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Démonstration de ProjeQtOr(gratuit, sur inscription)
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It would be easy to include External Reference in Documents (like existing in other items) => Ticket #1121 recorded- Define a new field "Client's document name" (or could be a more generic field name, such as "alternate doc's name", or something like that, perhaps the field's name even configurable through parameters), so that we can track both (our client's and our own's) doc's numbering (or naming, more accurately) scheme at the same time.
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It is a bit more complicated.1- Once a document has been internally approved, and is sent to the client, the file name should default to this client doc's name when the customer downloads it (unless it's blank).
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this time, it becomes to really be a mess.2- It may be useful, in order to achieve 1, to create another configurable "client's doc reference", which would be defined on a per-client basis. That way, when you create a project, and define who (client) is it for, you're already defining the (already configured, assuming the client already existed in your database) "client's doc reference" schema. Since, most likely, this new client's reference is going to be a different combination of many of the same fields as in our own's.
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Is it a day dream ?3- To define a few more parameters for "document referece": client code, folder code (see 4), client's project code (that may or may not be the same as our project code, see 5)
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Defititively not.4- Folders should have a "code" and another "description" field. Being separated, you get the best of both worlds: folder code is useful in order to filter, and use these fields as parameters for references (see 3), and folder description is more human-friendly. Perhaps in the left-sided documents widget (the one inside the accordion) both of them should be displayed.
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