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4241 results found

  1. Arithmetic Expression in Document Processing

    Please add the posibility to use Arithmetic Expressions in order to Index fields in the Document processing configuration. Also local database lookups would be great. Sometimes we run very simple Workflows to just lookup and insert metadata, which could be done in the document processing?

    3 votes

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  2. Add "Basket" as a Document Processing SOURCE.

    Please add the ability to use the basket to send a document to a DOCUMENT PROCESSING configuration.

    This could be easy for the user if it would show like adittional Store dialogs.

    We send all attachments from an email account to a Basket, but those that should go to document processing.. have to be downloaded from the basket and uploaded to a folder..... not efficient.

    2 votes

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  3. Dialog displayed when clicking Edit Text Annotation in the Tools Menu should be able to be displayed as read only

    In the Tools menu there is a push pin button that has the title Edit Text Annotation. When this button is clicked on a dialog box is displayed allowing the user to enter text. We would like people to be able to display this dialog but have the text read only.

    10 votes

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  4. Add a behavior to index fields in the search dialog

    For instance, say that the top index field is called "Department" and there are 10 departments listed. Each department will have different documents and index fields that are unique to them.

    When someone selects "Human Resources" as the Department, then a set of index fields will appear based upon that selection. Like an eForm "behavior".

    1 vote

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  5. allow a merge form to be created based on content of a form

    I have several merge forms that may or may not be needed depending on the content of a form. For example I have 2 consent forms that are identical the only difference is the county. I would like to use 1 form and then have a checkbox for the county and it use the data from that checkbox to determine which merge form to complete.

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. intelligent index work with keyword field

    It would be nice to have Intelligent Indexing work with Keyword fields the same way it works with Table fields.

    Example: I have packing slips with multiple PO numbers that needs to be populated in a Keyword field. I am using a keyword field instead of a table so i can link by that field in Document Relations.

    4 votes

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    0 comments  ·  Indexing  ·  Admin →
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  7. Add ability to add multiple document trays to user permissions

    In the User Administration, you can add groups, roles, functional profiles, dialogs and stamps, but not document trays. It would be easier to set up new users by adding the document trays to the user instead of the user to each and every document tray.

    1 vote

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  8. Result List Based on Field Value

    Would be very useful if we could define which result list is rendered based on a field value, like Document Type. In this manner an Edit Index Entries for document type Invoice would only show the pertinent index values and not the values for all the other document types in that file cabinet.

    1 vote

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  9. Den Dateianhang von E-Mails per Doppelklick öffnen zu können.

    Bei in DocuWare archivierten E-Mails wäre es wünschenswert,
    wenn diese im Viewer des Webclients angezeigt werden,
    den Dateianhang farbig hinterlegt (als eine Art Link) anzeigen zu lassen und diesen mit den in Windows hinterlegten Standardprogrammen per Doppelklick öffnen zu können.
    Das würde das leidige Öffnen der E-Mail vermeiden und man hätte direkt den Dateianhang auf dem Bildschirm.

    1 vote

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  10. Die Anzeige von Stempeln, abhängig von Indexfeldern bzw. von Listen, konfigurieren.

    Die Idee "Stempeln nur bei bestimmter Belegart" gibt es ja bereits seit 31. August 2017 in diesem Forum.
    Noch sinnvoller und wünschenswerter wären diverse weitere Optionen in der Stempel-Konfiguration. Von einzelnen Werten in Indexfeldern bis zu "zeig mir den Stempel X nur in der Liste Y". Dies würde die passende Wahl der Stempel den einzelnen Usern immens erleichtern.

    12 votes

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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.

  11. Docuware Request: technischer Download/Exportmöglichkeit

    Backup der Inhalte der Docuware Cloud ist ohne manuelles zutun nicht möglich. Es wäre hilfreich, wenn ein Request automatisch, ohne manuelles zutun heruntergeladen werden könnte. z.b. SFTP o.ä. Ein regelmäßiges Backup seiner Dokumente in den eigen Räumlichkeiten ist ein Muss!

    12 votes

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  12. Verwendung regulärer Ausdrücke auch in den Konfigurationen der Dokumentenverarbeitung

    Schön wäre es in den Konfigurationen der Dokumentenverarbeitung auch die Option zu haben, reguläre Ausdrücke zu verwenden, so wäre manche Einstellung mitunter noch komfortabler zu erledigen.

    4 votes

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  13. Migrationstool damit DW4 Platten in DocuWare Version 7.2 umgewandelt werden können

    DW4 Platten können nur in DW6 Systemen migriert werden. Es gibt in Version 7.2 die Möglichkeit diese zu lesen, wie man Sie aber umwandelt ist nicht integriert. Bitte ein Tool erstellen um DW4 ohne COLD zu migrieren. Kunden benötigen nicht nur die Möglichkeit zu lesen.

    4 votes

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  14. GroupBy in results, views, wordkflows...

    GROUP (and subgroup...) results or Taks or lists by the desired field... This should be able to be configured by admin for each result list or workflow view, but also modified and personalized by the users.

    1 vote

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  15. Filter and view unique documents

    when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)

    The ability to filter/show "different" task would be ideal.

    Also the number of pending tasks should always refer to unique tasks.

    4 votes

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  16. Workflow und Autoindex starten option "enthält nicht"

    Ich würde gern ein WF starten, wenn z.B. in unserem Indexfeld Kennzeichen keine - drinnen ist.
    Es ist zwar Möglich immer ein WF zu starten und dann zu Prüfen ob ein - drin ist, aber dies würde Ressourcen umsonst verbrauchen.

    2 votes

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  17. Tabellenfelder Importkonfigurationen

    Ich würde mir wünschen, dass Importkonfigurationen Tabellenfelder füllen könnten

    7 votes

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  18. Tabellenfelder Trigger für Workflow

    Ich würde mir wünschen, dass bestimmte Werte in Tabellenfeldern einen Workflow triggern könnten

    6 votes

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  19. 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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  20. Conditional Formatting when Assigning.

    For example:

    I may want to assign to a department depending on an outcome or responsibility. At the moment I have to create multiple conditional formats and assigns for it to go to the correct person.

    I would like it so you could go, if field equals finance then assign finance manager, if field equals sales then assign to sales manager, etc

    1 vote

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    0 comments  ·  Workflow & Tasks  ·  Admin →
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