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1398 results found

  1. In a workflow table field create a row for each item in a keyword field

    I have a form with checkboxes that index in a keyword field. I would like to create a row in a table field for each of those keywords in a workflow. If I set up the default value to be the keyword field it puts all of them in one row. That isn't very helpful.

    8 votes

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  2. HEIF/HEIC Image Support

    It would be nice to have the new standard image format HEIF/HEIC supported by the WebClient Viewer (and the configuration pages like Printer), as this format is slowly becoming the new standard, replacing .JPEG.
    It is already integrated in all mayor OS and the standard format for pictures taken with iOS.

    See this link: https://en.wikipedia.org/wiki/High_Efficiency_Image_File_Format

    8 votes

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    2 comments  ·  Viewing  ·  Admin →
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  3. Create new document in Workflow

    I would like the ability to create a new document within an existing workflow.

    For example, I have a document going through the workflow to highlight user error.

    We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.

    I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.

    The document "Credit Note.pdf" would be added to the merge forms section in forms.

    Please see attached.

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
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  4. Enable Tab Key based selections from Select Lists or any multiple selection opportunity

    Common complaint is the Down Arrow and Return method currently in place for selecting an option from a Select List or other multiple selection opportunities in DocuWare. The Tab Key method is almost universal and it never fails that the clients are put off by not being able to use this choice. Adding to the frustration is that if you're using the Down Arrow then Enter in a Workflow task and accidentally hit Enter twice the second Enter confirms the task when that is not desired. I encounter this quite often. What do you think?

    8 votes

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  5. Add Line #'s to the records list in a search result list.

    Add Line #'s to the records list in a search result list.

    8 votes

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    2 comments  ·  Searching  ·  Admin →
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  6. Add Modified By and Entered By fields to fields visible in docTray.

    Add Modified By and Entered By fields to fields visible in docTray. This would allow users who use a shared document tray to see which documents they are responsible for.

    8 votes

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  7. Force stamp location

    Allow us to force certain stamps/decisions to go on specific pages or areas.

    8 votes

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  8. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    8 votes

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    1 comment  ·  Indexing  ·  Admin →
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  9. Send Request should show on document when sent

    Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.

    At the moment you can't see easily that a request is running on a document if there was no response to the request yet.

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
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  10. Error message

    Hello,

    Is it possible to translate all type of error messages in the langage chosen for the interface ?

    Thank you

    8 votes

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    0 comments  ·  General  ·  Admin →
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  11. Enable searches for document trays

    If I scan 50 documents to my document tray and none of the sort options are suitable then I have to manually scan the tray for the document I want to find.

    If I scan documents in a certain order they are imported to the tray in a random order 9.5/10 times. Using the created on or modified on filter doesn't do the job of helping me find what i'm looking for.

    Printer/Import configs help give documents names to help identify instead of a printer scanner meaningless name but you should be able to search for something specific instead of…

    8 votes

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  12. Searching multiple values within one field

    We have a file cabinet called Connections, in Connections we have fields such as Company, Document Type, Installer, Dates, FullText field

    I would like the option to select multiple companies to search upon.

    For example: Selecting multiple companies from the drop down of the Company field, then either selecting a certain document type, or a certain fulltext, or none at all, just selecting multiple companies and clicking search to see all the pdfs associated

    8 votes

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    2 comments  ·  Searching  ·  Admin →
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  13. Workflow E-Mail function don´t use the concatenated docname

    When I set up the e-mail function in a workflow and try to attach the concerned document with it everything works fine besides that the attached document does not use the correct document name.

    It use the original name before it was imported to the archive. Our scanner name the documents like docxxxxxxxxxxx.

    When I try to send the same document manually with the sending button of the tool bar in the document viewer (web client) everything works fine and the attached item is named with the index field which is configured as docname.

    The problem is that I want…

    8 votes

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    6 comments  ·  Workflow  ·  Admin →
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  14. Allow the ability to delete stamps and leave the data in the log.

    We have operating procedures that get modified monthly and have to go through an approval process. We are accumulating pages and pages of approval stamps on the end of our procedures. Also, when we check out a document to insert a photo, for example, it pushes the pages down and the stamps stay in place and cover the text of the document. It looks sloppy and unprofessional to auditors and customers. We need a better solution for multiple stamps on documents in file cabinets that use revision control.

    Mark Perkins

    8 votes

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    0 comments  ·  Signing  ·  Admin →
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  15. report folder

    indexing by category that opens up as a report.
    like 5+ day reports by teams, by project number.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Send email to the partner contact when 80% of the Intelling credit is reached

    Right now only the customer contact receives an English message when 80% of Intelligent Indexing credit is used

    The message should be in the langage configured in the portal and more important a copy should be send to the partner. So the partner could act before 100% of the limit is reached.

    8 votes

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  17. Signature Stamps : Dynamic resize by mouse wheel

    When I use a signature stamps (BMP style), I would like to dynamically resize it when applying to the document. This would be a nice use of the mouse wheel for instance (like CTRL + mouse wheel in the web navigator).

    8 votes

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    2 comments  ·  Signing  ·  Admin →
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  18. Have the viewer act similar to acrobat 9 (adobe editor) to edit documents easier

    Have the viewer act similar to acrobat 9 (adobe editor) to edit documents easier. It would be nice to drag and drop to re-organize documents right from the viewer. Instead of unclipping a document just to re-organize a couple pages it would be nice to move them with a simple drag to the new spot as well as adding another PDF directly into the file by using drag and drop. Deleting a page from the PDF would be a nice functionality that acrobat 9 offers as well.

    8 votes

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    0 comments  ·  Viewing  ·  Admin →
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  19. Accounting people want to type dollar amount without DOT ("."). We had this on 6.0 but not 6.9.

    Accounting people used to type dollar amount without "." (DOT). For example, 12345 will show as $123.45. Old 6.0 version had this but not 6.9. Is it easy to turn this function back on? Thanks.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Clip Documents Directly in Results

    Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.

    8 votes

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    1 comment  ·  Storing  ·  Admin →
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