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1334 results found

  1. Auto Adjust Column Width

    Auto column width based on the presented content?? Or maybe (or on top of) have the ability to set a specific width for each in the result dialog?

    2 votes

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  2. workflow for multiple cabinets

    Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. Create Blank Store Dialogs

    It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.

    2 votes

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    0 comments  ·  Storing  ·  Admin →
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  4. Message on login

    Make the system able to post custom messages to users as they login, similar to the tutorial that pops up on login. This could be used to notify users of upcoming outages, etc.

    2 votes

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  5. Manage alerts or limits for uploaded documents in cabinet or tray

    To be able to manage alerts for types of documents uploaded and especially more important for their size, I am very interested to know that my users do not upload files of more than X mb in a specific file cabinet for example, or that they only upload PDFs.

    This can be done in two ways, by alerts and leaving the user or with permissions in the filing cabinet, and that you put some filters to the filing cabinet of allowed limits.

    2 votes

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  6. Type Signatures in Forms

    Typing a signature is available in work flows but, not available in forms. Using the mouse to make a signature usually comes out sloppy. It would be nice to be able to type a signature in forms.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. separate user name and password entry screens

    Separate screens for user name entry and password entry to improve security. Current one screen model lends itself to brute force attacks.

    2 votes

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  8. In a workflow table field entry I would like to set a required field for a specific row.

    In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  9. Add functions "Copy to.." and "Quick copy to..." in Tools Box

    In the tools box, it will be interesting to add functions "Copy to.." and "Quick copy to..." which are available in search list.
    Like as send and download tools, you can choose to copy file, document or page and after copy you 'll have the choice to delete the copied file, document or page.

    2 votes

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    0 comments  ·  Viewing  ·  Admin →
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  10. Allow fields to be removed in search pages

    My default search has far more fields than I require. It would be useful if I could remove certain fields (like you can in results) so that I don't have to seach the screen to find the relevant ones.

    2 votes

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    0 comments  ·  Searching  ·  Admin →
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  11. Add a click-through warning to the 'change index entries for all documents' process noting the number of documents that will be changed.

    Add a click-through warning to the 'change index entries for all documents' process noting the number of documents that will be changed and asking user to verify they want it done.

    2 votes

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  12. Flag document if workflow has been stopped or errored

    Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers

    2 votes

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  13. General Email - Allow Separate Attachment Files

    In General Mail capture It would be quite useful to allow for attachment files to come in as separate files instead of having to unclip them. Perhaps the option, as sometimes clipped might be best. I run into this on a farily regular basis.

    Thanks!

    2 votes

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    0 comments  ·  General  ·  Admin →
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  14. Define reminder dates for tasks based on due dates rather than define due dates by reminder dates

    I frequently have workflows that require tasks to be due by x number of days after an indexed date.
    The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.

    I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.

    If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  15. Add combination touch for SmartConnect

    Exemple : Ctrl+Alt+F12 or Ctrl+Shift+T, ...

    2 votes

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  16. Include Date fields in Folders tree definition

    Folders could be described like that :

    Customer
    Year
    Month (optionnal)
    Day (optionnal)
    Other Index
    File

    2 votes

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  17. Remove check box in Desktop Apps Import configuration that prevents the file from importing until the file is completely written to folder

    Remove check box in desktop app folder import configuration that tells the import profile to wait to upload a file until the file is completely written to the folder. The functionality should be hard coded. I can't think of a use case where you would want to import a file that wasn't fully written to a folder.

    2 votes

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  18. Have the "Document locked" message display larger and longer

    Our internal department has requested that when a 2nd user attempts to open a document that another user has opened in a task list that the "Document is locked by" message window be larger and over the document image longer before it fades away (or stay until ok is clicked). They state that it is easy for a user to not see the message before it disappears as they are working on multiple monitors and multiple applications all day long.

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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  19. Print to paper

    The right click option to print only allows you to print to pdf with our without annotation. I wish there was an option to print to selected device. Sometimes, I really just need a paper copy to mail with a check. "Printing" a pdf document to open in a pdf viewer, to then click print, to then pick my printer and click ok is a lot of extra steps when you need a piece of paper.

    2 votes

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  20. PLEASE add a dialog to confirm commit of change to multiple index entries

    We had a client that mistakenly committed three index changes to over 2,000 entries. She intended just to update 1 record. She had no warning that this was about to happen. Please(!) DocuWare add a warning that the Save will affect X number of records. Or allow Admin to turn off the ability to edit multiple entries. Thank you.

    2 votes

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