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4241 results found

  1. Insert stored document into email chain

    Add the ability to insert a stored document into an existing email chain. Currently, you have to download the document and save it onto Desktop, then attach it.

    1 vote

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  2. Indexdaten im Briefkorb löschen

    Es sollte die Möglichkeit geben, Indexdaten im Briefkorb von einem Dokument zu löschen

    3 votes

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  3. Create software integrations for screen reading software for the visually impaired.

    Currently visually impaired often use screen reader software for accessibility. With further integration, those who have visual impairment would still be able have full use of the product.

    1 vote

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    0 comments  ·  Web client  ·  Admin →
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  4. ValidatedID VidSigner - Geklammerte Dokumente sollten dem Unterzeichner komplett vorliegen

    Wenn ValidatedId ein geklammerts Dokument zur Unterzeichnung vorgelegt wird, wird über die SectionID die Section definiert, auf der die Unterschrift nach Unterzeichnung eingefügt wird.
    Der Unterzeichner sieht in VidSigner aber nur diese Section.

    Bei geklammerten Dokumenten sollten dem Unterzeichner alle Sections vorgelegt werden.

    1 vote

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    Vielen Dank für Ihre Idee. Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.

  5. 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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  6. Ansicht maximierter Arbeitsbereich speichern

    Der Arbeitsbereich (Kontierungsbereich) kann mittels Maximieren Taste vergrößert werden - was sehr hilfreich ist. Leider wird diese Einstellung aber nicht gespeichert und muss bei jeder Rechnung neu angeklickt werden.

    1 vote

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  7. Replace individual characters in Barcode recognition

    When defining the indexing of documents in a processing configuration it can happen that e.g. a barcode is recognized with parenthesis as in (12)3456, but it would be necessary to remove these parenthesis. Currently, it is only possible to replace the entire value and not individual characters. A little extension to replace "(" by a space, remove it, or include regex functionalities would be very useful. Similarly, this applies to reading out text fields and removing hyphens in numbers, etc.

    1 vote

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  8. add Office output from the Webforms

    You can use Office documents in the Forms. But the output is always PDF. Please create option for Forms output to Word and Excel

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Add indexes to DocuWare notifications

    Add ability to notifications (non workflow) to add index metadata to the subject and use an index as a subscriber.

    1 vote

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  10. Add option or Out of Office

    Have the ability in Out of Office to HOLD a task and not have it transferred to the next person when Out of Office is turned on.

    1 vote

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    0 comments  ·  Workflow & Tasks  ·  Admin →
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  11. Ausschließen von Feldern in der Ablagemaske für die Berücksichtigung von Autofill-Funktion

    Für Begleitdokumente oder Schriftverkehr, deren Indexdaten wie: Kunde, Lieferant, usw. über eine Nummer im System qualifiziert werden könnten, wäre es sehr hilfreich, wenn man Felder für Autofill ausschließen könnte. Die Funktion ist sehr wertvoll, aber leider nicht für Dokumente, die aus Mails kommen geeignet, da hier die Metadaten der E-Mail die Ergänzung der Indexdaten verhindern. Der Aufwand zur Indexierung solcher Dokumente ist daher leider höher als notwendig wäre.

    16 votes

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    1 comment  ·  Storing  ·  Admin →
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  12. Make Workflow Designer easier to keep tidy with multi-select

    Make Workflow Designer easier to keep tidy, like Process Planner is.

    I create a workflow on a VM to get it right, deploy to the customer system so the Workflow Designer layout looks intuitive to follow, and then any tweaks to the design of the Workflow from that point result in it looking like a bird's nest of connectors and boxes.

    Multi-select would help quite a bit here

    4 votes

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  13. disable the enter key when storing documents

    I want the enter key to only be used to add index entries; not store the document. I click the data on the scanned documents and press enter to add it as an index entry--sometimes I will think I have clicked the data but my mouse wasn't all the way on the data and I will, out of habit, press enter and the whole document is stored when it wasn't ready to be stored. Just make it a user option so each user can decide what they want the enter key to do. You should encompass more keyboard shortcuts.

    2 votes

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  14. The Workflow Designer is in need of much assistance.

    In Visio, object connection points can be all around an object Also connection labels can be dragged to any position along the line by the user.

    It appears that the Workflow Designed only has 4 connection points in each corner. Also the tags for each connector will automatically position themselves, but not always ideally. The effect is that lines and the labels will realign themselves willy nilly each time ANYTHING is relocated. This is EXTREMELY UNDESIRABLE!!!!! I spent more time today dicking around with positions and connecting lines, which have a mind of their own by the way, and not…

    4 votes

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  15. 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.

    9 votes

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  16. Document Relation from multiple cabinets

    Please add ability to show related documents from X (multiple) cabinets and not only 1.

    4 votes

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  17. Add ability to import as a new version

    We will often send documents to clients for review. It would be helpful if we could import the client documents as a new version of an existing document, rather than saving it as a new document.

    1 vote

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  18. Forms - Enhanced Validation Handling

    Right now validations are only for a specific field. Would be useful for this to be expanded for use cases like one where if one field is blank another must contain content. Essentially, if a condition exists in a field other fields could have validation elements apply as a result.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. Active Directory Network ID Adjustability

    Allow admin's to specify user NetworkIDs in the sync settings or change the AD sync to also pull the domain's shortname. Sync worked for us, but it pulled the fully qualified domain name rather than the short domain name. Users were synced and created successfully, but their NetworkID doesn't match the Windows session username which uses the short name of the domain.

    full.domain.com\user vs full\user

    2 votes

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  20. basket per import job if document cannot be filed due to mandatory fields/conditions

    Hello
    it should be possible to set an "error basket" per import job (configuration) in the desktop app, in which documents are stored which cannot be stored in the archive due to unfilled mandatory fields or other errors.

    Currently, all import job use the user's default basket.

    2 votes

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