Client (English)

Please post all ideas that concern the DocuWare client in this forum.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. desktop notification

    A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add TLS encryption to e-mails sent from workflows

    If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Send Request should show on document when sent

    Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.

    At the moment you can't see easily that a request is running on a document if there was no response to the request yet.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.

    We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Workflow Controller tasks in separate tabs, please

    In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. give workflow designers the ability to customize font styles in workflow tasks

    It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow Wildcard (*) Searching in Workflow Task Form Field Select List

    When filling in a field in a store or search dialogue, the user can use the wildcard character * to search for a sub-string. For instance, if a field's select list contains the value "Test Field Value 12345", the user can type "*12345" and the select list dropdown will return all values that contain 12345 within them.

    This does NOT work on select lists for workflow task form fields. It would be helpful if we could use wildcards to narrow down select lists on workflow task form fields and not just the dialogues.

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. add a configurable stamp activity to Workflow Designer

    Add a specific activity in the Workflow Designer that places a configurable stamp. Give the designer the ability to pick the location of the stamp (either have DocuWare automatically place it, as it does now, or have the workflow creator input X and Y coords), and let the workflow creator pick the global variables or index fields or text for the stamp. We have several workflows that have a lot of fields in the decision tasks and the resulting stamp is huge and contains a lot of info that isn't required.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. Data in Form fields from different source

    The ability to pull data into fields on a form from another datasource.

    Eg. Enter InvoiceNumber and the rest of the fields in the form is automatically filled.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. add ability to configure radio buttons and select boxes in forms of workflow

    Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Improve keyword string splitting mechanism

    When you put a string inside a keyword field/variable, the system split the string in separate keyword entries at each space or comma in the string wich is simply horrible to handle.

    You have a dirty workaround solution by putting your string in a text variable concatenated with quotes and then assign the text variable in the keyword field.

    Plus, currently, if there is quotes inside the string itself (for example, french words and/or expressions are using quotes), your trick with the intermediate string variable doesn't work at all...

    You should add the possibility, in the data assignations inside the…

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sending several documents in an email (workflow)

    The email to workflow allows us to attach a single document.

    It would be interesting to be able to attach several documents in the same email.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integrate DocuWare's Out of Office setting with Exchange

    It would make the jobs of both users and workflow controllers easier if the Out of Office setting in DocuWare could match a user's Out of Office settings in Exchange/Outlook

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. Workflow E-Mail function don´t use the concatenated docname

    When I set up the e-mail function in a workflow and try to attach the concerned document with it everything works fine besides that the attached document does not use the correct document name.

    It use the original name before it was imported to the archive. Our scanner name the documents like docxxxxxxxxxxx.

    When I try to send the same document manually with the sending button of the tool bar in the document viewer (web client) everything works fine and the attached item is named with the index field which is configured as docname.

    The problem is that I want…

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    5 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. add keyboard short to confirm task

    I'm surprised that you can't confirm a task without using the mouse. Customers confirm a lot invoices everyday and don't wanna use the mouse every time.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. add Notes pane to workflow task view

    The only way users currently have of adding comments to a document as it goes through a workflow is to use the "edit text annotation" function, which is not very visible and can easily be missed. A good idea may be to add a Notes pane to the task area in the bottom-left. In the same way that the users can flip between the various decisions they have as part of the task by clicking the decision buttons on the left side, a couple of buttons can be put on the top: one saying "Task" and the other saying "Notes".…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. Due Date from Start

    It would be nice to be able to configure a Due Date from when the workflow Starts. The problem is that every time a new TASK begins the due date has to start over. I have had several clients who have lets say a total of 25 days to complete a workflow.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base