Client (English)
Please post all ideas that concern the DocuWare client in this forum.
89 results found
-
Option to replace a stored PDF
stored a PDF in DocuWare.
Customer send a new version. Can we get a replace option. Right mouse click: load new version...
Or drag n drop on a stored document.
This will also be great for office documents.6 votes -
Document Processing From Email
Document processing can scan a folder to store but it would be great if this could be intergrated to the Outlook watch folder.
I would like a folder in Outlook, ie "Invoices", to be scanned and automatically stored then document processing detect this and auto-fill and fill the fields and store the document away.
Currently like we have with the "Folder" option in Document Processing.
3 votes -
Automatic creation of new storage disk should be in the system again.
Just because no one uses DVD anymore, it is still a good feature who may of us uses In order to be able to store disk o less expansive media.
1 vote -
Validation Before Store and return corrected data in awnser
The validation option should also be anble to be done before storage. In this way customers can correct index data to their specs. Or add index data to sthe store option.
2 votes -
Storing larger files in Docuware
Introduce a feature to delay the upload of the document in the Windows Explorer Client until Word has finished processing the document. We have had instances of users saving '0kb' files - which has caused significant issues in terms of confidence in the solution and re-work
1 vote -
Being able to make a selectlist via an API CALL
BEcause more and more applications are SaaS application, it is harder and harder to make a select list from data from other applications or databases. This is because SaaS applications like finance application, protect access to their database directly. The only way to do this is via API calls. In this way the customer can control the API reguest and manipulate, alter, or adjust the return awnser that fills the select list.
This is a must have for Docuware to be able to integrate with other applications which databases are not reachable.2 votes -
read only select list
Select Lists are not case sensitive
1 vote -
Create Blank Store Dialogs
It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.
2 votes -
Allow documents storage in batches instead of having to store each individual document.
After you drag multiple documents to the Inbox simultaneously, they are all highlighted and you can select the "STORE" box, but the next step forces you to select STORE once again individually for each item needing to be stored, which is completely redundant. They were already all highlighted and STORE was selected, at which point a "group store" would be adequate. After all, there is always the option of deleting a document later on, if this was a mis-step.
3 votes -
Store Dialog Validation should use same license as current user
Currently an additional license is needed to run a Validation on document storage. The logged in user license should be able to be passed through to enable the validation. Alternatively making a validation run without a license would work too.
It doesn't make sense to need an additional license just to run validations.
1 vote -
Please bring back the option to Sort By: "Comments"
Please bring back the option to Sort By: "Comments". This allowed us to categorize and prioritize on items that are due asap more efficiently.
4 votes -
Add Instructions to Store Dialogs
I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.
6 votes -
Allow only data records in file cabinet
As it is now common practise to use file cabinets as hidden databases for workflow assignments (i.e. Approval Matrix, Supplier List, etc.) it would be good to have an option in the file cabinet settings to prevent users from accidentally storing documents into those cabinets.
In many cases the local DocuWare Admins who need to maintain those file cabinets are normal users and therefore may make mistakes...
3 votes -
Allow to hide store dialog for a user group without disable access
Possibility to hide a specific store dialog for a specific user group/role without disable access.
2 votes -
processor
When stored the processor is the tray that you are in rather than the person that has created the document. This would make more time available to do other things in the long run.
1 vote -
If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray
Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document
17 votes -
make data validation use graphical editor tools
we currently have the ability to validate data by hooking a web service into a store dialog but that requires either JS or C# coding. It'd be great if we could use the graphical editor tools to build these validations (eg. the data validation builder that's part of workflow tasks)
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.
-
all fields capitalized
Please bring back the ability to force all fields being capitalized!
This kind of practice of removing features that users have grown to depend on, almost caused a revolt in one of tech sessions at DocuWorld.
Here's an example of what happens when changes aren't thought through completely and/or actual users aren't consulted first:
The select list consists of Townships with only the first letter capitalized. Since upgrading to 6.12 this week, the user must type exactly in the case format of the select list, or they can't store doc.
For instance, typing 'elkhart' brings up 'Elkhart' in the select…
30 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.
-
Allow clipping files already in storage
Presently documents that are in the inbox/tray can be only be clipped to a document in storage, or else another document in the inbox/tray. Not sure why that is. I had the idea that one person could be responsible for inputting and indexing AP invoices, and another for inputting and indexing checks. A third person would be responsible for clipping the checks to the invoice, verifying the check(s) match the invoice, then stamping it as Paid. But once a document is in storage it cannot be clipped to another document in storage. This is fairly limiting.
4 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.
-
Allow a storage dialogue prompt when printing to docuware
When printing to Docuware, sometimes there's not the full indexing information available on the document (account numbers sometimes are not allowed on certain documents but still should be stored by account number). The ability to choose Print to Docuware from a website/PDF and it recognizes the Document and prompts a storage dialogue box like it does in "Connect to Outlook" to let you fill in the prompted indexing dialogue so that it can store straight to the File Cabinet and not the just the In-tray.
1 vote
- Don't see your idea?