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Please post all ideas that concern the DocuWare client in this forum.

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1449 results found

  1. intelligent index ordinal indicators on date

    Add the ability for Intelligent Indexing to interpret ordinal indicators in date indexes i.e. 1st January 2021 (st not recognised).

    7 votes
    How important is this to you?
  2. put a button to create a new form tab

    With 7.3 there is a forms tab next to tasks and searches. From that tab you can go to any form or edit any form for which you have rights. It would be nice if you have the rights to create a form to have a button to create a new form from that page rather than going into configurations.

    1 vote
    How important is this to you?
  3. Docuware Client - Settings - Searches - Group/A-Z Sort option

    Ability to Group searches by File Cabinet, and to reset/order/sort search dialogs in the User Settings

    2 votes
    0 comments  ·  General  ·  Admin →
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  4. Desktop Apps - History

    Show the import config used in the history grid list as a column without having to select it first.

    2 votes
    0 comments  ·  General  ·  Admin →
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  5. Desktop Apps Import - Import Jobs - Ability to categorize/sort/filter/search

    We have more than 50 import configurations, Some times the import fails, sometimes it stops, it would be nice to display the import jobs by a category, show stopped/failing jobs at the top of the list, being able to sort/filter/search import jobs, (condense the job list), export the job list to CSV for documentation, export the job list for re-import on another pc.

    1 vote
    0 comments  ·  General  ·  Admin →
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  6. Ability to send a document in a document tray to an import config

    When a document is in a Document tray, It would be nice if we could process the document against a specified import configuration. In example, select the document, right click, send to ==> <import config>. (for splitting and indexing). Only way I am aware, is to download the file from the document tray, using Import from Desktop Apps. or manually split/index/store the document

    10 votes
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  7. Add ability to download in sets of 1000 instead of just 100. I have users that want to download 10000 records...

    Take the limit of 100 records per page and increase it to 1000 so that downloading 10000 records is easier for the users or at least make it customizable from 100 default to 250, 500, 1000 etc. That way the user can tailor their experience based on their machine's capability.

    4 votes
    0 comments  ·  General  ·  Admin →
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  8. Indexing alias information

    For indexing, validation, intelligent indexing, external data and normalization it is nearly impossible for all incoming documents to have the exact same data all the time.

    Example:
    IL Illinois Ill
    City of Springfield, Springfield City of
    CWLP, City Water Light and Power
    EPA, Environmental Protection Agency, IEPA, Illinois Environmental Protection Agency, Illinois EPA

    All of the above are from different documents I have received. The file cabinet data I want them stored by are
    IL
    City of Springfield
    IEPA

    Docuware had a good idea with the index cleaner but in this case I want to use the tool as in…

    2 votes
    0 comments  ·  Indexing  ·  Admin →
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  9. Choose if a File Cabinet Document is brought in As Stored or converted to PDF

    Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.

    There are good reasons for both.

    In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.

    In the case of loosing the ability to maintain a records integrity, it should not be allowed.

    If you allowed administration to choose a Trays ability to convert or not would allow both.

    1 vote
    How important is this to you?
  10. Create a datetime column in a table field

    I have a table field with two columns when I should only need 1. I have a date field and a time field. There is no option for a datetime field.

    1 vote
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  11. start a workflow based on a table field cell

    I have a table field with dates and I would like to use the date in the table field to send a reminder message but I can't start a workflow with a table field.

    2 votes
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  12. Sending a Request - Default Ability - Automatically Apply Stamp w/ Decision

    Hello!

    Client request here to have the ability to set the check box for Automatically Apply Stamp w/ Decision to be checked by default, and I can definitely see how this might be quite important. They know they'll want this for all requests, and as it is the user will have to remember to hit the check box every time, and there will almost certainly be times this gets missed. Not the first time I've heard this request, so now it's time to see if we can ********* the backlog.

    Thanks Guys!

    2 votes
    How important is this to you?
  13. Add the option to select a merge form to send from the email task

    When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.

    2 votes
    1 comment  ·  Workflow  ·  Admin →
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  14. With New LDAP Synchronization, add more options for Loginname.

    With New Synchronization, add more options for Loginname. Currently only samaccountname, userpricipalname, and userpricipalprefix can be used. We suggest also allowing the "mail" property because it provides consistency with the Email address used.

    1 vote
    How important is this to you?
  15. Ability to total/put formulas in forms

    If we cannot get the table field in forms, could we have the ability to perform basic totaling/other formulas in forms? I would like people who put in multiple amounts to have the double check that the amount totals.

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  16. Cloud Version-Cloud Status

    The Cloud Status for Storage should update more frequently. We had an issue and were told that the Storage Quota status updated every 3 to 6 hours. It appeared to be closer to 6 hours for the update. It should update every 1 to 3 hours if the Quota is over 80%.

    It would also be nice if it defaulted to 7 days, not 12 months.

    3 votes
    How important is this to you?
  17. Workflow Manual Reassigns - Capture Email Message in Addition to Subject

    This comes directly from a client, and he claims that this is quite important to him. So, it's also very important to me.

    In the workflow history when someone manually reassigns a task and chooses to have an email sent only the Subject is captured. In our case the message was quite important and not having it in the history caused quite the bad situation.

    Can we get the Message added to the workflow history for the reassign, too?

    Thanks!

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  18. Concurrent license option for cloud

    There are a number of problems that I have a difficult time solving with the user licensing with the cloud solution. For example, an organization has 5-10 regular DocuWare users, using the software daily. Same organization has 100 field users who need to sign into DocuWare two or three times per year.

    I realize that a concurrent user license will have a higher monthly cost than a regular user license, but this will allow me to solve problems with DocuWare, rather than having to rely on ancillary or alternative products to do so.

    5 votes
    0 comments  ·  General  ·  Admin →
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  19. Add workflow activity to run scripts or exe.

    It would be nice if there were a workflow activity that allows a script or exe to be called along with the ability to provide parameters. This could be very powerful and would provide more options for integrations.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  20. Auto-Check expiration dates for certificates

    E-signature via official certificates is absolutely required in most countries electronic document management law. If we want to get rid of all that paper, we need to e-sign all of our invoices. It is a problem Docuware do not give you a heads up when certificates are expired, It should notice you and stop all that e-sign required processes until new certificate is set.

    2 votes
    0 comments  ·  Signing  ·  Admin →
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