Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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User Attributes for Improved Rights and Index Profiles Management
I would like to suggest the addition of configurable user attributes in DocuWare. These attributes could either be fixed (system-defined) or custom (administrator-defined) and assigned directly to users.
For example:
A Manager attribute that stores the login of the user’s manager, referencing another DocuWare account.
A Department/Service attribute where administrators can set a fixed value.
These attributes could then be used in index profiles and rights management. For instance, if the index field SERVICE contains the value defined in the user’s SERVICE attribute, the user would automatically have access according to that rule.
This would greatly simplify the administration of…
8 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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Instead of clipping the file uploaded in the form, register it as a separate document in the same cabinet as the form's storage location, us
It would be helpful if, during form configuration, users could choose whether to save attached files as clipped documents or register them as independent documents.
5 votes -
Restriction on FTP via Central Gateway Settings
With the Central Gateway Settings in Docuware.
We can declare IP address which can access to the platform.
It works for Docuware webapplication, but not for FTP. Even if i declare authorize IP.
Anyone can still access to the FTP.
Is it possible to add this functionnality to FTP ?4 votes -
Implement the ability to give dynamic names on document relations
When a user opens several time the same document relation, starting from different documents, all the tabs have the same name.
I would be a great addition to have the ability to display different names. For example, we could choose one of the indexes to identify the document that the user was looking at before clicking the relation.
Like, if I'm on the document "Folder 3" and open the relation "Documents", I would like the new tab name to be "Folder 3 - Documents" instead of just "Documents".It's a quality-of-life evolution, but for some configurations, it would be a…
4 votes -
Allow disabling of the welcome email in user provisioning
We would like to disable the welcome email that is sent when users are added via SCIM/User provisioning sync
3 votes -
Make the used filters in the dynamic lists to stick after logout/login
Hello,
When using a list, you can filter it on each column, which is great for several users to use the same list with different approaches.
However, when refreshing the page or logging out, the used filters are not saved for the users in the list tab.
It's hard to understand for the users because it's a feature you already implemented on the Tasks tab. Every time you filter your tasks, the filter stays even though you're disconnecting and come back after.
This feature would be a great addition to the Lists, because unlike the searches that are not saved,…3 votes -
Automatische Wiederherstellung von Datenbankverbindungen in importierten Workflows
Beim Import vorkonfigurierter Lösungen über den LocalData Connector sollten Workflows bestehende Datenbankverbindungen automatisch erkennen, sofern die Datenquellen identische Namen und Strukturen besitzen. Aktuell ist das nicht möglich, da die Workflows im Hintergrund nicht mit den Tabellennamen, sondern mit GUIDs arbeiten. Dadurch werden beim Import keine Verknüpfungen zu den vorhandenen Datenquellen hergestellt, auch wenn diese strukturell identisch sind.
In der Praxis bedeutet das, dass sämtliche Workflow-Zuordnungen manuell neu verbunden werden müssen – ein erheblicher zeitlicher und organisatorischer Aufwand, insbesondere bei umfangreichen Lösungen mit vielen Datenquellen.
Eine Funktion zur automatischen oder halbautomatischen Wiederherstellung der Verbindungen beim Import würde diesen Prozess deutlich vereinfachen.…
2 votes -
Optionally restrict the model space per cabinet and / or document type
When documents are imported into an intelligent indexing tray and the option for restricting the model space per cabinet and / or document type is configured, intelligent indexing should only take already processed documents into account, which are from the same cabinet (as the cabinet defined for the tray) and /or documents, which have the same document type as preset by the import configuration, respecitvely.
Background: In praxis, often documents are presorted by file cabinet and / or document type before they are scanned or when an individual mail inbox is configured per document type (invoices, e. g., have their…1 vote -
Request to Enable Filtering of Selection Lists Based on Logged-in User in DocuWare Forms
In DocuWare Forms, I would like to use the logged-in username to filter selection lists. Specifically, I want to display information related to the logged-in user in a selection list. However, since it is currently not possible to use the logged-in user's text field as a filter condition for another field, I would like to request that this functionality be made available.
2 votes -
stop importing when cloud storage is full
Can we have the DocuWare Desktop Apps import/scanner feature Stop importing when the storage is full. Customer was trying to add documents with the import tool, and all the documents were deleted, and nothing made it to the cloud because the storage was full. Now they have to re-scan all the documents. This should not happen, the document may be unique and if it is deleted after the import processes, and nothing is in the cloud, then the document is lost forever. This should a priority in the next release.
1 vote -
Allow URL's to be put into the results/list dialogues so we can link to web pages or video links
We use video clips as part of our documentation to support areas of our business such as property inspections and surveys, these are stored obviously outside of DocuWare, but it would be really useful to allow live hyperlinks as a field type in the results and/or list views so we can link a video/s to a record in DocuWare - alternatively a storage method in DocuWare to allow video format files
0 votes -
E-Invoice bei mehreren Anhängen verarbeiten
Wenn eine e-Invoice aus Emails ankommt, so wird sie nur verarbeitet, wenn es nur einen Anhang gibt. Oft werden aber auch AGB als PDF mitgesendet oder weitere Nachweisdokumente z.B. Lieferschein. in einem solchen Fall sollte der erste Anhang der Email untersucht werden auf E-Invoice Merkmale. Für den Fall dass eine Mail mehrere E-Invoices enthalten sollte, könnte man dann das Dokument aufteilen und alle E-Invoices als einzelnes Dokument ablegen.
1 vote -
Request to Display Past Incident Information on the Cloud Status Page
Please make it possible to view details of past incidents.
Currently, only recent incidents are available on the Cloud Status page, so we would like past incident information to be included as well.1 vote -
Improved Incident Notification: Clarifying Details, Impact, and Scope
Request for Improvement
Please make incident notifications easier to understand based on the following points:
① Clarification of information
② Clear indication of impact
③ Clear explanation of the affected scopeExample (Current Description)
We are currently investigating an issue when saving emails using the DocuWare for Outlook Add-In. There are currently some limitations and delays.Improved Version (Proposal)
Issue:
We are currently experiencing a problem when saving emails to DocuWare using the Web version of the Outlook Add-In.
Even if the save operation appears to be completed, the document may not actually be stored in DocuWare.Confirmed occurrence time:…
1 vote -
Allow Releasing of a Hold Task in Workflow
We would be interested for an option to release tasks on Hold early. Workflow Tasks that are put on Hold are not seen at all in the Windows Client, not even in Monitor Tasks. The only way to intervene at all is to stop them in the Workflow Designer > Options tab > Active Instances if you can find your Instance ID, which is not intuitive at all. Then they need to be restarted from the beginning.
3 votes -
MAPI - Enable multi-windowing when sharing documents by email from DocuWare WebApp
Dear all,
Currently, the window opened by DocuWare when sharing documents by email blocks all use of Outlook, which is extremely frustrating and restrictive for our customers.
According to the documentation in the link below, MAPI allows you to activate or deactivate this modal usage mode. This is what Microsoft describes in the note below, using available constants such as ‘DIALOG_MODAL’.
https://learn.microsoft.com/en-us/office/client-developer/outlook/mapi/mapi-constantsThe solution should be upgraded to allow :
- multi-windowing
- copy documents directly into DcW WebApp and paste them into a manually opened email
- Drag and drop documents from a DocuWare WebApp window into the email…8 votes -
add files via a button in the viewer
Hello,
it would be very practical to be able to add files to a document very quickly from the viewer without having to go through a tray. a button to add in front or behind which simply opens the file explorer.
for example, for workflow users, who receive a link to a direct task, it is complicated to add a file.
1 vote -
Share by Email to the New Microsoft Outlook
Currently if you select "Share by Email" for a document in a result list it will only open the old Classic Outlook email client even if the new Outlook is selected as the default email app on the workstation.
2 votes -
Export - Removal of spaces
Hello, would it be possible to update the data export with an option that preserves spaces, in order to configure a PNM file (SAGE type)? As far as I know, this is the only missing feature to make it work.
1 vote -
Prefill table rows on store dialog
Add possibility to add multiple rows with different prefilled entries to a table field on a store dialog.
1 vote
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