Client (English)
Please post all ideas that concern the DocuWare client in this forum.
189 results found
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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.
12 votes -
Be able to assign Stamps to only be availalbe for particular Task Lists.
Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .
For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.
12 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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Add SMTP send configuration option to point to a specific workflow instead of all workflows
Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.
11 votes -
You need to be able to assign a specific SENDER email address within a workflow
When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:
AP invoice workflow send emails from AP@MYCOMPANY.COM
Order workflow sends emails from ORDERS@MYCOMPANY.COMThese should be selectable IN THE WORKFLOW
10 votes -
Provide this option in Workflow to auto open or not the next record
Create a setting allowing any user to enable/disable whether the next invoice in the approval task list automatically pops open when you are completed with your 1st one.
This is currently an option for Stamps, but not for Workflow. Why not? In the configuration of Stamps, it is possible to select when the next record is opened, or when the current document is closed. It is assumed in Workflow that the next record should be automatically opened.
10 votes -
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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Download activity in workflow. Similar to emailing the document
We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.
Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.9 votes -
merge layers in a workflow
add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.
9 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. -
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 -
Allow clipping and copying from the WF_TASKLIST_LINK tasklist view
When opening DocuWare full webpage view, there is a possibility of clipping (or copying to a different location) files to the tasks. See first screenshot.
When opening DocuWare "truncated view" (the one which we can generate through
[WF_TASKLIST_LINK]in a workflow task cube's notifications tab or through DocuWare URL Creator) there is no such possibility. See second screenshot.This makes for some very awkward conversations with clients, since DocuWare's feature list changes because of the mode of accessing the task list.
It is especially jarring for users who are not using DocuWare constantly, but only sporadically (i.e. they are not…
8 votes -
allow html email notifications
The email notifications generated from workflows allow for quite a bit of customization with verbage and data fields, but they're plaintext. Nowadays people are accustomed to getting quite attractive email notifications from their various services so it would be great if you could add the ability to use html formatting and images in the emails - it would add to the professional look and feel of DocuWare.
8 votes -
Attachments in Workflow Decisions
Add possibility of adding attachments in any point of a workflow decision. This should staple it to the document, as it happens in forms! This can help us complete a document though the different steps of a workflow.
8 votes -
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
8 votes -
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…
8 votes -
Can move severals items in workflow designer
Can move severals items in workflow designer just like in the "Docuware Process Planner"
7 votes -
Dynamic Select List in Workflow Task
Add a select list type field to Workflow Tasks that can be filled with values in the workflow. This is in contrast to the normal select lists that are fixed values. Something like a keyword variable could be filled with workflow then displayed to the user as a select list.
7 votes -
Add the ability to select checkboxes on a fillable document through the workflow
For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.
7 votes -
Workflow - Allow Operators in Filtering
I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.
7 votes -
Create new document in Workflow
I would like the ability to create a new document within an existing workflow.
For example, I have a document going through the workflow to highlight user error.
We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.
I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.
The document "Credit Note.pdf" would be added to the merge forms section in forms.
Please see attached.
7 votes -
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.
7 votes
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