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1325 results found

  1. Add table field on stamp

    Include the possibility to add table field to stamp

    4 votes

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    0 comments  ·  Stamps  ·  Admin →
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  2. DW cloud - Autoindex - Open SQL Query Testing Area

    I would really appreciate a little area in the cloud systems where you could test Autoindex queries to see what the returns look like without having to build it all into an actual autoindex routine for testing.

    Just a simple place where you could bang out a query and see the result set that you get back. Right now I have to mock up things in a local SQL instance to test, and it would really be nice to be able to query against the cloud tables themselves.

    I wonder if others would appreciate this feature as much as I…

    4 votes

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  3. Forms - Fully Data Enabled

    Requesting full data interaction in Forms. For instance, fill in a key value and have other fields fill in based on that. For instance: last 4 of social pull First Name, Last Name and DOB from data and fills in those fields. I wish that were there all the time and an existing client just asked me to put in a request for it.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Use regular expressions in Document Processing conditions

    When setting up a template for Document Processing it would be good to have more control over indexing and identification of documents. Using regular expressions would be great for indexing fields where you will not always know what text you want to replace, you could find a pattern and then replace that. It also goes for the identification of a document. When you are looking for something on the document to identify what kind of document you could search for a regex pattern to identify the document for processing.

    4 votes

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    1 comment  ·  Admin →
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  5. Print selected pages option

    Add ability to print or email selected pages or page range. Currently the only option is to print the entire document or the page loaded in the viewer.

    4 votes

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  6. Search for used fields and variables in Workflow Designer

    We all know that workflows can get very complex. At the moment, if you need to find out where in the workflow you are using certain variables the only way to find the assignments is to try and delete the variable. The Designer then shows you a list of all places where that variable has been used. However, currently you have no way of finding data assignments to fields as you can't search for them. It would be very helpful to have an option in the Designer where you can see all the different fields (even in other file cabinets)…

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. Scan Configs permanently associated with Client scan settings

    Clients should have the option to make the scan 'processing configuration' permanently associated with a specific set of scan settings. This would allow users to select, from multiple saved scan settings, a specific scan configuration without having to manually change the processing configuration each time.

    4 votes

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  8. Make possible to assign a role on the substitution list.

    When a Task is assigned to a Role, we want to assign the task to a third user in the case of all the members of the role are out of the office.
    Thank you

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  9. Add location services to populate Forms in the field

    Adding the ability to capture cell phone location on a Form so for use cases where you have remote users filling out forms they can 1) Not have to enter address 2) Be used as "proof" they were at the site.

    4 votes

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  10. intelligent index work with keyword field

    It would be nice to have Intelligent Indexing work with Keyword fields the same way it works with Table fields.

    Example: I have packing slips with multiple PO numbers that needs to be populated in a Keyword field. I am using a keyword field instead of a table so i can link by that field in Document Relations.

    4 votes

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  11. Filter and view unique documents

    when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)

    The ability to filter/show "different" task would be ideal.

    Also the number of pending tasks should always refer to unique tasks.

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  12. "Document in workflow" flag in result list

    It would be very helpful to have a flag in the result list to see which documents are currently in a workflow. At the moment the users will have to build rather complex searches for various different status entries to identify all documents which are still in a workflow process. If there was a flag like the paper clip for appended pages, it would help the users a lot

    4 votes

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    1 comment  ·  Searching  ·  Admin →
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  13. Make Emailing a Doc Available Without the Desktop Apps

    I install a LOT of DW Desktop Apps only to get the Email a Document function. Would be great to have this made a part of the base web client experience. I would expect that there are probably some pretty good technical considerations to something like this, but would really be great. The web client is just so nice, and adding this functionality would allow a very large group of users to be fully functional with no local installs.

    Thanks!

    4 votes

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    1 comment  ·  Admin →
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    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.

    Currently browsers do not allow to open an email application with an attachment. That´s why we need a local application to download the document and then attaching the document to the email.

  14. Allow tables in workflow tasks to be read-only

    Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).

    However, there's no way to have that table be read-only. The task user has the ability to edit the table.

    There should be a read-only option for a table field in the task dialog.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
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  15. Please bring back the option to Sort By: "Comments"

    Please bring back the option to Sort By: "Comments". This allowed us to categorize and prioritize on items that are due asap more efficiently.

    4 votes

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    1 comment  ·  Storing  ·  Admin →
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  16. Number of pages in documents trays when intelligent indexing

    When a tray uses intelligent indexing, we can't see the number of pages of the document.
    We need it please.

    4 votes

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  17. allow formatting of numeric values to not include comma separator.

    We need certain fields to be numeric, so cannot use the text field "workaround"

    4 votes

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  18. More Stamp Colors

    We need more stamp color options besides red, green, black, blue, and yellow. Yellow is useless on a white background. When multiple departments are touching the same document, it would be helpful to color code department stamps. Thank you.

    4 votes

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    0 comments  ·  Stamps  ·  Admin →
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  19. Sort documents based on Username in Document Tray

    Multiple people scan documents into a Document Tray. I would like the ability to sort documents based on user that submitted them. I need multiple people using the same Document Tray so if one person becomes unavailable, someone else can go in and work on their documents. We don't want each user to have their own Document Tray as we have over 8,000 users.

    4 votes

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    1 comment  ·  Admin →
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  20. Remove tasks from other controllers when reassigned

    Typically the Accounting Team members as well as potentially Department Heads are workflow controllers. It may now happen that tasks which ran into an error or could not be assigned to "normal users for any reason" get assigned to the controllers.

    Typically one of the controllers then reassigns the task to another user for them to complete.

    The problem is that the other controllers will still see that task in their own task list until the reassigned user finally processes the task. This often leads to other controllers also assigning that task to other users which then causes confusion...

    It…

    4 votes

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