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1473 results found

  1. Add an >> End Button for clipped documents in the Viewer.

    Add an >> End Button in the Viewer to allow users to view clipped documents quicker at the end of document packet.

    1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  2. workflow for multiple cabinets

    Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. Add abilty to show index value from another document

    show index value from another document (from another filecabinet) in result list/tasks lists/workflows.
    using something link document links otpion maybe ?

    1 vote

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  4. 7 votes

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  5. Create Blank Store Dialogs

    It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.

    2 votes

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    0 comments  ·  Storing  ·  Admin →
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  6. Message on login

    Make the system able to post custom messages to users as they login, similar to the tutorial that pops up on login. This could be used to notify users of upcoming outages, etc.

    2 votes

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  7. Workflow Tasks - Notification Sound on Arrival

    Would be great to have the option for a Windows Notification when a workflow step arrives.

    Direct request from a client, and I thought it worthy enough to submit.

    Thanks!

    1 vote

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  8. Manage alerts or limits for uploaded documents in cabinet or tray

    To be able to manage alerts for types of documents uploaded and especially more important for their size, I am very interested to know that my users do not upload files of more than X mb in a specific file cabinet for example, or that they only upload PDFs.

    This can be done in two ways, by alerts and leaving the user or with permissions in the filing cabinet, and that you put some filters to the filing cabinet of allowed limits.

    2 votes

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  9. workflow email list

    In the workflow designer there is a variable for user of a group and a checkbox for a list variable. I would like to have a list variable for email addresses. I would also like to be able to fill that list with more than 100 results from a file cabinet query

    1 vote

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    2 comments  ·  Workflow  ·  Admin →
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  10. DW Cloud - Make More Database Elements Available for Select Lists/Autoindex

    For Select Lists and Autoindex routines the tables available in the cloud are somewhat dialed back, and since I am not looking to update anything in these tables it seems like it would be harmless to make more of them available to us. The case today was a situation where in an on premise system I can create a select list for the users in a group or role, but I can't get to the tables needed to do this in the cloud.

    1 vote

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  11. Make stamps searchable

    Stamps do not appear to be searchable. It would be very beneficial if a content search be able to search these stamps.

    11 votes

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  12. Allow documents storage in batches instead of having to store each individual document.

    After you drag multiple documents to the Inbox simultaneously, they are all highlighted and you can select the "STORE" box, but the next step forces you to select STORE once again individually for each item needing to be stored, which is completely redundant. They were already all highlighted and STORE was selected, at which point a "group store" would be adequate. After all, there is always the option of deleting a document later on, if this was a mis-step.

    3 votes

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    1 comment  ·  Storing  ·  Admin →
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  13. Type Signatures in Forms

    Typing a signature is available in work flows but, not available in forms. Using the mouse to make a signature usually comes out sloppy. It would be nice to be able to type a signature in forms.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. separate user name and password entry screens

    Separate screens for user name entry and password entry to improve security. Current one screen model lends itself to brute force attacks.

    2 votes

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  15. restore the ability to filter select lists in the cloud using SQL statements

    I'm building a pretty standard AP setup using cloud 7.1 and just want the users to pick from a list of open purchase orders that are stored in DW. can't do it! why not? can't filter select lists using SQL statements in the cloud! wtf? bring it back.

    21 votes

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  16. Add Instructions to Store Dialogs

    I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.

    7 votes

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  17. Add the ability to pull up documents using document relations with a string of characters

    EX: store Packing Slip with PO Number 123
    Store a Purchase Order with PO Number 456
    Store an Invoice with PO Number 123;456

    Allow the string of characters to pull up documents containing both entries separated by semi-colon

    1 vote

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  18. Store Dialog Validation should use same license as current user

    Currently an additional license is needed to run a Validation on document storage. The logged in user license should be able to be passed through to enable the validation. Alternatively making a validation run without a license would work too.

    It doesn't make sense to need an additional license just to run validations.

    1 vote

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  19. Allow progress to be saved on a workflow task

    It would be nice to be able to save work on a workflow task for completion at a later time.

    For instance, when filling out GL account information on an invoice with a lot of line items, it would be nice to be able to save the progress to be completed later. Let's say I have an invoice with 50 line items that all need to be coded to a different account. Maybe I get to line 30 and need to go to a meeting. There isn't any way to save my progress so I can finish later.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  20. Verify and remove the check digit on barcode

    it would be helpful that in the barcode reading configuration there is the possibility to remove the barcode check digit.
    thanks

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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