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1429 results found

  1. 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 →
    How important is this to you?

  2. 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 →
    How important is this to you?

  3. 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 →
    How important is this to you?

  4. Add the ability to store file name as an index in a store dialog or make file name a searchable system index

    3 votes
    0 comments  ·  Storing  ·  Admin →
    How important is this to you?

  5. Configure Export Data to allow the export of more than one table.

    I have a need to create an export which includes data from two different tables. Right now, I can select only one table to include in my export configuration. It would be nice if I could selected multiple tables to build my export file.

    3 votes
    0 comments  ·  Exporting  ·  Admin →
    How important is this to you?

  6. postman & api training

    please create a training option in the academy to explain how to get started using the postman examples and the new api options in the workflows.

    Thank-you!

    3 votes
    0 comments  ·  Admin →
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  7. Option to prevent documents deleted by a deletion policy, going to the trash (v7.8 >)

    The new trash feature is very nice! But in some cases unwanted. Especially when (larger) volumes are deleted, that are not needed anymore, it makes no sense to put them into a trash record. A feature to have a checkbox in the 'Deletion policy configuration' which decides if the documents need to go to the trash or not.

    9 votes
    4 comments  ·  General  ·  Admin →
    How important is this to you?

  8. Have the ability to delete our own stamp if placed by error

    It would be nice to be able to delete our own stamp if we place on a document by error or on the wrong page in the document. Or even have the ability to move it after it been placed.

    3 votes
    0 comments  ·  Stamps  ·  Admin →
    How important is this to you?

  9. Have the ability to edit/manipulate PDF documents from the store dialog area of the web client.

    This would allow users to split documents, delete pages, reorder pages etc in the store dialog area.

    4 votes
    0 comments  ·  Admin →
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  10. hide decision/choice in workflow

    I would like to hide a workflow task decision for certain users from a role or group.

    2 votes
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  11. Table autofill with only one selection from store dialog

    It would be great to have Table fields using selective select list logic filtering have the autofill function from the store dialog as there is with DW Forms end of DocuWare

    1 vote
    0 comments  ·  Storing  ·  Admin →
    How important is this to you?

  12. Implement the ablility to upload a document in a task decision

    I know you can clip a document in a task. I'm saying within a task decision, provide an "upload documents" option that would automatically clip the upload to the current task document.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  13. Add how it was stored to the audit trail, not just "store"

    Currently when you audit a document it just shows "store" under the event. To help with troubleshooting for customers that have multiple ingest methods could it get changed to Store- Outlook or Store- Doc Processing or Store-Document Tray ect. this would help isolate and narrow down the problem if there is one.

    3 votes
    0 comments  ·  General  ·  Admin →
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  14. Send one email to all recipients in Notification - Tasks

    Hello,

    For now, when an email is sent from the Task activity, it is sent individually to all users to whom the task is assigned. Unfortunately, business users are lost and do not know if the task is assigned to them personally or to the whole group.

    It is too bad as a developer to add a condition and based on the condition (is the task attributed to a role or a user?), use the Notify activity.

    Is it possible to add the option "notify everyone in a single mail" inside the Task activity?

    Thanks a lot!

    2 votes
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  15. Create a search function in license overview

    Create a search function in license overview. In a system with much users Its nearly unpossible to find a user in the Full or workflow users list

    3 votes
    2 comments  ·  Admin →
    How important is this to you?

  16. The ability to index from a table on a form

    Indexing from item fields in a table used on a form to be able to use the fields in a Workflow.

    We have Purchase Order forms with the new table field type but want to be able to build a workflow based on the items captured in the table. Specifically the Total Sum Amount from one of the table fields. Depending on the Total Amount different workflow decisions need to be made.

    5 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  17. Provide a Connector for Dell Boomi

    We would like to have a supported connector for Dell Boomi instead of having to create an RPA process and intermediary process to handle integrations via flat file imports and indexing jobs.

    1 vote
    0 comments  ·  DocuWare Cloud  ·  Admin →
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  18. Stamps - Permissions Loophole

    By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.

    3 votes
    0 comments  ·  Stamps  ·  Admin →
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  19. Add font color option to fillable form field in workflow

    I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
    The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…

    3 votes
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  20. Options for how to license new users sync'd from AD

    Right now, when a new user is added in the AD sync, they're automatically assigned a workflow license. If no workflow license is available, they're automatically assigned a named license. It would help to have more control over this. Maybe give us the option in the User Synchronization tool to select between "assign named license to new users" "assign workflow license to new users" and "assign no license to new users". (Some customers have limited licenses they manage manually; the last option would be helpful for them.)

    2 votes
    0 comments  ·  Login  ·  Admin →
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