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1325 results found

  1. 4 votes

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    0 comments  ·  Viewing  ·  Admin →
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  2. Access Rights

    Access Rights to be determined in relation to layers on the document. Take the case of a document with bank details on it. Allow certain users to see Layer with bank details. Redact the bank details on layer 2 and give other users access to that. I can see this being beneficial for a number of different objectives

    4 votes

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    2 comments  ·  Viewing  ·  Admin →
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  3. 4 votes

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    2 comments  ·  Searching  ·  Admin →
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  4. Expand the Keep Entries dialog to the field level so that users can store multiple documents of similar type

    It looks like DocuWare 6.6 allows users to Keep Entries in the Windows Explorer store dialog in a way that the File Name field changes with each file. The web client does not function in the same way (i.e. if Keep Entries is checked, then all fields will be remain the same. Could you make Keep Entries more modular/precise by having a check box next to each field so that users could choose which entries they want to keep and which they'd like to input different values? I mostly think users would like to uncheck the File Name field and…

    4 votes

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    1 comment  ·  Storing  ·  Admin →
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  5. Allow Scrolling to "Next Document" on Non-document File Formats

    The Web Client shuts down or displays an error and will not allow scrolling to the next file if a audio or video is stored. This was not the case in the Full Client.

    4 votes

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  6. Allow unstapling of multiple documents in web basket

    In 6.5 web basket, would be nice to be able to unstaple multiple documents. Current naming convention is "Unstapled Document (X)" where (X) is page #. Could be redone as something like "Unstapled Document 'original name here' (X)"

    4 votes

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  7. Allow users to approve tasks by replying to the email notification.

    Our upper management users tend to have many requests that require their approval in DocuWare. It would be more efficient to allow them to approve the task simply by replying to the email notification with "Approve", "Yes", "Y", or something relating to that so that they do not need to log into DocuWare each time.

    3 votes

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  8. Unclip using DocuWare Platform API Webservice

    The webservice currently allows you to "Clip" documents. We would like the ability to "Unclip" and restore individual documents.

    Currently, we are clipping several documents in workflow designer with the DW Platform API (Cloud system), Sending the clipped document to DocuSign for multiple signatures. We would like to unclip after DocuSign returns the packet, index each document accordingly and store as individual documents again.

    3 votes

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    1 comment  ·  Admin →
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  9. Generate report of licensed users

    If a customer wants a list of licensed users, we need to manually write them down from the list of sometimes hundreds of licensed users in Configurations. We can't copy paste the users, and we can't generate a spreadsheet of them either.

    3 votes

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  10. Create a search w/ full text to identify documents from the Recently Deleted area.

    Create a search w/ full text to identify documents from the Recently Deleted area. It's nearly impossible to find a specific deleted document.

    3 votes

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    0 comments  ·  General  ·  Admin →
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  11. Workflow tasks migration

    When a change is made on a workflow, a new version is created. A lot of documents are in an older version. It could be nice to migrate those tasks into the new workflow version.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  12. Filter in columns of a table field

    I would like to filter the rows of a table field (with a filter on the column name), as on a result list.

    3 votes

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  13. Add more options to table-type field in forms

    In forms: enable validation and make a table-type field (or the columns that make it up) mandatory or not.

    Dans les formulaires : rendre possible le validation et rendre obligatoire ou non un champ de type tableau (ou sur les colonnes qui le composent).

    Thanks and Regards,
    Mathieu SENECAL

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Merge Form should have the ability to chouse which form to merge based on web form variable

    Merge Form should have the ability to chouse which form to merge based on web form variable.

    if we have a Main form that will call one or more other Merge Form,
    this will give flexibility to have the ability to specify which form will be merge dynamically.

    3 votes

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  15. Live table field calculations in workflow task (like forms)

    It would be great if we could do live line item calculations like we see in forms. For instance, on an invoice, we enter the quantity and price each for a line and the next column automatically fills with the subtotal.

    3 votes

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    1 comment  ·  Workflow  ·  Admin →
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  16. create a single-line or multi-line text field linked to a selection list

    It would be very interesting to be able to associate a single-line or multi-line text field with a selection list. We might have the ability to make some great form.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Overview panel anchored to view all document pages

    Anchor Overview panel: The idea is that the anchor view will appear when clicking on the document, maximized, so the user can view all the pages of the document.

    3 votes

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  18. Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed

    Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.

    3 votes

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  19. Have the ability to edit/manipulate PDF documents from the store dialog area of the web client.

    This would allow users to split documents, delete pages, reorder pages etc in the store dialog area.

    3 votes

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  20. Provide a way to store table values from eforms and/or workflow on to merge forms

    Enable a method to store table data from eforms or from within a table field in workflow onto merge forms. Does not seem like its currently possible even in workflow according to communication I had with support. Sounds like keyword fields could be used but duplicate values are not supported and tracking the colums/relationships might be difficult.

    3 votes

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    1 comment  ·  Admin →
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