IBM Data and AI RegTech Ideas Portal

Shape the future of IBM!

We invite you to shape the future of IBM, including product roadmaps, by submitting ideas that matter to you the most. Here's how it works:

Post your ideas

Post ideas and requests to enhance a product or service. Take a look at ideas others have posted and upvote them if they matter to you,

  1. Post an idea

  2. Upvote ideas that matter most to you

  3. Get feedback from the IBM team to refine your idea

Help IBM prioritize your ideas and requests

The IBM team may need your help to refine the ideas so they may ask for more information or feedback. The offering manager team will then decide if they can begin working on your idea. If they can start during the next development cycle, they will put the idea on the priority list. Each team at IBM works on a different schedule, where some ideas can be implemented right away, others may be placed on a different schedule.

Receive notification on the decision

Some ideas can be implemented at IBM, while others may not fit within the development plans for the product. In either case, the team will let you know as soon as possible. In some cases, we may be able to find alternatives for ideas which cannot be implemented in a reasonable time.


For product documentation, see Knowledge Center.
Create and View Support Cases and Use the Discussion Forum here

Shorter URL for this site is: http://ibm.biz/WFS-Ideas or https://ibm.biz/RegTech-Ideas

Status Delivered
Workspace OpenPages Ideas
Component Platform Features
Created by Guest
Created on Sep 30, 2020

Ability to edit and check in attachments without saving to desktop.

It would be useful to have the ability to edit and check in attachments without saving to desktop.

As a user, I should have the ability to ‘Edit’ the attachment without saving to my desktop on clicking the ‘Edit’ button.

On clicking ‘Edit’ button, attachment opened in read only mode should switch to ‘Edit’ mode on the activity screen.

User should be allowed to make required edits int he attachment on the attachment activity screen itself.

All the ‘Edit’ capabilities provided by Microsoftword, Microsoft excel and Adobe PDF should be available on attachment activity screen during ‘Edit’ mode.

When user clicks the ‘Edit’ button, system should ‘Check out & Open’ the attachment automatically.

As a user, when edits to an attachment are complete- I should have the ability to save my attachment by clicking the ‘Save’ button.

When user clicks the ‘Save’ button, system should ‘Check in’ the attachment automatically and override the existing version.

Add a new feature for ‘Check in as new version ’under ‘Attachments’ drop-down in menu.

On click of ‘Check in as new version’, user should be allowed to create a new version of the same attachment, leaving the original version as-is.

If a user attempts to close/ navigate from the attachment activity screen without ‘Save’ > System should throw a validation message to user directing them to ‘Save/ Check in’ the document otherwise the edits made will be lost.

On close- System should discard all the previous versions of the attachment and retain only the latest version.