Our development team have been working hard over the summer to optimize end user experience and make it easier for users to search for documents in PolicyBase.

As a result we have made some major changes to one of the core modules : Document Reader. This module is now obsolete and has been replaced by two new modules.

Document Browser : This module is purely for searching and viewing documents. The module features an embedded document viewer and a powerful search tool. We have now added a ‘Search Keywords’ field to all documents, allowing for custom keywords to be entered to improve search ability. When searching for documents in the Document Browser module the system will search against the document title and search keywords.

My Documents : This module mainly resembles the former Document Reader module however it now only shows documents that are assigned to you (sorted by read and unread) and documents where you are a ‘reviewer’ or ‘approver’.

We have already had nothing but positive feedback on these new modules in recent demonstrations and look forward to making these changes available to all customers.

These changes are due in the next PolicyBase release, expected in late October.

PolicyBase Document Browser