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1325 results found

  1. Concurrent license option for cloud

    There are a number of problems that I have a difficult time solving with the user licensing with the cloud solution. For example, an organization has 5-10 regular DocuWare users, using the software daily. Same organization has 100 field users who need to sign into DocuWare two or three times per year.

    I realize that a concurrent user license will have a higher monthly cost than a regular user license, but this will allow me to solve problems with DocuWare, rather than having to rely on ancillary or alternative products to do so.

    5 votes

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    0 comments  ·  General  ·  Admin →
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  2. Configurable Output and Indexing settings for each Attach File field

    Make it possible to store file attachments separately, instead of always clipping them to the main form(s). For example, in a W-9 Vendor Signup form, we may prompt the vendor to attach their Certificate of Liability Insurance. Instead of clipping this attachment to the W-9 form, we would like to store this document separately with a document type of "Certificate of Liability Insurance".

    Currently, every attachment for every File Attach field gets clipped to the Web Form or to EVERY merged form that is configured. This is rarely the desired behavior and results in duplicate documents.

    Instead, being able to…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Looping form merge

    Fil the same forms more than once per single submission. Example Parent is registering multiple children for school. They choose "3" children. We can use behaviors to open up the questions for each child, name, grade, etc. It would be nice if I could fill the same forms three times, one per child because all the parent information etc is the same. Please just add some workflow logic to how many times to fill the form.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Allow the example to be optional instead of required for field masks.

    In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.

    5 votes

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    0 comments  ·  Storing  ·  Admin →
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  5. Customize Cloud Login Page and New User Email

    It'd be great to have a way to customize the Cloud login page so users cannot reset their passwords.

    Also, the option to customize the "welcome email" new users receive.

    5 votes

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  6. use of captcha

    Increase the security of the web client by implementing CAPTCHA as part of the authentication process to start a session.

    5 votes

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  7. 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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    0 comments  ·  Workflow  ·  Admin →
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  8. Intelligent Indexing and Colour Blindnees

    I have a client that has red-green colour blindness which affects 8% of the male population. This makes Intelligent Indexing difficult as he can not tell which documents have been successfully indexed.
    I propose a graphical representation of the indexing status such as a letter to represent the status i.e. G, Y or R. This will also have a benefit as you be able to sort the documents by indexing status.

    5 votes

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  9. Right-Click "Open Document in File Cabinet" for Workflow Tasks

    It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  10. Name of Oganization on browser tab

    It can be useful to those who work on multiple systems to provide assistance.

    5 votes

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  11. Make workflow dialog field behaviors like form behaviors

    In docuware forms you can set up field behaviors based on other fields and such for example you could have a checkbox for a married status that reveals or hides a field for maiden name. I would like to do that with workflow dialogs. For example If I have a document that was created with a form and has keywords indexed I would like to hide items in the workflow dialog that don't apply to that document. In my case I have a form to request therapy evaluations. There are 7 check boxes on the form and there is no…

    5 votes

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  12. 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  ·  Admin →
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  13. single click to view documents in the viewer

    Instead of double click, make document appear in the viewer with a single click. At a minimum, make it an option to choose between double click and single click.

    5 votes

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    1 comment  ·  General  ·  Admin →
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  14. AutoIndex with Docid

    Add the DOCID field in the list of system fields that can be assigned when doing an AutoIndex. To be able to assign this value to a metadata ot fhe document or to be able to use it in BB.DD connections in order to wirtwe it in the local tables.

    5 votes

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    0 comments  ·  Indexing  ·  Admin →
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  15. Add ability to filter multi column select lists on a fixed entry

    A Multi Column select list should have the option to set the filter field to a fixed value. For instance I wan't the select list locked down to only show field Document Number that have a Status = 'complete'. Please make this available in forms as well.

    5 votes

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  16. 5 votes

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  17. Allow preindexing in an Intelligent Indexing document tray

    When you are bulk storing docs via Intelligent Indexing, you still want them stored in the file cabinet in the order they were captured.

    So the user will want to 'Store Automatically' the entire group. However, a couple may have to have index fields fixed first. Should be able to preindex them without having to store them out of order

    5 votes

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  18. Possibility to add individual help text in dialogs

    Especially for new employees it would help if you could add help text or bubbles next to the index fields in search and store dialogs, where you can provide useful hints and descriptions what this field is about and if there are some special things to take care...

    This would make on-boarding of new employees a lot easier.

    5 votes

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    1 comment  ·  General  ·  Admin →
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  19. Ability to email select pages

    Currently the "Send" feature allows you to email the whole document, or the current page. It would be great if you could choose which pages you wanted to send. If I have a 10 page document and I want to send 4 pages of it, I either have to send 4 separate "one page" emails, or I have to send the job to the doc tray, unstaple the job, clip together the pages I want, and then send them.

    5 votes

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    1 comment  ·  Viewing  ·  Admin →
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  20. Expand on the "Send Request" feature

    The "Send Request" feature seems to already contain a lot of functionality, but for some reason the access has been made limited. The ability to export "Send Requests" with user, decision, and show everyone who still needs to make a decision would be extremely valuable. It appears all the data is collected in the database, we just don't have access to it.

    5 votes

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    1 comment  ·  Exporting  ·  Admin →
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