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  1. Add the ability to run workflows on web baskets

    Since web baskets are technically cabinets in the background, I'd like the ability to run workflows on them. For example, I'd like to run a deletion workflow at the end of each week on some of the baskets to purge the remaining documents that users didn't delete when they were finished.

    9 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Download activity in workflow. Similar to emailing the document

    We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.

    Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.

    8 votes

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  3. 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.

    8 votes

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  4. 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.

    8 votes

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    Added to Ideas Backlog  ·  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    7 votes

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  6. 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…

    7 votes

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    5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Stamps need too many clicks

    When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.

    7 votes

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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

    6 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. Workflow - Allow Operators in Filtering

    I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.

    6 votes

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  10. Send Request should show on document when sent

    Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.

    At the moment you can't see easily that a request is running on a document if there was no response to the request yet.

    6 votes

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    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    6 votes

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  12. 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.

    6 votes

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  13. Comment Marker on workflow steps

    Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.

    5 votes

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  14. Allow Workflow Controllers to Move an Item to A Different Node in The Workflow

    Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future

    5 votes

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  15. Improve Testing and Add Unit Tests to Workflow

    Allow us to create saved unit tests for the workflow system.
    That way we can press a button to see if any modifications broke anything in the system.

    Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.

    5 votes

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    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Attachments in Workflow Decisions

    Add possibility of adding attachments in any point of a workflow decision. This should staple it to the document, as it happens in forms! This can help us complete a document though the different steps of a workflow.

    5 votes

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  17. 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

    5 votes

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  18. Clip documents within a workflow

    currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document

    4 votes

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  19. Add SMTP send configuration option to point to a specific workflow instead of all workflows

    Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.

    4 votes

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  20. Create new document in Workflow

    I would like the ability to create a new document within an existing workflow.

    For example, I have a document going through the workflow to highlight user error.

    We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.

    I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.

    The document "Credit Note.pdf" would be added to the merge forms section in forms.

    Please see attached.

    4 votes

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