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1414 results found

  1. Conditional forms merge based on values entered by user

    Choose to fill a form or not based on values entered by user. Example: onboarding for a multi state HR department. If the user works in Illinois only the Illinois state tax form is filled and stored, the other states are not filled nor stored.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Integration with SharePoint Online

    Many clients use Microsoft 365, formerly Office 365, including SharePoint Online. We have the requirement that documents processed in DocuWare workflows eventually be stored in SharePoint Online, to be accessed by non-DocuWare users. Storing to OneDrive may be an intermediate option.

    8 votes

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  3. Option to replace a stored PDF

    stored a PDF in DocuWare.
    Customer send a new version. Can we get a replace option. Right mouse click: load new version...
    Or drag n drop on a stored document.
    This will also be great for office documents.

    8 votes

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    0 comments  ·  Storing  ·  Admin →
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  4. Make Table fields open to work with Auto Index

    We have a customer who would like to import their table data from their Database into the new table field. We let them know that this is still not possible.

    8 votes

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  5. Search for search dialogs..

    I have 160 file cabinets and most of them have multiple dialogs. It would be really helpful to group the dialogs by cabinet or to be able search for dialogs when you click on "Searches"

    8 votes

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  6. Outlook Email Modern Component

    Please buid a Outlook Email component for Office365, so it works accross all devices. Outlook for windows, mac, ios, android web!

    Also, most IMPORTANT: ability to choose the attachments to store and in what order.

    8 votes

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    1 comment  ·  Admin →
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  7. In a workflow table field create a row for each item in a keyword field

    I have a form with checkboxes that index in a keyword field. I would like to create a row in a table field for each of those keywords in a workflow. If I set up the default value to be the keyword field it puts all of them in one row. That isn't very helpful.

    8 votes

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  8. HEIF/HEIC Image Support

    It would be nice to have the new standard image format HEIF/HEIC supported by the WebClient Viewer (and the configuration pages like Printer), as this format is slowly becoming the new standard, replacing .JPEG.
    It is already integrated in all mayor OS and the standard format for pictures taken with iOS.

    See this link: https://en.wikipedia.org/wiki/High_Efficiency_Image_File_Format

    8 votes

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    2 comments  ·  Viewing  ·  Admin →
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  9. Create new document in Workflow

    I would like the ability to create a new document within an existing workflow.

    For example, I have a document going through the workflow to highlight user error.

    We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.

    I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.

    The document "Credit Note.pdf" would be added to the merge forms section in forms.

    Please see attached.

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
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  10. Enable Tab Key based selections from Select Lists or any multiple selection opportunity

    Common complaint is the Down Arrow and Return method currently in place for selecting an option from a Select List or other multiple selection opportunities in DocuWare. The Tab Key method is almost universal and it never fails that the clients are put off by not being able to use this choice. Adding to the frustration is that if you're using the Down Arrow then Enter in a Workflow task and accidentally hit Enter twice the second Enter confirms the task when that is not desired. I encounter this quite often. What do you think?

    8 votes

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  11. Add Line #'s to the records list in a search result list.

    Add Line #'s to the records list in a search result list.

    8 votes

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    2 comments  ·  Searching  ·  Admin →
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  12. Add Modified By and Entered By fields to fields visible in docTray.

    Add Modified By and Entered By fields to fields visible in docTray. This would allow users who use a shared document tray to see which documents they are responsible for.

    8 votes

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  13. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    8 votes

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    1 comment  ·  Indexing  ·  Admin →
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  14. Send Request should show on document when sent

    Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.

    At the moment you can't see easily that a request is running on a document if there was no response to the request yet.

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
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  15. Error message

    Hello,

    Is it possible to translate all type of error messages in the langage chosen for the interface ?

    Thank you

    8 votes

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    0 comments  ·  General  ·  Admin →
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  16. Enable searches for document trays

    If I scan 50 documents to my document tray and none of the sort options are suitable then I have to manually scan the tray for the document I want to find.

    If I scan documents in a certain order they are imported to the tray in a random order 9.5/10 times. Using the created on or modified on filter doesn't do the job of helping me find what i'm looking for.

    Printer/Import configs help give documents names to help identify instead of a printer scanner meaningless name but you should be able to search for something specific instead of…

    8 votes

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  17. Searching multiple values within one field

    We have a file cabinet called Connections, in Connections we have fields such as Company, Document Type, Installer, Dates, FullText field

    I would like the option to select multiple companies to search upon.

    For example: Selecting multiple companies from the drop down of the Company field, then either selecting a certain document type, or a certain fulltext, or none at all, just selecting multiple companies and clicking search to see all the pdfs associated

    8 votes

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    2 comments  ·  Searching  ·  Admin →
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  18. Workflow E-Mail function don´t use the concatenated docname

    When I set up the e-mail function in a workflow and try to attach the concerned document with it everything works fine besides that the attached document does not use the correct document name.

    It use the original name before it was imported to the archive. Our scanner name the documents like docxxxxxxxxxxx.

    When I try to send the same document manually with the sending button of the tool bar in the document viewer (web client) everything works fine and the attached item is named with the index field which is configured as docname.

    The problem is that I want…

    8 votes

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    6 comments  ·  Workflow  ·  Admin →
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  19. report folder

    indexing by category that opens up as a report.
    like 5+ day reports by teams, by project number.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Send email to the partner contact when 80% of the Intelling credit is reached

    Right now only the customer contact receives an English message when 80% of Intelligent Indexing credit is used

    The message should be in the langage configured in the portal and more important a copy should be send to the partner. So the partner could act before 100% of the limit is reached.

    8 votes

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