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1325 results found

  1. Allow the ability to delete stamps and leave the data in the log.

    We have operating procedures that get modified monthly and have to go through an approval process. We are accumulating pages and pages of approval stamps on the end of our procedures. Also, when we check out a document to insert a photo, for example, it pushes the pages down and the stamps stay in place and cover the text of the document. It looks sloppy and unprofessional to auditors and customers. We need a better solution for multiple stamps on documents in file cabinets that use revision control.

    Mark Perkins

    8 votes

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    0 comments  ·  Signing  ·  Admin →
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  2. Please make it possible to do a word search or number search in the document tray to filter out duplicates.

    On a daily basis we receive a large amount of Certificate of Analysis (COA) for the raw materials that are delivered. There will be multiple copies of the COA's for the same lot and then there will be other lots attached as well. I am unable to take the time to look through all of them, so we scan everything. Once they are in the document tray I need a solution to filter out the duplicate COA's before I store them. For instance, right now I have 600 COA's I need to store but I know I could get rid…

    2 votes

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    1 comment  ·  Searching  ·  Admin →
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  3. Bring back the Print Result List button

    Previous versions of the thick client had a Print Result List button that would print a result list directly to a printer. I have customers that use this to report on recently stored documents. Now they have several more steps to work around this missing button.
    The older Thick client -
    1. Search for documents.
    2. Click button to print result list. - - It would be printed directly to a printer. (In a readable format.)

    The Web Client.
    1. Search for documents.
    2. Click button and select copy to CSV.
    3. Open CSV in excel.
    4. Select first Column.…

    5 votes

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    0 comments  ·  Searching  ·  Admin →
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  4. Docuware Trays Dropdown needs to show number of files in tray

    It would be nice to have the number of files in each tray display on the drop down. This way I don't have to open the tray to see if anything needs to be processed. Please see attachment for example.

    31 votes

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  5. Possibility to open the full DocuWare Webclient from a resultlist

    When a ResultList is open, the ability to transfer the resultlist to a full webclient would be good. Many users are missing the viewer and also the inconvenience of closing the result list window and opening a new DocuWare webclient.

    10 votes

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  6. Add related docs and preferences to mobile client

    Add a link to related docs in the mobile client.

    Also add the ability to hide/prioritize lists, searches, etc like you can in the windows explorer client and web client.

    2 votes

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  7. Create barcode in forms merge

    It would be helpful to be able to generate a 2D barcode which combines multiple index values while generating a PDF form from a web form. This way you could embed all the index values into a single barcode for simple index capture if the form needs to be printed and re-scanned.

    30 votes

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    4 comments  ·  Forms  ·  Admin →
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  8. Allow dynamic selection of document to merge with in a merge form configuration.

    Perhaps documents selectable from a cabinet (rather than selected from an explorer browse window) dedicated as these type of templates.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Be able to use predefined fields such as dates in a DW Form

    It would be great to be able to have a date field and just have it prepopulated with the current date. Also, would be great to be able to use currentuserlongname as a prepopulated item in a form field

    2 votes

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  10. I suggest you use the user's local setting to set up the date on forms.

    The UK has a date format of day/month/year and given I click on a calendar to select the date often the error is not seen until the 04/06 2017 or was that the 06/04/2017?

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Field setting changes on all result views

    If we have 15 result views and if we need to change the select list of an specific field, we need to manually change each single result view. We suggest to have a method to adjust all the fields at the same time. The tool might show a pop up to select the result views we want to change.

    29 votes

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  12. Open Workflow Task from a Search/Result List

    Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity

    57 votes

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    8 comments  ·  Workflow  ·  Admin →
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  13. allow Users to set their own default values for fields

    We currently have the ability to set default values for fields in the store dialogs. These defaults are tied to the store dialog itself though so if you wanted to set up different defaults for different users you'd have to create separate store dialogs. It would be great if Users could set their own defaults.

    One way that could work is to add a "Set Defaults" menu item to the context menu for the store dialog (see attached screenshot). To use it the user would fill out the store dialog with their desired defaults in some (or all) of the…

    5 votes

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    0 comments  ·  Storing  ·  Admin →
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  14. Multi Column Select List - Auto-Populate Data Once a Feld Is Selected

    Hi,

    Is this possible......

    Multi-Column select lists.......

    If a user selects an entry in a field using a multi column select list, it auto populates the data in the other fields that are configured in that store dialog using the multi-column select list.

    I think this could be a very powerful feature that would eliminate a lot of processing time. If configured and programmed correctly, using a database connection select list, it could enhance DocuWare considerably.

    Many thanks

    Sam Bangert

    106 votes

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    7 comments  ·  Indexing  ·  Admin →
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  15. ability to hide or disable 'create data record'

    end users are confused easily. I highly recommend adding the ability to hide or disable 'create data record' option in the web client. could be permissions driven or just a check box. I've had many users select this option when they really wanted 'store'.

    63 votes

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    6 comments  ·  Indexing  ·  Admin →
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  16. See the progress of fulltext index for all file cabinets

    You can access full text status in the admin tool. Give the ability to see a list of cabinet status in one view with a % of file cabinet that has been indexed.

    12 votes

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  17. Edit several index fields when selecting a group of documents

    When you select a group of documents to edit an index field, it could be usefull the posibility to modify more tan one field. Right now, there is only the posibility to modify one index field at once.

    11 votes

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    0 comments  ·  Indexing  ·  Admin →
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  18. The folder view does not display the first level field name.

    In the Docuware folder view, the first column of the hierarchal result is labeled as "NAME" instead of the actual name of the field selected.

    3 votes

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  19. FullText search result list to show summary view of first keyword

    In the application of a legal store and retrieval project scenario when doing a FullText search could the result list show a summary of text before and after the first found keyword to give some basic context to the document found. For example; you search for "John Smith litigation" and you can preview a sentence like "in 1975, John Smith company was in a litigation battle because...."

    This sentence would appear in a mouse-over bubble in the result list per returned document. Currently having to double click and have the complete first page open up is a slow process when…

    2 votes

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    0 comments  ·  Searching  ·  Admin →
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  20. Calendar Invite for workflow

    We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.

    24 votes

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    3 comments  ·  Workflow  ·  Admin →
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