Please provie ability to organise Lables in hierarchy - it is important when you have lots of docs
Label groups and Labels is fantastic - however hierarchy should be extended to further level (e.g. created Lables under Lables) - for very specific classification of documents
This request is based on the premise that Labels in eDoc Organizer should behave as Folders in Windows. But labels are very different from folders in Windows Explorer and so having a 3rd or 4th level of labels doesn’t make much sense in terms of organization in eDoc Organizer. Please read the comments for the development team’s thoughts
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Thank you for your comment John. This feature request has been the subject of a lot of discussion with in the develoipment team. But as you mentioned the problem is that this feature contradicts the design and philosophy of organization with in eDoc Organizer.
Most of the time when people request this feature they want Labels in eDoc Organizer to behave as Folders in Windows. But labels are very different from folders in Windows and so having a 3rd or 4th level of labels doesn’t make much sense in terms of organization in eDoc Organizer.
Let me give an example: say you are using eDoc Organizer in a dental office. So let’s say you have documents related to patients that you are storing in the program. Now in Windows folders when you want to organize documents you might have had a folder structure similar to this:
- Patient A
-- Bills
-- Payment Receipts
-- Referrals
-- Etc.
- Patient B
-- Bills
-- Payment Receipts
-- Etc.You might have had it even more broken down further by other attributes of the document like year (2009, 2010, etc.) say.
Now in eDoc Organizer, this folder structure would translate in to the following labels and categories (2 level) structure:
- Patients (Label Groups)
-- Patient A (Labels)
-- Patient B
- Document Type
-- Bills
-- Payment Receipts
-- Referrals
- Year
-- 2010
-- 2011The major difference is one document can only be stored in one folder in windows vs. one document can have multiple labels in eDoc Organizer. So now when you scan in a bill for Patient A in 2011 rather than storing it in a particular folder and then later trying to find which folder you saved it in, you simply apply the “Patient A”, “Bills”, and “2011” labels to it in eDoc Organizer. When you need to find a document, you can start by searching for the broadest category, let’s say patient A, and narrow it down until a few documents are shown on your screen. Then you can typically just pick the right one based on the thumbnails shown.
In the situation above, having multiple levels to organize the labels does not add any value at all. The fact that a label ‘Bills’ is under ‘Patient A’ label has no meaning in eDoc Organizer. The only thing that matters is that a particular document is tagged with both Patient A and Bills labels. The reuse of the same label in combination with other labels is what makes organization easier than it would be in Windows Folder. By intentionally preventing multi-level label organization we are trying to prevent our users from falling into the same age old failed paradigm of organizing document by having folders under folders under folders and a particular file with a specific name. There is only one level of labels in eDoc Organizer and they are all the same. Each label defines an attribute of a document and together they give you a complete picture of what a document actually is.
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John commented
I have thought of this too. But I'm not sure if it is consistent with the eDoc philosophy and platform: all documents in one spot with layers of filtering from different groups. This suggestion for hierarchies within label groups is more a "Windows Explorer" philosophy. I don't think the two approaches can overlap. Johnny, why don't you try to accomplish what you need with the use of separate groups -- examine your grouping "system" and tailor it so that you can find what you want when you want.
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Johnny T. Nelson, D.B.A., C.P.A. commented
This is extremely important feature for Document Management. I love your software as it is today. However, I would adore it more if you had this feature built-in. This feature would be #1 Selling feature for this great application. Here is an example of how I manage document and I am trying to use your current version to do this without success. At least 5-6 levels should be the option. Most individuals would use 1-3 but Businesses would use more than 6-levels. :
JTN AGRanch Pvt., Ltd.
Contract Administration
US Dept. of Agriculture
Beef Production
Steers
Brangus Brand