Posted in New Features | Tagged as: column, documents, excel, field, filter, grid | No Comments »
Some of the ways we look to improve ReadySuite is by offering our users ‘less-clicks’ to features. For example, since ReadySuite 3.0 we’ve had the ability to filter documents in the grid by a drop-down menu (similar to Excel). Using this feature allows user to select one, or multiple, criteria to filter on in a given column.
Additionally, each column has a more advanced ‘Custom Filter’ dialog which allows filter criteria such as less than, greater than, regular expressions and more. Given this, we wanted to make it even easier to filter on a particular column (and any value) by just right-clicking a cell.
In the above screenshot, you’ll see the new grid context-menu. Clicking ‘Filter by Selection’, you can add a filter to the column for that cell’s value. ‘Filter Excluding Selection’ will filter out that cell’s value from the column. ‘Remove Last Filter’ acts as an undo – so you can quickly get rid of the last applied filter. And then you can remove all the filters from the grid with ‘Remove All Filters’.
This feature (along with many others) will be a part of ReadySuite v4.1 – which will be available in February.
Posted in New Features | Tagged as: document, fields, group, summarize, tally | No Comments »
We’re continuing to plow thru our roadmap for ReadySuite v4.1 – and today’s update includes the new ‘Document Tally’ dialog.
Using this feature, you can summarize all the values in a particular field – and the result will be a tally of each unique value. The results can then be saved to a CSV file or alternatively, just copy the values from the table and paste them into a spreadsheet.
Opening the ‘Document Tally’ dialog is as easy as right-clicking on a column’s header, which will present you with the below context menu.
You can also get to this dialog from the main menu. We hope you’ll find this useful – and if you have any feedback or feature suggestions, feel free to contact us.
Posted in New Features | Tagged as: export, levels, loadfile, metadata, ringtail | No Comments »
We’ve been asked by a few of our customers lately to add support for the Ringtail load file format. So, we got started on it and it’s almost ready for release.
Supporting the Ringtail load file is a bit trickier than the other formats already supported in ReadySuite, primarily because it relies on an Access database (MDB). But this won’t necessarily make things more complicated for you, as you’ll be able to import and export to this format without having Access installed.
Creating a Ringtail load file with ReadySuite is as easy as any other load file – just specify its output filename and you’re all set. Of course, if you need some more fine tined output options, we made sure to make those easily available as well.
Specifically, we added full control for setting the field values for all columns in Ringtail’s main ‘export’ table. Levels can be populated based on a file path of your choosing, or if you prefer – they can be set individually. We added full customization of the ‘parties’ table, allowing you to choose the values for Persons and/or Organisations from the available Correspondence Types.
When it comes to reading the Ringtail format, we support it all. And it’s really simple – just drag/drop the load file into ReadySuite, choose your validation options, and you’re ready to import.
We should be wrapping up our testing phase on 4.1 shortly – and then hope to get that release out to you as soon as we can. As always, if you have an idea for ReadySuite, feel free to e-mail Justin Blessing at justin@compiledservices.com.
