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1483 results found

  1. A way to Search for empty or null numbers and dates.

    I suggest you provide a way to search for empty or null numbers and dates in index fields.

    59 votes

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    6 comments  ·  Searching  ·  Admin →
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  2. Add additional page for stamps

    Reviewing the invoices can be difficult as there is not enough room for the stamps, so the stamp and the underlying text becomes illegible. Another seperate sheet solely for stamps might be an idea.

    9 votes

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    1 comment  ·  Viewing  ·  Admin →
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  3. Allow entering a description when scanning batches of documents to a tray

    Users are accustomed to entering a description when scanning multiple documents to a tray and this later helps them select them for indexing. This description may be a batch number, a date, a location from where the documents were received, the operator's name or any text at all that helps organize the documents. The current functionality only allows editing the document name after it is already in the tray and only one document at a time.

    5 votes

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  4. Be able to suppress "Please Complete My Profile" bubble without filling all fields

    in 6.11, users now see "Please Complete My Profile" every time they log in. Please add a way for the admin to remove this pop up. The user shouldn't be forced to add their name, email and salutation if they do not want to.

    5 votes

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    1 comment  ·  Login  ·  Admin →
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  5. Versioning by PDF-Print and Import

    Actual we have to use checkout and document tray.
    By connecting with an ERP-System this manuell work is impossible because of quantity.
    We need an automatic versioning by criteria while import or print.

    6 votes

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    0 comments  ·  General  ·  Admin →
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  6. merge layers in a workflow

    add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.

    10 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. URL integration to allow the pre-population of an Eform

    Ability to a customer to convert their pre-printed forms into digital forms but not have to manually capture all of the field information when it is already available from a 3rd party data source.

    57 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Same document being stored twice

    Prevent the user from storing document twice if the store button is pressed a second time while the document is in the process of being stored.

    3 votes

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    0 comments  ·  Storing  ·  Admin →
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  9. The clients have requested a better way to attach or replaces pages to an existing document than having to copy to a document tray

    The clients have requested better way to replace a page in an existing document than having to copy and then select the order and clip or staple and store back.

    11 votes

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    1 comment  ·  Storing  ·  Admin →
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  10. Crop print feature

    I have clients that have plats stored (some of individual properties and others of whole neighborhoods or towns) and when they have customers come to obtain a plat drawing, the customer may want just a certain section and not the whole drawing.

    So to prevent waste and remove several steps of using third party programs, I would like to see a crop and print feature add to the tools in the viewer. Not to edit the image but just to highlight a certain section of an image and print just that section.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  11. Problem with DocuWare link in email notifications

    Users should be directed straight to DocuWare Cloud from an emailed link instead of the error 406 page when they don't have any pending action items in their profile. This is causing some confusion with our approvers. Below is the error message.

    Status:
    406 - Not Acceptable
    Message:
    The result list cannot be displayed. It cannot be found or you have no permission to open it.
    Exception

    RequestNotAcceptedException: The result list cannot be displayed. It cannot be found or you have no permission to open it.

    3 votes

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  12. Remove preceding/trailing/in-between spaces in Store dialog fields

    We having issues with certain fields (eg VAT numbers) in Intellix Store Dialog, these fields are used in conjunction with Filtered Select Lists.
    Problem is - different companies write VAT fields different ways:
    GB123456789
    123456789
    GB 123 4567 89
    which is completely break our filtered select lists, since we query customer CRM for that VAT number, where all of it kept uniform, like:
    123456789

    We need ability to format post-Intellix fields in store dialogs - remove spaces, or certain characters using Regex or just list of characters to be removed, like:
    GB| |VAT (second item is blank space)

    Thank you

    11 votes

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    4 comments  ·  Storing  ·  Admin →
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  13. Be able to assign Stamps to only be availalbe for particular Task Lists.

    Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .

    For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.

    13 votes

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    0 comments  ·  Workflow  ·  Admin →
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  14. Vote system for intelligent indexing

    A nice feature would be the ability to Vote Thumbs Up or Down on a Repeat Intelligent Indexing result.

    As I understand it, currently there is no way to reset or change intelligent indexing results on the cloud. This would be a good way to provide instant feed back and possibly reset field values to original results and try a different template on the next run?

    3 votes

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  15. Store document by drag and drop on workflow task

    Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
    The only option for now is to append a document to a document in a workflow.
    But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
    This option is already available in taskmanager but not in workflow manager.

    7 votes

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    0 comments  ·  Workflow  ·  Admin →
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  16. 6 votes

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  17. 5 votes

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    0 comments  ·  Exporting  ·  Admin →
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  18. Due Date from Start

    It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  19. possibility to disable the new function "send request" from the contextual menu and / or the possibility to choose the rights of visualizati

    possibility to disable the new function "send request" from the context menu and / or the possibility to choose the rights of visualization of the roles and users

    6 votes

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    0 comments  ·  Searching  ·  Admin →
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  20. Send email to the partner contact when 80% of the Intelling credit is reached

    Right now only the customer contact receives an English message when 80% of Intelligent Indexing credit is used

    The message should be in the langage configured in the portal and more important a copy should be send to the partner. So the partner could act before 100% of the limit is reached.

    8 votes

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