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  1. Due Date from Start

    It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.

    4 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. merge layers in a workflow

    add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.

    6 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. Calendar Invite for workflow

    We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.

    20 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Store document by drag and drop on workflow task

    Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
    The only option for now is to append a document to a document in a workflow.
    But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
    This option is already available in taskmanager but not in workflow manager.

    7 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Export Tasks as CSV

    Just like you can export a csv from a result list, it would be nice to export your workflow tasks as a csv

    29 votes

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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Open Workflow Task from a Search/Result List

    Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity

    46 votes

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    7 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Be able to assign Stamps to only be availalbe for particular Task Lists.

    Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .

    For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.

    11 votes

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  8. 2 votes

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  9. With email notifications it would be nice if it could send a message to an address read directly from the document.

    With email notifications it would be nice if it could send a message to an address read directly from the document

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. Email Notifications - File Cabinet vs Individual Users

    Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

    Please allow the ability to set a notification template at the file cabinet level.

    Regards,
    Bret Messer

    5 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add a search tool to Tasks

    It would be very helpful to be able to search for a task by using index criteria.

    2 votes

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  12. Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager

    Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.

    3 votes

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  13. workflow copy objects in workflow.

    you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.

    19 votes

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  14. change/hide workflow history tabs

    It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs

    14 votes

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  15. E-Mail by date

    It would be usefull, to get an email because of date not only by event.
    A resubmission is needed on that date or 3 days before.
    In this case there is no event, to get one I Need to build an extra autoindex Job.

    1 vote

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  16. Set notifications preferences

    It would be great if each user could set his notifications preferences on how to get the emails from the workflow manager. For example :
    1. send me a mail for each task
    2. send me a mail once a day
    3. send me a mail once a week

    24 votes

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  17. Add the ability to set a stamps max width/height

    Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.

    Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.

    4 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow customization of the workflow documents view per user

    Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.

    8 votes

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    Added to Ideas Backlog  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Visibility of the workflow document when openning the linked documents

    The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.

    44 votes

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    Added to Ideas Backlog  ·  5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.

    Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.

    Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…

    3 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

    You can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.

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