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1397 results found

  1. Stamp Visibility on Document Criteria

    Stamps can perform very specific actions, sometimes only appropriate for documents of certain document types, statuses or other defining criteria. Right now the stamps all show for anything in the specified File Cabinet, but would be great if we could filter when they show up based on defined index values.

    10 votes

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    2 comments  ·  Stamps  ·  Admin →
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  2. In the workflow designer allow a workflow to be scheduled if todays date = a date index filed

    In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. Use the field from the file cabinet that is designated as the Document Name to be the value displayed at the top of the viewer pane

    Use the field from the file cabinet that is designated as the Document Name to be the value displayed at the top of the viewer pane when a stored document is displayed.

    1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  4. Insert stored document into email chain

    Add the ability to insert a stored document into an existing email chain. Currently, you have to download the document and save it onto Desktop, then attach it.

    1 vote

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  5. Create software integrations for screen reading software for the visually impaired.

    Currently visually impaired often use screen reader software for accessibility. With further integration, those who have visual impairment would still be able have full use of the product.

    1 vote

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  6. Search for used fields and variables in Workflow Designer

    We all know that workflows can get very complex. At the moment, if you need to find out where in the workflow you are using certain variables the only way to find the assignments is to try and delete the variable. The Designer then shows you a list of all places where that variable has been used. However, currently you have no way of finding data assignments to fields as you can't search for them. It would be very helpful to have an option in the Designer where you can see all the different fields (even in other file cabinets)…

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. Dark Mode

    Please provide a Dark Mode option, i have to look at this thing all day and even with monitor adjustments it gets to be a bit much.
    thanks!

    34 votes

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    3 comments  ·  General  ·  Admin →
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  8. audit trail/ reporting

    Increased functionality with audit reporting. Add the ability to add criteria (other then date) the search parameters. Be able to search by event, user and then be able to sort the results A to z or z to a.

    10 votes

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  9. Make Waiting and Delayed tasks in Workflow visible to Wokflow Monitors

    When an instance goes into a Waiting or Delayed Task in workflow, it completely disappears from all Web Client views (My Tasks and Monitored Tasks). This makes it difficult to monitor what is in these states without going to the Workflow Designed as a Designer and checking the Waiting Instances Tab.

    Even if I go to the Waiting Instances tab there is no simple way to associate the documents with the instances. The tab show Guid and DocID but many times that is too generic for a user to track back a document if it is waiting and needs to…

    2 votes

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  10. Add indexes to DocuWare notifications

    Add ability to notifications (non workflow) to add index metadata to the subject and use an index as a subscriber.

    1 vote

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  11. Add option or Out of Office

    Have the ability in Out of Office to HOLD a task and not have it transferred to the next person when Out of Office is turned on.

    1 vote

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  12. disable the enter key when storing documents

    I want the enter key to only be used to add index entries; not store the document. I click the data on the scanned documents and press enter to add it as an index entry--sometimes I will think I have clicked the data but my mouse wasn't all the way on the data and I will, out of habit, press enter and the whole document is stored when it wasn't ready to be stored. Just make it a user option so each user can decide what they want the enter key to do. You should encompass more keyboard shortcuts.

    2 votes

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  13. Add ability to import as a new version

    We will often send documents to clients for review. It would be helpful if we could import the client documents as a new version of an existing document, rather than saving it as a new document.

    1 vote

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  14. Forms - Enhanced Validation Handling

    Right now validations are only for a specific field. Would be useful for this to be expanded for use cases like one where if one field is blank another must contain content. Essentially, if a condition exists in a field other fields could have validation elements apply as a result.

    1 vote

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  15. HEIF/HEIC Image Support

    It would be nice to have the new standard image format HEIF/HEIC supported by the WebClient Viewer (and the configuration pages like Printer), as this format is slowly becoming the new standard, replacing .JPEG.
    It is already integrated in all mayor OS and the standard format for pictures taken with iOS.

    See this link: https://en.wikipedia.org/wiki/High_Efficiency_Image_File_Format

    8 votes

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    2 comments  ·  Viewing  ·  Admin →
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  16. In a workflow table field create a row for each item in a keyword field

    I have a form with checkboxes that index in a keyword field. I would like to create a row in a table field for each of those keywords in a workflow. If I set up the default value to be the keyword field it puts all of them in one row. That isn't very helpful.

    8 votes

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  17. Allow Workflow Controllers to Move an Item to A Different Node in The Workflow

    Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future

    6 votes

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    0 comments  ·  Workflow  ·  Admin →
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  18. Add translations to workflow actions/buttons to support multinational companies

    I have an existing customer who is looking to expand their usage of the system to include users in different countries.
    As such they would like the workflow actions to reflect their language.
    At the moment the only way I can see to do this is to include the translations of each language on the button but this doesn't work because there are too many characters.
    What would be good is if the locale of the user was used to select the translation of the label so that it would support a greater number of users in a multinational company.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  19. email lists

    The ability to email lists to people daily, weekly, monthly.

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  20. read only select list

    Select Lists are not case sensitive

    1 vote

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    1 comment  ·  Storing  ·  Admin →
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