Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1493 results found
-
make it possible to mass delete inactive accounts
When our users are hired our HR department enters all of the users into the accounting system and then they run a script that pulls that information to create active directory and email accounts. Then we sync active directory with Docuware. Then when they leave we delete the account from active directory and the Docuware account doesn't get deleted it gets deactivated. That is fine until they decide to come back and work for us again and the Docuware account doesn't get reactivated. If I reactivate it manually the next time users are synced with AD it deactivates it again.…
1 vote -
See which user(s)/role is/are assigned to workflow tasks even for non-Controllers
It would be great to be able to access task assignments in an index field so that you can use Lists to see where and with whom tasks are currently sitting in a workflow.
1 vote -
allow rows of an excel file to be copied to a table field in a workflow
We use excel timesheets and the top of the timesheet has rows with the accounting code, the time type, employee number, and hours. Those are then imported into our accounting system. I am trying to make a workflow that will have employees do their timesheets in docuware and then when payroll is done simply export everything in one shot with an odbc sql query. It would make payroll a little easier. As it is people do their timesheets and then all of them are downloaded and each one is then imported individually into our accounting system. If Docuware could get…
1 vote -
add files via a button in the viewer
Hello,
it would be very practical to be able to add files to a document very quickly from the viewer without having to go through a tray. a button to add in front or behind which simply opens the file explorer.
for example, for workflow users, who receive a link to a direct task, it is complicated to add a file.
2 votes -
Implement AI-based natural language search functions to browse documents
AI offers the possibility to search among documents in natural language. This would be valuable, because we observe that users tend to request expert-users for help in searching theirs documents, that they struggle to find.
Of course, non-generative AI (e.g. Prisme.AI) that would be able not to find, instead of inventing / creating.1 vote -
Prefill table rows on store dialog
Add possibility to add multiple rows with different prefilled entries to a table field on a store dialog.
2 votes -
The line breaks from memo-type indexes in workflow email
The line breaks from memo-type indexes must be preserved when they are used in the body of an email sent via the workflow engine.
Currently, it is necessary to manually insert <br> tags to keep the formatting.2 votes -
Make the used filters in the dynamic lists to stick after logout/login
Hello,
When using a list, you can filter it on each column, which is great for several users to use the same list with different approaches.
However, when refreshing the page or logging out, the used filters are not saved for the users in the list tab.
It's hard to understand for the users because it's a feature you already implemented on the Tasks tab. Every time you filter your tasks, the filter stays even though you're disconnecting and come back after.
This feature would be a great addition to the Lists, because unlike the searches that are not saved,…3 votes -
Automatische Wiederherstellung von Datenbankverbindungen in importierten Workflows
Beim Import vorkonfigurierter Lösungen über den LocalData Connector sollten Workflows bestehende Datenbankverbindungen automatisch erkennen, sofern die Datenquellen identische Namen und Strukturen besitzen. Aktuell ist das nicht möglich, da die Workflows im Hintergrund nicht mit den Tabellennamen, sondern mit GUIDs arbeiten. Dadurch werden beim Import keine Verknüpfungen zu den vorhandenen Datenquellen hergestellt, auch wenn diese strukturell identisch sind.
In der Praxis bedeutet das, dass sämtliche Workflow-Zuordnungen manuell neu verbunden werden müssen – ein erheblicher zeitlicher und organisatorischer Aufwand, insbesondere bei umfangreichen Lösungen mit vielen Datenquellen.
Eine Funktion zur automatischen oder halbautomatischen Wiederherstellung der Verbindungen beim Import würde diesen Prozess deutlich vereinfachen.…
2 votes -
Optionally restrict the model space per cabinet and / or document type
When documents are imported into an intelligent indexing tray and the option for restricting the model space per cabinet and / or document type is configured, intelligent indexing should only take already processed documents into account, which are from the same cabinet (as the cabinet defined for the tray) and /or documents, which have the same document type as preset by the import configuration, respecitvely.
Background: In praxis, often documents are presorted by file cabinet and / or document type before they are scanned or when an individual mail inbox is configured per document type (invoices, e. g., have their…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…
1 vote -
Request to Enable Filtering of Selection Lists Based on Logged-in User in DocuWare Forms
In DocuWare Forms, I would like to use the logged-in username to filter selection lists. Specifically, I want to display information related to the logged-in user in a selection list. However, since it is currently not possible to use the logged-in user's text field as a filter condition for another field, I would like to request that this functionality be made available.
2 votes -
Request to Enable User Selection by Full Name in Workflow Task User Lists
Currently, in the user list displayed on workflow tasks, only the logged-in user can be selected. We would like to request a feature that allows users to be selected based on their full name, combining First Name and Last Name. This would improve usability and clarity when assigning tasks within workflows.
2 votes -
stop importing when cloud storage is full
Can we have the DocuWare Desktop Apps import/scanner feature Stop importing when the storage is full. Customer was trying to add documents with the import tool, and all the documents were deleted, and nothing made it to the cloud because the storage was full. Now they have to re-scan all the documents. This should not happen, the document may be unique and if it is deleted after the import processes, and nothing is in the cloud, then the document is lost forever. This should a priority in the next release.
1 vote -
Allow URL's to be put into the results/list dialogues so we can link to web pages or video links
We use video clips as part of our documentation to support areas of our business such as property inspections and surveys, these are stored obviously outside of DocuWare, but it would be really useful to allow live hyperlinks as a field type in the results and/or list views so we can link a video/s to a record in DocuWare - alternatively a storage method in DocuWare to allow video format files
0 votes -
E-Invoice bei mehreren Anhängen verarbeiten
Wenn eine e-Invoice aus Emails ankommt, so wird sie nur verarbeitet, wenn es nur einen Anhang gibt. Oft werden aber auch AGB als PDF mitgesendet oder weitere Nachweisdokumente z.B. Lieferschein. in einem solchen Fall sollte der erste Anhang der Email untersucht werden auf E-Invoice Merkmale. Für den Fall dass eine Mail mehrere E-Invoices enthalten sollte, könnte man dann das Dokument aufteilen und alle E-Invoices als einzelnes Dokument ablegen.
1 vote -
Request to Display Past Incident Information on the Cloud Status Page
Please make it possible to view details of past incidents.
Currently, only recent incidents are available on the Cloud Status page, so we would like past incident information to be included as well.1 vote -
Improved Incident Notification: Clarifying Details, Impact, and Scope
Request for Improvement
Please make incident notifications easier to understand based on the following points:
① Clarification of information
② Clear indication of impact
③ Clear explanation of the affected scopeExample (Current Description)
We are currently investigating an issue when saving emails using the DocuWare for Outlook Add-In. There are currently some limitations and delays.Improved Version (Proposal)
Issue:
We are currently experiencing a problem when saving emails to DocuWare using the Web version of the Outlook Add-In.
Even if the save operation appears to be completed, the document may not actually be stored in DocuWare.Confirmed occurrence time:…
1 vote -
Allow Releasing of a Hold Task in Workflow
We would be interested for an option to release tasks on Hold early. Workflow Tasks that are put on Hold are not seen at all in the Windows Client, not even in Monitor Tasks. The only way to intervene at all is to stop them in the Workflow Designer > Options tab > Active Instances if you can find your Instance ID, which is not intuitive at all. Then they need to be restarted from the beginning.
3 votes -
MAPI - Enable multi-windowing when sharing documents by email from DocuWare WebApp
Dear all,
Currently, the window opened by DocuWare when sharing documents by email blocks all use of Outlook, which is extremely frustrating and restrictive for our customers.
According to the documentation in the link below, MAPI allows you to activate or deactivate this modal usage mode. This is what Microsoft describes in the note below, using available constants such as ‘DIALOG_MODAL’.
https://learn.microsoft.com/en-us/office/client-developer/outlook/mapi/mapi-constantsThe solution should be upgraded to allow :
- multi-windowing
- copy documents directly into DcW WebApp and paste them into a manually opened email
- Drag and drop documents from a DocuWare WebApp window into the email…8 votes
- Don't see your idea?