Today Image Retrieval throws an error retrieving sources created with 'screen image capture (PNG format).' Sources must be all PDF or all TIFF. Business users regularly create sources in the PNG format. IR should convert the PNG files to TIFF or combine the PNG documents into a single file.  ... View more

Our organization sets most GDL mime type files to open in HTML Content Viewer (Word, Excel, PDF).  We appreciate all images opening in tabs within HTML CV rather than downloading the files and having multiple native applications open in separate windows. We do have one issue:  When HTML CV fails to display a file we have no way to view it.  We need a way to download the file when HTML CV is unable to display the image / file. This can similar to how HTML CV handles unknown file types or password protected files.  A prompt opens allowing the user to download the file. Alternatively the user might be able to select download from the source menu.   ... View more

When a user tries to open an email (.msg) file uploaded to Chorus, the Content Viewer (CV) window opens but the email file is not displayed in the CV window, rather the file is downloaded and then the user is prompted, by the browser, to open the file. This is OK unless the email file in question is large (e.g. contains a large attachment); when the user tries to open such a file, the CV window opens but in chromeless mode, meaning there is no visible cue that the download is running and there is a risk that after a period of time with no file opened and no cue that anything is happening the user will close the window and report that the file cannot be opened. Is it possible to show some sort of status bar in the CV window to indicate that the download is in progress? Either a custom bar or the built-in browser status bar (I believe this would require the CV window to be launched with a flag that forces download progress to be shown in the status bar). ... View more

Add a user preferences section to allow user to customize the case data that appears as the title of the Comments bubble page.  The comments bubble page currently uses 3 pieces of case data, but it would be helpful for users to have an option in their preferences to swap these out for different case data values. ... View more

The comment section in the comment bubble window is not able to be expanded when entering your comments, resulting in only being able to read a sliver of the notes you are typing. ... View more

Currently, the individual user has to download the Excel spreadsheet, right click on the icon and select always open files of this type for HTML CV. We want the ability to have a resource that would open these documents automatically instead of setting this setting on individual pcs. Additionally, we do not want to download a copy of the spreadsheet, we just want to be open to view the source. ... View more

Unable to rename the files while or after uploading. ... View more

1. Upload documents not user friendly. Can it be changed so that the user bulk uploads the documents and then selects the document type.   2. The document that you upload disappear when you change the document type, this is confusing for the user and makes them question whether something has been uploaded. The user also cannot easily see what they have uploaded before submitting. ... View more

The Current date format is YYYY/MM/DD and needs to be changed to Month/DD/YYYY. ... View more

Regarding EQM inbound email contents, our client found that when the email body has over 10k chars, those content length after 10k will be truncated. This is confirmed with development team on the limitation. Our client needs a search of Ref id in the email body text, so that the workflow logic will link the email in source to the work with same Ref id. In the case when email go back and forth, it will become a long email thread. This long email body text has been truncated and unable to return the Ref id for further processing. This limitation is impacting the business operation, client requests an enhancement on the EQM capture component and allow configuration.   ... View more

Enhancement Request: As a Chorus processing user, when I add an attachment (Word or Excel) these documents have a document name as shown in the diagram below. Once it is created in Chorus each attachment is given a 12‑digit Collection ID and the original filename is stored in the FLNM lob field as meta data as shown in the diagram below. When I subsequently download or view the attachment, it uses the Collection ID as the filename in the banner.   The use of the Collection ID in the banner is confusing as I am not able to see at a glance what the document is, particularly as I will have multiple documents open.  I also have to share these documents with others and the name of the document is incorrect. Therefore when I save the document I have to rename it back to the original document name which introduces potential errors as I must follow a specific naming convention. Desired outcome:   When an attachment is opened in its native application, the application banner will display the meta data held in the LOB field (FLNM) and the file to be downloaded with the document name (FLNM).  Additional information There was an enhancement made to ROS 2.5 that has the functionality being requested. The source type MASTER has been set up as Revisable: The user has created the MASTER attachment (revisable): The original filename (FLNM) can be set by the user before launching the selected template.   When the native application is launched, the meta data from the FLNM is displayed in the banner: When using the save as function, the meta data from FLNM is used.   ... View more

  Character limitation affects the in the below 3 ways: 1) client reference field - Client's reference field is longer than the 75 char 2) Unable to upload a document when it's filename is >75 char. 3) When the email subject line exceeded 99 characters, Chorus stops responding.   Request you to remove this limitation. ... View more

When we are generating a letter, it is required to close all the already opened word document on the laptop, this causes major issue as the users refer to multiple word documents at the same time as generating letter.   Request that working on Chorus, does not require closing of all the word documents.  ... View more

Can we spotlight, tag or favorite a document we want to see at the top of the list?   Every time user opens a case to review a particular document, e.g. Worksheet or Payment Summary, they have to go through many non-relevant documents. Request to provide a way to bookmark a few documents on the case, which is visible to all the other users as well.     ... View more

Email Capture should create a single MSG or EML source for an attached email with file attachments within a received email.  Email Capture currently creates an email body source for an attached email.  An attachment source is then created for each attachment within the attached email.  As an example, for an email with 2 attachments; one attached email which has an attached Word file and one PDF attachment, 2 email body sources, 1 Word source and 1 PDF source will be created (total of 4) instead of 1 email body source, 1 MSG or EML source and 1 PDF source (total of 3), i.e. see diagrams below.  Under the current design, EQM users are not able to identify the relationships between the email body sources and the attachment sources and have to go back to Outlook to process such emails which means all the compliance control and reporting functions supported by EQM will be removed for those cases. Email received by Capture   Work created by Capture   Work created by Capture with enhancement     ... View more

The add attachment pop up window disappears after one attachment is added in Processor Workspace. This only happens when the add attachment is used within a process.  We have had users ask for it to function like Legacy Processor where the window stays there until you are done attaching one or multiple items to the object.   ... View more

Our organization uses Word Templates to control the letter writing experience from a default spacing, font, etc. perspective.  Our user base is distributed over internal and external groups to our network, making a centralized location that is secure more and more difficult to maintain.  The request is if we could have the Word Template file be stored by Chorus and have our Communications letters reference it instead of a LAN location. ... View more

Our users would like to have displayed the number of items in the queue on the minimized card in Chorus Processor Workspace.    ... View more

Currently, the model name of the created process, presentation flow, automation service can not be changed. The more customers use Chorus, the more inconvenient and confusing it becomes by not being able to change the name. Could you make it possible to change the name? ... View more