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240 results found

  1. Option to disable "Received requests" in My tasks

    There should be an option to disable "Received requests" in My tasks. We disabled the option "Send requests" in result lists for users but they still see the button which is useless for them.

    11 votes

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    2 comments  ·  General  ·  Admin →
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  2. Only Show Received Requests Tab When There Are Tasks

    Since 7.9, the 'Receive requests" tab shows up even if there are no tasks in it. This is annoying when everyone is trying to keep their Tasks clear.

    3 votes

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    1 comment  ·  Admin →
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  3. Remove 'Received Requests' tab from Tasks list.

    We want to remove 'Received Requests' tab from Tasks list.

    Kindly disable the 'Received Requests' in next update as it is useless for the users.

    1 vote

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  4. Sent Requests and Received Requests Tabs

    I suggest that the new Sent Requests and Received Requests tabs only display when requests are received. Currently, the tabs display permanently even when there are no requests. Please can you consider applying the same logic to these tabs as you have done with all workflow tabs. Image attached.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  5. Export Workflow Tasks as CSV file

    It would be a great idea if users and controllers can export a CSV data file directly of their workflow tasks. It delay their operations because they most make a search and get a result list for export even they could wrong the filters and get wrong data.

    2 votes

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    0 comments  ·  Exporting  ·  Admin →
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  6. saml

    Clients are requesting authentication via alternative methods, e.g. SAML2 and OKTA. Without this DocuWare is not a viable solution for them. Is there an expected timeframe for implementing this?

    3 votes

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    1 comment  ·  Admin →
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  7. DocuWare forms user license for DocuWare Cloud

    I suggest creating light cloud user license for DocuWare forms, so that customers can create internal forms without the need to make them public. For instance if a customer has 300 employees, 50 of them use DocuWare, and the 250 only use forms to submit requests, we are giving this feature free of charge but exposing the forms to the world, we can charge for small license fee and give customers the option to make their internal forms private and only available for authenticated users.

    2 votes

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  8. Change 'send request' defaults

    Would be most helpful to change defaults on the Send Request page. For example, we would like to change the following as defaults:
    * Subject line text (would save us from editing every single time)
    * Text (would save us from editing every single time)
    * Decision choice names (we would never use Accept or Reject, but would change it to Completed or Not Completed. (It is a task after all, and tasks get completed in our business).

    2 votes

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  9. Provide a Recover Deleted Button

    I suggest to create a button in which this button should be used to recover accidentally deleted documents for clients and recover deleted button to recover accidentally deleted unbackup other features of DocuWare such as File Cabinet, Document Processing and Document Relations

    What this button does once click is:

    1) Once click, DocuWare Support Team is notified that accidental action is triggered

    2) DocuWare Support Team then simply setup temporary backup folder system that can be used to easily retrieved the lost data back up to either admin or client

    This can be easily reduced the cost for the client…

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  10. Multiple/Bulk Invoice Approval

    We just ugraded Docuware where tables are added to show GL Code, Cost Center, Amount per line item for each invoice. Old version Docuware allowed Approvers to select multiple/bulk invoices to be approved at once.

    We need the same functionality to the newly upgraded version of docuware.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  11. okta

    Can you implement Okta authentication please?

    1 vote

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  12. Let users hide/show columns in result list

    It would be better than having to create new result list with adjusted model view.

    1 vote

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  13. Add, Sort, Filter index data columns to tray

    Allow us to add and remove columns from the index tray view. Allow us to add, sort and filter by index data columns to locate documents and identify possible duplicates.

    1 vote

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  14. Create a dynamic select list with indexes from a file cabinet

    I can easily create a select list from a local data connection. However if for whatever reason the local data connection breaks so does the list. Because of that, I have file cabinets set up with nothing but data records to use for lookups in workflows. It would be nice to use those data records for select lists but that isn't an option.

    1 vote

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    0 comments  ·  Lists  ·  Admin →
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    Thank you for your contribution. Your idea is available.


    Sound like DocuWare Cloud.

    Just create an "External" select list with a database connection. As database connection do not use Local Data Connector but the second connection (with GUID in it, a long character/number combination). Then you can choose from the database tables for all file cabinets. Then just select the table with your file cabinet name. If you do not exactly now which table you can look up the table name in the File Cabinet administration on Tab "General" at the bottom hidden beneth "More options".

  15. Field Behavior function in Forms need ability to autofill fields based on entries in other fields

    If a field behavior is true then auto fill other fields on form with fixed text.

    For example in an I-9 Form if you choose "U.S. Passport" in the document title field then the Issuing Authority field need to auto populate with "U.S. Department of State"

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Allow Arithmetic Expressions in Forms

    Allow the use of arithmetic expressions in forms. This would be used to either populate cabinet fields with form fields or work out calculations on the forms. Right now our users are adding in sub fields and manually having to total and also include in field. Would be ideal to have calculation done through form.

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Improve Intelligent Indexing

    Increasing number of fields and precision on large documents (lots of pages and tables).

    17 votes

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    Thank you for your contribution! Your idea is available with version 7.8 from April 2023 onwards.

    We have improved the indexing quality of table fields by Intelligent Indexing. Also we increased the number of customizable index fields, which can be configured in the mapping in the store dialog.

  18. SAML

    Please reconsider the use of SAML authentication to provide an much more flexible authentication mechanism that does not require Microsoft services.

    Please see page 9 at: https://ltcillinois.org/wp-content/uploads/2020/12/2020-IL-School-District-Technology-Survey.pdf

    What you should see is that 91% of schools in the state of IL are Google schools while only 27% utilize Both Microsoft and Google services.

    I think that you are limiting your customers by not offering other authentication mechanisms like SAML. We do believe that Docuware is the better product but because of this we will likely have to choose another product.

    As MFA is now required for any PII for school…

    2 votes

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  19. Allow to duplicate a table field row

    Rows in a table field can be pretty similar in documents like invoices. It would be helpful to allow to duplicate a row when storing data, as well as when adding data in a workflow task.

    2 votes

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  20. Create data record with Workflow Designer

    It would be awesome to have the ability to create data records with workflow designer.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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