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1484 results found

  1. Have the ability for a workflow to write data to different merge forms

    When a document is submitted from a Form to a Workflow, currently you can only write back to a single merge form. However if the eForm has multiple merge forms you cannot write the data to multiple merger form.

    it would be helpful if a workflow could write back data to multiple merge forms that are part of a single web form.

    2 votes

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  2. Add shortcut to download selected file from clipped documents

    With document which contains several clipped files we can not download selected clipped file (which preview is currently displayed) using any shortcut - we can only download complete document set as ZIP.

    1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  3. Allow us to disable the "Send reminder email" as the default option when reassigning workflow tasks

    When reassigning tasks in the workflow monitor window, the controller must un-check the "Send reminder email" option, if no email is to be sent. It would be better if this option was off by default (or could be changed in configuration) to prevent too many emails being sent.

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  4. Add Instructions to Store Dialogs

    I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.

    7 votes

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    0 comments  ·  Storing  ·  Admin →
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  5. Background image for the sign field

    Instead of just having a white background for the sign field, allow using a background image in order to make a diagram.

    Included, one example of a bus background image on which user can simply draw where the problem is located for instance.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. version field in task

    Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  7. Change trade to non-trade

    When you switch the invoice from trade to non-trade, it should show up in non-trade list. This is not happening at this moment. I then have to go and find said invoice if I didn't copy it to my personal file. It would be a much cleaner list and no duplicates vouched and stored. This would just be for convenience, not really needed. Also the other way around doesn't do anything. It keeps the invoice in the non-trade list.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  8. Allow export of files to pdf searchable

    If non text searchable PDF's are entered into DW and DW performs its own OCR so that we can high light text to enter into Store Dialogs; we should be able to export that same PDF out of DW so that it is in fact text searchable.

    6 votes

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  9. Multiple Page Forms

    Add the ability to have multiple pages on a form instead of one long form.

    41 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. single click to view documents in the viewer

    Instead of double click, make document appear in the viewer with a single click. At a minimum, make it an option to choose between double click and single click.

    5 votes

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    1 comment  ·  General  ·  Admin →
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  11. When developing a custom report VIA the SDK/API the last modification date for a user is unavailable.

    When developing a custom report VIA the SDK/API the last modification date for a user is unavailable.

    2 votes

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  12. AutoIndex with Docid

    Add the DOCID field in the list of system fields that can be assigned when doing an AutoIndex. To be able to assign this value to a metadata ot fhe document or to be able to use it in BB.DD connections in order to wirtwe it in the local tables.

    5 votes

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    0 comments  ·  Indexing  ·  Admin →
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  13. For eForms adding a "spinner" control

    Adding a spinner control for number selection

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Swap to Acrobat Reader for PDF in order to see the digital signature or the PDF/A version

    in acrobat you can see the detail in a left pane of the digital signature as well as the version of the PDF/A (2b, 3u, etc) or the content of the PDF/X which is the next norm for digital invoices (xml embedded in the pdf)

    1 vote

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  15. Number of pages in documents trays when intelligent indexing

    When a tray uses intelligent indexing, we can't see the number of pages of the document.
    We need it please.

    5 votes

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  16. Extend filter field width

    We would like to have a wider filter field in the task lisk. As of now only around 20 characters are shown, before the field is cut of with '...'.
    For a better view it would be optimal if the filter is dynamic in width.

    3 votes

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  17. Fillable PDF Web Forms

    An option to have the pdf Web Forms create a Fillable pdf like you can with the merge forms. We would like to have PDF forms instead of flat PDF's.

    I really like the layouts I can create with the web forms, but I have to use Merge Forms because we need the ability to easily edit the PDF's after they have been submitted. Merge forms are ok, but making the Web Forms as fillable PDF's would be very helpful for us, and much faster to create and easier to manage.

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Stamps need to be removable by user rights, not only delete before saving, process changes and Work Order change as well

    Stamps need to be removable by user rights or profile, not only delete before saving, process changes and Work Order/stamps change as well

    2 votes

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    0 comments  ·  Stamps  ·  Admin →
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  19. Display an error message with a reason when editing multiple index entries

    When you edit multiple index entries at once via a resultlist and for example it needs to be a value from a selectlist it simply displays failed to update x amount of documents." I would propose you show the reason why it failed.

    i.e. "Failed to update x out of x documents. the value was not in the selectlist"

    1 vote

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  20. Add the ability to archive emails sent via a workflow

    Currently you can send emails via a workflow. It would be nice to be able to archive those emails based on settings saved to the task in the workflow responsible.

    1 vote

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    1 comment  ·  Workflow  ·  Admin →
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