Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1487 results found
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Request for Product Enhancement: Enable Scheduled Refresh for DocuWare Power BI Connector
The DocuWare Power BI Connector does not support scheduled refresh.
We have been informed through DocuWare Support that this is due to the current product specification.
However, scheduled refresh is essential in order to always view the most up-to-date information on Power BI dashboards. Without this capability, it is difficult to operate dashboards effectively in a production environment.
We strongly request an enhancement to the DocuWare Power BI Connector to enable scheduled refresh. This improvement would significantly increase the usability and value of the product.SRNumber : SR-282397-B8X2W
6 votesThank you for your idea.
Currently DocuWare is not able to create a connector for Microsoft Power BI supporting scheduled refresh.
Microsoft only allows "Certified Connectors" for their Power BI Service. The hurdles for getting certified were not reachable in the past for DocuWare.
It looks like Microsoft has shifted to a different path and does not certify anymore existing connectors. You can read more here: https://powerbi.microsoft.com/en-us/blog/empowering-our-customers-to-shape-the-future-of-data-connectivity-in-power-bi-and-microsoft-fabric/
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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…
9 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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Enabling Audit Functionality for the Document Tray
We would like to enable audit functionality for the document tray.
Since the document tray is also an integral part of the system, it is necessary to track and retain all related records.
These audit capabilities are also required to comply with Japanese legal requirements.2 votes -
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 -
document tray
Audit in document tray.
As document tray is a part of Docuware system, we need an audit fonctionnality.
As part of our continuous improvement process, we have identified the need to strengthen your DocuWare configuration regarding audit trail management and supporting document retention.
Currently, some document types arrived in document tray without complete traceability. This creates gaps in the reliable audit trail and limits our ability to retrieve and validate records efficiently during internal reviews or audits.
The objective is to ensure that all incomming documents are fully traceable, properly supported, and compliant with our internal control standards.Could you…
1 vote -
When entering dates in a date field, as soon as a month value is entered, the day and year autofill with today's day and year.
If users want to insert today's date, they will type an 'x'. Having the system auto-filling today's day and year greatly increases the chance for errors.
PLEASE change the functionality of date fields to match all other popular programs. A date field should be one single field when entering and not 3 separate fields. Trying to edit a mistyped date is very tedious!
1 vote -
URL Integration to open DocuWare Viewer with index dialog
The client needs a URL integration that opens the document in the DocuWare Viewer and also displays its metadata (Index dialog) in a new window. This functionality exists today, but it is configured per user in their preferences rather than as a setting within the viewer itself.
2 votes -
Do not display prohibited operations in the right-click menu
The index value profile settings are set so that any document cannot be downloaded.
However, when you select a document in the web client and open the right-click menu, the "Download" menu appears.
When you try to download it, an error message appears and the download does not work.
I believe this is normal behavior, but it is confusing for users.
For documents that cannot be downloaded using the index value profile settings, hide the "Download" option in the right-click menu.1 vote -
Use single IndexFile to update multiple documents in StorageRobot
When using StorageRobot, it would be great to be able to use a single Index file to update multiple documents instead of needing a index file for each document that needs to be updated.
1 vote -
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 -
Add "Read out loud" functionality similar to Adobe Acrobat
This is required to meet the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA requirements which ensure web content is Perceivable, Operable, Understandable, and Robust (POUR) for users with disabilities. It includes all 2.0 A/AA standards plus 12 new criteria focused on mobile, low vision, and cognitive disabilities, such as Reflow, Text Spacing, and Non-text Contrast. Key requirements cover sufficient color contrast, keyboard navigation,, screen reader compatibility, and content adaptability.
1 vote -
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 -
Revision History for Forms
Version history for forms similar to the workflows on the Workflow Designer Desktop app. Having a built in revision history would help keep track of changes made to forms.
1 vote -
make it possible to mass delete inactive accounts
When our users are hired our HR department enters all of the users into the accounting system and then they run a script that pulls that information to create active directory and email accounts. Then we sync active directory with Docuware. Then when they leave we delete the account from active directory and the Docuware account doesn't get deleted it gets deactivated. That is fine until they decide to come back and work for us again and the Docuware account doesn't get reactivated. If I reactivate it manually the next time users are synced with AD it deactivates it again.…
1 vote -
See which user(s)/role is/are assigned to workflow tasks even for non-Controllers
It would be great to be able to access task assignments in an index field so that you can use Lists to see where and with whom tasks are currently sitting in a workflow.
1 vote -
allow rows of an excel file to be copied to a table field in a workflow
We use excel timesheets and the top of the timesheet has rows with the accounting code, the time type, employee number, and hours. Those are then imported into our accounting system. I am trying to make a workflow that will have employees do their timesheets in docuware and then when payroll is done simply export everything in one shot with an odbc sql query. It would make payroll a little easier. As it is people do their timesheets and then all of them are downloaded and each one is then imported individually into our accounting system. If Docuware could get…
1 vote -
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.
2 votes -
Implement AI-based natural language search functions to browse documents
AI offers the possibility to search among documents in natural language. This would be valuable, because we observe that users tend to request expert-users for help in searching theirs documents, that they struggle to find.
Of course, non-generative AI (e.g. Prisme.AI) that would be able not to find, instead of inventing / creating.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.
2 votes
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