Client (English)
Please post all ideas that concern the DocuWare client in this forum.
33 results found
-
Select List only in Stamps
In 6.9 the ability to limit entries to Select List only in Stamps was taken away. For example, if you have an Assign To stamp, you cannot limit entries in the stamp to only usernames. Users can now type whatever they like in the Assign To field in the stamp. This could lead to Invoices assigned to 'John' instead of 'JSmith'. This would lead to Invoices dropping out of the workflow.
1 voteThank you for your contribution. Your idea is already available in the product.
-
change/hide workflow history tabs
It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs
15 votesThank you for your contribution. Your idea is available with version 7.8.
-
Workflow reasign button hide
In current version (6.8) it is not possible to remove/hide reasign button. Each user can reasing task in every step of the process even though it is not allowed in process. Also users can see all roles, groups and users of current organisation which is unnacceptable and it is stopping workflows. Admin should have option to remove this button (show/hide), at least that.
24 votesThe feature will be available with the next update.
-
Workflow Manager
If a document is deleted in the middle of a workflow. The docuware system should then delete the Task that is related to that document. Currently that is a manual Task.
9 votesThank you for your contribution.
Your idea is available with version 6.10. -
Delete checked-out documents that have been stapled or clipped.
Currently, checked-out documents are stuck in limbo if you staple or clip them in your tray. When you checkin the merged document to your cabinet, the checked-out documents that are now merged remain checked-out, and you are unable to delete them manually. I would love for the system to somehow identify when checked-out documents have been stapled or clipped, and then delete themselves when the merged document returns to the cabinet. Thank you.
5 votesThank you for your contribution. Your idea is available with one of our latest versions. We added some improvements to checked out documents.
-
Advanced sorting in workflow
simple sorting functionality is not working in the task windows - this makes processing extremely difficult.
Fixing simple sorting by a single columns would be very helpful. Additionally, ability to add a secondary sort column would be nice1 voteSorting by one or two colums ist available also for Workflow tasklists. See more information here: http://help.docuware.com/en/#t56654
-
Multiple file documentation
It would be great if you could check mark several deals and be able to title complete all at once. The same thing with printing, if you could place a check mark next to the one you want to print and then print that would be great. Kind of the same way one would share documents on a Android Phone.
3 votesThe ability to confirm multiple tasks at once has been made available with DocuWare 7.1.
-
reassign multiple tasks
ability to move multiple tasks / documents to any given version of a task, user or group or role of a task in mass.
15 votesThe feature will be available with the next update.
-
4 votes
Your idea is available in the product.
-
Edit Index Entries in Workflow Engine
The workflow engine task list has no option for "edit index entries".
The workaround has been to create options as workflow steps for the user to re-index, but that's a very manual process and feels clunky.
The option to edit index entries right from the task list would alleviate this.7 votesThis has been solved years ago.
-
Add a true purge option (retention policy) on filing cabinet level
Most of our clients have a retention policy on records. I suggest at the file cabinet level, an ability to set a full purge policy based off of a unique or fixed date field (such as store date).
This way we can simply state that we can set a retention policy on the file cabinet that purges after "x" amount of years.4 votesIf I understand this correct, than this is already possible since several versions. You need to set up a deletion workflow in the DocuWare Administration. There you can define a filter which documents should be deleted.
-
Approve More than One Task at Once
Many times clients have requested that they be able to select multiple documents in a task (or result) list and simply select "Approve" to stamp and mark them all as approve, as opposed to going through them one by one. This could be a HUGE time saver for companies.
133 votesThe feature will be available with the next update.
-
Filtering Option in the Workflow Client
If one user, e.g. accounting, has many workflow steps of the same workflow (e.g. "allocation", "declined", "approved", "to be proved", ...) he gets all this steps in one VERY big list.
The users now want to filter for one step (e.g. "to be proved") so that they can work of this peticular step and afterwards go to the next step.
So a filter Option, where you can select the shown workflow steps would be nice.123 votesThe feature will be available with the next update.
- Don't see your idea?