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  1. link annotations with index fields

    It would be great to give the ability to annotations to auto-populate index fields, like the stamps do. Since stamps are permanent and cannot be edited or deleted, the annotations are more user friendly for "live documents" that are being updated.

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  2. Possibility to create a multi cabinet search and share with all users or specific users

    It would be helpful for a user/administrator to be able to save multi-cabinet search and share the new dialog with multiple users.

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  3. control who has access to the change field for all documents - nice option for those that need it, but a bit scary for those that don't.

    control who has access to the change field for all documents - nice option for those that need it, but a bit scary for those that don't.

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  4. Visual Display of Cabinets during search

    I suggest that you enable a visual display of document categories in folder form. (The same way you can view folders and subfolders plus files)

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  5. Allow multiple key combinations. CTRL, Alt and SHIFT too common. Need to be able to use CTRL-ALT, CTRL-SHIFT, ALT-SHIFT as command modifiers

    Allow multiple key combinations. CTRL, Alt and SHIFT too common. Need to be able to use CTRL-ALT, CTRL-SHIFT, ALT-SHIFT as command modifiers

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  6. Check fields authorizations server-side

    I regularly use fields to filter access to documents in a filecabinet (e.g. : "country = Germany" is set by default and is read-only for users in Germany). Problem being that anyone can just right-click on the field and delete its attribute "disabled" and then delete the filter, thus accessing any documents.

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  7. Please make it possible to do a word search or number search in the document tray to filter out duplicates.

    On a daily basis we receive a large amount of Certificate of Analysis (COA) for the raw materials that are delivered. There will be multiple copies of the COA's for the same lot and then there will be other lots attached as well. I am unable to take the time to look through all of them, so we scan everything. Once they are in the document tray I need a solution to filter out the duplicate COA's before I store them. For instance, right now I have 600 COA's I need to store but I know I could get rid…

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  8. FullText search result list to show summary view of first keyword

    In the application of a legal store and retrieval project scenario when doing a FullText search could the result list show a summary of text before and after the first found keyword to give some basic context to the document found. For example; you search for "John Smith litigation" and you can preview a sentence like "in 1975, John Smith company was in a litigation battle because...."

    This sentence would appear in a mouse-over bubble in the result list per returned document. Currently having to double click and have the complete first page open up is a slow process when…

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  9. Ability to color code lines in the Invoice Search Dialog Box

    To provide the user(s) the ability to color code specific line items. there are line items that are not being worked due to various reasons however one has to continuously go back into the invoice to see notes as opposed to being able to highlight a line to know it can not be worked at this time, etc.

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  10. Allow users to create their own Custom Searches.

    Users should be able to create their own search lookup. That way they can customize their lookup and not have to manually enter search criteria or have the Admin create their own custom lookup. It would also be nice if the user had the ability to pin and rename favorite searches. I know there is similar option called Recent searches but it is not ideal and you can't rename them.

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  11. Move the scrollbar to the right so that I can select if when moving mouse to the edge of the screen

    Hello,

    In the search results, the scroll bar is just a few pixels from the edge of the screen. This means that when I move my mouse to the edge, the scroll bar isn't highlighted, so I can't select it move up and down. Please push or extend the scroll bar to the very edge so that the mouse pointer catches it. Thank you.

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  12. Change icon of unreadable document

    In the result list, when a document is unreadable (profil attribute of the user), having a "crossed" logo, informing the user AND preventing him to any try to open the document. Today (6.7 and more) an error message appear.
    In addition, is it possible to display the index (via Modify index menu) even if the document is not displayable. today it is not.

    1 vote
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  13. When using the Checkout feature of version control there is no notice that the document is checked out to a subsequent user if they are only

    When using the Checkout feature of version control there is no notice that the document is checked out to a subsequent user if they are only viewing the document. A notice of being checked out is only shown if a subsequent viewer attempts to edit the document. A notice should also be provided that the document is check out even if they are only viewing it. Otherwise the user viewing the document is assuming that it is the most current version and may take action accordingly not knowing that they should actually wait and view the document later after any…

    1 vote
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  14. Result List Navigation

    Move navigation of search results to the top so that they are in constant view and access. (Side to side slide bar, page advances, etc.)

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  15. Improve the ability to find documents after a name change has occurred.

    When a vendor or client has a name change, we would like to be able to retrieve the documents that are indexed with the old name, using the new name.
    For instance, Company is ABC and there are 100 documents indexed using ABC as the index in the Client Name field. Company ABC has a name change to company XYZ. When retrieving a document using XYZ, it should also retrieve the documents indexed as ABC.

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