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241 results found

  1. Add ability to search and display system indexes

    Add ability to search and display system indexes in the result set, including the doc ID. This would be a useful troubleshooting tool.

    3 votes

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  2. Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge.

    Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge since they are the same vendor and combine documents uploaded.

    1 vote

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  3. Sort Order - System Fields

    Please add ability to configure order of a list or results with system fields and not only index fields. Thanks.

    In fact, it is possible to order by 1 system field only, and manually, but not able to configure it...so it's never the default for my users.

    2 votes

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  4. Validated ID eSignature Integration - add ability to automatically update an index when a document has been signed

    Add ability to automatically update an index when a document is signed or rejected.

    1 vote

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  5. Make Drag and Drop Email Attachments to Document Tray a Supported Action

    Many users like to drag and drop attachments from Outlook to a Document Tray. Most of the time this works fine but some users get an Unsupported Drag & Drop error. Turns out that while this might work, it's not a supported functionality. I'd like to see this common action become supported as a system function.

    3 votes

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  6. 1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  7. Allow the import of screenshots. To add online receipts i have to print a hard copy then takeva pic to make a digital copy.

    Allow the import of screenshots. To add online receipts i have to print a hard copy then take a pic to make a digital copy.
    It's wasteful and pointless.

    3 votes

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    1 comment  ·  General  ·  Admin →
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  8. Add single sign on for logging into web client when user account is created by AD sync

    User accounts created by active directory sync should not prompt for user credentials, only DocuWare accounts.

    3 votes

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    0 comments  ·  Login  ·  Admin →
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  9. Make a button to delete all rows from a TABLE variable type

    Hello,

    When Inteligent Indexing are filling values to TABLE there should be an option to RESET only rows in table, not all inteligent indexing fields.

    Reading tables its not easy task to do, there areoften mistakes so when I have like 30 rows I dont want to click "-" in the end of every row

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  10. Make a button to delete all rows from a TABLE variable type

    Hello,

    When Inteligent Indexing are filling values to TABLE there should be an option to RESET only rows in table, not all inteligent indexing fields.

    Reading tables its not easy task to do, there areoften mistakes so when I have like 30 rows I dont want to click "-" in the end of every row

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  11. Add more fields to read through Inteligent Indexing

    For now we can add unlimited TABLE variables to inteligent indexing, but option for adding normal variables like decimal,string, date are LIMITED

    Can we have option to add more ?

    3 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.

  12. Email date format in stored document when using connect to outlook

    When you store an email using Connect to Outlook, the date format in the stored email document is in US format (MM/DD/YYYY), even though the customer is in UK. Could there be a setting that lets you change this date format?

    Just to clarify, I am not talking about an index field. It is the date in the actual stored document (screenshot attached).

    20 votes

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    1 comment  ·  Storing  ·  Admin →
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  13. allow arithmetic expressions in workflow table fields default value

    I am using a table field and I have to keep track of the number of days between an evaluation date and when the report is filed. I have the dates in a table field and I would like to pre-populate the difference in days by simply using a datediff function

    4 votes

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  14. filters

    we need filters to apply in the lists

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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  15. Webhooks / REST API in Workflows

    In Workflows you can trigger a webservice. It would be great if you could trigger a specific URL with parametres or a REST Webservice.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  16. Allow tables in workflow tasks to be read-only

    Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).

    However, there's no way to have that table be read-only. The task user has the ability to edit the table.

    There should be a read-only option for a table field in the task dialog.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  17. CSV export of Table Data Type from result list

    We need to export the information stored in tables. I propose that if a table is included in a result list and we export the index values of the result list that there would be one row for each row of table data.... with the other index fields repeating for each row of table data for that document. Example: Invoices that use table data to list mulitple GL codes. The invoice number, vendor name, total amount would repeat for each unique line of table data, then the next invoice document would start the same type format.

    19 votes

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    0 comments  ·  Exporting  ·  Admin →
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  18. Include table field type

    Please add the possibility to add a table field to docuware forms.

    34 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. One import configuration for monitoring scan folders of many users

    It would be good to have an option to only configure one single import configuration to monitor a folder structure of Scan folders (Scans\Username) to then import the documents directly into the default Intray of the user of that username folder.

    Currently, if you have 50 users with scan folders for their documents and you want to configure that centrally, you have to create 50 import configuration and 50 import jobs.

    2 votes

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  20. Include the ability to write to table fields automatically

    Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!

    35 votes

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    3 comments  ·  Workflow  ·  Admin →
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