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240 results found

  1. Send Request improvement

    Send Request could be very helpful with two additional pieces (already there) added. Where the "Document Subject Started" columns are, I would like to see "User" and "Decision" columns added. This would allow you to sort by user or decision, and see it at a glance rather than opening each one.

    Also as the sender, I would like to see the number bubble come up when a decision has been made on a request that I sent out. Right now i have to hunt it down in the Sent Requests menu. There's no feedback to the sender.

    5 votes

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    0 comments  ·  General  ·  Admin →
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  2. Filters in Lists & Result Lists

    Abitily to filter columns/fields in the result lists or even in the search results to further narrow the search... but especially in LISTS, since they are predefined and have no ability to continue narrowing down.

    5 votes

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    1 comment  ·  Searching  ·  Admin →
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  3. Attached annotated documents to Work Flow Email

    The final step in one of our workflows is to send the fully stamped document to an external user for final processing.

    Attaching the document currently only sends the original document. I considered adding "merge layers" to the process in final stage but unable to add this as "document has been signed"

    5 votes

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    0 comments  ·  Annotations  ·  Admin →
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  4. BRING BACK AUTO ROTATE

    Automatic Image Correction would previously automatically rotate documents. In the last update it stopped auto rotating the documents. Now I have to rotate each individual document.

    5 votes

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  5. create a way to make the pdf that was created from a form uneditable.

    I currently have a workflow that starts with a form - the document created by the form then gets stamped and emailed out. I can merge layers so the stamps are on the document that gets emailed out but the content from the form is still editable.

    5 votes

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    3 comments  ·  Forms  ·  Admin →
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  6. Allow password expiration override on individual users

    I have been advised that password expiration days is system wide. I would like to override specific users such that their password never expire. Example scenario includes user accounts intended for forms processing, workflow processing, import processing, API, and other "Service" type non-interactive accounts.

    5 votes

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  7. Delete checked-out documents that have been stapled or clipped.

    Currently, checked-out documents are stuck in limbo if you staple or clip them in your tray. When you checkin the merged document to your cabinet, the checked-out documents that are now merged remain checked-out, and you are unable to delete them manually. I would love for the system to somehow identify when checked-out documents have been stapled or clipped, and then delete themselves when the merged document returns to the cabinet. Thank you.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  8. Ability to rename a list

    I have a lot of lists (created by using "Save this search as list" from a result list) and need to rename some lists now.
    Deletion and new creation is not a working way.

    5 votes

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    0 comments  ·  Lists  ·  Admin →
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  9. 5 votes

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    0 comments  ·  Viewing  ·  Admin →
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  10. Allow stored time to be a searchable field

    I want to be able to determine what time a document was stored. This would be for tracking and managing production of employees who are scanning / storing documents.

    5 votes

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    0 comments  ·  Searching  ·  Admin →
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  11. Please return right-click functionality in the dialogs fields

    Users are used to bring up select list and Filtered Select list (formerly Selective Select list) menu by right-clicking within fields.
    All my users keep on right-clicking out of many years of habit with nothing happening. Very frustrating.

    5 votes

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    0 comments  ·  Searching  ·  Admin →
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  12. I suggest to allow the defaults to be customizable in the HTML 5 Viewer

    I'm not sure that this directly relates to Intelligent Indexing but I did not see a better category to add this suggestion. It would be wonderful if we could have the ability to customize (and save) more defaults in the DocuWare WebClient HTML 5 Viewer - for example, the annotation tool's type face & font color, the viewer magnification, etc. Currently we can change the default text size and color but it will not retain once we log out. We love the annotation tool and the colors are useful for our company in identifying which employee typed the text (without…

    5 votes

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    0 comments  ·  Viewing  ·  Admin →
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  13. Create data record with Workflow Designer

    It would be awesome to have the ability to create data records with workflow designer.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  14. Allow use of Multi GL table within mobile app

    GL split is not enabled on MOBILE. Following error is received:

    The Docware server has encountered an error with the message: Assignment in activity: 'Approve' failed! [1: GL_SPLIT] Decision doesn't contains variable with id : 22! Parameter name: last Decision

    How about enabling the GL split workflows to work on Mobile.

    4 votes

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    1 comment  ·  Indexing  ·  Admin →
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  15. Stop Workflow Task if Document is deleted option

    If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.

    4 votes

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    Completed  ·  1 comment  ·  Workflow  ·  Admin →
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  16. Allow the DocID field to be a selectable field in file cabinets

    Currently have to use a workflow to grab the docids and add them to a user created field called Document ID.

    4 votes

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    1 comment  ·  Admin →
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  17. allow arithmetic expressions in workflow table fields default value

    I am using a table field and I have to keep track of the number of days between an evaluation date and when the report is filed. I have the dates in a table field and I would like to pre-populate the difference in days by simply using a datediff function

    4 votes

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  18. Webhooks / REST API in Workflows

    In Workflows you can trigger a webservice. It would be great if you could trigger a specific URL with parametres or a REST Webservice.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  19. add Docuwares fields to the CSV file.

    Currently the EXPORT to CSV File will export the USER Data but not the Docuware data. This data (DOCID,SDATE,STIME etc) Is critical in getting a solid audit of the system. The system reports issues based on DOCID but we have no way of dumping a report to match it.

    In conversion If 1 system is off by a document after conversion finding the record without the ID is VERY difficult.

    4 votes

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  20. Microsoft Office plugin

    When saving a document created in MS Office, we can directly save to a Docuware Tray/Cabinet. Users who are restricted to save locally would benefit from this feature.

    4 votes

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    0 comments  ·  Storing  ·  Admin →
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