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Please post all ideas that concern the DocuWare client in this forum.

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1395 results found

  1. Terminate a task with a stamp

    The ability to terminate a task with a stamp. For example, in a company's AP workflow, maybe an invoice gets posted in their accounting software before it finishes the AP workflow and approval process in DocuWare. Permitted users would then be able to stamp that invoice in their task queue as something like "Posted" and it automatically takes the invoice out of the workflow and terminates the task.

    1 vote

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  2. email with all open tasks

    Kind of more of a luxury item but it still would be nice - The ability to set up a "daily digest" email. Users with open tasks get an email with their open tasks every morning. For users that don't log into DocuWare everyday.

    8 votes

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  3. give the opportunity to easily create a link to a workflow task / set of tasks from the web client

    From a task, as a workflow controller or simple user, I would like to get a link that I would share either by email, copy/paste, or Teams.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  4. Create a link on the login redirection page to take you back to the login prompt

    When a users gets signed out its common for them to want to use the browsers back arrow to get back in. This causes a funny thing with the session cookie that causes the users to get hung on the "redirecting to application page". It would be great if we had a link on that page that a stuck user could use to reload the application properly.

    1 vote

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    0 comments  ·  Login  ·  Admin →
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  5. Mobile app task with table field

    I would like to be able to use mobile app to finish the task even if the task contains a table.

    1 vote

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  6. When Connect to Mail is configured to import only attachments have it ignore emails with no attachments

    When Connect Mail is configure for import attachments only, it will not ignore email with no attachments. Connect to Mail will import all email and those with no attachments will considered a failure and be routed to the default tray, or, have a rule in out look to move email to a different folder and it monitored.

    Connect to mail should ignore email with no attached if only attachments are needed. This will help with improving deployment and eliminate clean up maintenance for support people.

    2 votes

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  7. smtp server configuration

    possibility to choose in workflows when sending mails an smtp server configuration.

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  8. From search if there is a document that did not populate all index fields correctly or not at all, have a way to run the index template agai

    From search if there is a document that did not populate all index fields correctly or not at all, have a way to run the index template against the document and try to populate fields again.

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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  9. Add a function to disable the automatic application of a stamp for specific task decision.

    Add the ability to set the stamp settings per decision selected vs globally. For example, "Approval" may apply a stamp, but "Hold" might just be used to update variables and place the document on hold with no stamp applied. Currently I do not believe there is any way to do this and it causes many stamps which are not needed in this case.

    2 votes

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  10. DW Platform login with JWT token

    Since we have the option to use REST services, it would be nice to be able to use DocuWare platform with REST requests in Workflow Designer. This is not possible at the moment. If we could create API users or just be able to retrieve token > store in GV and use it for next request. This would extend the possibilities in workflow designer and in some cases it would not be necessary to program and host own Web service.

    6 votes

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  11. Assign workflow controllers via roles

    Typically there are many different workflows where for example the Accounting users should be workflow controllers so that they can keep an eye on everyone's tasks. It would be very helpful to be able to assign a Role in to be the workflow controllers so that User Management becomes much easier with staff changes...

    18 votes

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    3 comments  ·  Workflow  ·  Admin →
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  12. Enable a workflow to be stopped following a change in metadata

    Once a workflow has been started and a task has been created, the only ways to stop it are : Validation of this task by a user or a manual interruption by a workflow controller
    It would be nice to be able to stop a workflow and cancel tasks automatically by changing the metadata.

    Customer needs may require it

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  13. Introduce Option for Related/Linked Documents in Docuware App

    Currently the Docuware Mobile App does not have the ability to review linked/related documents.

    This is vital for users whom are looking to do a final validation off a 3 way match or other important related documents.

    1 vote

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    0 comments  ·  Viewing  ·  Admin →
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  14. Add a new version to a document stored in a file cabinet

    We would like to be able to add a new version to a document stored in a cabinet from the right-click menu "Add Version...", from the list of results.
    This without having to "Check out to review" or "Copy to..." a basket.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  15. Reassign with override all other assignments option

    Need a option to override all other assignments when performing a reassign task in task list. We need to be able to take a tasks that were assigned to a group and then reassign to an individual. Today only one task can be reassigned. We should be able to say assign to this task or group and replace (override) any other existing assignments on the task.

    2 votes

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  16. Filter pop-up window: apply via the <enter> key

    In the result view: if you configure a filter on a column. You need to apply with a mous click.
    Why not with an <enter> keystroke.
    Saves time and is more logical, because you enter filtercriteria

    2 votes

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    0 comments  ·  Searching  ·  Admin →
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  17. Active Directory Sync Remove DocuWare User Account

    Can a user be completely removed from DocuWare based on AD removal

    3 votes

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  18. General Email - Import delay on attachments

    I have a client who is using the General Email option to import attachments from a mailbox. What we are noticing is that the PDF attachments are intermittently uploading as corrupt files even though in the mailbox, the PDF is perfectly fine to open. I also confirmed this by manually importing that PDF from the mailbox into Docuware which works fine.

    I reproduced this behavior on the folder import configuration and found out that it occurs when a large file is scanned into the folder and Docuware imports it without waiting for the file to finish being transferred to the…

    2 votes

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    0 comments  ·  General  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Exporting  ·  Admin →
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  20. Only allow storage box in relation with a file cabinet

    For a document in a document tray, the user must be allow to use only storage box define for the file cabinet choosed while the cration of this document tray.
    That could be more confortable in use of th tray, non possibilities to store the document in a wrong file cabinet.

    2 votes

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