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183 results found

  1. Autofill form fields from last submitted form

    If there was a way to autofill form fields based on the last submitted form, that would allow multiple similar forms to be submitted in a much smaller time frame.

    17 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Allow a single document within a clipped document to be removed or copied.

    We clip multiple files together for a workflow and store the document, however we need the ability to copy one of those files, modify it, then re-store it as a separate document without affecting the clipped file.

    17 votes

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    1 comment  ·  General  ·  Admin →
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  3. Allow page deletion after a document has been stored into the file cabinet.

    It would be nice if you could delete and organize pages after they have been stored into the file cabinet. This function should be available in your tray as well.

    17 votes

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    0 comments  ·  Viewing  ·  Admin →
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  4. Our customers have to have the Placeholder function of the Field Masks included in the Web Client

    According to your FAQ #1858, Because of technical reasons it is not possible to display in Web Client placeholders in fields with field masks. Only in Windows Client placeholders can be displayed.

    A large portion of our customer base is comprised of County Clerk’s Office within the State of Indiana. The primary field that they use to look up documents is a 24-character Cause Number, which includes numbers and letters separated by dashes in a state-defined format. In the Windows Client, we create a field mask which not only eliminates input errors but speeds data entry. The first 2 digits…

    16 votes

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  5. Remember the last used annotation after moving to next/previous document

    In the web client when you choose an annotation such as the "Write text on overlay" it does not remember the last used annotation function after changing pages. The windows client would remember the last function and not require the user to continually click the same function over and over again. This becomes very frustrating when working on a large batch of files. Please see the attached file for a detailed walk through of the problem.

    16 votes

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  6. Bring back the ability for field masks to auto format data.

    As an example if the mask is for a SSN, allow typing of 123456789 without the dashes. This needs to be for storing as well as searching and also point and shoot indexing

    15 votes

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    3 comments  ·  Storing  ·  Admin →
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  7. Allow formatting of numeric fields in the admin tool to exclude the thousands separator.

    This would allow the use of numeric fields for PO numbers and the like and provide the range search capability in the search dialog, as well as proper numeric sorting.

    15 votes

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    1 comment  ·  Indexing  ·  Admin →
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  8. Give the ability to drag and drop from the results list into an email

    When I get emails asking for documents I don't want to have to start a new email chain to be able to email someone a document. I would like to be able to pick a document from the results list and drag and drop into an existing email chain.

    15 votes

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    0 comments  ·  Exporting  ·  Admin →
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  9. Allow users to edit after checking out/checking in a document

    Allow users to edit after checking out/checking in a document. Version control should be able to be manual and automatic not limited

    15 votes

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  10. Add the ability to use an index field to pre-populate forms in a stamp

    It would be beneficial to be able to add predefined values from an index field when creating a stamp with form fields. Currently, if you set a form field in a stamp to "Predefined Entry" you only receive the basic options like currentusershortname, currentdate, etc.

    15 votes

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    2 comments  ·  Signing  ·  Admin →
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  11. Store Automatically Currently ignores the settings in the selected store dialog. It should still default values in fields etc.

    Personally I think this is a bug. Currently Store Dialog settings like preloaded default values are ignored. If you select multiple documents in a tray and use the Store Automatically the settings of the store dialog are not processed. This causes huge issues if a status field for instance was preloaded to kick off a particular workflow. The user is allowed to do it but the documents get stored without the necessary default index values and the user has no idea the fields were not filled in as they are if they store one at a time with the store…

    14 votes

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  12. When using 'Keep Entries' have an option NOT to carry over field which is 'FileName'

    When Multiple documents with similar Index data are stored, an option should be available to have the 'File Name' field come from the next document, not carried over from previous one. Would be even better if a selection can be made which fields are carried over and which are not.

    14 votes

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    4 comments  ·  Indexing  ·  Admin →
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  13. Have Desktop client check status occasionally of Desktop service and auto-restart it if stopped.

    I frequently get tickets from users getting "DocuWare Desktop Service is unavailable". This is almost always caused by the service being stopped for some reason and the user doesn't know how to restart it. Since the Desktop client can't do anything without the service running, it should automatically make sure the service is running every once in awhile.

    13 votes

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    1 comment  ·  Storing  ·  Admin →
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  14. add bookmarks to the Viewer

    Every time I close a multi-page document in the Viewer I lose my place - it'd be great if I could place a bookmark (with or without a name), especially for those long documents.

    The "Place Bookmark" button could be in the Tools or Navigation section and the Navigation bar could allow you to scroll between multiple bookmarks, the way you scroll between pages and docs.

    13 votes

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    1 comment  ·  Viewing  ·  Admin →
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  15. Be able to assign Stamps to only be availalbe for particular Task Lists.

    Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .

    For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.

    12 votes

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    0 comments  ·  Workflow  ·  Admin →
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  16. Pre-load upcoming pages in web viewer so pages load instantly

    When a document is opened in the web viewer, it can take a while to render each page. Instead of waiting until the user clicks "Next page", the viewer should pre-download the next few pages in the background. This way, when the user clicks the Next Page button, the page can be displayed instantly.

    This would make navigating documents much quicker/simpler for the users. Presenting content to the user as quickly as possible, even if it causes unnecessary bandwidth, is a primary concern of any CMS. It should be just as fast as browsing photo albums on popular social networking…

    12 votes

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    0 comments  ·  Viewing  ·  Admin →
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  17. Edit several index fields when selecting a group of documents

    When you select a group of documents to edit an index field, it could be usefull the posibility to modify more tan one field. Right now, there is only the posibility to modify one index field at once.

    11 votes

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    0 comments  ·  Indexing  ·  Admin →
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  18. Allow word wrap in Stamp Text Fields

    Allow word wrap in stamps. We need to add quite long comments in stamps as part of our workflow, but there is no word wrap functionality for longer comments.

    11 votes

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    0 comments  ·  Viewing  ·  Admin →
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  19. Alphabetical list of search dialogs in WebClient

    When I go to Settings > searches, to enable which search dialogs I want to be visible. I see a list of 40+ dialogs, but they are not alphabetical so I cannot easily find the one I want!!

    11 votes

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    2 comments  ·  Searching  ·  Admin →
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  20. 11 votes

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    5 comments  ·  Indexing  ·  Admin →
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