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  1. Multiple file documentation

    It would be great if you could check mark several deals and be able to title complete all at once. The same thing with printing, if you could place a check mark next to the one you want to print and then print that would be great. Kind of the same way one would share documents on a Android Phone.

    2 votes
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    Added to Ideas Backlog  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.

    Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.

    Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…

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

    You can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.

  3. Allow more complex conditions for email notification triggers

    We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:

    Status = "Needs approval" AND
    Department = "Accounting" OR Department = "Billing"

    One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.

    2 votes
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  4. API access to Email Notifications

    We have ran into several install requiring customized email notifications. Several have resulted in flaky at best alternative methods. Access to the api would give us more customization to offer to the client.

    2 votes
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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. In the Task List Designer

    Docuware would implement much effientcy by adding basic mathmatical excel funtion in the tasklist Designer,Since a good amount of users are also using this in there accounting process to approve invoices, this would provide a valuable feature and purpose. Please see my example attached.

    2 votes
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  6. Create a "document object" variable in Workflow

    I would like to add document in a workflow task and store it in a particular file cabinet.
    Other idea could be to manage this feature via DocuWare Form.
    - validate the task to certify tha the link to the form on workflow task is been executed (and document stored via Form)
    - allow the choice to split on DocuWare Form, the registration from its attached.

    1 vote
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  7. Trigger workflows from the contextual menu

    Having the ability to trigger workflows from the contextual menu would be an easy way to allow users send documents to external services.

    1 vote
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  8. Massapproval

    Mass approval or Massengenehmigung im Workflow erwünscht. Wenn eine Reihe von Dokumente zur Genehmigung anstehen und diese ausreichend bekannt sind, wäre eine Massengenehmigung erwünscht.

    1 vote
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  9. Index value fields

    Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.

    Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.

    File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
    "can be empty", "new entry"

    1 vote
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  10. desktop notification

    A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.

    1 vote
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  11. Add TLS encryption to e-mails sent from workflows

    If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.

    1 vote
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  12. Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.

    We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...

    1 vote
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  13. Workflow Controller tasks in separate tabs, please

    In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.

    1 vote
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  14. give workflow designers the ability to customize font styles in workflow tasks

    It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.

    1 vote
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  15. Please give us a pop up menue when new work flow is uploaded.

    When we upload a new document to the workflow it go into the normal que an does not alert us to there is a new document that is uploaded. can we get a alert or alarm to say new document uploaded?

    1 vote
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  16. Purge WF history instances

    It would be nice to select WF history instances and purge them, leaving only the most recent.
    Useful to clean up WF history list instances for WF's that run multiple times on a document.

    1 vote
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  17. 1 vote
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  18. add Notes pane to workflow task view

    The only way users currently have of adding comments to a document as it goes through a workflow is to use the "edit text annotation" function, which is not very visible and can easily be missed. A good idea may be to add a Notes pane to the task area in the bottom-left. In the same way that the users can flip between the various decisions they have as part of the task by clicking the decision buttons on the left side, a couple of buttons can be put on the top: one saying "Task" and the other saying "Notes".…

    1 vote
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  19. With email notifications it would be nice if it could send a message to an address read directly from the document.

    With email notifications it would be nice if it could send a message to an address read directly from the document

    1 vote
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  20. E-Mail by date

    It would be usefull, to get an email because of date not only by event.
    A resubmission is needed on that date or 3 days before.
    In this case there is no event, to get one I Need to build an extra autoindex Job.

    1 vote
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