Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1335 results found
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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 -
3 votes
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DW cloud - Autoindex - Open SQL Query Testing Area
I would really appreciate a little area in the cloud systems where you could test Autoindex queries to see what the returns look like without having to build it all into an actual autoindex routine for testing.
Just a simple place where you could bang out a query and see the result set that you get back. Right now I have to mock up things in a local SQL instance to test, and it would really be nice to be able to query against the cloud tables themselves.
I wonder if others would appreciate this feature as much as I…
4 votes -
Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths
It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.
6 votes -
Task sort default to multiple columns
Add secondary and third columns for sorting in a workflow Task. I know you can shift click multiple columns but having it default to the multiple column sort would save time.
1 vote -
DocuWare Clipping - Add ability to delete/remove files from the file cabinet
Currently there isnt a way to delete one of the clipped documents from the file cabinet unless version management is turned on, and even then you must keep the first file.
1 vote -
Make Table fields open to work with Auto Index
We have a customer who would like to import their table data from their Database into the new table field. We let them know that this is still not possible.
8 votes -
Forms - Fully Data Enabled
Requesting full data interaction in Forms. For instance, fill in a key value and have other fields fill in based on that. For instance: last 4 of social pull First Name, Last Name and DOB from data and fills in those fields. I wish that were there all the time and an existing client just asked me to put in a request for it.
5 votes -
Use regular expressions in Document Processing conditions
When setting up a template for Document Processing it would be good to have more control over indexing and identification of documents. Using regular expressions would be great for indexing fields where you will not always know what text you want to replace, you could find a pattern and then replace that. It also goes for the identification of a document. When you are looking for something on the document to identify what kind of document you could search for a regex pattern to identify the document for processing.
4 votes -
Total amount
I suggest that in the lists in which there are numeric fields, add a total at the bottom so that the user can see it without having to export information
2 votes -
Add a Store from desktop/folder integration like the Store from Outlook
Please add the ability to right click a document on the desktop or in a folder and store it in DocuWare just like the Outlook integration where I can right click on an email, select the store dialog I want to use, and send the item directly to DocuWare with the proper indexing without having to drag it to the tray first. Just like Outlook, I'd like to be able to select if the item will be copied or moved when setting up the store dialog.
1 vote -
Search for search dialogs..
I have 160 file cabinets and most of them have multiple dialogs. It would be really helpful to group the dialogs by cabinet or to be able search for dialogs when you click on "Searches"
7 votes -
Change the workflow configuration so that if you change a data assignment it doesn't clear the previous configuration
I have a workflow that takes data from a table field and enters it into a document from a merge form. The workflow loops through the rows in the table field and then depending on what is in the first column it determines where to put the rest of the data. The arithmetic expression is the same for everything but it is cleared out when I change the form field to be entered. Then I have to re-enter it for each condition. That is a time consuming pain.
1 vote -
Please make it easy to change a checkbox to a multiple choice in forms
When working with forms there is the option for a checkbox and the option for multiple choice. Currently if you use one and then want to change it you have to delete it and start over. It would be nice if you could use the same thing for both with a checkbox option for only allow 1 answer or allow multiple answers.
2 votes -
Allow the example to be optional instead of required for field masks.
In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.
5 votes -
Option to replace a stored PDF
stored a PDF in DocuWare.
Customer send a new version. Can we get a replace option. Right mouse click: load new version...
Or drag n drop on a stored document.
This will also be great for office documents.6 votes -
Deny users to create a "Personal Stamp".
Currently, Any user can create a personal stamp and update the document(s) metadata without any validation.
From the Configuration page, "Configure Stamp" permission under functional profile doesn't affect "Personal Stamps", and the user will still have the permissions to create stamps and use it.
In the case we have a workflow process with one task contain two decisions (Approved, Rejected), the decision will affect "status" filed to be updated as (approved, rejected).
Users need to have the permission of (write, modify) on the "status" field to take the decisions, at the same time user can create a personal stamp with…
16 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.
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put a button to create a new form tab
With 7.3 there is a forms tab next to tasks and searches. From that tab you can go to any form or edit any form for which you have rights. It would be nice if you have the rights to create a form to have a button to create a new form from that page rather than going into configurations.
1 vote
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