Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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Validate a date entered in a task
In a task we use a table of orderlines. One of the columns is a confirmation date. Sometimes a user is entering a wrong year in the date field. For example 0226 in stead of 2026.
Can we validate on entering OR on confirming the task decision that is at least 2026 or 2027 as a date1 vote -
Form calculations should exclude hidden fields
When using behaviours in forms with pre-filled fields, calculations are shown using those fields regardless on them being used or not which skews the results and defeats the purpose of having pre-filled fields to make more dynamic forms for users and reduced keying errors.
1 vote -
docXporter integrating the index file into zip file
We have established a contract with a central purchasing agency and need to export accounting documents—including the journal entries—in ZIP format. This zip file must include the exported document and the index file.
For now, we need to combine the ZIP export with a powershell script to include the index file in the ZIP.
It would be a really plus to be able to integrate this feature directly into the docxporter settings.1 vote -
Allow a form with multiple merge forms to export only 1 of the merge forms.
I have a form with multiple merge forms. I can use onbording as a good example. The onboarding form sets up direct deposit and the w4 tax from. However, direct deposit and w4 tax withholdings may be changed later. It would be nice if I could export just the direct deposit or the w4 portions to create new forms just to complete those forms.
1 vote -
Provide the ability to sort merge forms
I would like the ability to provide a sort order for merge forms. I have a form that filles out 15 merge forms. I have a workflow that then copies them all to a new document and gives a task to somebody to look at them all to make sure there are no errors. If I could give Docuware a store order so that the document ID numbers were in the correct order I wouldn't need to add another index field to use to sort them.
1 vote -
Option to attach a document with a paperclip only on one side of the original document
Hello,
When attaching a document from the file cabinet with a paperclip to a document in the tray, we have the option to choose whether the document from the tray should be placed before or after the original document.
For the functional needs of some clients, it would be helpful to be able to restrict one of these two options for end users (for example, only allowing a document to be clipped AFTER the original document).
This would prevent having to review each document to put them in the correct order.
Thank you!
1 vote -
Expose document processing metrics for external analytics
We store around 200k documents a year across six cabinets and management wants to see trends — how many invoices come in per week, what's the average time from receipt to approval, which departments are slowest at indexing. DocuWare's built-in views don't really do trend analysis or cross-cabinet comparisons. It'd be great to have an analytics-ready data feed or even a pre-built data mart we could query. For now we worked with a team we found when looking to hire power bi consultant and they set up an ETL job against our SQL backend, but that breaks every time DocuWare…
1 vote -
User Attributes for Improved Rights and Index Profiles Management
I would like to suggest the addition of configurable user attributes in DocuWare. These attributes could either be fixed (system-defined) or custom (administrator-defined) and assigned directly to users.
For example:
A Manager attribute that stores the login of the user’s manager, referencing another DocuWare account.
A Department/Service attribute where administrators can set a fixed value.
These attributes could then be used in index profiles and rights management. For instance, if the index field SERVICE contains the value defined in the user’s SERVICE attribute, the user would automatically have access according to that rule.
This would greatly simplify the administration of…
9 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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Make a way to change a form from using a text box to a dropdown without having to change all of the merge forms and merge form indexes
I have an enrollment form that I created over a year ago that now needs updating. When I created the form I had no previous data. Now I have data from applications that can pre-fill a lot of the demographics information. So I created a multi-column select list with that information. The problem I have now is that for each field I have to update indexes and merge form fields to match the new dropdown fields. It would be nice if I could click on a text field and say convert to dropdown and not have to change all of…
1 vote -
the ability to create a workflow for a merge form that has not been published.
I have an enrollment form with a whole bunch of merge forms. I am updating it and have added a merge form that has not been published yet. I would like to be able to create a workflow for that merge form but I can't because it is not published.
1 vote -
in a docuware form populate a second table field with data from the first table field
We have a web from that completes multiple merge forms. Docuware does not support table fields in merge forms but I do it anyway with a workflow. Having said that, I have 2 table fields that are almost identical. Emergency contact information and authorized release of child. All the emergency contacts will be authorized for the release of child and shouldn't need to be entered twice. However not everybody that is authorized to pick up the child will be listed as an emergency contact. I can do this in a workflow but it would be nice if the form could…
1 vote -
Support JWE as a method to encrypt URLs
Currently, Docuware supports a rather .NET specific method for encrypting URLs. We have an application that should retrieve documents from Docuware using URL integration. This application natively supports Java Web Encryption (JWE) to encrypt (parts of) a URL. This is not compatible with the way Docuware expects URLs to be encrypted. Since JWE is a standard (RFC 7516) that is widely used by many applications, I think supporting it could be of real benefit to customers. Ideally, the encryption method should be configurable on the Docuware server.
We had to resort to implementing a URL redirector: this takes a JWE-encrypted…
2 votes -
Give the ability to run a workflow on demand.
It would be a benefit to be able to run a workflow on demand. A workflow doesn't always need to run on schedule but just on a sporadic basis. I would be nice to kick one off manually.
1 vote -
New worfklow systemvariables containing Profile Data
All user accounts contain e-mail, salutation, firstname, lastname as well as out of office dates. This information should be available as system variables in the workflow manager. That would be extremely helpful to create personalized task-notifications and e-mails. (Additionally, a gender-neutral form has to be incorporated into the salutation.)
1 vote -
Enabling Audit Functionality for the Document Tray
We would like to enable audit functionality for the document tray.
Since the document tray is also an integral part of the system, it is necessary to track and retain all related records.
These audit capabilities are also required to comply with Japanese legal requirements.2 votes -
Instead of clipping the file uploaded in the form, register it as a separate document in the same cabinet as the form's storage location, us
It would be helpful if, during form configuration, users could choose whether to save attached files as clipped documents or register them as independent documents.
5 votes -
Do not display prohibited operations in the right-click menu
The index value profile settings are set so that any document cannot be downloaded.
However, when you select a document in the web client and open the right-click menu, the "Download" menu appears.
When you try to download it, an error message appears and the download does not work.
I believe this is normal behavior, but it is confusing for users.
For documents that cannot be downloaded using the index value profile settings, hide the "Download" option in the right-click menu.2 votes -
Provide RSS feeds for DocuWare Cloud service status and incidents
We would like to request the implementation of RSS (or equivalent webhook-based) feeds for DocuWare Cloud service status and incident updates.
Currently, DocuWare Cloud service availability and incident information is published only via the web-based Status Portal. While this page is useful for manual checks, it is difficult to integrate into automated monitoring, alerting, and internal communication workflows used by many customers.
Providing an RSS feed (or webhook / API-based status updates) would allow customers to automatically monitor service status changes and react more quickly to incidents.1 vote -
DocXporter redesign and GUI interface.
DocXporter is horrid. Its a needed function, but needs redesign and stability. Errors in logs are useless. System stops in middle of downloading. My network is full fiber. Its not my network. Very very slow on output. You MUST design a front end GUI interface. Non programmers can t figure any of this out without paying EXTRA fees from tech support to set up. even the sample you provided me was just some other customers file. Was even more confusing because it had fields, functions that wont pertain to my needs. So you dont now if it needed to stay…
3 votes -
Restriction on FTP via Central Gateway Settings
With the Central Gateway Settings in Docuware.
We can declare IP address which can access to the platform.
It works for Docuware webapplication, but not for FTP. Even if i declare authorize IP.
Anyone can still access to the FTP.
Is it possible to add this functionnality to FTP ?4 votes
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