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1399 results found

  1. option to put clip without blocking

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    When I want to add a document to an existing record using the option (put clip) without the need to block, being able to choose the order, where I want to place it and not just at the end of each pdf, that would help a lot.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  2. Automatically confirm a Task once the linked form has been saved (click on "Send")

    Add the option in the Task settings (e.g. in the WF) for a form generated from a task, to automatically confirm the linked task as soon as the form is filled in and "sent".

    For the moment, when I save my form, I have to go back to the task to click on the "Confirm" button for it to disappear from my list.

    DocuWare Cloud Client 7.8

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. Share Files via Email

    Provide the ability to select a page range, when exporting a document or sharing it via an email.

    4 votes

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    0 comments  ·  Exporting  ·  Admin →
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  4. colorblind

    Option to change colors on intelligent indexing labels, due the colorblind user's.

    3 votes

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    0 comments  ·  General  ·  Admin →
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  5. Fix Index entries in Info Dialog to trigger workflow after manual index change

    If a user changes index information via the result list, they could potentially change any field available there. However, trying to trigger a workflow based on that index change might be difficult if there are many fields.

    It would be great if we could use the "custom entry" and "read only" option in the info dialog to fill a Status field with a fixed value if a user changes index information via the info dialog. That way we can then trigger the workflow based on the status change

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  6. Filter empty dates and numbers in task list

    It would be great if users could filter documents in the task lists where the date is empty. For example i want to search for all invoices where the date is empty. Sure you can sort them ascending but an explicit search would also be great.

    3 votes

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  7. If a user is set as Organization Administrator, give them full access.

    If a user is set as Organization Administrator, give them full access. currently must make them owner of file cabinets and other objects.

    2 votes

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  8. Add "Assume Blank = 0" Option to Form Field Calculations

    The new form field calculation is great, but I immediately ran into a snag implementing it on a PO form. I wanted to include line item totals for each line based on Quantity and Unit price fields filled in earlier, and then a PO Total field that adds together all line item totals.

    The line item totals worked great. But the PO total doesn't fill in until every single line is filled in. Most POs this customer store only fill in the first one or two lines, so I can't create a PO Total field that's visible on the form.…

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. staple after multiple documents are stored

    I would like to be able to staple two stored documents together. I didn't know that I wanted these together until after I had indexed and stored them.

    3 votes

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    1 comment  ·  Admin →
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  10. intelligent indexing reset

    We need a way to reset the Intelligent Indexing from the Configuration Page. We need a way to retrain a system if documents were trained incorrectly.

    2 votes

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  11. sort users by active

    Clicking the arrow next to username or email to sort users is great, can we have this for the other columns too? Locked & active?

    2 votes

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  12. When searching user management for 'active', return all active users. When searching for 'inactive' return inactive users.

    DocuWare admins need this kind of data returned quickly and reliably to prevent the need for any sort of user deletion policy, functionality which DocuWare does not have.
    Recently I was asked for an export (yes an export) of inactive users, so great was their need for a quick and easy way to search for this info.

    2 votes

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    0 comments  ·  Searching  ·  Admin →
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  13. Require task decision with stamp, hide confirm button

    For documents that require a signature stamp in a specific location we need the option to require a stamp to confirm a task decision. Currently, you can complete a decision with a stamp but if you use the confirm button instead the document does not get the required signature stamp.

    3 votes

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  14. Global viewer setting

    Great tool for administrators of Cloud instances would be to have an option to setup a global viewer default setting, eg. default viewer setting to open documents with index dialog in new window.

    That way we don't need to educate new users to change this setting manually.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  15. Improve the display time of Error Message : Workflow Validation Error message

    The currently displayed error message disappears immediately after it appears.
    Users need time to review error messages. They can't even take screenshots.

    We would like this display time to be a little longer.

    2 votes

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  16. Filter Trash Bin

    Ability to filter fields to restore documents and display the alias name of user instead internal name

    2 votes

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  17. Duplicate assign data fields

    Ability to clic and duplicate a line in Assing Data

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  18. Easy Copy/Duplicate Decisions

    Ability to duplicate a decision and all the configuration. Often only few parameters change.

    2 votes

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  19. Multi-Page Forms and Expressions

    Multi-Step / page forms will allow to make extensive forms cleaner, but also, ability to use arithmetic expressions, calculations, database look ups, assign data, just like in a flow, to be presented in next page.

    3 votes

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  20. Multi-Selection in Drop-Down menus

    Add ability to choose multiple options also in drop-down menu.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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