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1168 results found

  1. Add ability for the DW admin to log off users.

    More frequently we are receiving support calls from clients unable to login because a license is not available. Sometimes it's because users closed their browser and failed to Log Out of DW first. Other times, because a generic login is used and they are not sure who is actually logged in. In the DW administration tool you can see who is still logged in, but it would be helpful to be able to click their username and force a logout and immediately close the session from that same screen. Thank you for your consideration.

    11 votes

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    Not currently planned  ·  2 comments  ·  Login  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Cast Autoindex fields to change datatypes

    There are many times that a datatype needs to be converted to a different one. INT to VARCHAR etc - This should be a choice in Autoindex per field not just the creation on a new SQL view or using Workflow Manager

    11 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Data in Form fields from different source

    The ability to pull data into fields on a form from another datasource.

    Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.

    11 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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  4. have a number pop up on the document trays tab when you have items in your inbox.

    Just like there is a number for when you have tasks in your task list

    11 votes

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    0 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Ability to increase the size of the Thumbnails in the Document Trey

    Add the ability to increase the size of the thumbnails in the Thumbnail or Index Cards views in the Document Trey. They are pretty much useless at the current size.

    11 votes

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    2 comments  ·  Viewing  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Remove preceding/trailing/in-between spaces in Store dialog fields

    We having issues with certain fields (eg VAT numbers) in Intellix Store Dialog, these fields are used in conjunction with Filtered Select Lists.
    Problem is - different companies write VAT fields different ways:
    GB123456789
    123456789
    GB 123 4567 89
    which is completely break our filtered select lists, since we query customer CRM for that VAT number, where all of it kept uniform, like:
    123456789

    We need ability to format post-Intellix fields in store dialogs - remove spaces, or certain characters using Regex or just list of characters to be removed, like:
    GB| |VAT (second item is blank space)

    Thank you

    11 votes

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    4 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
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  7. A store dialog with only pre-indexing option in Web Client

    A store dialog with only pre-indexing option is not working when you try to use this dialog with a document in the web basket.
    this option was available with previous releases 5.1 C SP1&SP2,
    We would like to see this feature returned starting v6.1 and above
    To figure out the need of this option,this is an example of production environment:
    Employees of claims department are preparing the pre-indexing documents in the web baskets and store later to the file cabinet when the claim is closed

    11 votes

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    0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
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  8. You need to be able to assign a specific SENDER email address within a workflow

    When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:

    AP invoice workflow send emails from AP@MYCOMPANY.COM
    Order workflow sends emails from ORDERS@MYCOMPANY.COM

    These should be selectable IN THE WORKFLOW

    10 votes

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    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Automatically remove licenses from users not found in any AD synced groups.

    On-Premise; Active Directory sync.
    Users that are removed from AD groups that are synced to Docuware should also automatically remove the license from that user upon synchronization to Active Directory

    10 votes

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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Fill Table fields via DWControl files in DW Import

    It would be extremely useful to be able to fill table fields via DWControl files with DocuWare Import. That way we could use third party capture solutions to extract and validate data from documents and then output to DocuWare with all the index and coding already done through the capture solution.

    10 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Import users to DW cloud from CSV

    HI, sometimes we get cloud cases with many users Without the possibility to import users from AD.
    It is tiresome to create 100 users+ from scratch.
    It should really be possible to do a batch import of users with name and email from CSV.

    10 votes

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    1 comment  ·  DocuWare Cloud  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Stamp Visibility on Document Criteria

    Stamps can perform very specific actions, sometimes only appropriate for documents of certain document types, statuses or other defining criteria. Right now the stamps all show for anything in the specified File Cabinet, but would be great if we could filter when they show up based on defined index values.

    10 votes

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    2 comments  ·  Stamps  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Display number of document in document trays

    Hello,

    It would be very helpful if the number of documents in each trays was display in the list of the document trays (see picture).

    When a user have to deal with a great number of document trays, it will help to increase his productivity.

    See also this idea : https://docuware.uservoice.com/forums/230570-client-english/suggestions/19059898-docuware-trays-dropdown-needs-to-show-number-of-fi
    It's from 2 years now, is this idea will be implemented soon ?

    Thank you.

    10 votes

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    3 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Fillable PDF Web Forms

    An option to have the pdf Web Forms create a Fillable pdf like you can with the merge forms. We would like to have PDF forms instead of flat PDF's.

    I really like the layouts I can create with the web forms, but I have to use Merge Forms because we need the ability to easily edit the PDF's after they have been submitted. Merge forms are ok, but making the Web Forms as fillable PDF's would be very helpful for us, and much faster to create and easier to manage.

    10 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Add a possibility to share selected documents by a result list

    It would be great to add a possibility to share selected documents. Example : if my result list contains 5 documents and i want to share 3 of them, i select them et and I get a link which creates a list of results with these 3 documents

    10 votes

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  16. Provide this option in Workflow to auto open or not the next record

    Create a setting allowing any user to enable/disable whether the next invoice in the approval task list automatically pops open when you are completed with your 1st one.

    This is currently an option for Stamps, but not for Workflow. Why not? In the configuration of Stamps, it is possible to select when the next record is opened, or when the current document is closed. It is assumed in Workflow that the next record should be automatically opened.

    10 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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  17. have the ability to reorder pages in docuware easier

    Reordering a document that is in docuware is cumbersome and very difficult. Especially if it is a large document. There is no way to check out a document and check it back in if the first page of the document you are reordering isn't the same. What if we didn't want page 1 to be page 1?

    10 votes

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  18. 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.

    10 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Use File Name during Edit the same way as in Download

    The name of the file exported from DocuWare should be consistent whether using Download, Send, or Edit.

    Currently, when I select to edit a document, it opens the originally stored file name. However, selecting Send or Download will result in the document name / file name defined by the index.

    This can cause confusion if you have several documents that are copies of a template document even though their document name is different, the file name used during "Edit" remains the original.

    10 votes

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    0 comments  ·  Exporting  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 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.

    10 votes

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