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1396 results found

  1. Indexing Pulls More Than Needed

    When storing a document into a cabinet using Web Client, the user is not able to highlight text from the document if the text is spread over two lines. The behaviour of the indexing is that it grabs the entire text on both lines rather than the required words.

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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  2. Index value fields

    Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.

    Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.

    File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
    "can be empty", "new entry"

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  3. Separate File Cabinet Creation Permission under functional profile

    Once the user added to "Owner" file cabinet profile to manage file cabinet Dialog, Database fields, and permission, the user needs to have "File Cabinets" permission under functional profile.
    our client want to give user these permission but without having the ability to create new file cabinet,

    4 votes

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  4. Allow stamp configuration to be set to a designated layer

    Would be nice to be able to designate one of the 5 available layers for particular stamps

    4 votes

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    0 comments  ·  Stamps  ·  Admin →
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  5. Add Glow option in text boxes

    Be able to add a glow surrounding text in text box, making them easier to read with a busy backdrop

    5 votes

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    0 comments  ·  Annotations  ·  Admin →
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  6. Bring back the < (searches below the number) and > (searches above number)

    If we've inadvertently missed a number when indexing, we used to be able to find the document by typing in "9xx..." in the search option and it would pull all the numbers that fall under (or above) it and, therefore, would be easier to locate. For example, I'm looking for the account number 2140463374 but obviously we've missed / transposed a number somewhere. So I would enter <2140463999 and have all the indexed numbers UNDER it pull up.

    4 votes

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  7. Optional Cloud Expiration Countdown Login Dialog

    Please provide an optional count down for clients so they know when their DocuWare Cloud will expire. This should be enabled by the reseller on a case by case basis. I believe it should be offered when the client logs on with 30 days to go. Each time they log on with 30 or less days of service, a dialog could come up presenting the number of days remaining.

    1 vote

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  8. Prevent uploading unneeded documents

    how can the admin prevent the user from uploading unneeded documents, like Videos or audio files, whether to the file cabinet or the tray? version 6.12

    2 votes

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  9. Allow Drag and Drop when Rearranging Individual Pages in a Document

    We often have to add new pages into a document already stored in Docuware. When un-stapling a document it would be nice to be able to drag and drop the pages around to change the order that they are stored in the document.

    4 votes

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  10. Allow wildcard to monitor multiple folders for monitoring in Connect to Outlook

    When using monitored folders for storage in Connect to Outlook allow for wildcard monitoring to monitor subfolders of the monitored folder. We have users that store emails to DocuWare as well as using Archiving in Outlook. MOST of the time the user has subfolders in their email which need to be monitored for storage to DocuWare. Currently having to setup individual monitored folders to obtain this objective.

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  11. File formats supported for display: STP or STEP

    The file formats is becoming very standard for designer application...
    It should be great if we could support it

    Very current software who use this format:
    https://www.solidworks.com/

    Information about this format
    https://fileinfo.com/extension/step

    2 votes

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    0 comments  ·  Viewing  ·  Admin →
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  12. Add additional permissions to document trays

    It would be nice to be able to break out the 'use' permission on a document tray to be two separate permissions: View and Modify. Currently, personnel have full access to another persons working tray when they have the Use permission applied, but they have requested the ability to lock down their own trays where others on the team have visibility (View / Read Only), but not edit.

    21 votes

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    Thank you for your idea.
    Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    Document trays are meant for individual temporary storage. If you want more security you should consider using a file cabinet.

  13. remove default select lists from dates and other fields

    Select lists make no sense on some fields. Dates, decimals, integers, etc. These fields may have some uses for select lists but the majority of the time I end up removing the default select list.

    It would be good to turn off the default select list for fields that do not have the need the majority of the time they are used.

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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  14. Field list in Field behaviors should take the field name and not label

    Currently the field list when using field behaviors are using labels. This gets confusing when you have multiple addresses or occurrences of a particular field.

    If the field label was used instead, admins can make them unique.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Data in Form fields from different source

    The ability to pull data into fields on a form from another datasource.

    Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.

    15 votes

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    2 comments  ·  Workflow  ·  Admin →
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  16. Remove the backside (even pages) from a PDF with an Import configuration.

    Invoices often have the unneeded information on the second page of an emailed PDF. As of now, there is no method to configure an import configuration to only use the odd number pages and omit the even number pages. This would reduce the number of pages stored to only pages with necessary data.

    1 vote

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  17. view more than one document at the same time

    View more than one document at the same time and apply annotations to both documents at the same time

    2 votes

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    0 comments  ·  Viewing  ·  Admin →
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  18. I suggest that you provide a way to find duplicate document in Docuware

    Hi,

    To help find duplicate document, i suggest that docuware creates a checksum of each stored document and provides a way to find the duplicates.

    Thanks

    5 votes

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    0 comments  ·  Storing  ·  Admin →
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  19. Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.

    We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  20. Workflow Controller tasks in separate tabs, please

    In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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