Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1332 results found
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Docuware Client - Settings - Searches - Group/A-Z Sort option
Ability to Group searches by File Cabinet, and to reset/order/sort search dialogs in the User Settings
2 votes -
Desktop Apps - History
Show the import config used in the history grid list as a column without having to select it first.
2 votes -
Indexing alias information
For indexing, validation, intelligent indexing, external data and normalization it is nearly impossible for all incoming documents to have the exact same data all the time.
Example:
IL Illinois Ill
City of Springfield, Springfield City of
CWLP, City Water Light and Power
EPA, Environmental Protection Agency, IEPA, Illinois Environmental Protection Agency, Illinois EPAAll of the above are from different documents I have received. The file cabinet data I want them stored by are
IL
City of Springfield
IEPADocuware had a good idea with the index cleaner but in this case I want to use the tool as in…
2 votes -
start a workflow based on a table field cell
I have a table field with dates and I would like to use the date in the table field to send a reminder message but I can't start a workflow with a table field.
2 votes -
Sending a Request - Default Ability - Automatically Apply Stamp w/ Decision
Hello!
Client request here to have the ability to set the check box for Automatically Apply Stamp w/ Decision to be checked by default, and I can definitely see how this might be quite important. They know they'll want this for all requests, and as it is the user will have to remember to hit the check box every time, and there will almost certainly be times this gets missed. Not the first time I've heard this request, so now it's time to see if we can ********* the backlog.
Thanks Guys!
2 votes -
Add the option to select a merge form to send from the email task
When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.
1 voteThank 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.
This seems to be more a configuration issue as this could be already done today.
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Allow wildcard search in Docuware Forms
As far as I know, there is no possibility to search with a wildcard in a text field based on a select list.
Eg. :
I have a select list such as AB 100, 1B 101, AB 102,I'd like to get the result "AB 102" if I type "102", or even just "102".
Thanks,
F. Tassy
4 votes -
Ability to total/put formulas in forms
If we cannot get the table field in forms, could we have the ability to perform basic totaling/other formulas in forms? I would like people who put in multiple amounts to have the double check that the amount totals.
2 votes -
Display Workflow Users Assigned to a Group via a Role
Currently if I have a workflow task and I create a field in the dialog that is set to user of a group and multi-select and I have specified a group for the task assignment to display a list of users. I have found that if the group contains a role that the members of the role do not display in the list of user for the workflow field defined as user of a group. Only the individual users assigned to the group NOT the users assigned to the Role that is listed as a member of the group are…
3 votes -
Specify the output storage location and regularly export with the Request function of DocuWare Cloud.
DocuWare Cloud only works at manual exports by clicking download button.
It seems that you can specify and schedule storage with on premise, but it is not allowed with DocuWare Cloud.
1 vote -
Auto-Check expiration dates for certificates
E-signature via official certificates is absolutely required in most countries electronic document management law. If we want to get rid of all that paper, we need to e-sign all of our invoices. It is a problem Docuware do not give you a heads up when certificates are expired, It should notice you and stop all that e-sign required processes until new certificate is set.
2 votes -
Allow multiple answers in a field
Allow multiple form fields to populate the cabinet fields based on the answers provide.
IE
Product List 1 - Empty
Product List 2 - Empty
Product List 3 - Product 1Allow them all to be linked to a PRODUCT field but allow some form of arithmetic expression (IF Statements) to populate it.
Iif(Product 1="Product 1",Product 1,Product 2)
Something along those lines. Its frustrating having to create fields to import data back and forth.
1 vote -
2 votes
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Comment Marker on workflow steps
Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.
6 votes -
Change Date Field in forms so that when a user types a dash it doesn't jump to the year
When a user enters a date into a Date field, the dashes auto fill and tab to the next component of the date. If the user types the dash, it has the effect of jumping ahead twice.
Additionally, if I'm entering my birthdate in most forms, I can use the calendar drop down to find the right month and date for the current year, then just go highlight the year and type over with my birth year. In DocuWare Forms, I highlight the year and when I start typing it jumps to the beginning (month component). Very weird behavior.3 votes -
Connector Microsoft Flow / Power Automate
Please create a connector for Connector Microsoft Flow / Power Automate.
30 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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Add table field on stamp
Include the possibility to add table field to stamp
4 votes -
Zoom while storing documents
While storing a document when using document processing, or intelligent indexing, have the viewer zoom into the area where the data is being extracted for an easier visual validation of the data on the page compared to what has been extracted. This would be particularly useful when validating long strings of numbers such as automobile VIN numbers.
1 vote -
Allow the creation automatic creation of documents with forms using a list.
I have a form that needs to be completed by multiple users. The form needs to be completed for each of our kids (There are about 900 of them) I would like to be able to create all of the blank forms for the kids automatically and then have the users complete their individual part in a workflow. The probably that I have is creating all of the forms in mass. I tried to manipulate the form with a powershell script but I couldn't get the field names. I might have a workaround using sendkeys but a way to just…
2 votes -
Group related storage dialogs
When you click on "store" the user is provided a list of dialogs they have access to. I would like to suggest the ability to group dialogs. For example, maybe there are 5 dialogs for Customer Documents and 8 for Vendor Documents. When you click on "store" you would at the top of the list see "category" Customer, Vendor. When hover over Customer or Vendor, another level opens with just dialogs relevant to the particular category.
1 vote
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