Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1435 results found
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Add Audit Trail for Workflow Designer
Add an audit trail in the Workflow Designer to see what changes were made between the different versions.
13 votes -
Multi Person/Stop forms
Sometimes forms need to be filled by multiple parties and it would be nice to be able to accomplish this simply in the form filler interface instead of having to build a workflow to fill in the remainder of the form.
6 votes -
Ability to Prevent the Deletion of Table Rows
The ability to prevent the deletion of table rows. For example, in a task with a pre-filled table, I don't want the user to whom the task is assigned to be able to delete any of the pre-filled rows. Or, if a user 'edits index entries' but the table is 'Read Only' the user can not edit the rows in the table but they can still delete them.
2 votes -
3 votes
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Export to Excel file
Currently we have the option to Export to CSV file. In our environment we work with file type: .xlsx
Is it possible to add an option to Export as Excel file as when you use the CSV list and you update information, you lose your changes and are forced to first store it as an .xlsx file before editing.1 vote -
Allow attachments to be stored as different documents instead of clipped to the form
Allow attachments to be stored as different documents instead of clipped to the form. Example. I have a vendor application, and they attach multiple documents, have each attachment stored as it's own document with the data from the Form as index values.
9 votes -
Add "Assume Blank = 0" Option to Form Field Calculations
The new form field calculation is great, but I immediately ran into a snag implementing it on a PO form. I wanted to include line item totals for each line based on Quantity and Unit price fields filled in earlier, and then a PO Total field that adds together all line item totals.
The line item totals worked great. But the PO total doesn't fill in until every single line is filled in. Most POs this customer store only fill in the first one or two lines, so I can't create a PO Total field that's visible on the form.…
7 votes -
Handwriting OCR improvement
OCR has come great lengths in handwriting OCR but docuware is still 7+ years back, improvement would be greatly appreciated
3 votes -
full text search in older versions
In full text search add the option to search in older versions of a document. Business Case: release notes are monthly edited and changed. Customer wants to search full text in older release notes . Without creating copies of the notes.which is against versioning proposition of DW
2 votes -
Creating Work Environments
In the profile and settings, users can choose drawers, search masks, lists, etc., to display.
It would be useful, especially for users working across multiple business contexts, to have the ability to create work environments by grouping together the necessary masks based on the type of activity.
Each user could then personalize their work environments and select the one suitable for the task they need to perform.
It would also be nice if, upon logging in, DocuWare asks which work environment the user would like to work with and then opens the client with the associated masks.
4 votes -
Hidden some global variables in document workflow history
When working with a web service, sometimes it is necessary to obtain the credentials, user and authentication from another filecabinet with master data. If we are going to store these credentials in global variables, this appears in the document workflow history and, in some cases, should not be visible to all users, it must be hidden.
We propose that global variables can be managed so that they are displayed or not displayed in the document history.
2 votes -
New fonts to Merge Forms
New font choices should be added to the Merge Forms, or an ability to import fonts. The current font choices are not sufficient enough to serve all needs. For example, Calibri is a much-requested font option.
2 votes -
New archive type for data records
In DocuWare a lot of data-archives with only data-records e.g. supplier masterdata, purchase orders without a document.
For general overview when configuring and for use by users, it would be convenient to introduce a new archive type (e.g. with a different icon or search functionality).2 votes -
When viewing the 'Store' document history, display the cabinet & store dialog that was selected.
In order to investigate reported issues it's important to know which store dialog a document has been stored with.
End users don't always have this information.Currently the history entry shows 'store', the user who stored it and the date it was stored. Hovering reveals all index entries stored, but does not show the store dialog that was selected nor the cabinet it was stored to.
Please make this information visible to admins.
4 votes -
Set indexes or variables to NULL in a workflow
Today, in a workflow, we can't set index values or variables to NULL.
We can "empty" this information but this is not optimal, it's not the same thing as passing them to NULL.The option is already present in the auto indexes
3 votes -
The Login Name to be displayed in the field name in the trash list.
Currently, the fields displayed in the recycle bin list are fixed, and the DB user name (which cannot be changed) is displayed as the user name. This makes it difficult to identify users from a user perspective. I would like it to be displayed as the login username instead of the DB username.
Or, we would like to be able to customize the display fields.2 votes -
The information of the seconds
The column "created on" would be good to see hour, minute and second of the creation of the file, so it would be easier to group different files added at the same time (invoice + cmr) that come in the same email.
4 votes -
Reassign Option on Tools
The reassign option should be available under tools when a user click on the task link for the notification email
2 votes -
Icono de Clip en las bandejas
Podrían agregar un icono de clip en la cintilla de las bandejas de trabajo para agilizar la unión de documentos
1 vote -
Workflow
We would like to have the possibility for the users to see the "Assigned to" system variable in their workflow dashboard in the web client. There is a possibility to write the system variable to the index field and then to display this index field in the dashboard, but the index field can only get updated once we have moved to the next task or block in the workflow. But our use case relies on using the "Reassign" option while remaining in the same task. This is why we would need the option of showing the system variable to the…
2 votes
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