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1403 results found

  1. Please let "Keep entries” option to be checked by default. It will shorten 1 step for companies who only use that function in their imports.

    Unfortunately, this functionality is not implemented. It’s not posible to set “keep entries” option checked by default.
    I would suggest you develop this function in the upcoming version / patch.

    8 votes

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    2 comments  ·  Storing  ·  Admin →
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  2. Prompt to save when index entries have been changed

    When using the viewer with index entries, any changes are not saved unless you press the save button.
    If you close the document without pressing the save button you are NOT prompted to "Save Changes".

    This could cause problems for users if they
    1. Open the Document
    2. Change the index entries (but not press save)
    3. Make an annotation on the document
    4. Close the Document
    They would be prompted to “Save Changes” this could be very misleading, as they would think they are saving all changes and not just the annotation.

    4 votes

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    0 comments  ·  Viewing  ·  Admin →
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  3. Select "all" choice

    Need a “select all” button so I can clear out/delete my tray after I’m done working. For example: I had to copy an entire file section for the state. I had to go through the file page by page to separate out the different documents so only the pages that belonged together were in that document. I split out the next one and so on. I did this because I needed to print them as 2-sided and this was the only way I could think of that wouldn’t put a page that didn’t belong (i.e. 1 of 3 pgs –…

    6 votes

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  4. move to document tray

    Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
    If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..

    3 votes

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    0 comments  ·  Storing  ·  Admin →
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  5. Allow word wrap in Stamp Text Fields

    Allow word wrap in stamps. We need to add quite long comments in stamps as part of our workflow, but there is no word wrap functionality for longer comments.

    12 votes

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    0 comments  ·  Viewing  ·  Admin →
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  6. Allow for higher level of zoom for document overview window

    The maximum level of zoom currently available for the document overview window makes it practically useless when used with a larger monitor.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  7. Allow formatting of numeric fields in the admin tool to exclude the thousands separator.

    This would allow the use of numeric fields for PO numbers and the like and provide the range search capability in the search dialog, as well as proper numeric sorting.

    18 votes

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    1 comment  ·  Indexing  ·  Admin →
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  8. Connect to Outlook could not view document before storing into Docuware

    It was discovered that when storing documents from C2O, it was only the store dialog that pop up to index the document but the document to be indexed could not be viewed just like in Docuware where we have the store dialog and the document to be stored. Do I need to perform any task before the document to stored is been viewed

    3 votes

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    0 comments  ·  Storing  ·  Admin →
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  9. Edit Forms CSS/Javascript

    Other competitors to DocuWare that offer Forms solution are graphically very customizable. DocuWare's Forms are not as robust. It would be nice to edit the graphical elements of the Forms more in-depth via CSS and/or JavaScript.

    22 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Zoom to intelligent index zone

    Similar to many capture products Intelligent Indexing should have a configurable option to "zoom to zone" so that when the user is focused on a certain field (say the Invoice Number) the document viewer will zoom into that highlighted location on the document. This helps achieve a quicker review of the document. An example of this is attached.

    8 votes

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  11. Field Mask

    In the field mask option, there is not the possibility to set a configuration about a "password type". This means the user can digit a password (for stamps for example) and the data are display as "******".

    In workflow step I can set several condition where I ask a password, but in this case it's write in visible way.

    2 votes

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    1 comment  ·  Storing  ·  Admin →
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  12. Allow a single document within a clipped document to be removed or copied.

    We clip multiple files together for a workflow and store the document, however we need the ability to copy one of those files, modify it, then re-store it as a separate document without affecting the clipped file.

    19 votes

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    1 comment  ·  General  ·  Admin →
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  13. Can you add a Skip feature when storing documents?

    After selecting a group of documents from a tray and dragging them to the store dialog, if I find I have an issue with a document and I want to leave it in the tray and not store it, I have to press cancel and re-select the remaining documents and again dragto the dialog. Can a skip icon be added so we can stop doing this and instead after storing the final document the screen returns to the documents I skipped?

    20 votes

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    2 comments  ·  Storing  ·  Admin →
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  14. Make it possible to rename values in keyword fields

    In the Windows client a user could go to the Info box and select a keyword value and rename it very easily. In the Web client a user must delete and recreate a value. This can be very difficult if there are several keyword values associated to the field and they have several characters.

    6 votes

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    0 comments  ·  Indexing  ·  Admin →
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  15. Add .ptx files as a supported file

    Adding .ptx file format would be beneficial to Docuware because there are law firms and court systems that use this type of file format for their records. This is a standard form of file type for law firms, attorneys and court houses across the nation.

    5 votes

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    1 comment  ·  Viewing  ·  Admin →
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  16. Add the function "jump directly to the last document" in the Viewer in case of documents put together with a clip.

    Lawyers have an awful amount of documents in their cases/lawsuit (sometimes more than 200) and they put them together with a clip. Nevertheless in the Viewer you can only jump from one after the other, which meas you have to make 200 clics until you see the last document.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  17. prompt field in lists

    I'd like to see the ability to prompt for input on certain fields for Lists. So a list would be set with certain fields that are hard coded but have the ability to prompt the user for values for other fields.

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  18. Visibility of the workflow document when openning the linked documents

    The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.

    47 votes

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  19. When using the Checkout feature of version control there is no notice that the document is checked out to a subsequent user if they are only

    When using the Checkout feature of version control there is no notice that the document is checked out to a subsequent user if they are only viewing the document. A notice of being checked out is only shown if a subsequent viewer attempts to edit the document. A notice should also be provided that the document is check out even if they are only viewing it. Otherwise the user viewing the document is assuming that it is the most current version and may take action accordingly not knowing that they should actually wait and view the document later after any…

    3 votes

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    0 comments  ·  Searching  ·  Admin →
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  20. Alphabetical list of search dialogs in WebClient

    When I go to Settings > searches, to enable which search dialogs I want to be visible. I see a list of 40+ dialogs, but they are not alphabetical so I cannot easily find the one I want!!

    12 votes

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    2 comments  ·  Searching  ·  Admin →
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