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  1. 5 votes

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    Jeff supported this idea  · 
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    Jeff commented  · 

    Second this request. While testing, I was able to redact an area of a document with a solid rectangle annotation. When I send this document by email, with annotations, it looks correct to the recipient, however, if the recipient drags their mouse over the box, they are able to copy and paste the text into a text editor to reveal what was supposed to be redacted.

    I would say anything being emailed, or downloaded from DocuWare with annotations, those documents should automatically be flattened to prevent an unintended release of information.

  2. 16 votes

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    Jeff commented  · 

    I demonstrate the Keep Entries feature in almost every single demo when storing documents. In a typical personnel file, we'd normally keep common fields like First Name, Last Name, etc, and those should be brought forward to the next document.

    I'll typically additional fields such as Folder, Document type, Document Date, and it keeps the entries from the previous field. You can't replace those index values by simply clicking in the field, or clicking the drop down. You have to click in the field for the X to appear, click the X, and then fill it with the appropriate data.

    Put an option in the store dialog configuration screen to "Exclude this field from Keep Entries" so that those fields always show up blank when the new document is being presented to indexing. That way, only the common fields which will not change are brought forward, and then it doesn't require manually clearing out the fields that do need to be changed. This would also help prevent documents being indexed incorrectly should someone forget to clear out a field and simply store the document with the previous documents index information.

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  3. 46 votes

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  4. 36 votes

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    Jeff commented  · 

    This functionality does now work, however, if you go back and change a selection that it's using to filter, it does not update the subsequent fields. So, if column A and column B produce a result in column C, this works the first time. If I go back and change the combination of column A and column B, then column C does not automatically adjust to account for this change. A user filling the form would need to know to manually clear out the field being populated by column C and adjust column A and/or column B to get the field for column C to update with the correct information.

    This is not intuitive for users not familiar with filling out DocuWare forms, and would likely view this as a bug.

    Any field that is being populated based on filtering previous field(s) should automatically update if the fields being used for the filter are updated.

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  5. 36 votes

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  6. 38 votes

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  7. 68 votes

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  8. 71 votes

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  9. 143 votes

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  10. 184 votes

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  11. 239 votes

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  12. 189 votes

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  13. 22 votes

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  14. 97 votes

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    Jeff commented  · 

    Just had a customer request this as well. Comma's don't look right in a variety of numeric field applications.

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  15. 7 votes

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    Jeff commented  · 

    I've had this request come up multiple times from various customers and prospects. Seems like this would be a pretty useful feature, not only for email, but also for downloading as well.

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  16. 3 votes

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  17. 6 votes

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  18. 29 votes

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  19. 25 votes

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  20. 2 votes

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