Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
-
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.
-
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.
-
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 -
unmatched OCR autoidentification
Can you create a notification when OCR auto identification fails, for "no matching configuration for certain documents" would there be a way to notify end users?
Is there a way to send it to another tray?
2 votes -
add comments to versions
Add the ability to add comments to versions with automatic versioning. Currently, the system automatically adds a comment "Automatic Version Management". We often send documents to clients and would like to have the ability to change the comment to "sent to client on *** day" or something similar
3 votes -
Connect to Word or excel like Outlook, to store the document in a tray or a cabinet
Ability to store an open document like it is done in Outlook
3 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
-
Allow the ability to set column size on Table fields
Many times you have columns that always have a set number of characters, but he column is always wider and needs to be resized by each user. Many of my clients would prefer the column size be set to the size needed when the data is a set number of characters.
5 votes -
Ability to create data records only (no document) from docuware Forms
When docuware forms are used, there is no possibility of archiving only a document (for example inserting it as an attachment), but a summary document is always created with the inserted data.
2 votes -
Document Tray custom columns (with Intelligent indexing)
When intelligent indexing enabled for particular Document Tray, please let us select custom columns so we can use Filter / Sort.
If the intelligent indexing knows the value, it should appear in the custom column.
Example: invoice processing - intelligent indexing automatically indexes "Supplier name". I want to be able to see "Supplier name" column in Document Tray and be able to use filter / sort in this column.4 votes -
send file from other document
When sending a mail, be able to add the file from another DocuWare document.
2 votes -
improve username options for creating/linking accounts with SSO
Currently, Azure sync only allows for email or upn prefix to be synced as a user name. This is the same for linking current users during SSO sign in.
With many large organizations, a prefix may not be unique across an entire forest, only full email or full upn is unique (prefix@domain.com). It is necessary to provide more options for linking or creating of DW users during these SSO processes
6 votes -
Not Enough Text space on form for our Large quotes
There is not enough space in the text for our customers large quotes and Tenders, Their Clients do not like the scroll down bar. When printing it cuts off. There should be an option to add extra pages, or be notified there is not enough room in the text page and text will be lost when printing.
1 vote -
Allow installation of DocuWare Desktop in offline mode
/English/
In the past, we had the possibility of installing the DocuWare Desktop in offline mode, i.e. by deploying centralized .msi files accessible by all of the client's employees in order to launch a set of commands allowing the installation of the various desired modules, and this in silent mode.Recently, we have been forced by DocuWare to proceed with the installation by a command that calls an .exe file.
This poses a real problem because customer security restrictions prevent us from deploying in silent mode.
Take the following case:
The client does not wish to authorize any…7 votes -
Option to auto rename a document's filename to select index criteria, when downloading or emailing from system
When downloading or emailing a document the ability to name the file as the index criteria or elements of it would be nice.
PDFs export out as the filename which is normally a unique number or MFD number. These have to then be renamed outside of the system.
it would be nice to have an option to auto-rename the files by selected fields.6 votes -
Number the lines in Workflow Designer.
Please number the data assignments etc by number of lines. When the validation checks if there are any errors it just states line number 103 for instance then I have to count all the way down to that before I find the line. It would be much quicker if numbered.
2 votes -
Add option to export csv to display table data and document data in same row with only one column header row.
It would be nice if the report export could display all column headers (table and document record) on the same row and only display once. Having a column header for each row of data makes it difficult to manipulate the data in the csv file. The extra column headers must be deleted.
4 votes -
Extracting Additional values from Documents already stored in the File Cabinet
In this use case, business has to reconcile a large set of documents using a reference on a document that was not previously indexed, It would be nice to have a feature where we could extract additional information from documents already stored in a file cabinet, without having the manually find/index the documents, or downloading the documents and reindex via processing files (as this may cause issues if the solution is linked to an ERP with automated workflows)
2 votes -
Custom select lists are missing from the dialogs when copying file cabinets.
When using a xml file to copy a file cabinet, the custom select lists assignments are missing from the dialogs. 'The user can only use entries from the select list to set the field' check box remains checked though. The fields with only the default select list are copied correctly.
So the admin has to go through each store dialog, and the index dialogs on each result list and task list, to fix this bug. If a dialog is forgotten, then the user is unable to enter anything in those index fields.
For those customers who take fully advantage of…
2 votes -
provide a test area for forms and workflows
All the forms are lumped together and so are the workflows.
it is hard to keep track of in-progress vs test vs training objects1 vote
- Don't see your idea?