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4239 results found

  1. 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

    9 votes

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  2. In den Systemeinträgen den longname statt den shortname verwenden

    Wenn man in die Systemeinträge eines Dokuments schaut steht dort unter "Abgelegt von" etc. immer der shortname eines Benutzers.
    Der longname wäre aber viel Aussagekräftiger. Teilweise steht im Shortname nur der Vorname oder auch nur bspw. USER001...
    Das ist nicht gerade hilfreich.

    6 votes

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    0 comments  ·  General  ·  Admin →
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  3. Add additional permissions to document trays

    It would be nice to be able to break out the 'use' permission on a document tray to be two separate permissions: View and Modify. Currently, personnel have full access to another persons working tray when they have the Use permission applied, but they have requested the ability to lock down their own trays where others on the team have visibility (View / Read Only), but not edit.

    21 votes

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    Thank you for your idea.
    Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    Document trays are meant for individual temporary storage. If you want more security you should consider using a file cabinet.

  4. Ability to change FC or document access during workflow

    This idea would add to document control when combining workflow and version control.

    Users of a file cabinet with controlled documents would live in no edit or read-only status. However, during a workflow, a task would allow (say via a stamp) designated users the right to check-out, edit, and check-in the document prior to continuing. Following tasks would be assured to function using only the new version. Hence control of the document and versioning.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  5. Set my account to “Out Of The Office” from the mobile app

    I wish I could set myself as out of the office from the mobile app - if I am unexpectedly out of the office this would be the very easiest place for me to set my account to indicate that.

    8 votes

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    0 comments  ·  Mobile apps  ·  Admin →
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  6. Please give us a pop up menue when new work flow is uploaded.

    When we upload a new document to the workflow it go into the normal que an does not alert us to there is a new document that is uploaded. can we get a alert or alarm to say new document uploaded?

    1 vote

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    0 comments  ·  Workflow & Tasks  ·  Admin →
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  7. allow filters on stamp configuration

    Currently, some of my customers have a ton of stamps with no way to sort other than get into the admin tool.

    Would like to maybe add a filter such as the ones allowed for Related Docs. That way you can tie the appearance of particular stamps to rely on the metadata of the document. (INVOICE doctype would show AP related stamps)

    2 votes

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  8. Would like to be able to do a Search & Replace on all docs in DocuWare by searching on a specific field.

    It would be nice to be able to do a Search & Replace on all docs in DocuWare by searching on a specific field and typing first what your looking for and then replacing it with.

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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  9. Auto selection when there is only one option in multi colum list

    When in a multi-column list there is only one option to select which auto selects.

    13 votes

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    1 comment  ·  Indexing  ·  Admin →
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  10. Info(help) icon that tells user(s) that the a field is necessary

    While configuring the file cabinet field, is there a way where the administrator can have an info(help) icon that tells user(s) that the said field is important because of some reasons.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  11. Allow variables to be used in workflow names and descriptions

    Allow variables from the assign data object in Workflow Manager to be used in Activity names and descriptions of other workflow objects such as tasks. If you have options such as approve or reject, it would be nice to know a "common name" for the Activity name.

    Example Activity name currently is "Step 1: Approve payment". This doesn't say much when you have 20-100 tasks waiting and you need to address one specific Activity ASAP.

    A better option is "Step 1: Approve Payment for <VARIABLE>

    As an example currently the task will show

    1 vote

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  12. add ability to configure radio buttons and select boxes in forms of workflow

    Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.

    4 votes

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  13. Link Connect to Outlook config to import config

    Allow Connect to Outlook configs that are set to store attachments first to be linked to an import configuration.

    2 votes

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  14. Allow Intelligent Indexing Tray backup for Import Configurations

    Allow the option to designate an Intelligent Indexing tray for anything that is not recognized as a valid Import Config. Would be good when used with an AutoIdentify import folder.

    3 votes

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    0 comments  ·  Storing  ·  Admin →
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  15. "Schiebregler"

    Ich schlage vor, daß die "Schieberegler" Seite unten / Seite rechts ständig sichtbar sind. Das ständige versuchen diese "einzufangen" sind ermüdend und äußerst ärgerlich.

    3 votes

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    0 comments  ·  General  ·  Admin →
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  16. Funktionen in Aufgabenlisten konfigurieren

    In Ergebnislisten kann man Funktionen konfigurieren. Z.B. das Downloaden, Drucken etc. verbieten oder erlauben. In einer Aufgabenliste des Workflows kann man diese Einstellungen leider nicht vornehmen. Es wäre toll, wenn man auch dort die Möglichkeit hat Menüpunkte auszublenden, z.B. dass man nicht mehr die Möglichkeit besitzt eine „Anfrage“ zu senden.

    4 votes

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  17. Feldmasken auch auf Datumsfeldern

    Feldmasken sollten auch auf Datumsfelder hinterlegt werden, sodass beispielsweise ein Feld wie "Leistungsmonat" nur mit vordefinierten Einträgen (z.B. nur der Monats erste oder Monatsletzte) gefüllt werden kann.

    5 votes

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    1 comment  ·  Indexing  ·  Admin →
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  18. Nur Anmerkungen der aktuellen Version des Dokuments sichtbar

    Wäre es nicht sinvoll im Rahmen von Freigabe Workflows für versionierte Dokumente, dass nur die Anmerkungen (Stempel) sichtbar sind, welche auf die aktuelle Version des Dokuments angebracht wurden.
    Es werden praktisch bei der Erstellung einer neuen Version alle alten Anmerkungen mitgenommen. In unserem Fall ist, dass aber nicht sinnvoll weil es für jede Version eine Freigabe gibt und es bis zu teilweise auch bis zu 15 Versionen geben kann.

    9 votes

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  19. Suchmaske und Ergebnisliste untereinander darstellen (Bis Version 6.5)

    Bis Version 6.5 war es gegeben, das die Suchmaske nach erfolgter Suche nicht verschwindet und nur noch die Ergebnisliste sichtbar war, sondern die Ergebnisliste öffnete sich in einem neuen Fenster/ Reiter unterhalb der Suche.

    10 votes

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  20. Notifications to show value of a certain field

    we have the "Show value of this field as a link" option in the message section of a notification.

    I want to be able to add just the value of the field without a link embedded to it.

    Thanks

    2 votes

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