Suggestion to improve user experience when entering metadata/document properties.

Planned

Shelby Amos

• October 27, 2022 15:40

Hi there :)

I'd like to pass this along as feedback from a few of the Legal users at our organization: 

When entering properties for a document being stored/saved in MacroView, there are two things that could be done to make it easier:

1. When selecting the type of document, after typing the first few letters of the type, if only one option comes up, the user should be able to hit the "Enter" key, and the field is completed. Similarily, it would be easier if we could tab through the properties boxes. We were able to do this prior to when we upgraded to version: 8.9.1468

2. When searching for a type of document to select in the field, if the type has more than one word in it, the user should be able to type in the first few letters of any of the words in the type, and the option should come up.

Thanks :)

1

• Official comment

  

  Brandon Mooi

  • November 01, 2022 21:43

  Hi Shelby,

   

  Thank you for your feedback and suggestion.

   

  We have enhanced this functionality and the enhancement is available in DMF 9. Please test this out and let us know your thoughts.

  Below are other enhancements and bug fixes we've made in DMF 9.

  
• 

  Shelby Amos

  • November 01, 2022 21:01

  Hello again, 

  Sharing another piece of feedback I received regarding this feature update to further clarify what we're looking for. 

  Please feel free to contact me with any clarifying questions. 

  It would be good to remove the auto fill drop down behaviour that was introduced in version 8.9.1468 for dialogue boxes such as 'Create New Matter' or document properties. When you start typing in a field in the property windows, it drops down a list of suggestions that fit what you’ve typed so far. However, if you select the one you want, the drop down doesn’t then hide. The drop down stays visible, and is in the way of the next field of the dialogue box. You have to click somewhere else in the dialogue box first to get rid of it. It used to hide if you selected one, and you then had to keep typing in the same field in order to get it to again drop down a list of suggestions.

  This update also makes it so that we can't tab from one field to another. 

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• 

  Chris Litherland

  • January 09, 2023 23:09

  Thanks for your feedback Shelby! We'll provide updates on your suggestion here as we have them. 

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  Chris Litherland

  • February 01, 2023 05:13

  Hi Shelby, 

  We are looking into your feedback for considering how we could incorporate your suggestions to improve the metadata entry. 

  We've made some improvements to metadata entry in DMF 9, including selecting the first option when pressing enter, and tabbing through the fields. 

  I've taken your feedback on looking up any part of the document type (eg. "sta" should bring up "Witness statement") and will look at incorporating this into a future release. 

  On your additional feedback to further clarify the auto fill drop down behaviour. When typing in a field and selecting one, we have also made improvements that address this behaviour in DMF 9. 

  If you could try out the latest version of DMF 9 first and let me know if our current metadata properties in the latest version of DMF provides the experience you are after.

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