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  1. Store document by drag and drop on workflow task

    Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
    The only option for now is to append a document to a document in a workflow.
    But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
    This option is already available in taskmanager but not in workflow manager.

    5 votes
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      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • 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  ·  Flag idea as inappropriate…  ·  Admin →

        Thank you for your idea.
        Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
        You can at any time undo the checkout of these documents (or delete them). This should be a manual process as there is also the possibility to check out to the file system and never check it in again.

      • Allow customization of the workflow documents view per user

        Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.

        5 votes
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          Added to Ideas Backlog  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
        • Email Notification from Document Trays

          You should be able to generate an email notification for a document being stored in a Tray instead of just a file cabinet.

          5 votes
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            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • add a configurable stamp activity to Workflow Designer

            Add a specific activity in the Workflow Designer that places a configurable stamp. Give the designer the ability to pick the location of the stamp (either have DocuWare automatically place it, as it does now, or have the workflow creator input X and Y coords), and let the workflow creator pick the global variables or index fields or text for the stamp. We have several workflows that have a lot of fields in the decision tasks and the resulting stamp is huge and contains a lot of info that isn't required.

            4 votes
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              1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • Sending several documents in an email (workflow)

              The email to workflow allows us to attach a single document.

              It would be interesting to be able to attach several documents in the same email.

              4 votes
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                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
              • 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…

                4 votes
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                  3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • merge layers in a workflow

                  add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.

                  4 votes
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                    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • Email Notifications - File Cabinet vs Individual Users

                    Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

                    Please allow the ability to set a notification template at the file cabinet level.

                    Regards,
                    Bret Messer

                    4 votes
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                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • Have memo field in workflow

                      It could be very nice to add memo field in workflow form. It's the only index type that we can't use at this time in the workflow, so this kind of index is not very usefull.

                      3 votes
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                        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                      • add ability to configure radio buttons and select boxes in forms of workflow

                        Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.

                        3 votes
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                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • Integrate DocuWare's Out of Office setting with Exchange

                          It would make the jobs of both users and workflow controllers easier if the Out of Office setting in DocuWare could match a user's Out of Office settings in Exchange/Outlook

                          3 votes
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                            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • Due Date from Start

                            It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.

                            3 votes
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                              0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager

                              Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.

                              3 votes
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                                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • Make tasks "read" only when the image is opened

                                Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.

                                Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.

                                2 votes
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                                  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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.

                                  2 votes
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                                    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Workflow specify different result/search-list

                                    It would be great to specify different result-lists to a workflow.
                                    https://www.docuware.com/support_faq/index.php?solution_id=5315

                                    This article says that a workflow uses the standard lists but I want to specify it because I want to reduce the dialog fields which are displayed if I want to change them. It is not needed to see all.

                                    2 votes
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                                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 2 votes
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                                        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add a search tool to Tasks

                                        It would be very helpful to be able to search for a task by using index criteria.

                                        2 votes
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                                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add the ability to set a stamps max width/height

                                          Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.

                                          Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.

                                          2 votes
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                                            1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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