Posted: 16 Oct 2020 1:47 EDT Last activity: 4 Dec 2020 14:03 EST
Edit in MS Office
In the default Pega portals (CaseWorker, CaseManager, UserPortal) we are able to add, display and edit attachments and attachments details that are related to a particular case.
The actions that are available for a document in the case view (depending on UI theme) are Open, Download, Delete and Manage Attachment (CMIS only). When using the new structure with the Document casetype, you are also able to open the related Document case giving you similair actions
A lot of our customers and customer applications have the requirement to be able to modify the document that has been attached to a case. For instance, after generating a MS Word document using data from the case, they would like to be able to update the document before sending it. Another example is when employees work together on a single document and want to use features like annotation and track changes. Such features are available in MS Office, but not in Pega.
Therefore, we would like additional functionality to be added to the menu of the "case related content" or the Document case type so we can open a MS Office document directly in the corresponding MS Office application, be able to edit it and save it as a new version of the document.
Thanks for sharing this idea, we can certainly can look into it. Having the files editable in MS Office is certainly an interesting idea. By the way we have a component Snowbound virtual viewer which lets the user to preview attachments from anywhere in a Pega Platform™ application using Snowbound VirtualViewer from the attachment gadget, Pulse control, or from portals like Case Manager. Along with preview it allows users to add annotations, watermarks to the documents. You can find more about it at https://community.pega.com/marketplace/components/snowbound-virtualviewer
Suman Kumar Bhowmick
Product Manager, App Studio and Express methodology
Thank you for sharing your idea here in the Pega Collaboration Center (PCC)!
I have submitted this idea on your behalf in our internal system for feature enhancements and updated your post with the associated FDBK-ID. You can take this ID to your Account Executive for next steps.