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1426 results found

  1. Connect to Outlook Send and Store should be automatic when sending a reply.

    We have been asked if the Connect to Outlook Send and Store would work the same as MailConnect. I.E. When the users click the send button the store to DocuWare dialog box prompt would appear automatically. The user's are forgetting they have to use the Send and Store option on the toolbar

    1 vote
    0 comments  ·  Admin →
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  2. Formulare in Briefkorb ablegen!

    Es wäre ein wichtiger Schritt, die Möglichkeit anzubieten, die Formulare in Briefkörbe übermitteln zu können. Die Formulare kann man aktuell zu einem Ablage Dialog zuordnen (was ein Workflow auslöst). Es wird vielles vereinfachen, wenn die Formulare auch in einem Briefkorb gehen können und dann erst durch Mitarbeiter in einem Ablage Dialog indexiert werden kann.

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  3. enable sending a flattened PDF version of a document out of Docuware

    Enable saving a flattened version of a document to in turn mail out of the system or within the email workflow tool, enable flattening a copy of the document for customer facing.

    5 votes
    1 comment  ·  Workflow  ·  Admin →
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  4. Indication that a stamp is present on another page

    It would be nice to have an Indication that a stamp is present on another page or a list of pages with stamps.

    Greetings
    Andreas

    2 votes
    0 comments  ·  Stamps  ·  Admin →
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  5. Please create a DocXporter version for users not code programmers

    With DocuWare API we have developed code that will display a list of file cabinets, and allow the user to select one from the list. Then browse to the desired target storage location. Finally select a cvs file with the fields desired.

    Can't figure out how to open a DW search dialog to enter parameters.

    Tried the DocXporter trial and was greatly disappointed! Hopefully DocuWare didn't pay too much for this technology. DocuWare has always prided themselves on code-free or low-code applications, but this is not an application, just some clunky code!

    1 vote
    0 comments  ·  Exporting  ·  Admin →
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  6. Forms: collums with calculation

    With 7.9 tables were integrated into Forms. Unfortunately, calculations are not possible within the table.

    E.g. an order is sent:
    2 chairs cost €12.99 and the customer has to enter €25.98 as the total cost in the last column and this is not entered automatically.

    This would significantly help with orders/billing and many other things

    7 votes
    1 comment  ·  Forms  ·  Admin →
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  7. Ability to change the field order/visibility of the fields in the pop-up preview window of a table field in a Results List or List.

    Ability to change the field order/visibility of the fields in the pop-up preview window of a table field in a Results List or List.

    Currently, when you hover over a table field in a results list, it shows the first 4 columns of the table (in the order they were created).

    Users would like the ability to choose which columns appear in this view and change the order.

    This would be an incredible time saver so they don't need to open the info dialog or right click and edit index entries to see a preview of the table.

    1 vote
    0 comments  ·  General  ·  Admin →
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  8. Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.

    Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.

    3 votes
    0 comments  ·  Storing  ·  Admin →
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  9. Alphabetical sort of licensed users

    While managing user licensing, it would help to be able to alphabetically sort the list of licensed users in Configurations. Right now, the list seems to be essentially random. We have to scan the entire list of sometimes hundreds of users manually to find a user.

    3 votes
    0 comments  ·  Login  ·  Admin →
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  10. Generate report of all users who have logged in within a given time frame

    Right now, we can go into Audit Reports, export the last year's worth of user info, and manually generate a report in Excel of who's logged in in the last year. This process is time-consuming. For customers with hundreds of users and a limited stock of licenses, it would help to be able to quickly export a list of licensed users that have accessed DocuWare within a given time-frame.

    3 votes
    0 comments  ·  Admin →
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  11. Allow the workflow designer to change retry attempts for individual workflows.

    KBA-36354 explains
    How to change the count of retry attempts of failed tasks. There are 2 problems with this. First, it isn't an option in the cloud and second, it is system-wide. I have been creating workflows as a workaround to fill in table fields in merge forms. I could do all of the error checking to see if a row is in a table before filling in the document but it is time-consuming tedious work that is unnecessary because the workflow manager has error checking. Unfortunately, it wants to retry 5 times before it simply gives up and moves…

    2 votes
    0 comments  ·  Workflow  ·  Admin →
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  12. Change the workflow designer to allow changing a data assignment without changing the entry type and destination.

    I am using data assignments in a workflow to fill in a table on a merge form from a table field. It is a work around that works but the annoying piece is that I set up a data assignment that fills in a row and then I should just need to copy to data assignment for each row but change the field name and the index number of the data entry. Unfortunately when I change the field/variable it wipes out the entry type and entry. So I have to copy the entry to the clip board and then put…

    2 votes
    0 comments  ·  Admin →
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  13. Send Request - use users first and last name

    My client uses a numeric code to identify its users. This involves more than 1,000 employees able to work on DocuWare in the medium term. So the possibility of using the recipients' first and last names instead of their identifier is more than necessary for them.

    1 vote
    0 comments  ·  Document trays  ·  Admin →
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  14. automatic creation of documents trays when creating a user via the Workflow API platform

    it is strongly desired to add the option of automatic creation of document trays when creating a user via the Workflow API platform

    1 vote
    0 comments  ·  Document trays  ·  Admin →
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  15. Allow task assignment to all users from group

    Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.

    I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
    To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.

    Except for their use as targets in workflows they…

    6 votes
    0 comments  ·  Workflow  ·  Admin →
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  16. Dialog template

    In some systems, there are a lot of dialogs. Ordering the fields could be difficult and the technician could make a lot of mistakes. It could be nice to create dialog template, so the new dialogs could be automatically order with that template.

    3 votes
    0 comments  ·  General  ·  Admin →
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  17. Calculate field in table field

    Having a table field with tax base and tax rate, I would like to automatically calculate the total amount.

    3 votes
    0 comments  ·  General  ·  Admin →
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  18. Allow Export of the Documents File Name

    Please add Document File Name as an Exportable Field.
    "System - Doc ID" and several others are available, but not the Name

    2 votes
    0 comments  ·  Exporting  ·  Admin →
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  19. Size of document with arithmetic expression or by direct assignments

    Allow the "Size of document" with arithmetic expression or by direct assignments to use it directly in the Workflow Designer.

    2 votes
    0 comments  ·  Workflow  ·  Admin →
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  20. Set internal lists as Multi-column lists

    Make the "internal lists" of the "indexing assistance" multi-column
    in order to be able to store additional information relating to users, roles and groups, and cross-reference this data.

    This would be a practical and useful function in forms, workflows, etc.

    3 votes
    0 comments  ·  Lists  ·  Admin →
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