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145 results found

  1. Calendar Invite for workflow

    We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.

    24 votes

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    3 comments  ·  Workflow  ·  Admin →
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  2. documents a lock state of a document that won't allow two users to modify.

    I have several customers that would like for the user experience to include a lock state of a document that won't allow two users to modify the same document. A user may make a change to an index field and another user has the same document open and can change the same field and nullify the changes of the user...

    1 vote

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    0 comments  ·  General  ·  Admin →
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  3. Allow the user to see differences in the document between versions

    The users I'm working with need to see where are the differences between two versions of the same document. Would it be any way to implement something like the diff command ?

    3 votes

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  4. Extension Administrator for 6.10

    Prior to 6.10 there was a Power Tool called the Extension Administrator. This has been removed (probably because of GAPI). It would be nice to have a similar power tool for 6.10+.

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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  5. Open Workflow Task from a Search/Result List

    Since there is no way to filter a Workflow, it would be nice to Open the current activity from a Search/Result List. For example, you can open the Workflow History, but you should be able to take the next activity

    57 votes

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    8 comments  ·  Workflow  ·  Admin →
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  6. 0 votes

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  7. Direct Access to Files Within a Document

    The current version of Docuware relies on PDF file structures but there are a great number of clients that have TIFF and DWTIFF images that are all each treated as a single clipped file in a Document. This creates a big problem for the users who wish to go directly to an image within a file with a large number of pages.

    There are 2 solutions both of which I think need to be applied to Docuware as they both solve multiple problems.

    1: Build a Pre 6 DW document to PDF file conversion workflow. This would allow clients with…

    3 votes

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  8. Allow us to create dynamic store dialogues

    I think it would be great if you could allow us to create dynamic store dialogues which could alter their layout depending on the document type chosen (or any other pre defined field for that matter).

    For example, lets define a "key" field of a file cabinet store dialogue and lets say its the "document type" and we also give this a predefined select list. Then we may have many other fields of this cabinet but not all of these other fields may relate to each of the possible document types. It would be very useful and help guide the…

    5 votes

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    1 comment  ·  Indexing  ·  Admin →
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  9. Remove preceding/trailing/in-between spaces in Store dialog fields

    We having issues with certain fields (eg VAT numbers) in Intellix Store Dialog, these fields are used in conjunction with Filtered Select Lists.
    Problem is - different companies write VAT fields different ways:
    GB123456789
    123456789
    GB 123 4567 89
    which is completely break our filtered select lists, since we query customer CRM for that VAT number, where all of it kept uniform, like:
    123456789

    We need ability to format post-Intellix fields in store dialogs - remove spaces, or certain characters using Regex or just list of characters to be removed, like:
    GB| |VAT (second item is blank space)

    Thank you

    11 votes

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    4 comments  ·  Storing  ·  Admin →
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  10. same filecabinet dialog

    I want the ability to share dialog configuration in Search, Store, Result view (index dialog).

    For example, whenever I assign a select list to a field, I have to configure in every single dialog. Same when configuring other kind of restrictions and field ordering.

    Current way of configuring allows administrator to commit mistakes when creating or updating dialogs configurations when they want to have them all alike.

    5 votes

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    1 comment  ·  Storing  ·  Admin →
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  11. 2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  12. 'Store Automatically' function should use dialog settings such as 'Fixed Entries' and others

    When 'Store Automatically' is used from a Tray, all dialog settings such as 'Fixed Entries' and 'Predefined Entries' fields and 'Automatic Numbering' are ignored.
    Having the latter work when using 'Store Automatically' would be especially useful when Intelligent Indexing used in the Tray, and all 'green' documents are stored using this option.

    2 votes

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  13. Allow Tiff's to be used as sample documents in DW Import

    A client has requested to allow TIFF's to be used as Import samples in DW Import Configurations.

    2 votes

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  14. lists

    We can't see out task list names anymore in DW 6.10. I know I can decrease the width of my viewer and i can also use another click and use the drop down arrow to display my task lists names in a drop down menu format, but isn't there a better way to display them so they show the entire list name even if our viewer window is wider than 50% of the screen? We were thinking maybe it is possible to give two rows to the task lists tabs? The scrolling feature in DW 6.7 wasn't much better, but…

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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  15. 4 votes

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    2 comments  ·  General  ·  Admin →
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  16. With email notifications it would be nice if it could send a message to an address read directly from the document.

    With email notifications it would be nice if it could send a message to an address read directly from the document

    1 vote

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  17. "Edit" button after check-out/check-in

    In Docuware WebClient is some inconsistency.

    User can "edit" document from search view/task lists, however after even once check-out/check-in to be able to edit the document user must always use the check-out/check-in. After check-out/check-in "Edit" button from view/task lists becomes inactive.

    Please to add "Edit" functionality in the search view/task lists when document was checked-out/checked-in.

    9 votes

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    0 comments  ·  Searching  ·  Admin →
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  18. Accounting people want to type dollar amount without DOT ("."). We had this on 6.0 but not 6.9.

    Accounting people used to type dollar amount without "." (DOT). For example, 12345 will show as $123.45. Old 6.0 version had this but not 6.9. Is it easy to turn this function back on? Thanks.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. User-name Watemarks when viewing sensitive documents

    for the documents that are deemed sensitive and are not allowed to be printed, downloaded or shared in any matter, it would be nice to have also a watermark of the username that is viewing the document printed on the document itself such that, if leaked by using a phone or other capturing device, it can be retraced to the user.

    2 votes

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    1 comment  ·  Viewing  ·  Admin →
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  20. Email Signature

    Allow each user to create an email signature. The ability to copy or import ones outlook email signature would be beneficial.

    5 votes

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    0 comments  ·  Exporting  ·  Admin →
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