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1398 results found

  1. Vote system for intelligent indexing

    A nice feature would be the ability to Vote Thumbs Up or Down on a Repeat Intelligent Indexing result.

    As I understand it, currently there is no way to reset or change intelligent indexing results on the cloud. This would be a good way to provide instant feed back and possibly reset field values to original results and try a different template on the next run?

    3 votes

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  2. See the progress of fulltext index for all file cabinets

    You can access full text status in the admin tool. Give the ability to see a list of cabinet status in one view with a % of file cabinet that has been indexed.

    13 votes

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  3. Allow entering a description when scanning batches of documents to a tray

    Users are accustomed to entering a description when scanning multiple documents to a tray and this later helps them select them for indexing. This description may be a batch number, a date, a location from where the documents were received, the operator's name or any text at all that helps organize the documents. The current functionality only allows editing the document name after it is already in the tray and only one document at a time.

    5 votes

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  4. Be able to suppress "Please Complete My Profile" bubble without filling all fields

    in 6.11, users now see "Please Complete My Profile" every time they log in. Please add a way for the admin to remove this pop up. The user shouldn't be forced to add their name, email and salutation if they do not want to.

    5 votes

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    1 comment  ·  Login  ·  Admin →
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  5. Versioning by PDF-Print and Import

    Actual we have to use checkout and document tray.
    By connecting with an ERP-System this manuell work is impossible because of quantity.
    We need an automatic versioning by criteria while import or print.

    6 votes

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    0 comments  ·  General  ·  Admin →
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  6. Field setting changes on all result views

    If we have 15 result views and if we need to change the select list of an specific field, we need to manually change each single result view. We suggest to have a method to adjust all the fields at the same time. The tool might show a pop up to select the result views we want to change.

    32 votes

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    0 comments  ·  Viewing  ·  Admin →
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  7. Create barcode in forms merge

    It would be helpful to be able to generate a 2D barcode which combines multiple index values while generating a PDF form from a web form. This way you could embed all the index values into a single barcode for simple index capture if the form needs to be printed and re-scanned.

    35 votes

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    4 comments  ·  Forms  ·  Admin →
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  8. Add ability to save your desktop setup as Workspace's

    Concerning the general layout of the two possible desktop areas (where you choose two panes or one) of DW.

    We all use trays, searches, lists and task in certain layouts but it tends to get busy especially as a system admin or someone with access to multiple Filing Cabinets.

    It would be nice to save a layout and name it. I like to have both areas set up on different Trays so I can drag and drop items back and forth to hit certain Intelligent Indexing/Storage configs. Then I have another view that shows a list of recently stored documents…

    9 votes

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  9. add Notes pane to workflow task view

    The only way users currently have of adding comments to a document as it goes through a workflow is to use the "edit text annotation" function, which is not very visible and can easily be missed. A good idea may be to add a Notes pane to the task area in the bottom-left. In the same way that the users can flip between the various decisions they have as part of the task by clicking the decision buttons on the left side, a couple of buttons can be put on the top: one saying "Task" and the other saying "Notes".…

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  10. Hide Document Trays

    the ability to hide Document Trays tab globally or by user/group if not in use.

    1 vote

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  11. 1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  12. 10 votes

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    2 comments  ·  Forms  ·  Admin →
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  13. Make the highlighter tool like the one in Word or Google Docs.

    The current highlighter tool covers up the word it is highlighting to much. Also it should not be a freestyle highlighter, but used like that in Word or Google Docs.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  14. Due Date from Start

    It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  15. Ability to color code lines in the Invoice Search Dialog Box

    To provide the user(s) the ability to color code specific line items. there are line items that are not being worked due to various reasons however one has to continuously go back into the invoice to see notes as opposed to being able to highlight a line to know it can not be worked at this time, etc.

    1 vote

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    0 comments  ·  Searching  ·  Admin →
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  16. Add additional page for stamps

    Reviewing the invoices can be difficult as there is not enough room for the stamps, so the stamp and the underlying text becomes illegible. Another seperate sheet solely for stamps might be an idea.

    9 votes

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    1 comment  ·  Viewing  ·  Admin →
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  17. FC Folders: Indicate which fields require a select list and which are free form

    When creating a folder view for a File Cabinet, there no indication which text fields are pulled from a closed select list and which accept any text input. This is annoying when you then try to create a new folder, only to find out when storing a file that the folder name does not match the select list.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  18. merge layers in a workflow

    add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.

    10 votes

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    0 comments  ·  Workflow  ·  Admin →
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  19. 5 votes

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    0 comments  ·  Exporting  ·  Admin →
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  20. Change the default file cabinets when searching multiple file cabinets

    Our client would like the ability to change the default file cabinets that are selected when performing a search across multiple file cabinets. Whenever you do a multi-file cabinet search, the same file cabinets are always selected. In an instance that you say want to select the same 4 file cabinets every time, you would have to add the same 2 file cabinets every time and couldn't change it to default to 4 file cabinets. This has been tested by DW support and confirmed not to be a function of DocuWare currently.

    3 votes

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    0 comments  ·  Searching  ·  Admin →
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