I have a small UX challenge to tackling for an application project.
I would be interested in hearing from users and experts. Sometimes there are such obvious ideas that arise that we haven't thought of ourselves
So here is the use case.
Documents will be attached to certain types of content in a kind of custom CRM, and besides, a tagging system is planned to qualify this document and enhanced research.
Users will upload documents and then they will be able to associate them with tags:
- type of contract
- name of a supplier
- document creation date
- validity dates of the contract
- automatic tag with of the employee who introduced it into the system (could be hidden)
These tags are different fields: closed lists (taxonomies or others that can manager elsewhere) or date picker...
The benefit is that it will be possible to find this document if a search is carried out for all type of contracts "X" or all documents attached to suppliers "Y" or both, for example.
The most obvious solution like I did in the past is to allow the user to upload everything in bulk first, and then list out all of the uploaded files and provide fields next to it for each one individually to complete/select tags.
I wondered if I should display everything at once because there can be more or fewer tags depending on the document category. We can sometimes imagine eight different tags for 40 files uploaded at once but wouldn't any expand system be a loss of efficiency?
It gets even more complex because sometimes the tags have to be shared for a bunch of documents. Let's take a use case. I am uploading 40 documents of a specific category, 30 of which are maps signed by the same supplier on the same date, so there is no point in tagging them individually.
I have to find a way to group them, I initially thought of doing it before the upload process, but that would mean doing the upload in two stages, asking the question: is it a grouped upload or an independent file?
The other solution is to propose check-boxes, but it is necessary to think, the tagging the solutions according to this stage.
It could be a system with a side panel, the user will have the form with the tag aside. They could select a single file in the uploaded file list and complete the tag or select multiple files at once and edit tags of all of them at once as they were one file.
As a "nice to have" feature, some users also ask about having on one side of the screen a preview of the document as a cross-reference to check information when tagging them.
I'd be interested in discussing this with you.