64 results found
-
Allow documents to be created from the global document centre onto clients
Allow documents to be created via "create" button from the global document centre onto clients/into client library rather than requiring you to go into the client first, navigate to the client document centre tab first - if nothing else being able to open a identical screen that doesn't let you add something to the client library is a bit confusing.
3 votes -
Add Company Name and Code to list of Word Merge Fields
Would be useful to have the Company Name and Code available in the list of merge fields when creating a Word template. We have several companies setup in Central which need different wording in the footers and we can only determine the company via the Office Code at the moment.
1 vote -
link emails sent internally
If someone@accountant.co.uk sends an email to another@accountant.co.uk DM does not show "another" that "someone" has already filed the sent email. If both "someone" and "another" had received the same email they would get a warning when the second person tried to file it. Would be useful for managers (for example) to be able to know that the sent email had been filed without duplicating it as a received email.
1 vote -
Pre-tick box against document when checking in single documents from Document Centre but right-click at it is in Office add-in
Please amend it so that if you right click on a document in document centre that the one result that is returned is pre-ticked against document in question. In the Office addin for Word when you click checkin the identical looking box is pre-ticked and you just have to click the check-in button on the popup window.
I can understand why these aren't pre-ticked on the prompt when you exit the software to check documents back in as you might not want to select one of multiple documents but if the list contains one entry having to manually tick it…
2 votes -
Stop document management randomly losing documents at check-in or check-out
This is hardly what I would call a enhancement.... data integrity should be a given but it appears that support think that it should be logged via User Voice to request development improve it!
It appears inadequate check are carried out to verify documents are correctly written to the database before action are carried out on the local copy of there are any issues and the validation processes should be tightened up before local copies are deleted if there are any issue with successfully writing to the Filestream.
3 votes -
Retain document name when creating a pdf from a word document
When creating a pdf from a word document in document centre, it seems pointless that the name of the document is not retained, and changes to the date. Can a setting be introduced so it retains the original document name.
1 vote -
Add Comments to Scan Profiler fields
When using the Scan Profiler to task incoming post to staff it would be a massive benefit to be able to add comments to the Task. If you want to add comments you have to create the task, then go back into it and reassign to add them which takes far more time than it needs to.
3 votes -
Select current main address, not future address
When creating a new document it would make sense if it pulled in the current main address of the client. In some instances we need to forward date an address for a client that is due to change in the future. When creating a document it pulls in the future address, which is incorrect. Yet when creating a bill, the current main address pulls in as it should.
If it's not possible for document creation to work as it should then maybe remove the ability to forward date an address.
1 vote -
Changing document name in DM collapses propery window section if using "-" sign
Name of document when being changed in the properties tab causes the name section to collapse/disappear if we use the symbol "-" when changing the name of a document already in DM.
This symbol is very common and the name field should not disappear or collapse.
3 votes -
Move the document management plugins folder out of Program Files
Currently every workstation prompts for an admin password when an update is installed that requires the document management plugins to be updated. Program Files (x86) is a restricted folder by default in windows and requires local admin rights to write to. Can we do something about this (maybe move the folder to ProgramData)? Going around every workstation is taking hours every time an update comes out.
3 votes -
Document Centre - Additional Tab for Author
Could an "Author" tab be included as a field in the Document centre. This causes us issues after an email has been filed, as it only shows the client partner but not who the author is, so when trying to find an email it makes it harder to find, as you have to open up each email just to see who it was sent by. We have tried using the "From" tab, but this still doesn't show the correct information we after.
1 vote -
Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates
We currently create documents from templates in Doc Centre and use a standalone piece of software to drop in standard paragraphs from a library of around 200 blocks. I believe it was written years ago in FoxPro but it is held centrally and updated by the administrator when changes are required.
We had thought of autotext or quickparts in Word, but they cannot be saved and maintained in a central library by one person which we are looking for.
We don't use tax bundles (and don't have any plans to) but wondered if there were plans for something like this…
1 voteThank you for taking the time to add this idea to Uservoice. There are no plans for anything like this right now, but I'll review the idea again shortly to gauge support from other users.
-
Finish implementing checking out to Microsoft 365 OneDrive
Finish implementing checking out to Microsoft 365 OneDrive.
Currently the Office Add ins do not work when checking a document out to Microsoft 365 OneDrive for Business. A user has to manually check out and check back in a document from CCH DM directly.
11 votes -
The ability to use Word Developer and the ability add drop downs/paragraph control boxes -or the capability to add rule-optional paragraphs
It would be helpful to be able to add the Word Developer functionality when designing/editing templates - ie.dropdown choice boxes and paragraph content control boxes.
Alternatively optional paragraphs added to the template -triggered by the clients data or choices chosen by the user2 votes -
Issue with scaling on drop down filter menu in DM.
In Document Centre, when trying to filter in the search area, the drop down menu doesn't show the complete list. It's hard to explain without an image, but the list becomes transaparent and then only shows the items the mouse is selecting.
This is relating to a drawing issue affected by scaling in display settings for a specfic monitor. If the monitor is not set at 100% scaling, regardless of the resolution, then this appears to occur.
There is a script fix available should the problem occur. However, please can this fix be built into an update rather than have…
3 votes -
Document sorting order by date and time
When sorting documents by date we have them sorted with the latest documents at the top of the search list. However we note that if there is more than 1 document that day it puts the document with the most recent timestamp at the bottom of that date list. If sorting by date order then could the time in which saved/modified/uploaded follow the same logic with the most recent at the top.
13 votes -
To be able to have a PDF as a document template
It would be useful to be able to have PDF's as a document template E.g. HMRC 64-8 'Authorising your agent' is a PDF document taken from the HMRC website and we need this in place for all clients.
13 votes -
Filter for closed clients in DM
It would be good to have a filter to exclude closed clients when searching documents at the global documents level
1 vote -
Support for Windows user profiles redirected to OneDrive
In testing when configuring a windows user profile to redirect the Documents folder to OneDrive this will result in errors and the inability to check out/open documents from within AA.
Adding support for OneDrive redirected profiles would be very useful
4 votes -
Improve creation of a PDF from a document in document centre
When creating a PDF from a word document stored in the document centre the only option we have is to choose where this document is saved. It would be useful to have the option to give this PDF file a name or for it to at least retain the name of the document converting from. Upon creation of a PDF it then resets all of the search parameters in document centre, which means having to do the search again to locate the PDF created and to rename it, could it not retain the current search parameters?
23 votes
- Don't see your idea?