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1325 results found

  1. 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.

    4 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. File Cabinets in Alphabetical Order for Searches

    I have 90 some file cabinets. I manually put them in alphabetical order. When I do a search they are not in alphabetical order. I have four columns to hunt through. It would seem that each column would be in alphabetical order. Not user friendly.

    4 votes

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    0 comments  ·  Searching  ·  Admin →
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  3. Restrict annotation visibility based on profile

    Customers like to use annotations on documents however if a user from a different profile logs in they too can see the annotation. If there was a way to hide them based on the profile that would be great.

    4 votes

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    1 comment  ·  Viewing  ·  Admin →
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  4. Right Click Capability to store files

    We would like to enhance the windows integration by adding right click capabilities. Multiple files can be selected and when right clicked a Docuware sub-menu would be available with the storing dialogues the user connected has access to which would copy the files into Docuware.

    4 votes

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    0 comments  ·  Storing  ·  Admin →
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  5. Linked Document Results displayed in Split Pane or Underneath the document that has linked documents in the result view

    Linked Document Results displayed in Split Pane or Underneath the document that has linked documents in the result view with + to expand to view linked documents.

    4 votes

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    1 comment  ·  Viewing  ·  Admin →
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  6. Allow entering a description when scanning batches of documents to a tray

    Users are accustomed to entering a description when scanning multiple documents to a tray and this later helps them select them for indexing. This description may be a batch number, a date, a location from where the documents were received, the operator's name or any text at all that helps organize the documents. The current functionality only allows editing the document name after it is already in the tray and only one document at a time.

    4 votes

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  7. Be able to suppress "Please Complete My Profile" bubble without filling all fields

    in 6.11, users now see "Please Complete My Profile" every time they log in. Please add a way for the admin to remove this pop up. The user shouldn't be forced to add their name, email and salutation if they do not want to.

    4 votes

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    1 comment  ·  Login  ·  Admin →
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  8. 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.

    4 votes

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  9. show number of full text results within a document

    Hi, When using full text search for key word(s), it would be really useful to know how many results with the document there are. We can see the number of documents it exists in but not the number of times within that document

    4 votes

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    0 comments  ·  Searching  ·  Admin →
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  10. I suggest that you allow rearranging index fields on the "edit index field" screen.

    Currently, the list of index fields shown on the "edit index field" screen are in order of when they were created. It would be great to allow rearranging of the list so they are in a more user friendly order, and not just "this is how I added them into Docuware" order.

    4 votes

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    1 comment  ·  Indexing  ·  Admin →
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  11. Add the ability to see the Bookmarks on the Viewer

    We work with multi-page technical documents that have pre-defined bookmarks to ease the section navigation. The viewer within Docuware doesn't allow for bookmarks to be displayed and users have to surf through 600+ pages in order to find the content. It would be ideal if it could show the contents the same way Adobe Reader does.
    We implemented a workaround where users would download the content and open it in it's native application but it is very inefficient and causes a high level of unnecessary network traffic.

    4 votes

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    1 comment  ·  Viewing  ·  Admin →
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  12. 4 votes

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    2 comments  ·  General  ·  Admin →
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  13. Prompt to save when index entries have been changed

    When using the viewer with index entries, any changes are not saved unless you press the save button.
    If you close the document without pressing the save button you are NOT prompted to "Save Changes".

    This could cause problems for users if they
    1. Open the Document
    2. Change the index entries (but not press save)
    3. Make an annotation on the document
    4. Close the Document
    They would be prompted to “Save Changes” this could be very misleading, as they would think they are saving all changes and not just the annotation.

    4 votes

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  14. 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.

    4 votes

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  15. Open Linked Documents in new viewer by defualt

    Need the ability to have linked documents open in a new viewer by default. I know it is possible to right click and open the linked document in a new viewer but this is inefficient.

    4 votes

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  16. FIX THE ERROR MESSAGE THAT SAYS I'VE LOCKED MYSELF FROM MY OWN DOCUMENT

    I have to re-do too many things, too many times because of this glitch. Please fix it.

    4 votes

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  17. Utilize one of the Intelligent Index fields to name the documents in the tray

    Many documents land in the tray to be indexed but sorting through them to find a specific document would be simplified if one of the Intelligent Indexing fields was displayed as the doc name.

    4 votes

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  18. Right Click on a value to search for all related documents based on this value

    From the file cabinet, right click on any of the values and have ability to search for all related documents based on this value in this category. For example if Status = Indexed and I wanted to quickly search for all documents with this same value even though my search dialog had be set to another search type, then i can initiate a new search dialog from the right click and a drop down option.

    4 votes

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  19. When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

    When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

    4 votes

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    1 comment  ·  Indexing  ·  Admin →
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  20. Reset on Store Dialog keeps previous index entries ... Add a clear all option

    Reset in DW6 resets changes made to preindexed index entries (this is a good feature) -- Reset in DW5 removed all of the data in the index fields. Suggest adding the option to do the same in DW6 ... such as adding a clear entries button.

    4 votes

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    1 comment  ·  Indexing  ·  Admin →
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