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  1. Assign workflow controllers via roles

    Typically there are many different workflows where for example the Accounting users should be workflow controllers so that they can keep an eye on everyone's tasks. It would be very helpful to be able to assign a Role in to be the workflow controllers so that User Management becomes much easier with staff changes...

    2 votes

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  2. Add the ability to select checkboxes on a fillable document through the workflow

    For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.

    3 votes

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  3. Workflow: Remove active instances immediately from Tasks if User is removed from a Role

    Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.

    3 votes

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  4. Change yellow color on worfklow

    Yellow is worthless in a workflow, which means we are even more limited on color choices. Please either give us more color choices, or change yellow to something darker like Orange, that can be read when stamped on a doc in the workflow. Yellow just cannot be seen at all.

    1 vote

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  5. Get email delivery status on mail sent from DocuWare Workflow

    It would be helpful if emails sent from workflow would show the delivery status in workflow history. Currently we can see the recipients but not if the delivery to the recipients was successful.

    2 votes

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  6. Clip documents within a workflow

    currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document

    4 votes

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  7. Manage folders in workflow tasks

    Our users really look forward to being able to organise their taskslist with folders on their web client, check the mockup attached

    1 vote

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  8. Add the ability to select checkboxes on a fillable document through the workflow

    For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.

    1 vote

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  9. Rename confirm button in workflow

    It would be nice if the confirm button in a workflow user task could be renamed. I.E. save, update, route, cancel, remove.

    1 vote

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  10. Create data record with Workflow Designer

    It would be awesome to have the ability to create data records with workflow designer.

    1 vote

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  11. Workflow Section Comments

    It would be nice to have a comment tool in Workflow where you could draw colored boxes around groups of activity blocks and add tool tips to the blocks that describes what that section of the workflow is doing.

    1 vote

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  12. Download activity in workflow. Similar to emailing the document

    We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.

    Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.

    8 votes

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  13. allow workflow administrators to retry errors for all tasks at once.

    Over the weekend I had an issue with my local data connection. Then an autoindex kicked off 200 workflows that requred the LDC and they all puked. So then after I fixed the LDC I had 200 tasks I had to go in to each one and say retry rather than selecting all of them and then retrying them all at once.

    1 vote

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  14. Have the ability to click on a user and have an option to turn on or off e-mail notifications for workflow steps

    Example: Click on user Jon Doe and it will show every workflow and step that gets assigned to him. Then give me the option to send email for the step.

    1 vote

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  15. You need to be able to assign a specific SENDER email address within a workflow

    When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:

    AP invoice workflow send emails from AP@MYCOMPANY.COM
    Order workflow sends emails from ORDERS@MYCOMPANY.COM

    These should be selectable IN THE WORKFLOW

    6 votes

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  16. calculate rows in table fields in a workflow

    I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.

    2 votes

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  17. Automatic positioning of workflow stamps from the end of the document/page

    Currently, when a workflow stamps is configured to be placed on the document automatically when processing a step, the stamp is positioned in the first clear area big enough from the top left corner of the document.

    This often leads to documents being stamped next to the address... it would be more natural to position the stamp at the first clear area from the bottom of the document.

    There should be a configuration in the stamp to allow for automatic stamping "from the end of the first page" or "from the end of the document" or "from the top of…

    1 vote

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  18. Add an error message for a worflow while a document is open

    Currently, When a document is open in research and it's running in a workflow, the workflow don't update the data because the document is locked. We would like to know if you can change this in a future update by adding a error message to avoid the task will be in general error or by stopping the workflow when he encounter this situation.

    1 vote

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  19. Workflow - Allow Operators in Filtering

    I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.

    6 votes

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  20. Pull user's first and last names from their account.

    With the integration of Azure, usernames become "jdoe" or "john.doe" and it makes it impossible to pull their first or last name out of their account. We would like the ability to do so for the Workflow tool.

    2 votes

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