Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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Associate different SMTP configurations to specific Workflows
Currently you can create multiple SMTP configurations to be used as the sender for workflow email notifications. Is a big mistake to not be able to associate this to different Workflows.
A good option could be selecting the SMTP configured account via a dropdown select box.20 votes -
Expand the sources to view the documents
I have documents with the following fonts:
Arial-BoldMT
ArialMT
ArialNarrow-Bold
Tahoma1 voteThank you for your idea.
To evaluate this idea more, we need more information on this topic. Please add a comment, explaining your need and use case. Thank you.
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adjust required coverage on signatures
When a signature field is marked as required, all it takes is a single dot in the signature area to satisfy the requirement. It would be great to have a 'coverage area' slider or parameter in the configuration section to allow for adjustment in either pixels or percent coverage. For example 10 pixels is not enough for a valid signature but 200 could be.
1 vote -
Allow receiving an error when submitting a form that says the invoice number/a field is a duplicate
It would be nice to have an error pop up when submitting or filling out a form that tells you an invoice number is a duplicate and is already entered in the system
2 votes -
More functions in folder result view
It would be a great idea if the folder result in web client show the records paginated because if the result list have a lot of documents in a folder, the result take too many time to show it.
Another great funcion is the possibily to filter the results in the colums as in a traditional result view, so you can have the document wanted easiest.
5 votes -
DW Dsesktop Dependencies need to be upgraded.
For DW Desktop to work properly, MS visual c++ redist 2010 needs to be installed.
This product is EoL and EoS from Microsoft years ago. This poses an security risk.
And larger companies escpesially, do not want to have old outdated components installed.9 votes -
Send Cloud Storage Notifications at 80%
Send out Cloud Storage Notification to the Organization Administrator and ADP Contact upon reaching 80% of the storage limit.
2 votes -
Add option when setting out of office for the user to choose who their back up should be
Using substitution rules is a challenge to manage and eliminates the ability to use variable assignments. It would be nice if an end user could choose who their back up should be and then have the workflow route accordingly.
4 votes -
kill a workflow instance from workflow designer
If for some reason, a document in a middle of a workflow needs to be archive. there is no way to automatically kill the workflow instance of this document.
For exemple it could be usefull in the following case:
A contract document processing into multiple worklow at the same time for validation need to be cancelled.
The user put a cancel stamp on the Document.
Then, all those workflow instances need to be killed.
Today, an admin need to select all workflow instance to kill them one by one which is not really pratical (this is manual).
We don't want…10 votes -
Recently Deleted - Ability to disable retention for Document trays and specific File Cabinets
Have the ability to disable retention for specific Document trays and specific file cabinets.
We delete on average 3 million documents per month (historic documents and duplicate documents). When deleting this large amount of documents, you have to keep the gui open for days on end and would likely time out. Also, it is unclear when a filter is applied, does permanently delete all only target the filtered list or all documents in the recently deleted folder?
Also add the capability for a deletion workflow to clear these out for specific doctrays/fc's. perhaps also enable quotas specifically for recently deleted…
4 votes -
Make it so that when creating a workflow for a document created with a merge form you can use it for multiple forms.
I have several merge forms that create the same document. For example employee benefits. When a new employee is hired they fill out a form and choose what benefit packages they want, 401(k) investment options and everything. But then I have a merge form for each option individually like just health insurance because an employee might want to make a change to just one of those benefits like the birth of a child. There wouldn't be any reason to fill out the 401(k) part for that. The problem I have is that I need to create multiple workflows that are…
6 votes -
Vary timeout for Concurrent Licenses vs Named
We have a mixed license environment where we have traded some Concurrent Licences to Named Licenses. The Time-Out setting affects all licenses. We want the Named Licenses to never time-out.
6 votes -
Introduce a Brief Course on the Business Use Cases of Workflow
The LMS provides several courses for DSC's on the components of DocuWare Workflow and in fact a pre-requisite for the course is a DSC certification. It would be ideal that a short business course is designed for DSAs to aid them with understanding several business uses of workflow and mention them during their engagements with prospects. The business uses of workflow are indeed embedded in the various case studies listed on the DocuWare website . it would be ideal to so as to say extract such cases and centralize them. Such data would surely be appreciated for competitive advantage and…
2 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.
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Unclip using DocuWare Platform API Webservice
The webservice currently allows you to "Clip" documents. We would like the ability to "Unclip" and restore individual documents.
Currently, we are clipping several documents in workflow designer with the DW Platform API (Cloud system), Sending the clipped document to DocuSign for multiple signatures. We would like to unclip after DocuSign returns the packet, index each document accordingly and store as individual documents again.
5 votes -
Date calculation in Form
Request to include Date calculation in field calculations in form designer. Example of Leave Application. When Employee applies for Leave and fills in Start Date and End Date Total Leave Days to be calculated based on End Date - Start Date. Another example could be Travel Request form when Employee fills Start Date and End Date.
25 votes -
Keep My Tasks in the order the user puts them
When a document enters a workflow and the tab appears in My Tasks, can these be kept in the order that the user puts them even when the tabs disappear and reappear?
2 votes -
[Document Processing] extract indexes from specific areas on documents other than PDF files
Currently, indexes can only be extracted from specified areas on PDF and XML files. I would like this functionality to be available for other file types, such as Word documents, as well.
1 vote -
Further restrict access to Restore documents in Trash Bin
Please add the ability to restrict access to the Restore button in the Trash Bin. The attached is where I would expect to find this control.
The following provides guidance when there is access to the Restore button, and to which documents the user may restore. I've summed it up like this, based upon File Cabinet permissions.
Those who are set as file cabinet Owner may see and Restore all deleted files.
A file cabinet User (who has delete permissions) may Restore only those documents they have deleted, this means that the Restore button exists.
A file cabinet User (who…10 votes -
Workflow tasks migration
When a change is made on a workflow, a new version is created. A lot of documents are in an older version. It could be nice to migrate those tasks into the new workflow version.
8 votes -
Please create a DocXporter version for users not code programmers
With DocuWare API we have developed code that will display a list of file cabinets, and allow the user to select one from the list. Then browse to the desired target storage location. Finally select a cvs file with the fields desired.
Can't figure out how to open a DW search dialog to enter parameters.
Tried the DocXporter trial and was greatly disappointed! Hopefully DocuWare didn't pay too much for this technology. DocuWare has always prided themselves on code-free or low-code applications, but this is not an application, just some clunky code!
3 votes
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