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757 results found

  1. Add history / audit track for inbox and workflow designer to stored documents

    When a document is stored, you can find only history after storing.
    There should also be history from document tray and workflow in the download .csv. This is important because in an audit you want to know, when a document is send to the tray and the time between sending and storing a document. Also changed indexdata by a workflow should be available for auditing. Who has entered the index data a person or was this done by a workflow. Most of this data is available, e.g System entries of a document in document are available, but lost when storing…

    3 votes

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  2. Historie // In den Eigenschaften anzeigen welche Systemfunktion die Änderung durchgeführt hat

    Ich als Admin würde mir wünschen, dass in der Historie in den Eigenschaften angezeigt wird welche Systemfunktion z. B. Auto Index oder welcher Workflow die Änderung an den Indexeinträgen vorgenommen hat. Da die Systemfunktionen meist mit dem Admin laufen, ist es sehr aufwendig nachzuvollziehen welche Funktion gerade die Änderung durchgeführt hat. Dies ist besonders bei vielen Auto Index Jobs oder bei Workflows der Fall welche Indexwerte ändern.

    3 votes

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  3. One-click-indexing sprachenabhängige Datumsformatierung anpassen

    Es wäre gut die automatische sprachenabhängige Formatierung von Datumsfeldern beeinflussen zu können. Momentan werden bei englischsprachigen Dokumenten bei one-click-indexing alle Datumfsfelder im Format mm.dd.yyyy eingetragen.
    Bei englischsprachigen Dokumenten aus GB oder oder anderen europäischen Ländern ist aber ebenfalls die dd.mm.yyyy Formatierung gebräuchlich, werden aber als mm.dd.yyyy interpretiert und somit falsch in das Indexfeld eingetragen.

    3 votes

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  4. Handwriting OCR improvement

    OCR has come great lengths in handwriting OCR but docuware is still 7+ years back, improvement would be greatly appreciated

    3 votes

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  5. colorblind

    Option to change colors on intelligent indexing labels, due the colorblind user's.

    3 votes

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  6. Filter empty dates and numbers in task list

    It would be great if users could filter documents in the task lists where the date is empty. For example i want to search for all invoices where the date is empty. Sure you can sort them ascending but an explicit search would also be great.

    3 votes

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  7. staple after multiple documents are stored

    I would like to be able to staple two stored documents together. I didn't know that I wanted these together until after I had indexed and stored them.

    3 votes

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  8. sort users by active

    Clicking the arrow next to username or email to sort users is great, can we have this for the other columns too? Locked & active?

    3 votes

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  9. Require task decision with stamp, hide confirm button

    For documents that require a signature stamp in a specific location we need the option to require a stamp to confirm a task decision. Currently, you can complete a decision with a stamp but if you use the confirm button instead the document does not get the required signature stamp.

    3 votes

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  10. Have the ability to copy fields on forms.

    For example I want me billing address to match my business address.

    3 votes

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  11. 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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  12. 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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  13. Search on Forms Tab

    Please give us a spot to search for the form name on the Forms Tab. Being able to sort by name and save would also be helpful. For those of us with many forms, it can be really difficult to find the needed form on this tab.

    3 votes

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  14. Email Capture - General Email, Exchange Online

    Could the Exchange Online method of capturing email attachments include the ability to mark those emails as Read when moving them to the processed folder?

    When email attachments are automatically captured using General Email, Exchange Online, the emails moved into the processed folder are not being marked as "Read".

    Previously, when General Email used IMAP, the emails that were moved into the processed folder were marked as "Read".

    As a result the folder containing the captures/processed emails is continuously showing a growing number of unread emails which is a frustration as they need to be manually marked as Read each…

    3 votes

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  15. Filter in der Aufgabenliste sollten nicht (oder einstellbar) gespeichert werden

    Die Filter in einer Aufgabenliste bleiben auch nach Ab- und Anmeldung erhalten, was zwar manchmal gewünscht sein kann, oft aber User verwirrt, da nicht alle Aufgaben direkt angezeigt werden.
    Die Filtereinstellung sollte deshalb nicht dauerhaft gespeichert werden (analog der Filter in der Ergebnisliste der Suche) oder Einstellbar je User, bzw. per Kontrollkästchen auswählbar sein (z. B. neben der Schaltfläche "Filter zurücksetzen").

    3 votes

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  16. When Connect to Mail is configured to import only attachments have it ignore emails with no attachments

    When Connect Mail is configure for import attachments only, it will not ignore email with no attachments. Connect to Mail will import all email and those with no attachments will considered a failure and be routed to the default tray, or, have a rule in out look to move email to a different folder and it monitored.

    Connect to mail should ignore email with no attached if only attachments are needed. This will help with improving deployment and eliminate clean up maintenance for support people.

    3 votes

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  17. Connect2Mail Automatische Dokument Verarbeitung anbieten

    Es soll möglich sein die EMail Anhänge wie im C2Outlook auswerten zu können.

    Punkt: Automatische Dokument Verarbeitung

    3 votes

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  18. Fill table from other sources that another tables ..

    Currently you can only fill a table from data from another table ..

    I would be a great idea if you could get data also from external sources ..
    and from sources that are not table fields..

    Because you can still select which fields you want to use..

    3 votes

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  19. Flatten PDF with REST/.NET API

    We can use DocumentAction to merge annotations on the Document. It would be nice if you could provide a method for Flattening all Form Fields on the Document. Right now we have to use 3rd party libraries to get this done.

    For all readers: I am using Syncfusion - they have free commercial license for small companies.

    3 votes

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  20. Document Processing - Auto Selection Groups

    Right now if we set a Document Processing instance to be automatically selected then processes that use this function have to be evaluated against the full set of templates set for automatic recognition. It would be very useful to be able to create groups of automatic processing templates. Let's say that you have three templates that perhaps a PO might use. Then you might have four that a Sales Order might use. If you could group them then you could have a PO template that triggers on the same values that the Sales Order template would trigger on, but by…

    3 votes

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