Folders inside account lockers
Hello Matrix Team,
I am suggesting two things:
1. To be able to copy a whole folder from our computers into Matrix. For example, I have a folder in my laptop documents for Blue Cross Blue Shield 1st quarter. All the avail requests, submissions, copies of orders, makegoods etc go into this folder. Rather than have to copy this 20-30 documents per quarter one by one into Matrix it would be nice to just be able to put the entire folder into matrix.
Second-we need the capability to organize account documents in the locker into folders, typically with regional accounts, we have a different folder for each quarter. Not being able to do this is going to create a major issue and waste a lot of time combing through what will be hundreds of documents after a year trying to find a specific document. Thank you, Dixie Lini Bonten Media, Greenville New Bern NC
Dixie Lini
shared this idea
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Linda Propheter
commented
Can someone please explain why you cannot create sub-Folders within the Company Files Folder within Matrix Locker?
This would make it soooo much easier to store related docs of the folder so the sale steam would know where to look vs. scrolling through a bunch of documents?
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Michelle Ash
commented
I wish Matrix would allow you to upload more than one file into Matrix Locker at a time, one by one is very time consuming...
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Anonymous
commented
I want to be able to upload a ton of files into the Locker all at once rather than uploading them one at a time. SO SLOW!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Allow me to address this in 2 separate pieces since you wrote your concerns separately.
1. Copying multiple files sounds like a great enhancement. You don't typically interact with a folder for uploading for any web or client based application, but it's quite common to tackle multiple files at a time either by Shift-Clicking the files or just uploading multiple files separately. Thanks for the feedback on this!
2. You actually do have a folder structure within Matrix Locker :) Navigate to the Lists menu in the upper navigation bar and then select Matrix Locker. On the left will be all of the folders that you currently have access to (probably empty if you're not aware of this feature). When you want to add a folder select the gear icon to the right of the parent folder that you want to place your folder into and choose "Add a Folder" For example if I wanted to create a top level folder for 2015 documents, i simply hover over "My File" from the Folders selection in the left, click on the gear, select "Add a Folder" and then call it "2015 Customer Documents". The Folders will refresh, and once you expand you'll see the newly created folder. If you need to move a file into that folder, locate the file on the right side "Files" pod, click the gear and choose "Edit Affiliations/Folder" and then update the folder (and anything else that you might want to do".
I'd like to cut your request down to just the upload multiple files request since we have a folder structure so please make sure that I've understood your 2nd question, try it out, and let me know.
Thanks!