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  1. Add the ability to merge tags when duplicates are created.

    1 vote

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  2. Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.

    1 vote

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  3. Add the option to send requests for documents direct to suppliers for them to upload to Dext Vault. This could be part of a new supplier onboarding process, or ad-hoc when documents expire.

    1 vote

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  4. Enable a separate mail-in email address for Vault only items.

    1 vote

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  5. Add the ability to copy folder structures or add a template for how folders can be organised. We are in the process of moving our supplier insurances to the Dext Vault to better manage these, and are having to create the folder structure manually for each one. The ability to copy or create from template would speed up this process significantly and ensure consistency across all sub-folders.

    1 vote

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  6. Add the ability to assign a reminder (based on invoice due date) to either an internal contact (i.e. a Dext user) or an external client contact. Reminders sent to external users could contain a spiel such as 'Document xyz is due/expired. Please reply to this email with a PDF attachment of the current document' in order for it to be captured directly in Dext.

    1 vote

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  7. Add the ability for insurance documents to have a variable for sum insured. This is currently extracted and recorded in the document summary, but would be useful as its own value.

    1 vote

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  8. When a document due date is reached (or at a predetermined interval before or after that date), an email notification should be sent to the document creator, or another assigned user. Alternatively, if Dext was to extract the Primary Contact email address from Xero, these reminders could be sent automatically to the client or other assigned contact to request updated documents from them.

    1 vote

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  9. The ability to automatically flag documents based on their set or extracted due date would be incredibly useful for managing document expiries, making it clear what needs action. This automatic flag could ideally be set on a value, such as +/- 7 days, or 1 month from the expiry, with these assigned values possibly being based on document tags.

    1 vote

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  10. Similar to the costs archive, it would be beneficial to have the option to archive documents (without deleting them), and to automatically archive older versions of a document. We would benefit from two immediate use-cases with this feature;
    1. Being able to maintain records from a supplier/client who is no longer current who we still require records for, and
    2. Enables iterations of documents with annual renewals (e.g. insurances) where a document can be replaced with a new version and the existing copy is archived.

    1 vote

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  11. It would be beneficial to assign multiple dates to a document. Having an expiry date (as extracted from a document), and a separate due date (for when the task needs to be completed/updated by) would give more control over the workflow and documents. For example, an expired document should be updated by no later than 1 week after expiry.

    1 vote

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  12. Be able to add users to the Dext account with Vault access only. We have an internal contract administrator who would be using Vault for managing contractor insurances etc, who doesn't need access to other parts of Dext.

    1 vote

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  13. File navigation has non-functioning scroll bars. They may be required for longer file paths, but shouldn't be present when all information is visible on screen.

    1 vote

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  14. We require insurance certificates of currency from the majority of our suppliers. It would be helpful if a file structure could be created for suppliers in Dext, based on the Suppliers List under Costs for these to be stored in.

    1 vote

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