Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
-
Stamps - Permissions Loophole
By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.
3 votes -
Add font color option to fillable form field in workflow
I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…3 votes -
Options for how to license new users sync'd from AD
Right now, when a new user is added in the AD sync, they're automatically assigned a workflow license. If no workflow license is available, they're automatically assigned a named license. It would help to have more control over this. Maybe give us the option in the User Synchronization tool to select between "assign named license to new users" "assign workflow license to new users" and "assign no license to new users". (Some customers have limited licenses they manage manually; the last option would be helpful for them.)
2 votes -
create a single-line or multi-line text field linked to a selection list
It would be very interesting to be able to associate a single-line or multi-line text field with a selection list. We might have the ability to make some great form.
3 votes -
Add history / audit track for inbox and workflow designer to stored documents
When a document is stored, you can find only history after storing.
There should also be history from document tray and workflow in the download .csv. This is important because in an audit you want to know, when a document is send to the tray and the time between sending and storing a document. Also changed indexdata by a workflow should be available for auditing. Who has entered the index data a person or was this done by a workflow. Most of this data is available, e.g System entries of a document in document are available, but lost when storing…3 votes -
Ability to store a memo in a variable
Ability to store a memo in a variable so you could set a termplate of email in html in a memo and call it from a workflow to a variable to use it.
2 votes -
Assigning categories to roles
Assigning categories to roles
It would be very useful to be able to assign a personalised category to a role in the role config. screen, so that I can use them more effectively in workflows, forms, dialog boxes, etc.
Examples: main role, secondary role, service, department, position, etc.
and in the best of all possible worlds, that this information is available in internal lists "role" by making this list a multi-column list.
2 votes -
Ability to create storage box only available trough forms even if it is affected to Default Organization role
When we create a storage box for a form we do not want it to be used from a basket even if the role is Default Organization role. This storage dialog box is only designed for a form submission
2 votes -
Forms Viewer need to add categories for form grouping.
Forms Viewer need to add categories for form grouping. like when you are looking for HR forms you have to list all forms that you have permission, with many forms added this complicated
2 votes -
Overview panel anchored to view all document pages
Anchor Overview panel: The idea is that the anchor view will appear when clicking on the document, maximized, so the user can view all the pages of the document.
3 votes -
Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed
Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.
3 votes -
OCR mode / switch for selected document from webbasket
Sometimes on the PDF file is an OCR layer (not only image).
If OCR/text layer exist on PDF document, then Docuware uses this layer instead of direct OCR from an image.It would be useful for the end user to be able to change option that for some particular document Docuware will force use OCR from image instead of OCR/text layer from PDF.
6 votes -
Quick search bar (like M-Files)
Implementation of a quick search bar, just like M-Files has. It automatically searches from metadata and file content. Just like Google basically but internally.
https://userguide.m-files.com/user-guide/latest/eng/using_quick_search.html
2 votes -
Make dropdowns depending of each other (cascading) in Forms
In DW7.9, it's possible to configure a table field in Forms. Please make it possible to configure dependent dropdowns (cascading) as in the webclient
6 votes -
1 vote
-
We would like the "Bookmarks" included in the PDF original document to be maintained even when downloaded with DocuWare.
When we download from DocuWare as an Original Document, "Bookmarks" are maintained, but when we download from DocuWare using Download with annotation, etc., "PDF Bookmarks information" is lost.
We understand that the "Bookmarks" information will disappear because DocuWare creates a new PDF. However, since "Bookmarks" are often valuable information, I would like the original "Bookmarks" to be inherited even if a new PDF is created.
- Support ticket : SR-225706-C8T7X
1 vote -
Better workflow response when unsecured webservice request is sent
Please return something else other than just "An error occurred while sending the request." when the connection to external webservice is unsecured (no cert or not valid cert). Something like "The request was aborted due to unsecured communication with the web service". would be nice.
When troubleshooting, sometimes it's very hard to differentiate if the request was aborted because of blocked IP from DocuWare or if the web server has invalid SSL cert.
1 vote -
Filter by multiple items in 'Tasks' view
Add way to filter by multiple items in 'Tasks' view, or even allowing search parameters. Currently you can only filter in the 'Tasks' view with one filter per column.
4 votes -
In the webclient, we would like to have a mark ensuring that the document is signed by a certificate.
When we preview a document in docuware web client, there's no sign or stamp ensuring that the imported docuement has been signed by a certificate.
1 vote -
Prevent Forms from Crashing- "This Configuration Locked..."
It is frustrating when creating a complex form if you forget to save every couple of entries, then are unable to save your progress.
4 votes
- Don't see your idea?