Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Create an annotation function allowing a drawn shape (rectrangle for example) to hold text which could be used for searching related docs.
Use Case: A cemetery needs to store cemetery and grave records. They are doing this with paper cards with subsets of cemetery lots. I would like the ability to scan a map as a document, and be able to draw individual grave locations on the map, similar to what they're doing on paper. I would like to be able to click on that annotation and store additional information, text at the very least, perhaps some index values from a store dialog. This would allow me to click on a areas of the map and see the related documents stored in…
3 votes -
Table Fields - Default Box Size Options
It is fairly common for me to have a case where I need to present a user with more than one table field, and sometimes a few of them. In most cases the row count for the table fields is small, resulting in a lot of wasted white space in the table field boxes. This makes for a lot of scrolling to get to what a user needs to see or act on. While this would have value anywhere, it would have special importance in workflow tasks. The best handling that I can think of would be to be able…
18 votes -
Can we integrate the "Cloud Status" page of each customer to our CRM
Hi, is it possible to integrate the "Cloud Status" page of each customer's to our CRM system so in just one click, we can see the status of our customer's system and their utilization rate.
3 votes -
I suggest adding Export to Folders view
In Web Client add Export feature to Folders view similar to Export feature from Result List.
1 vote -
Simplify the link when SSO is activated
When SSO is not acitvated, the link to access our environment is "easy" (i.e. https://xxxxx.docuware.cloud )
When SSO is activated, the link to access the environment directly becomes a bit complex :
( i.e https://xxxx.docuware.cloud/DocuWare/Platform/WebClient/SSO?orgId=xxxx )
It would be nice to have an alternate web address not requiring the orgid, exactly as when SSO is not active.
If we use the easy link https://xxxxx.docuware.cloud we get the following signon screen that we would like not to be shown to users ( see image attached
7 votes -
Notification
We have the possibility to put a notification for
:
- the new documents
- modified index fieldsBut not for all the documents which would correspond to a filter at a time T.
That's a shame.
For example I cannot create a notification for all unsigned invoices which will return the same list every day as long as they are not signed...
It would be so easy with this option!!!
In order to have this possibility, we had to create a special cabinet, a Workflow and 2 Autoindexes... it's complicated for nothing.
3 votes -
Save form changes without publishing the form.
We should be able to save any changes made to a form without publishing it. This should work exactly like DocuWare workflows.
3 votes -
enable logging for webhooks
Implement logging for webhooks.
There is no way to find out whether the webhook has run or not, and there is no history.5 votes -
3 votes
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Implement *.P7M preview in WebClient
Implement *.P7M preview in WebClient
Documents digitally signed with CADES P7M are not previewed by WebClient. Nowadays the digital signing of documents is a matter of fact, Docuware cannot ignore this feature.6 votes -
Display a PDF of submitted form on the brower without logging into docuware
Display a PDF of submitted web form on the brower without logging into docuware
2 votes -
PDFs display blurry in document viewer if Windows scaling is at 150%
In DocuWare Cloud, PDFs display blurry in document viewer if Windows scaling is at 150%. If changed to 100%, they are clear. If we use the integrated PDF viewer in Chrome or Edge, the PDFs are clear and not blurry. This issue is only on the DocuWare Cloud Document Viewer.
Created SR around the issue and was advised to submit as an idea.
6 votes -
Add the ability (as an admin) to assume the identity of any user to test permissions & functionality without having to sign in as that user.
While configuring new features, or troubleshooting existing ones, it would be helpful to assume the identity of a user to test and debug different features, such as routes through a workflow, etc. For obvious security and auditing purposes, rather than tasks being logged as that user, it could read something like "Admin as UserName" in the logs.
4 votes -
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every fiel
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every field on each document.
4 votes -
Search in Database Fields
I would like to see the Search available in database fields as well, like in the other menus. This would make it easier to search for a field, especially if there are many database fields.
4 votes -
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down list that appears when the 'Store' button is clicked.
This is to prevent the user who has several 'Document Tray' from having to search or even paginate when there are many.4 votes -
Add nested option to rules for data export.
Would like to have the option for nested rules when exporting data. ie "and" conditions combined with "or" conditions.
2 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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Search on Forms Tab
Please give us a spot to search for the form name on the Forms Tab. Being able to sort by name and save would also be helpful. For those of us with many forms, it can be really difficult to find the needed form on this tab.
3 votes -
Change data export preview to limit number of rows displayed
Please limit the number of rows displayed when previewing an export data configuration. It often times out forcing you to run the report to see the actual output, which can be time consuming on larger data sets.
2 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 a table as required in a workflow task
Currently you can mark fields of a table as required but it allows you to confirm the task without writing any fields, to avoid this you have to validate that the counter of a field in the table is greater than 0. It would be interesting if the tables in the workflow have an option as that table is required and the user has to fill data, thus avoiding having to configure additional validation.
3 votes
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