Best practices is a good section for the following problem:
I've got a set of documents - use case: I take part on a tender for a DMS system and have about 10-20 documents for the tender ready for downloading and sending them filled with contents back.
So I choose a company, a contact (or more), a tender portal (perhaps behind tender number), names like call for sending in documents for selecting the participating companies which should make an offer. However, the metadata of the documents are quite the same but not exactly and I want them as separate documents grouped by tender ID or perhaps a document collection for sending them in.
If I upload them in one action - I can use the metadata of the previous upload and change only what is needed. If I want to upload another document which comes after my uploading action. I have to fill in all properties by myself and look at the others that it is still the same.
I could make a copy of an other document but then the document file will be copied, too. What I really want would be importing or draging and dropping it on an existing document and tell that it should not be replaced but the same metadata should be prefilled (except filename) and the new file should be uploaded as a new document where I can also change some metadata and use the filename of the uploaded file.
Sounds a little complicated but I guess that also other people have those problems. So, how did you solve it? (manually, extra vault application, compliance kit, ...) - or perhaps worth for a standard feature in M-Files (before I prog a workaround :) )
