Friday, September 5, 2014

Thyone 3.4 – Why We Added File Names in Activity Descriptions

Since releasing the latest version of MerusCase (Version 3.4 Thyone) earlier this week, we've received several questions asking why documents now show two names [with one of those names in brackets].

The new version displays both the Activity description and the file name as separate entities for each document. The Activity description is the first set of characters shown under the Description category. The file name follows behind the Activity description, sitting comfortably between a set of brackets.

This change was prompted by a request from our users, who noticed that documents being sent by email contained a file name different from the Activity description. Sometimes, the file name also contained words or descriptions the outside parties were not meant to see.

Before the latest release, users could only edit the Activity description for documents within Merus. Version 3.4 Thyone, however, delivers a brand new capability, allowing users to quickly and easily edit the Activity description and the file name of documents within the system.

By editing the Activity description of documents, users can place keywords in the descriptions to search for and reference at a later time while keeping that information separate from the file name, which may later get emailed to an outside party.

Another reason behind this upgrade stemmed from the fact that Merus allows users to enter up to 16,000 characters when filling out the Activity description. Due to technical restrictions, file names will not accommodate the same, large number of characters as Activity descriptions.

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