Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1482 results found
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Connect to Outlook Send and Store should be automatic when sending a reply.
We have been asked if the Connect to Outlook Send and Store would work the same as MailConnect. I.E. When the users click the send button the store to DocuWare dialog box prompt would appear automatically. The user's are forgetting they have to use the Send and Store option on the toolbar
1 vote -
enable sending a flattened PDF version of a document out of Docuware
Enable saving a flattened version of a document to in turn mail out of the system or within the email workflow tool, enable flattening a copy of the document for customer facing.
5 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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select list
Allow Numeric Field and Date Fields in Select List used in Form. This would be helpful in certain use case Scenarios like conveyance reimbursement, Local Conveyance etc., So that user can select the dates and amounts from Select list.
9 votes -
Indication that a stamp is present on another page
It would be nice to have an Indication that a stamp is present on another page or a list of pages with stamps.
Greetings
Andreas2 votes -
Recycle Bin
Items we delete from DocuWare are archived, for this reason we do not need to keep items in the recycle bin for 30 days. We suggest to be able to amend the time period to keep or to activate or deactivate the functionality as it does take extra storage which we now have to manually sit an delete. A search option on the deleted items will also be handy to make it easy to restore a specific item.
8 votes -
Ability to change the field order/visibility of the fields in the pop-up preview window of a table field in a Results List or List.
Ability to change the field order/visibility of the fields in the pop-up preview window of a table field in a Results List or List.
Currently, when you hover over a table field in a results list, it shows the first 4 columns of the table (in the order they were created).
Users would like the ability to choose which columns appear in this view and change the order.
This would be an incredible time saver so they don't need to open the info dialog or right click and edit index entries to see a preview of the table.
1 vote -
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.
3 votes -
Add how it was stored to the audit trail, not just "store"
Currently when you audit a document it just shows "store" under the event. To help with troubleshooting for customers that have multiple ingest methods could it get changed to Store- Outlook or Store- Doc Processing or Store-Document Tray ect. this would help isolate and narrow down the problem if there is one.
4 votes -
Allow the workflow designer to change retry attempts for individual workflows.
KBA-36354 explains
How to change the count of retry attempts of failed tasks. There are 2 problems with this. First, it isn't an option in the cloud and second, it is system-wide. I have been creating workflows as a workaround to fill in table fields in merge forms. I could do all of the error checking to see if a row is in a table before filling in the document but it is time-consuming tedious work that is unnecessary because the workflow manager has error checking. Unfortunately, it wants to retry 5 times before it simply gives up and moves…2 votes -
Change the workflow designer to allow changing a data assignment without changing the entry type and destination.
I am using data assignments in a workflow to fill in a table on a merge form from a table field. It is a work around that works but the annoying piece is that I set up a data assignment that fills in a row and then I should just need to copy to data assignment for each row but change the field name and the index number of the data entry. Unfortunately when I change the field/variable it wipes out the entry type and entry. So I have to copy the entry to the clip board and then put…
2 votes -
Send Request - use users first and last name
My client uses a numeric code to identify its users. This involves more than 1,000 employees able to work on DocuWare in the medium term. So the possibility of using the recipients' first and last names instead of their identifier is more than necessary for them.
1 vote -
automatic creation of documents trays when creating a user via the Workflow API platform
it is strongly desired to add the option of automatic creation of document trays when creating a user via the Workflow API platform
1 vote -
Allow task assignment to all users from group
Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.
I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.Except for their use as targets in workflows they…
6 votes -
Dialog template
In some systems, there are a lot of dialogs. Ordering the fields could be difficult and the technician could make a lot of mistakes. It could be nice to create dialog template, so the new dialogs could be automatically order with that template.
3 votes -
Calculate field in table field
Having a table field with tax base and tax rate, I would like to automatically calculate the total amount.
3 votes -
Allow Export of the Documents File Name
Please add Document File Name as an Exportable Field.
"System - Doc ID" and several others are available, but not the Name2 votes -
Size of document with arithmetic expression or by direct assignments
Allow the "Size of document" with arithmetic expression or by direct assignments to use it directly in the Workflow Designer.
2 votes -
Set internal lists as Multi-column lists
Make the "internal lists" of the "indexing assistance" multi-column
in order to be able to store additional information relating to users, roles and groups, and cross-reference this data.This would be a practical and useful function in forms, workflows, etc.
3 votes -
3 votes
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Configure Export Data to allow the export of more than one table.
I have a need to create an export which includes data from two different tables. Right now, I can select only one table to include in my export configuration. It would be nice if I could selected multiple tables to build my export file.
3 votes
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