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1462 results found

  1. Email Notifications - File Cabinet vs Individual Users

    Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

    Please allow the ability to set a notification template at the file cabinet level.

    Regards,
    Bret Messer

    5 votes
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Exporting  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  4. 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
    1 comment  ·  Document trays  ·  Admin →
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  5. Keyboard Shortcut To Quick Copy Selection Directly To Default Tray

    In the case of sending invoice multiple invoices in a particular order to a third party for processing, the client needs to search for and select each invoice from the result. The number of clicks and losing track when doing a CTRL select across 100 item limitation the result list is time consuming. The desktop client had this feature.

    3 votes
    0 comments  ·  Lists  ·  Admin →
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  6. Clip Documents Directly in Results

    Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.

    8 votes
    1 comment  ·  Storing  ·  Admin →
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  7. I suggest that you add an option to have live hyperlinks.

    I am wondering if it was possible to be able to click on a hyperlink which gets stored as one of the index fields. We would like some of our users to be able to click either on the result list or the DocuWare viewer and whatever the link has is where the users will be re-directed to.

    Can that be done? We tried saving a couple of links on the result list and even on the document but the links are not clickable.

    I have the URL for google.com but I would have to select edit index entries and…

    32 votes
    5 comments  ·  Viewing  ·  Admin →
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  8. 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
    0 comments  ·  Storing  ·  Admin →
    How important is this to you?

  9. Prompt to save when index entries have been changed

    When using the viewer with index entries, any changes are not saved unless you press the save button.
    If you close the document without pressing the save button you are NOT prompted to "Save Changes".

    This could cause problems for users if they
    1. Open the Document
    2. Change the index entries (but not press save)
    3. Make an annotation on the document
    4. Close the Document
    They would be prompted to “Save Changes” this could be very misleading, as they would think they are saving all changes and not just the annotation.

    4 votes
    0 comments  ·  Viewing  ·  Admin →
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  10. 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.

    5 votes
    0 comments  ·  Workflow  ·  Admin →
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  11. 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
    0 comments  ·  Indexing  ·  Admin →
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  12. Allow changing real file name during Copy To

    Currently, if I have a document that I might use as a template for a new document and I perform a "Copy To" operation, the base file name will remain the same. This makes it impossible to edit two resulting documents side by side in an editor such as Word or Excel because their base filename is identical.

    Either the file should be opened as the "File Name" index, or the option to change the file name during "Copy To" needs to allow the base file name to be specified.

    Currently, the cumbersome workaround is to download the document, rename…

    6 votes
    3 comments  ·  Indexing  ·  Admin →
    How important is this to you?

  13. workflow copy objects in workflow.

    you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.

    28 votes
    0 comments  ·  Workflow  ·  Admin →
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  14. PLEASE PLEASE PLEASE include Reports within the Docuware app. User access, and a list of who scanned X document.

    9 votes
    0 comments  ·  Searching  ·  Admin →
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  15. Share a document with an external (not docuware) user for a restricted period of time

    It would be AWESOME that i could share a big file in my DW system (for example the Docuware Main Brochure - 8 MB that i can't send by email) with prospects through a link. Have them be able to access that document only for a restricted period of time like 3 days, time in which they can download the document (no editing, just viewing and downloading).

    7 votes
    2 comments  ·  Viewing  ·  Admin →
    How important is this to you?

  16. 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
    0 comments  ·  Signing  ·  Admin →
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  17. 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
    0 comments  ·  Storing  ·  Admin →
    How important is this to you?

  18. 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
    0 comments  ·  Storing  ·  Admin →
    How important is this to you?

  19. Allow for higher level of zoom for document overview window

    The maximum level of zoom currently available for the document overview window makes it practically useless when used with a larger monitor.

    3 votes
    0 comments  ·  Viewing  ·  Admin →
    How important is this to you?

  20. Split panes next to each other instead of one above other.

    Is it possible to have split panes next to each other instead of one above the other? With a separate viewer there is a better view of the webbaskets, entries, lists etc.

    3 votes
    0 comments  ·  Viewing  ·  Admin →
    How important is this to you?
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