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1395 results found

  1. Workflow Task Search

    Provide a search box for workflow tasks for users to quickly and easily find a particular task/document within that workflow as task lists can get very lengthy.

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. Allow Document Processing by Index Value Change

    There are many times that it would be very useful to be able to send a document in a file cabinet out for run in a Document Processing instance. Let's say we have some data presented on a document in both barcode and plain text. First we try to capture by the barcode, and sometimes that doesn't work. We could then set a field value and send the document off for a shot at a Document Processing instance that tries for the text instead. In a similar way, sometimes an anchor won't read right and that throws off the capture.…

    4 votes

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  3. Fill table from other sources that another tables ..

    Currently you can only fill a table from data from another table ..

    I would be a great idea if you could get data also from external sources ..
    and from sources that are not table fields..

    Because you can still select which fields you want to use..

    3 votes

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  4. ability to export merge form

    Sometimes the source file of a merge form needs to be edited. If the original source file is missing, there is no way to export it from the merge form section.

    Add the ability to export (download) the source file from the Merge form section.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Document Status Color Indicator based on Field or Field Calculation

    Have a color indicator that would show the document status based on a field of field calculation. In Example, Aging Analysis, SLA Risk, etc.

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  6. Add workflow system variable for date time

    It would be nice if there were a workflow system variable for date time that takes in to account the time zone offset and daylight savings time.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. Allow storer to select "store document in black and white" when scanned in color

    Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.

    6 votes

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    0 comments  ·  Storing  ·  Admin →
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  8. Make Docuware FIPS compliant

    Some client who use Docuware or want to use Docuware do business with Government agencies which require to be FIPS complaint. Docuware can not be used if not FIPS complaint in this scenario.

    1 vote

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  9. Flatten PDF with REST/.NET API

    We can use DocumentAction to merge annotations on the Document. It would be nice if you could provide a method for Flattening all Form Fields on the Document. Right now we have to use 3rd party libraries to get this done.

    For all readers: I am using Syncfusion - they have free commercial license for small companies.

    3 votes

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  10. Processing Profiles - Split into Multiple Documents - Each with own set of indexing values and read out areas

    Transferring from other DMS's - Users normally scanned a pack of documents as a single pdf, it would be useful if we can put this through a processing profile to 'Identify','split',Index each document

    In example Employee onboarding pack
    (may contain a ID document, Bank Account confirmation letter, Employment contract, etc.)

    You would create sub profiles (or main profiles, then link to this profile) for each expected document, those not identified will have default indexes using the original input files' indexes, those that are defined is split / indexed and stored as per the sub profile.

    6 votes

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    1 comment  ·  Storing  ·  Admin →
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  11. Assign users dynamically to Substitution list global variable

    Currently substitution lists are static which is not usable for dynamic environment. I should be able to assign multiple users to a list and let DocuWare validate if the first (or second..) user is out of office and assign the task to the next available user.

    1 vote

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  12. Copy Workflow to a new file cabinet

    Would be nice to copy a workflow to a new file cabinet

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  14. language mapping for index fields when creating

    When creating indexfields you create those in one language. But if you need multiple languages they are not supported yet.
    A simple solution could be, that after creating the index field you can add the translation to those fields in the desired language.

    1 vote

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  15. Clear selection option in Multiple Choice field in forms.

    Currently you can initialize a multiple choice field to a default choice of none. However, a way to reset the field to none after a choice has been made would be greatly beneficial. This way if a choice is not required a user can clear the field without restarting the entire form.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Indexing > Replace Text: Add If text contains "word" then replace with "word".

    Indexing > Replace Text: Add If text contains "word" then replace with "word".

    1 vote

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    2 comments  ·  Indexing  ·  Admin →
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  17. Document Processing - Auto Selection Groups

    Right now if we set a Document Processing instance to be automatically selected then processes that use this function have to be evaluated against the full set of templates set for automatic recognition. It would be very useful to be able to create groups of automatic processing templates. Let's say that you have three templates that perhaps a PO might use. Then you might have four that a Sales Order might use. If you could group them then you could have a PO template that triggers on the same values that the Sales Order template would trigger on, but by…

    3 votes

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  18. Open web forms in the viewer

    Have the option to have Forms open in the viewer.

    3 votes

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  19. Have option to auto set focus on first field

    This would assist the filling in of a form as the first field would be ready to receive data rather than having to type a Tab key or click on it.

    1 vote

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  20. Allow access to cookies when making a REST request

    When making a connection to a REST service, allow access to the cookies both when making the request and from the response. There are web services (ie Docuware) that use auth cookies that are sent to the client that need to be included when making further requests.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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