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1396 results found

  1. If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray

    Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document

    17 votes

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    2 comments  ·  Storing  ·  Admin →
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  2. link annotations with index fields

    It would be great to give the ability to annotations to auto-populate index fields, like the stamps do. Since stamps are permanent and cannot be edited or deleted, the annotations are more user friendly for "live documents" that are being updated.

    15 votes

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    0 comments  ·  Searching  ·  Admin →
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  3. Keyword filds in result list dialog

    Possibility to show keyword fields in result list dialog as comma separated string

    18 votes

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  4. Force stamp location

    Allow us to force certain stamps/decisions to go on specific pages or areas.

    8 votes

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  5. Add shortcut to download selected file from clipped documents

    With document which contains several clipped files we can not download selected clipped file (which preview is currently displayed) using any shortcut - we can only download complete document set as ZIP.

    1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  6. Multi-factor login authentication as a security option

    It would be nice to be able to have a multi-factor login authentication as a security option. We have users who work in DocuWare while they are on the road and it would be nice to toggle this feature on/off per user as an extra layer of security.

    184 votes

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  7. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    8 votes

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    1 comment  ·  Indexing  ·  Admin →
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  8. Multi Filtering

    Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!

    2 votes

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    2 comments  ·  Workflow  ·  Admin →
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  9. Add the ability to adjust the layout of the preview pane to be above or below the tray.

    To better fit on a Portrait mode monitor, please add a setting to the preview pane to switch it from being next to the tray to being either below or above the tray. This will allow for a much higher density of information in a single window with the preview pane when viewing on a portrait monitor, which is popular for document viewing.

    2 votes

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    0 comments  ·  Viewing  ·  Admin →
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  10. autoindex document tray

    Document Trays should have the ability to autoindex when documents come in and either automatically store to File Cabinet or Pre-Index the documents as they arrive. This would alleviate the need to setup folder imports for the most part.

    3 votes

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  11. Store Automatically Currently ignores the settings in the selected store dialog. It should still default values in fields etc.

    Personally I think this is a bug. Currently Store Dialog settings like preloaded default values are ignored. If you select multiple documents in a tray and use the Store Automatically the settings of the store dialog are not processed. This causes huge issues if a status field for instance was preloaded to kick off a particular workflow. The user is allowed to do it but the documents get stored without the necessary default index values and the user has no idea the fields were not filled in as they are if they store one at a time with the store…

    15 votes

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  12. Background image for the sign field

    Instead of just having a white background for the sign field, allow using a background image in order to make a diagram.

    Included, one example of a bus background image on which user can simply draw where the problem is located for instance.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. version field in task

    Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  14. Change trade to non-trade

    When you switch the invoice from trade to non-trade, it should show up in non-trade list. This is not happening at this moment. I then have to go and find said invoice if I didn't copy it to my personal file. It would be a much cleaner list and no duplicates vouched and stored. This would just be for convenience, not really needed. Also the other way around doesn't do anything. It keeps the invoice in the non-trade list.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  15. stamping idea

    I suggest that you improve stamping as to you can highlight a lot of of documents at once(ctr+a) and be able to stamp them at one go than to open first then stamp, time consummation.

    thank you, Xolani at ALLIED PUBLISHING

    3 votes

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  16. Swap to Acrobat Reader for PDF in order to see the digital signature or the PDF/A version

    in acrobat you can see the detail in a left pane of the digital signature as well as the version of the PDF/A (2b, 3u, etc) or the content of the PDF/X which is the next norm for digital invoices (xml embedded in the pdf)

    1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  17. allow us to control which store dialogs can be seen from a document tray

    document trays are used for different things. eg. invoices coming in to one facility go into a particular document tray (from C2Mailor or from DWImport from a hotfolder linked to that facility's MFP, or users at that facility only have access to that C2O configuration, etc). Wouldn't it be great if any of those invoices could only be stored using one particular store dialog (eg. the Invoices one), even if that particular user also had access to a store dialog for contracts or other documents that never ended up in this tray? That would simplify the user's menus, reduce possible…

    22 votes

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  18. Have the email address show up vs the clients name after the email is stored in docuware

    Have the email address show up vs the clients name after the email is stored in docuware. Work around RIGHT CLICK edit is not up to par, if you can show the CLIENTS name , why cant it just display the Users full email address

    2 votes

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  19. Display an error message with a reason when editing multiple index entries

    When you edit multiple index entries at once via a resultlist and for example it needs to be a value from a selectlist it simply displays failed to update x amount of documents." I would propose you show the reason why it failed.

    i.e. "Failed to update x out of x documents. the value was not in the selectlist"

    1 vote

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  20. Specify initial doc version on Store

    Provide for a user to choose the initial version number value for the document when storing under Version Management.

    When replacing another system, documents may come with existing version numbers and need to progress from that point easily when migrated to DocuWare.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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