Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Assign workflow controllers via roles
Typically there are many different workflows where for example the Accounting users should be workflow controllers so that they can keep an eye on everyone's tasks. It would be very helpful to be able to assign a Role in to be the workflow controllers so that User Management becomes much easier with staff changes...
20 votes -
smtp server configuration
possibility to choose in workflows when sending mails an smtp server configuration.
3 votes -
From search if there is a document that did not populate all index fields correctly or not at all, have a way to run the index template agai
From search if there is a document that did not populate all index fields correctly or not at all, have a way to run the index template against the document and try to populate fields again.
1 vote -
Add a function to disable the automatic application of a stamp for specific task decision.
Add the ability to set the stamp settings per decision selected vs globally. For example, "Approval" may apply a stamp, but "Hold" might just be used to update variables and place the document on hold with no stamp applied. Currently I do not believe there is any way to do this and it causes many stamps which are not needed in this case.
2 votes -
DW Platform login with JWT token
Since we have the option to use REST services, it would be nice to be able to use DocuWare platform with REST requests in Workflow Designer. This is not possible at the moment. If we could create API users or just be able to retrieve token > store in GV and use it for next request. This would extend the possibilities in workflow designer and in some cases it would not be necessary to program and host own Web service.
6 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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Enable a workflow to be stopped following a change in metadata
Once a workflow has been started and a task has been created, the only ways to stop it are : Validation of this task by a user or a manual interruption by a workflow controller
It would be nice to be able to stop a workflow and cancel tasks automatically by changing the metadata.Customer needs may require it
3 votes -
Introduce Option for Related/Linked Documents in Docuware App
Currently the Docuware Mobile App does not have the ability to review linked/related documents.
This is vital for users whom are looking to do a final validation off a 3 way match or other important related documents.
1 vote -
Add a new version to a document stored in a file cabinet
We would like to be able to add a new version to a document stored in a cabinet from the right-click menu "Add Version...", from the list of results.
This without having to "Check out to review" or "Copy to..." a basket.1 vote -
Reassign with override all other assignments option
Need a option to override all other assignments when performing a reassign task in task list. We need to be able to take a tasks that were assigned to a group and then reassign to an individual. Today only one task can be reassigned. We should be able to say assign to this task or group and replace (override) any other existing assignments on the task.
2 votes -
Filter pop-up window: apply via the <enter> key
In the result view: if you configure a filter on a column. You need to apply with a mous click.
Why not with an <enter> keystroke.
Saves time and is more logical, because you enter filtercriteria2 votes -
Active Directory Sync Remove DocuWare User Account
Can a user be completely removed from DocuWare based on AD removal
3 votes -
General Email - Import delay on attachments
I have a client who is using the General Email option to import attachments from a mailbox. What we are noticing is that the PDF attachments are intermittently uploading as corrupt files even though in the mailbox, the PDF is perfectly fine to open. I also confirmed this by manually importing that PDF from the mailbox into Docuware which works fine.
I reproduced this behavior on the folder import configuration and found out that it occurs when a large file is scanned into the folder and Docuware imports it without waiting for the file to finish being transferred to the…
2 votes -
1 vote
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Only allow storage box in relation with a file cabinet
For a document in a document tray, the user must be allow to use only storage box define for the file cabinet choosed while the cration of this document tray.
That could be more confortable in use of th tray, non possibilities to store the document in a wrong file cabinet.2 votes -
Workflow Task Search
Provide a search box for workflow tasks for users to quickly and easily find a particular task/document within that workflow as task lists can get very lengthy.
4 votes -
Allow Document Processing by Index Value Change
There are many times that it would be very useful to be able to send a document in a file cabinet out for run in a Document Processing instance. Let's say we have some data presented on a document in both barcode and plain text. First we try to capture by the barcode, and sometimes that doesn't work. We could then set a field value and send the document off for a shot at a Document Processing instance that tries for the text instead. In a similar way, sometimes an anchor won't read right and that throws off the capture.…
4 votes -
Fill table from other sources that another tables ..
Currently you can only fill a table from data from another table ..
I would be a great idea if you could get data also from external sources ..
and from sources that are not table fields..Because you can still select which fields you want to use..
3 votes -
ability to export merge form
Sometimes the source file of a merge form needs to be edited. If the original source file is missing, there is no way to export it from the merge form section.
Add the ability to export (download) the source file from the Merge form section.
2 votes -
Document Status Color Indicator based on Field or Field Calculation
Have a color indicator that would show the document status based on a field of field calculation. In Example, Aging Analysis, SLA Risk, etc.
3 votes -
Add workflow system variable for date time
It would be nice if there were a workflow system variable for date time that takes in to account the time zone offset and daylight savings time.
2 votes
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