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145 results found

  1. Add a search tool to Tasks

    It would be very helpful to be able to search for a task by using index criteria.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. Allow Documents To Be Placed in the Tray In The Order In Which They Were Selected

    When adding files to a tray from a result view or importing, the documents will not keep the order in which they entered the tray.
    This was a feature of the Windows client. They were added to the Basket Synchronously. With the web client they are added Asynchronously and if a larger file takes more processing in the queue it will go in later. Also the modification time seems to be based on minutes rather than the "milliseconds since Epoch to date". This also throws them out of order.

    7 votes

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  3. Restore the ability to Attach, Delete, or Skip when pre-indexing

    Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to…

    5 votes

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  4. Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager

    Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.

    4 votes

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  5. Display a scond column in a Select list, other than the one used for the index field

    This would allow a description of the data being chosen by the user, such as GL account name for a GL number, or user name for a UserShortName, or Vendor name for a vendor ID. This would also prevent truncation of a field and violating the new Select List Only configuration.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  6. 8 votes

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  7. Place Hoders for Signatures

    When opening a document that needs stamping/signing, it would be great if stamp go automatically go to a predefined location on the document (signature field).

    16 votes

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  8. move to document tray

    Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
    If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..

    3 votes

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  9. Keep or not keep duplicates of clipped documents

    If Docuware dont make the clip available on documents in the filecabinet, we need a posibility to choose if docuware is going to make/or not make duplicates after clip or check-out documents.

    Check-out to basket for clipping or copy-to basket for clipping would automaticly generate a dublicate of the clipped documents.

    1 vote

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  10. E-Mail by date

    It would be usefull, to get an email because of date not only by event.
    A resubmission is needed on that date or 3 days before.
    In this case there is no event, to get one I Need to build an extra autoindex Job.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  11. Select "all" choice

    Need a “select all” button so I can clear out/delete my tray after I’m done working. For example: I had to copy an entire file section for the state. I had to go through the file page by page to separate out the different documents so only the pages that belonged together were in that document. I split out the next one and so on. I did this because I needed to print them as 2-sided and this was the only way I could think of that wouldn’t put a page that didn’t belong (i.e. 1 of 3 pgs –…

    6 votes

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  12. Use File Name during Edit the same way as in Download

    The name of the file exported from DocuWare should be consistent whether using Download, Send, or Edit.

    Currently, when I select to edit a document, it opens the originally stored file name. However, selecting Send or Download will result in the document name / file name defined by the index.

    This can cause confusion if you have several documents that are copies of a template document even though their document name is different, the file name used during "Edit" remains the original.

    10 votes

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    0 comments  ·  Exporting  ·  Admin →
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  13. Print Request

    Good, it would be interesting a tool to print multiple files at once a Request.

    thanks

    1 vote

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    0 comments  ·  Exporting  ·  Admin →
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  14. Options for changing the font and the font size for search and result dialogues

    It should be possible to change the font and the font size for search dialogues and result lists to safe space. Until now you can only use the zoom from your browser.

    2 votes

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  15. 2 votes

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  16. Allow attachments that are sent to outlook from web client to be copy/pasted into another active email thread without having to save locally

    In outlook, you can copy/paste attachments from 1 open email thread to another without saving locally first. When sending attachments to outlook via the web client, all other outlook windows are locked (disabled), forcing you to save the attachments locally before moving them to various other emails.

    8 votes

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    Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    If triggering a new mail from outside of Outlook there is no possibility to copy and paste attachments. Try this with the windows functionality of “Send to email” from the Windows Explorer.

  17. Allow printing of multiple items from the Multiple File Cabinet Result list.

    Allow printing of multiple items from the Multiple File Cabinet Result list. You have to copy them to a basket first in order to print them all at once.

    However, you are able to print multiple documents from a standard result list / Task list, just not a Multiple FC result list.

    1 vote

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    0 comments  ·  Exporting  ·  Admin →
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  18. Use 'Tab' same as 'Enter' in search dialog index field selection

    When you enter a value in a search dialog index field, you see automatically the results to choose from. You can walk through results using the cursorbuttons and select a value by ENTER. Would be usefull to make the select also possible by using ALT button.

    2 votes

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  19. Show Message into Docuware

    When a user archive a new file, Docuware show a user defined message. A possibility to fix into the Platform method.

    1 vote

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  20. Option to delete old versions of a document

    It would be interesting to implement an option to delete old versions of a document. the case is that the user is doing versions of a document until thinks that the newest versión is the definitive. Therefor the user needs to be able to delete all the old versions of the document. Free disk space could be a reason.

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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