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1431 results found

  1. 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

    63 votes
    8 comments  ·  Workflow  ·  Admin →
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  2. 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
    0 comments  ·  Forms  ·  Admin →
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  3. 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
    0 comments  ·  Forms  ·  Admin →
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  4. 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
    0 comments  ·  Storing  ·  Admin →
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  5. 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

    117 votes
    9 comments  ·  Indexing  ·  Admin →
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  6. 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'.

    71 votes
    7 comments  ·  Indexing  ·  Admin →
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  7. When sorting a list with the "Sort by" button, the "reset sorting" option may not be accessible.

    In presence of a long sort field list, as such list is not scrollable, the "reset sorting" option, figuring at the bottom of the list, may not be accessible.

    2 votes
    0 comments  ·  Lists  ·  Admin →
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  8. 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.

    13 votes
    2 comments  ·  Intelligent Indexing  ·  Admin →
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  9. Restrict annotation visibility based on profile

    Customers like to use annotations on documents however if a user from a different profile logs in they too can see the annotation. If there was a way to hide them based on the profile that would be great.

    6 votes
    1 comment  ·  Viewing  ·  Admin →
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  10. 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
    0 comments  ·  Indexing  ·  Admin →
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  11. 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.

    25 votes
    4 comments  ·  Workflow  ·  Admin →
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  12. 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
    0 comments  ·  Viewing  ·  Admin →
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  13. 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
    0 comments  ·  Searching  ·  Admin →
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  14. documentcreation tool

    most document management software offers the possibilities to extract stored document data and export it into a Word template. From there you can complete the document and store it as a new document in DocuWare. I guess this issue has been asked a few years ago and i don't see it comming. Most of my prospects are asking for this feature.

    2 votes
    0 comments  ·  Storing  ·  Admin →
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  15. Allow an option to turn off edit multiple index entries

    Many of our clients want to restrict users' ability to specifically edit multiple index entries, while still allowing them to edit a single index entry. The reason being is that they don't want them to select multiple documents and accidentally either delete a field or change it to something incorrect. It's fine if they had the ability to edit index entries for a single document, but currently you either have the option to edit index entries or you don't. You can't break it down to a singular vs. multiple level. I think this would be a useful future if you…

    3 votes
    1 comment  ·  Indexing  ·  Admin →
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  16. File Cabinets in Alphabetical Order for Searches

    I have 90 some file cabinets. I manually put them in alphabetical order. When I do a search they are not in alphabetical order. I have four columns to hunt through. It would seem that each column would be in alphabetical order. Not user friendly.

    4 votes
    0 comments  ·  Searching  ·  Admin →
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  17. Add ability to save your desktop setup as Workspace's

    Concerning the general layout of the two possible desktop areas (where you choose two panes or one) of DW.

    We all use trays, searches, lists and task in certain layouts but it tends to get busy especially as a system admin or someone with access to multiple Filing Cabinets.

    It would be nice to save a layout and name it. I like to have both areas set up on different Trays so I can drag and drop items back and forth to hit certain Intelligent Indexing/Storage configs. Then I have another view that shows a list of recently stored documents…

    9 votes
    2 comments  ·  DocuWare Cloud  ·  Admin →
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  18. Have csv file output from DocuWare with keyword index field data entries

    keyword values are not listed in CSV file output and these entries are lost in this report.

    29 votes
    1 comment  ·  Exporting  ·  Admin →
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  19. Way to organize forms in the configure view- store in seperate folders or a way to search, sort etc.

    10 votes
    2 comments  ·  Forms  ·  Admin →
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  20. File Type Icon in Web Client [...]

    Please update the Web Client file format template to include .txt and .msg files when storing through the Explorer Client. See attached for discrepancies. These documents were all stored via Explorer Client, but don't display their file types in the Web Client.

    2 votes
    0 comments  ·  General  ·  Admin →
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