Client (English)
Please post all ideas that concern the DocuWare client in this forum.
198 results found
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Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager
Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.
5 votesThank 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.
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Visibility of the workflow document when openning the linked documents
The preview of the document selected from workflow should be remains open when openning the linked documents. This is the functionality of Docuware 6.1. Now in the Docuuware 6.7 this functionality has been removed. Currently the preview of the document selected from Tasks is closed when you look into linked documents.
47 votes -
Code documents that have already been checked out in a different color.
Code documents that have already been checked out in a different color. This uses a visual to save a step/click on every document.
54 votesThank 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. -
Add the ability to set a stamps max width/height
Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.
Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.
5 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Allow customization of the workflow documents view per user
Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.
9 votes -
multiple fields in email notifications
We need to be able to select multiple field names in email notifications. even if it was as simple as a concatenation of 2 field names in the link, that would help a lot. better would be the option to use field names in the subject of the email, or as part of the text of the email, beyond just the link.
26 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.
Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.
Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…
3 votesYou can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.
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Allow more complex conditions for email notification triggers
We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:
Status = "Needs approval" AND
Department = "Accounting" OR Department = "Billing"One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.
3 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Stamping multiple documents in a single step be restored to the web client
Stamping of multiple documents/pages were available in the Windows client. We have a customer with a urgent need for this feature in the web client after using this in the Windows client
17 votesThank 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.
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Add the ability to run workflows on web baskets
Since web baskets are technically cabinets in the background, I'd like the ability to run workflows on them. For example, I'd like to run a deletion workflow at the end of each week on some of the baskets to purge the remaining documents that users didn't delete when they were finished.
10 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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 -
Purge WF history instances
It would be nice to select WF history instances and purge them, leaving only the most recent.
Useful to clean up WF history list instances for WF's that run multiple times on a document.1 vote -
2 votes
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.
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With email notifications it would be nice if it could send a message to an address read directly from the document.
With email notifications it would be nice if it could send a message to an address read directly from the document
1 voteThank 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.
This functionality is available in the DocuWare Workflow Manager.
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Add a search tool to Tasks
It would be very helpful to be able to search for a task by using index criteria.
2 votesThank 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.
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E-Mail by date
It would be usefull, to get an email because of date not only by event.
A resubmission is needed on that date or 3 days before.
In this case there is no event, to get one I Need to build an extra autoindex Job.1 voteThank 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.
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In the Task List Designer
Docuware would implement much effientcy by adding basic mathmatical excel funtion in the tasklist Designer,Since a good amount of users are also using this in there accounting process to approve invoices, this would provide a valuable feature and purpose. Please see my example attached.
2 votes -
Stamps need too many clicks
When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.
7 votes
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