from the app, there is no attachment field to play with - is it possible to get this added and have it talk to the resources folder?
Thomas Hampton Over 1 year ago
App
In Review
Resource Document Expiry Notifications Across All Modules
Summary: Introduce the capability to set document expiry notifications for user groups across all document types within the Formitize platform. Currently, this feature is limited to resources uploaded directly to the resources module via the portal. Extending this functionality to other modules, such as Assets, Contacts, and Locations, will ensure consistent and comprehensive document management. Intended Outcomes: Enhance document management by providing consistent expiry notifications across all modules. Improve compliance and operational efficiency by ensuring relevant user groups are notified of document expirations regardless of where the document is attached. Specific Requirements: Extend the current resource expiry notification settings to include documents attached to Assets, Contacts, and Locations. Allow user groups to be notified when any document, regardless of its module, is nearing expiration. Benefits of the Update: Consistency: Provide a uniform experience across the platform, ensuring all documents have the same expiry notification capabilities. Efficiency: Streamline document management processes by centralizing notification settings, reducing the risk of missed expirations. Compliance: Help users maintain compliance with industry standards and internal policies by ensuring timely notifications for document renewals. By extending document expiry notifications to all modules, this feature will significantly improve the management and oversight of important documents within the Formitize platform.
Tania Bond Over 1 year ago
Assets
In Review
Resource Document Expiry Notifications Across All Modules
Summary: Introduce the capability to set document expiry notifications for user groups across all document types within the Formitize platform. Currently, this feature is limited to resources uploaded directly to the resources module via the portal. Extending this functionality to other modules, such as Assets, Contacts, and Locations, will ensure consistent and comprehensive document management. Intended Outcomes: Enhance document management by providing consistent expiry notifications across all modules. Improve compliance and operational efficiency by ensuring relevant user groups are notified of document expirations regardless of where the document is attached. Specific Requirements: Extend the current resource expiry notification settings to include documents attached to Assets, Contacts, and Locations. Allow user groups to be notified when any document, regardless of its module, is nearing expiration. Benefits of the Update: Consistency: Provide a uniform experience across the platform, ensuring all documents have the same expiry notification capabilities. Efficiency: Streamline document management processes by centralizing notification settings, reducing the risk of missed expirations. Compliance: Help users maintain compliance with industry standards and internal policies by ensuring timely notifications for document renewals. By extending document expiry notifications to all modules, this feature will significantly improve the management and oversight of important documents within the Formitize platform.
Tania Bond Over 1 year ago
Assets
In Review
Attach documents from the resource area to Quotes, Reports , Invoices e.t.c
I'm aware there is a function to attach a document to a report however this is a blanket attachment and there is no option to attach a specific document to a specific report or document. For example, when providing a quote to a customer for a pest control treatment, there may be some pre treatment actions required by the customer. This information would differ dependent upon the treatment required. A document containing this information could be uploaded into the resource area. Additionally attaching multiple documents from within the resource area into forms would be beneficial. I believe this would make the resource area more useful. Currently within forms themselves there is no function of inserting document(s) into a form from the resource area, only from the devices files.
Joe Day Over 1 year ago
Documents/Resources
In Review
Attach documents from the resource area to Quotes, Reports , Invoices e.t.c
I'm aware there is a function to attach a document to a report however this is a blanket attachment and there is no option to attach a specific document to a specific report or document. For example, when providing a quote to a customer for a pest control treatment, there may be some pre treatment actions required by the customer. This information would differ dependent upon the treatment required. A document containing this information could be uploaded into the resource area. Additionally attaching multiple documents from within the resource area into forms would be beneficial. I believe this would make the resource area more useful. Currently within forms themselves there is no function of inserting document(s) into a form from the resource area, only from the devices files.
Joe Day Over 1 year ago
Documents/Resources
In Review
Edit Folder Type in Resources
Description: A user has suggested the need for the ability to change folder types in the Resources section, such as converting a standard folder to a subfolder. This feature would eliminate the current need to recreate folders and re-add resources for organizational changes. Details: Current Issue: Inability to change a folder's type in Resources. Proposed Solution: Enable editing of folder types, allowing users to easily reorganize their folder structure. User Benefit: Saves time and simplifies resource management by avoiding the need to recreate and reorganize folders. Benefits: Efficiency: Streamlines resource organization, reducing time spent on folder management. Flexibility: Allows for dynamic adjustments to folder structures as needs evolve. User Experience: Enhances ease of use and convenience in managing Resources.
Gabrielle Gillespie About 2 years ago
Documents/Resources
In Review
Edit Folder Type in Resources
Description: A user has suggested the need for the ability to change folder types in the Resources section, such as converting a standard folder to a subfolder. This feature would eliminate the current need to recreate folders and re-add resources for organizational changes. Details: Current Issue: Inability to change a folder's type in Resources. Proposed Solution: Enable editing of folder types, allowing users to easily reorganize their folder structure. User Benefit: Saves time and simplifies resource management by avoiding the need to recreate and reorganize folders. Benefits: Efficiency: Streamlines resource organization, reducing time spent on folder management. Flexibility: Allows for dynamic adjustments to folder structures as needs evolve. User Experience: Enhances ease of use and convenience in managing Resources.
Gabrielle Gillespie About 2 years ago
Documents/Resources