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240 results found

  1. Remove 'Received Requests' tab from Tasks list.

    We want to remove 'Received Requests' tab from Tasks list.

    Kindly disable the 'Received Requests' in next update as it is useless for the users.

    1 vote

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    1 comment  ·  Admin →
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  2. Sent Requests and Received Requests Tabs

    I suggest that the new Sent Requests and Received Requests tabs only display when requests are received. Currently, the tabs display permanently even when there are no requests. Please can you consider applying the same logic to these tabs as you have done with all workflow tabs. Image attached.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  3. Only Show Received Requests Tab When There Are Tasks

    Since 7.9, the 'Receive requests" tab shows up even if there are no tasks in it. This is annoying when everyone is trying to keep their Tasks clear.

    3 votes

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  4. Option to disable "Received requests" in My tasks

    There should be an option to disable "Received requests" in My tasks. We disabled the option "Send requests" in result lists for users but they still see the button which is useless for them.

    11 votes

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    2 comments  ·  General  ·  Admin →
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  5. Export Workflow Tasks as CSV file

    It would be a great idea if users and controllers can export a CSV data file directly of their workflow tasks. It delay their operations because they most make a search and get a result list for export even they could wrong the filters and get wrong data.

    2 votes

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    0 comments  ·  Exporting  ·  Admin →
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  6. Provide a Recover Deleted Button

    I suggest to create a button in which this button should be used to recover accidentally deleted documents for clients and recover deleted button to recover accidentally deleted unbackup other features of DocuWare such as File Cabinet, Document Processing and Document Relations

    What this button does once click is:

    1) Once click, DocuWare Support Team is notified that accidental action is triggered

    2) DocuWare Support Team then simply setup temporary backup folder system that can be used to easily retrieved the lost data back up to either admin or client

    This can be easily reduced the cost for the client…

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  7. Multiple/Bulk Invoice Approval

    We just ugraded Docuware where tables are added to show GL Code, Cost Center, Amount per line item for each invoice. Old version Docuware allowed Approvers to select multiple/bulk invoices to be approved at once.

    We need the same functionality to the newly upgraded version of docuware.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  8. DocuWare forms user license for DocuWare Cloud

    I suggest creating light cloud user license for DocuWare forms, so that customers can create internal forms without the need to make them public. For instance if a customer has 300 employees, 50 of them use DocuWare, and the 250 only use forms to submit requests, we are giving this feature free of charge but exposing the forms to the world, we can charge for small license fee and give customers the option to make their internal forms private and only available for authenticated users.

    2 votes

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  9. Change 'send request' defaults

    Would be most helpful to change defaults on the Send Request page. For example, we would like to change the following as defaults:
    * Subject line text (would save us from editing every single time)
    * Text (would save us from editing every single time)
    * Decision choice names (we would never use Accept or Reject, but would change it to Completed or Not Completed. (It is a task after all, and tasks get completed in our business).

    2 votes

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  10. okta

    Can you implement Okta authentication please?

    1 vote

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  11. saml

    Clients are requesting authentication via alternative methods, e.g. SAML2 and OKTA. Without this DocuWare is not a viable solution for them. Is there an expected timeframe for implementing this?

    3 votes

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  12. Let users hide/show columns in result list

    It would be better than having to create new result list with adjusted model view.

    1 vote

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  13. Add, Sort, Filter index data columns to tray

    Allow us to add and remove columns from the index tray view. Allow us to add, sort and filter by index data columns to locate documents and identify possible duplicates.

    1 vote

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  14. Create a dynamic select list with indexes from a file cabinet

    I can easily create a select list from a local data connection. However if for whatever reason the local data connection breaks so does the list. Because of that, I have file cabinets set up with nothing but data records to use for lookups in workflows. It would be nice to use those data records for select lists but that isn't an option.

    1 vote

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    0 comments  ·  Lists  ·  Admin →
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    Thank you for your contribution. Your idea is available.


    Sound like DocuWare Cloud.

    Just create an "External" select list with a database connection. As database connection do not use Local Data Connector but the second connection (with GUID in it, a long character/number combination). Then you can choose from the database tables for all file cabinets. Then just select the table with your file cabinet name. If you do not exactly now which table you can look up the table name in the File Cabinet administration on Tab "General" at the bottom hidden beneth "More options".

  15. SAML

    Please reconsider the use of SAML authentication to provide an much more flexible authentication mechanism that does not require Microsoft services.

    Please see page 9 at: https://ltcillinois.org/wp-content/uploads/2020/12/2020-IL-School-District-Technology-Survey.pdf

    What you should see is that 91% of schools in the state of IL are Google schools while only 27% utilize Both Microsoft and Google services.

    I think that you are limiting your customers by not offering other authentication mechanisms like SAML. We do believe that Docuware is the better product but because of this we will likely have to choose another product.

    As MFA is now required for any PII for school…

    2 votes

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  16. Field Behavior function in Forms need ability to autofill fields based on entries in other fields

    If a field behavior is true then auto fill other fields on form with fixed text.

    For example in an I-9 Form if you choose "U.S. Passport" in the document title field then the Issuing Authority field need to auto populate with "U.S. Department of State"

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Allow to duplicate a table field row

    Rows in a table field can be pretty similar in documents like invoices. It would be helpful to allow to duplicate a row when storing data, as well as when adding data in a workflow task.

    2 votes

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  18. Incluir listas de selección filtradas

    Estará muy bien incluir listas de selección filtradas en los campos de Forms de Docuware similar a los campos en Web Client. Esto ayudaría bastante en llenado de formularios y evitara errores al capturar manual algún dato.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. Nahtlose Integration von Office online

    Ein paar Kunden von uns wünschen sich die Funktion, dass wenn ein Dokument mit Office online bearbeitet werden soll, sich nicht zusätzlich über Office 365 anmelden zu müssen.
    Wenn man die Docuware Anmeldung mit der Office online Anmeldung verknüpfen könnte, würde dann ein trusted Login zwischen Office online und Docuware entstehen und müsste sich nicht noch zusätzlich bei Office online anmelden.
    Beispiel:
    Jetzt: Excel Dokument in Docuware öffnen und dann auf den Button Bearbeten> in Office Online > Anmeldedaten für Office eingeben und dann das Dokument bearbeiten.
    Mit verknüpften Konten.
    Excel Dokument in Docuware öffnen und dann auf den Button…

    1 vote

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  20. CSV file for documents with link to stored documents in the file cabinet

    It will be better to export documents into a CSV file with links to open the documents right from the CSV file.

    1 vote

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    0 comments  ·  Exporting  ·  Admin →
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