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4239 results found

  1. Allow attachments to be stored as different documents instead of clipped to the form

    Allow attachments to be stored as different documents instead of clipped to the form. Example. I have a vendor application, and they attach multiple documents, have each attachment stored as it's own document with the data from the Form as index values.

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. inaktive Webformulare mit persönlicher Nachricht

    Wenn das Formular wegen z.B. Überarbeitung nicht aktiv gesetzt wird, wäre eine individuelle Nachricht für die Anwender hilfreich. Derzeit wird nur OOPS, die Seite ist nicht erreichbar angezeigt

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Ansichtseinstellungen

    Ansicht (Spaltensortierung, Spaltenbreite, weltere Spalten z.B. Größe) dauerhaft speichern und für alle Ordner übernehmen

    4 votes

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  4. Change data export preview to limit number of rows displayed

    Please limit the number of rows displayed when previewing an export data configuration. It often times out forcing you to run the report to see the actual output, which can be time consuming on larger data sets.

    2 votes

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  5. Allow to get/copy Task URL Link from Web Client manually

    Currently we only get Task URL from workflow activity.
    But if we want to remind the task to the user's local email, we need to get the URL link.

    1 vote

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  6. Automatic Indexing of invoices in XML format

    Automatic indexing of invoices in XML format.
    Either with Intelligent indexing (Intelligent indexing should be able to read the document properties to assign them to each field or table.) or in a workflow that can read the document properties and assign each property to a field. For example, you can create a loop to index all the lines of the invoice and at the end of the workflow the client has his invoice with all the fields indexed without having to do anything.

    4 votes

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    1 comment  ·  General  ·  Admin →
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  7. Parallele Aufgaben auch an Rollen verteilen

    Es wäre hilfreich, dass wenn ich eine parallele Aufgabe an 2 Rollen verteile, diese zwar alle Mitglieder beider Rollen vorgelegt wird, aber die Aufgabe erledigt ist, sobald ein User jeder Rolle die Aufgabe bestätigt hat.

    3 votes

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  8. Create a Dashboard for workflow?

    Add the ability to display in a dashboard, not just lists where each document is in a workflow, including wait steps when applicable.

    This would need to be available not only by controllers but also additional upper management with Read-Only licenses.

    5 votes

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  9. Can we integrate the "Cloud Status" page of each customer to our CRM

    Hi, is it possible to integrate the "Cloud Status" page of each customer's to our CRM system so in just one click, we can see the status of our customer's system and their utilization rate.

    3 votes

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    0 comments  ·  General  ·  Admin →
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  10. unmatched OCR autoidentification

    Can you create a notification when OCR auto identification fails, for "no matching configuration for certain documents" would there be a way to notify end users?

    Is there a way to send it to another tray?

    2 votes

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  11. Add Audit Trail for Workflow Designer

    Add an audit trail in the Workflow Designer to see what changes were made between the different versions.

    13 votes

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  12. I would like a way to set an away person to approved/process tasks while away from office.

    I would like a way to set an away person to approved/process tasks while away from office.

    1 vote

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  13. Notification

    We have the possibility to put a notification for
    :
    - the new documents
    - modified index fields

    But not for all the documents which would correspond to a filter at a time T.

    That's a shame.

    For example I cannot create a notification for all unsigned invoices which will return the same list every day as long as they are not signed...

    It would be so easy with this option!!!

    In order to have this possibility, we had to create a special cabinet, a Workflow and 2 Autoindexes... it's complicated for nothing.

    3 votes

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  14. Einstellungen zum Scannen administrativ festsetzen / Dokument größe beschränken

    Ich würde gerne die Einstellungen beim Scannen als Administrator festsetzen um unsinnige Einstellungen (1200dpi , True Color) zu verbieten.
    Außerdem sollte die Upload Größe in der Cloud einfach eingeschränkt werden können.

    5 votes

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  15. Globale Workflowmodule z.B. für Fehlerbehandlung und Mehrfachverwendung

    Ein Workflow kann schnell sehr unübersichtlich werden, wenn man Fehler je Workflow Schritt abfangen möchte. In modernen Umgebungen gibt es dafür globale Behandlungen.

    Entsprechend wäre es sinnvoll, wenn man auch globale Workflowmodule entwickeln könnte, die für bestimmte Ereignisse wiederverwendbar wären. So zum Beispiel für ein zentrales Fehlerhandling oder aber auch als Funktionsaufruf mit Übergabe- und Rückgabewerten.

    3 votes

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  16. Eine Formularvariante nur für eine Indexänderung

    Es wäre hilfreich eine neue Formularvariante zu haben, die wenn sie ausgefüllt wird, nur Indexeinträge von Dokumenten/Datensätze ändert und selbst nicht abgelegt wird.
    Durch eine Bedingung soll festgelegt werden, welche Dokumente/Datensätze zur Änderung betroffen sind.
    Dadurch wird die Ablage von unnötigen Formulare verhindert, die durch Workflows/Autoindexe abgefangen werden und Änderungen an bestehenden Dokumente/Datensätze verursachen und die möglichweise zu einem späteren Zeitpunkt durch eine Löschroutine gelöscht werden.
    Bsp.: Abwesenheitsformular, Prozesseinstellungen

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Steuer ID prüfen

    Die Steuer ID von Eingangsrechnungen oder Eingangsgutschriften wird nach dem Scannen automatisch geprüft. https://evatr.bff-online.de/eVatR/xmlrpc/. Dadurch werden Finanzamt Probleme vermieden.

    3 votes

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  18. Save form changes without publishing the form.

    We should be able to save any changes made to a form without publishing it. This should work exactly like DocuWare workflows.

    3 votes

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  19. SMTP Konfiguration über Exchange Webdienste (EWS)

    Hallo,
    wir testen gerade den Rechnungsversand über die DocuWare Cloud.

    Nun hat man zwei Möglichkeiten:

    Ohne eine SMTP Konfiguration wird mit einer No-Reply Adresse verschickt.
    Für uns nur eine sehr schlechte Lösung für den Rechnungsversand. Es kommen hier nie Fehlermeldungen zurück - z.B. Mailbox voll, Mailadresse ungültig, ...

    Nun kann man aber auch SMTP konfigurieren, was wir auch getestet haben.
    Doch leider müssen hierfür sehr viele der unbedingt empfohlenen Sicherheitseintellungen im Office 365 deaktiviert werden, damit das klappt - für uns deswegen absolut nicht machbar.

    Nun kenne ich das von anderen Cloudanbindungen, wo Exchange-Webdienste (EWS) dafür genutzt werden.

    Das würde…

    6 votes

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  20. In Indexierungshilfen ein Suchfeld bzw. Filter in der Datenbankverbindung

    Ich würde mir wünschen, dass in den Indexierungshilfen bei den externen Auswahllisten ein Suchfeld bzw. ein Filter bei der Datenbankverbindung erstellt wird.

    Die Sortierung der Felder bzw. Spalten erfolgt nicht alphabetisch sondern durcheinander. Dadurch wird es bei vielen Spalten sehr unübersichtlich und aufwändig, die gewünschten Einträge zu finden. Hier könnte ein Suchfeld, wie es bereits in anderen Menüs verwendet wird eine deutliche Verbesserung sein.

    1 vote

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