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4241 results found

  1. Import User Interface needs to be possible to sort by folder or taget, etc.

    The UI of Import only displays about 8 jobs in the overview depending on screen resolution. Especially in installations with many users you might have 200+ import jobs running to monitor scan folders for the users for example. The interface seems very slow to load and that makes the handling of a larger number of jobs very cumbersome. It would be good to be able to sort the jobs in the overview by various different criteria in a table view.

    1 vote

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  2. Eingangsdatum als Feldvorblendung

    Hallo,
    wir verwenden bei der Ablage einer Rechnung das Feld "Eingangsdatum". Leider ist in den Einstellungen zur Vorblendung nur als Option möglich, das aktuelle Datum zu verwenden, ein einzelnes definiertes Datum zu verwenden oder gar keine Vorblendung. Sinnvoll wäre es hier, das Datum der Erstellung des Datensatzes im Briefkorb angeben zu können (egal ob Import, aus Outlook oder per überwachtem E-Mail Postfach).
    Gruß
    Markus

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  3. 3 votes

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  4. If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray

    Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document

    17 votes

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  5. link annotations with index fields

    It would be great to give the ability to annotations to auto-populate index fields, like the stamps do. Since stamps are permanent and cannot be edited or deleted, the annotations are more user friendly for "live documents" that are being updated.

    15 votes

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    0 comments  ·  Indexing  ·  Admin →
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  6. Allow selection of Dialogs and profiles when a new field is created

    You should allow the selection of dialogs and profiles when creating a new field. The field being only assigned to the standard dialogs it's not enough when costumers have 30+ profiles, 30+ dialogs and 50+ tasklists.
    Thank you.

    6 votes

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  7. Keyword filds in result list dialog

    Possibility to show keyword fields in result list dialog as comma separated string

    18 votes

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  8. Verhindern von Dokumentablage nach Indexdaten

    Es soll über ein Indexprofil verhindert werden, dass Nutzer Dokumente mit einer bestimmten Indexierung ablegen. Diese Rechte lassen sich aktuell nicht über Indexfilter einschränken.

    1 vote

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  9. Add shortcut to download selected file from clipped documents

    With document which contains several clipped files we can not download selected clipped file (which preview is currently displayed) using any shortcut - we can only download complete document set as ZIP.

    1 vote

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  10. Abmelde Button oder Passwortschutz für Mobile App

    In der Mobile App gibt es bis jetzt keine Möglichkeit sich abzumelden ohne die kompletten Anmeldedaten zu verlieren.
    Weiter konnte ich keine Option finden um ein Passwortschutz der App oder des Gerätes zu erzwingen.

    Dies ist ein sehr grosses Sicherheitsrisiko beim Verlust des Gerätes.
    So könnte theoretisch der FInder schlimmstenfalls auf sämtliche Firmendokumente zugreifen.
    (Nicht alle Benutzer haben Ihr Smartphone mit einem Passwort oder dem FIngerabdruck gesichert).

    Mein Vorschlag, Abmeldebutton in DocuWare und/oder dass Gerät zwingend mit einem Passwort gesichert werden muss.

    1 vote

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    0 comments  ·  Mobile apps  ·  Admin →
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  11. Benachrichtigungen über neue Aufgabe vom/pro User einstellbar

    Es sollte jeder User selbst einstellen können, ob er Benachrichtigungen für neue Aufgaben erhält oder nicht. Wer täglich angemeldet ist (Buchhaltung) braucht es nicht. Hingegen unser Labor muss nur eine Handvoll Rechnungen im Jahr abzeichnen. Hier wäre eine Mail sehr nützlich.

    3 votes

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  12. 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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  13. Workflow starten via Menü-Punkt

    Derzeit starten die Workflows z.B. bei Ablage oder Indexänderung. Schön wäre es, wenn man als User die Möglichkeit hätte, bei einem bereits archivierten Dokument z.B. über das Kontextmenü einen Workflow zu starten.

    Hintergrund: Indexänderungen über den Dialog sind aufwendig für einen Standard-User und ein Stempel als Trigger ist unschön, da man ggf. keinen Stempel auf dem Dokument haben möchte.

    Man muss im Workflow Designer einstellen können, welcher Workflow darüber gestartet werden darf. Und diese Workflows sollten dann im Kontextmenü beim User auswählbar sein.

    11 votes

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  14. Allow for default import configuration or clear the import configuration after scanning to ensure correct import configuration

    Allow for default import configuration, or clear the import configuration after scanning. We have multiple people using the same computer to scan in files. Often the people do not check the import configuration before scanning and documents go into the wrong folders.

    1 vote

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  15. Multi Filtering

    Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!

    2 votes

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  16. Add the ability to adjust the layout of the preview pane to be above or below the tray.

    To better fit on a Portrait mode monitor, please add a setting to the preview pane to switch it from being next to the tray to being either below or above the tray. This will allow for a much higher density of information in a single window with the preview pane when viewing on a portrait monitor, which is popular for document viewing.

    2 votes

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  17. autoindex document tray

    Document Trays should have the ability to autoindex when documents come in and either automatically store to File Cabinet or Pre-Index the documents as they arrive. This would alleviate the need to setup folder imports for the most part.

    3 votes

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  18. Entklammern ohne Auschecken

    Sowohl über die Suche als auch in den Aufgaben kann ich über die Viewer-Werkzeuge jederzeit Dokumente anklammern, aber nicht entklammern. Mein Idee wäre, diese Funktion zur Verfügung zu stellen, ohne dafür das Dokument / den Datensatz auschecken zu müssen.

    9 votes

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  19. Workflow Designer - Add option to 'Cancel' if Error exits not connect

    When Publishing a Workflow and forget to connect an Error exit, warning is displayed only with 'Publish' button (see attached).

    It'd be useful to have a 'Cancel' button as well to return to Workflow and connect the missing exit instead of being forced to publish incomplete Workflow.

    Thanks!

    1 vote

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  20. record the store dialog used in the audit report

    It would be nice if GUID of store dialog used for storing documens were registered in audit reports or in document history

    3 votes

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