Pre-Populate Index Fields
It would be a real time saver if we could choose to have specific fields pre-populate when we add our Personal Indexes to a client folder. Since we already create the fields for those Indexes, why can't we also have the system pull the information for a few chosen fields from CRM?
Even better would be to have it do so on the Folder level and have it copy down to all the docs in that folder.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
To be compliant, we have to index at least the first and last name of the client for each document. It would be nice if they would automatically index based on the linked CRM information. Also, it would be nice if it let me index it as I upload instead of making me go back in afterwards.
Tyler Fridrich commented
Pre-populating from CRM also solves the issue of tagging preferred names which are often different than legal names. How do other Imaging users deal with this?
Because search for tags doesn’t appear to accept partial strings, a client named Joseph, would never be found by performing a search for Joe.
Multiple values for index fields are also necessary. If a document applies to Joe and Jane, both names should be tagged without having to have multiple instances of that document stored on Imaging.
I am using Docupace for this specific reason. Whenever I add a new image to a folder, it automatically inherits the folder's account number, account type, client's name, etc. In Redtail, every single document needs to be completely indexed from scratch and it's way too time consuming to add everything.
Deavel Wealth Advisors commented
Even better - the ability to (as you say) apply an index to a folder and have it copy down, or the ability to index multiple docs at the same time