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Please post all ideas that concern the DocuWare client in this forum.

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1335 results found

  1. Be able to assign notifications to user groups

    It is a bit unconfortable to asign notification for each user. It would be easier and more confortable to asign it to a group.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  2. Download activity in workflow. Similar to emailing the document

    We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.

    Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.

    9 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. I suggest that you donate an extra admin license for partners at least for cloud basic

    If the client is using four licenses, there is no license left for the admin user, which makes the support job more complicated

    12 votes

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  4. Alert for a Global Tray when documents get added

    Would be super helpful if you can send an email alert to a specific address when new files were added to the tray. we have a an assigned employee that files our docs for us and an alert would be helpful to know files have been added to files, rather than having to keep checking the tray every 1/2 hour manually.

    1 vote

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  5. Sort fields alphabetically when index data is modified

    When an operation is performed to change the index of a field in several records The fields do not appear in order and it is more complicated when you have a large number of fields

    1 vote

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  6. To be able to see the complete history of a document not only that of the task workflow

    223 / 5000
    Translation results
    When I search for a document I have the context menu to see the history of everything that happened in the life of the document.
    When I try to do the same within a task, I can only see the workflow history of the task.

    1 vote

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  7. provide a method of public access to docuware repositories

    We are getting many requests both from existing customers and prospects for the ability to provide access to public record or read/only documents to a pool of users. Many are municipalities. Currently there is no way to share a pool of read only users or a way to accomplish this with Docuware cloud as far as I know of so we have to recommend alterntatives.

    3 votes

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    1 comment  ·  Searching  ·  Admin →
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  8. Implement Markdown Viewer

    If you add a *.md file, it is handled as textfile.
    That is not okay. Please render the document appropriately.

    1 vote

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    1 comment  ·  Viewing  ·  Admin →
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  9. freeze columns in table field

    I have a table field that has a column for every day of the month that keeps track of therapists sessions with clients. A workflow assigns them a task and at the end of each session they put the time in for that client for that day. The issue is that by the middle of the month they have to scroll over and the client name is off the page. It would be nice if they could keep the column on the far left and still scroll over to the columns on the right like a spreadsheet.

    3 votes

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    0 comments  ·  Indexing  ·  Admin →
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  10. Improve auto index speed times by running queries for each batch rather than each file

    I have a local data connection setup with my ERP software, and auto index figured on a file cabinet. We are running into weird errors where auto index is failing to run and I recently discovered that auto index runs the query for each file rather than by batch.

    I'm seeing query times upwards of 7 seconds per file. If we store in this particular file cabinet 100 files at a time, it would take 12 minutes to process all that data. However, it could only take as little as 7 seconds to run the query once and assign all…

    1 vote

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  11. archive data

    Ability to Archive documents in each of the file cabinets, to reduce storage space. For example, ability to zip or condense a file size. Yet we will still need to be able to access them through the application. Currently on 7.3

    1 vote

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  12. Being able to replace certain characters in a field

    I have a field that will always be a Zero and not an "0" but the recognition sometimes shows it as a zero. It would be great to have an option to create a rule for that field that if a "O" is detected that a "0" is automatically replacing the "O"

    1 vote

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    1 comment  ·  Indexing  ·  Admin →
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  13. Provide the ability to save progress of a docuware form

    Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. forms on ipad

    There should be an option to set forms to display in desktop view on mobile devices such as an iPad as a mobile view is to narrow for the screen size of a tablet.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Autoindex Nutzung von Systemfeldern (z. B. DWDOCID) zum zurückschreiben

    Wenn man per Autoindex Job die DokumentenID für eine Verlinkung z.B. an ein Feld einer (Transfer-)Tabelle eines ERP System zurückgeben möchte, so muss man umständlich die DWDOCID in ein separates Feld duplizieren. (da man das entsprechende Systemfeld unter "Zurückschreiben" in der Spalte "Wert" nicht auswählen kann, obwohl es numerisch ist)
    Auch im Sinne der Datensparsamkeit ist das nicht zielführend. Bitte passt das an.

    1 vote

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    1 comment  ·  Indexing  ·  Admin →
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  16. add gl assignments to recurring invoices

    I have multiple invoices that we pay each month (some having multiple GL assignments). Each month I have to re-enter the GL assignments and $ amounts. There should be a "memorized" function for these types of recurring invoices so I do not have to enter each month.

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  17. I would like to suggest strongly that you add an option in the docuware desktop app...

    I highly suggest you add a check box in the settings in the docuware apps setting under "import" that allows a sub folder to get deleted as well after it sends up the files to store. Currently, If you set up files to automatically go to docuware that are dropped in a watch folder, using a subfolder that gets dragged in... all files within the sub folder gets automatically deleted after the files get sent. That is perfect.. however... the sub folder that the files were sent from remains in the watch folder and stays there. I cant have hundreds…

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  18. Export Document/Workflow History

    For example I have a workflow “Customer Purchase Order” and I want to export all the history for all the documents during a set period.

    I only want the data. Perferably in a CSV file for reporting.

    3 votes

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    0 comments  ·  Exporting  ·  Admin →
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  19. Possibility to change the variables order for stamps

    In earlier versions, when stamps were configured by Administration utility, it was possible do define the order of variables of the stamp.

    Since the introduction of web client for stamps defining, this feature is no more available.

    It could be usefull to restore this functionality for old customers that know the previous behaviour and for new ones that ask for fixed text of the stamp to preceed any other variable text.

    This is the desired and "no more supported" configuration:

    "Fixed Text
    AutoCurrentDate
    AutoCurrentUser"

    1 vote

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    0 comments  ·  Stamps  ·  Admin →
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  20. Add SMTP send configuration option to point to a specific workflow instead of all workflows

    Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.

    11 votes

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    0 comments  ·  Workflow  ·  Admin →
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