Client (English)
Please post all ideas that concern the DocuWare client in this forum.
241 results found
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Incluir listas de selección filtradas
Estará muy bien incluir listas de selección filtradas en los campos de Forms de Docuware similar a los campos en Web Client. Esto ayudaría bastante en llenado de formularios y evitara errores al capturar manual algún dato.
1 voteThank you for your contribution. Your idea is available with version 7.6.
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Nahtlose Integration von Office online
Ein paar Kunden von uns wünschen sich die Funktion, dass wenn ein Dokument mit Office online bearbeitet werden soll, sich nicht zusätzlich über Office 365 anmelden zu müssen.
Wenn man die Docuware Anmeldung mit der Office online Anmeldung verknüpfen könnte, würde dann ein trusted Login zwischen Office online und Docuware entstehen und müsste sich nicht noch zusätzlich bei Office online anmelden.
Beispiel:
Jetzt: Excel Dokument in Docuware öffnen und dann auf den Button Bearbeten> in Office Online > Anmeldedaten für Office eingeben und dann das Dokument bearbeiten.
Mit verknüpften Konten.
Excel Dokument in Docuware öffnen und dann auf den Button…1 voteVielen Dank für Ihre Idee.
Wenn Sie in DocuWare die Authentifizierung über das Maicrosoft Login nutzen, erhalten Sie keinen zusätzlichen Anmeldedialog.
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CSV file for documents with link to stored documents in the file cabinet
It will be better to export documents into a CSV file with links to open the documents right from the CSV file.
1 voteThank you for your contribution. Your idea is available with the new DocuWare module DocuWare Export.
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Track metadata of all documents circulated through DocuWare, including those deleted, into an export file
Once a document is deleted from the DocuWare platform, we loose all information related to the document (meta data).
It would be useful, for audit purpose at least, to track metadata of all documents circulated through DocuWare, including those deleted into a formatted document (CSV), that could be exported.
1 voteThank you for your contribution. You can do this with the new module DocuWare Export.
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Allow use of Multi GL table within mobile app
GL split is not enabled on MOBILE. Following error is received:
The Docware server has encountered an error with the message: Assignment in activity: 'Approve' failed! [1: GL_SPLIT] Decision doesn't contains variable with id : 22! Parameter name: last Decision
How about enabling the GL split workflows to work on Mobile.
4 votesThank you for your contribution. Your idea is now available.
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Daten-Exportieren Das manipulieren der zu exportierenden Indexfelder sollte möglich sein und es sollten mehr Foramatierungsmöglichkeiten
Der neue Daten-Export steht in der Cloud zur Verfügung, wenn man der Idee folgt in Indexfelder (Insbesondere Table Fields) einen Aufbau nach "Nummer > Bezeichnung" zu wählen, kann das beim Export nicht manipuliert werden. (Nur die Nummer sollte exportiert werden.
D.h. es ist insbesondere bei, auslesen der Table Fields nicht möglich, die erfassten Daten in eine Verarbeitungsfähige csv zu übergeben.
Für Indexfelder kann das umgangen werden, in dem der Eintrag vor dem Export in eine dafür angelegtes Indexfeld geschrieben wird, welches dann exportiert wird.
Da derzeit nicht in Table-Fields geschrieben werden kann, ist es derzeit besonders schädlich, dass nicht wie…1 voteVielen Dank fürIhren Beitrag. Ihre Idee ist mit der Version 7.6 verfügbar.
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toggle mandatory fields
similar to many web forms today, it would be great if you could enable/disable mandatory fields based on the selection of a prior field. Lets say I have a document type select list with "Invoice - A" and "Invoice - B" as options. if you choose A, these 2 fields now show as mandatory, but if you show B, these 3 fields now show as mandatory.
3 votesThank you for your contribution. Your idea is already available.
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Stop Workflow Task if Document is deleted option
If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.
4 votes -
Restore deleted documents
Hi
It could be nice and really well appreciated to be able to restore documents after deletion, a bit like the Windows recycle bin
Thank you5 votesThank you for your contribution. Your idea is available with version 7.8.
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Knowledge Center
Now the knowledge center remembers I speak English but the Table of Contents is in German and the bod of the search is in English and it does not change if I try to click on the language.....ALMOST THERE!
1 voteThank you for your contribution. The Knowledge Center is available in several languages, also the table of content should be the same language. Maybe delete the cache of the browser or try a different browser.
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Allow turning filters off by default when indexing
In version 7.1 at least, users complain that when indexing they need to turn off filtering every time in order to see the full select lists in fields they need to fill in. Filters cannot be turned off by default. Once they fill in any fields, the remaining fields only display filtered values unless they turn off the filters.
1 voteThank you for your contribution. This setting is persisted from last usage, so if a user does turn off the filter, it is aloso off for the next dialog
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Allow column orders to be changed in table fields.
In edit index entries or storing a new document once a table field is created there is no way to change the order of columns that the user works with. So when the administrator is told "I need a table fields with columns x,y, and z" and what the user really wanted was columns listed on the screen as y,z,x It requires recreating the entire table to do it.
7 votesThank you for your contribution. Your idea is available with version 7.4.
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Email date format in stored document when using connect to outlook
When you store an email using Connect to Outlook, the date format in the stored email document is in US format (MM/DD/YYYY), even though the customer is in UK. Could there be a setting that lets you change this date format?
Just to clarify, I am not talking about an index field. It is the date in the actual stored document (screenshot attached).
20 votesThank you for your contribution. Your idea is available with version 7.6.
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Include table field type
Please add the possibility to add a table field to docuware forms.
34 votesThank you for your input. Table in Forms has already been released in version 7.9 for web forms. Calculations in Table will be released for 7.10. Hope you'll enjoy it.
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Include the ability to write to table fields automatically
Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!
35 votesThank you for your contribution. Your idea is available with version 7.6.
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Create a field in the Store Dialog for Notes
Create a field in the Store Dialog for Notes just like there one for Workflow.
It would be helpful to provide users with some form of instruction at the time of indexing.
1 voteThank you for your contribution. You can accomplish this with a memo field which is prefilled with the store dialog and set as read only.
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Table in forms
Please give the ability to add the field type 'table' to forms.
82 votesThank you for your input. Table in Forms has already been released in version 7.9 for web forms. Calculations in Table will be released for 7.10. Hope you'll enjoy it.
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Table Fields - Hide Columns On Demand
In the workflow and also in general, it would really help to be able to hide columns in a Table Field on demand just like you can with Fields themselves.
1 voteThank you for your contribution. Your idea is available with version 7.4.
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Page Resizing While Viewing Multi-Page Documents
I've created an E-Form allowing photos to be added as attachments. When it comes into DocuWare, the first page (the form) looks great, but the second page (the photo) is very large. If I resize the photo down, and switch back to the first page, the document is tiny. It would be helpful if you could do something about this, either resize photos to fit the window automatically, or allow each page to be sized independently.
1 voteThis is already possible if you use the viewing options “Fit to width” or “Fit to whole page”
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Add a 'filter' view to the workflow task list (or a second level of grouping for tasks)
This idea was sent to my by a customer: It would be great if we could have 2 level of organization for the task. If you had a primary name and a secondary name DW could display all tasks with the primary name in one tab and when you click on it, you would have a drop down of all secondary names. It could be very useful for us as we do have many offices that have the same task. In this example, we have 2 main tasks (Small Bills and Supplier Invoice) . Most users have access to one…
1 voteThank you for your contribution. Your idea is available since version 7.1.
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