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

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1396 results found

  1. Can you add forms the mobile app?

    Be able access Forms from the Mobile APp

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. OCR date reading

    In pharma industry, expiration dates are very important. Some suppliers only state month/year on their documents. The date is now currently read as the first day of the month (01/mm/yy), whereas it should be the last date of the month (eg 30/09/20). A setting defining which logic of date reading is in place, would be a huge benefit for pharma clients.

    6 votes

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    1 comment  ·  Admin →
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  3. Integration with SharePoint Online

    Many clients use Microsoft 365, formerly Office 365, including SharePoint Online. We have the requirement that documents processed in DocuWare workflows eventually be stored in SharePoint Online, to be accessed by non-DocuWare users. Storing to OneDrive may be an intermediate option.

    8 votes

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  4. Capitalize letters by default for especified fields

    There is some fields our clients like to have it with capitalized letters by default, a little different than field masks, it would not show an error message instead it would just capitalize the letters and record to the database with capitalized letters.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Develop a simple ability to place customizable web/link/macro button in the client.

    This would be a button bar or availability that could allow for simple customization. The specific request by our customer (OCDE) is a button they could set a hyperlinnk to an external application they use. All they really want is exactly that. No other integration, just open an application, and at this point not even a sub windows inside DW.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  6. Roles (List) - Arithmetic expression roles

    Allow the ability to group two role variables into a role list variable.

    Ie.

    Single Role Variables
    Manager - GVMANAGER
    Director - GV
    DIRECTOR

    List Role Variable
    Approval - GVAPPROVAL (GVMANAGER+GV DIRECTOR)

    Then allow the workflow to Assign this new role.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  7. Fill Table fields via DWControl files in DW Import

    It would be extremely useful to be able to fill table fields via DWControl files with DocuWare Import. That way we could use third party capture solutions to extract and validate data from documents and then output to DocuWare with all the index and coding already done through the capture solution.

    13 votes

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    1 comment  ·  Indexing  ·  Admin →
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  8. Possibilité de détromboner un document déjà stocké

    Donner la possibilité à l'utilisateur de détromboner un document qu'il a lui même stocké et tromboné, sans avoir à repasser le document dans son bac pour le restocker.

    3 votes

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    1 comment  ·  Indexing  ·  Admin →
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  9. Don't Merge attachments from an Email

    If you have more then 1 attachment in an email, when uploading them to the Tray they all become 1 document in Docware. It would be nice if there was an option not to merge those attachments.

    3 votes

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  10. Document Processing From Email

    Document processing can scan a folder to store but it would be great if this could be intergrated to the Outlook watch folder.

    I would like a folder in Outlook, ie "Invoices", to be scanned and automatically stored then document processing detect this and auto-fill and fill the fields and store the document away.

    Currently like we have with the "Folder" option in Document Processing.

    5 votes

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    1 comment  ·  Storing  ·  Admin →
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  11. 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.

    7 votes

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    1 comment  ·  Workflow  ·  Admin →
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  12. 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

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  13. Deletion workflows should flag a file and display the results as an example before purging documents.

    Deletion policy. Before Docuware runs the policy I would like to see what is marked for deletion before it happens in case a filter is not configured correctly.

    1 vote

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  14. Forms should allow FirstName LastName to identify users and not just login name

    I would like to be able to use First Name , Last Name fields in user management within DocuWare forms. Not Just the display name that has to be the same as ad name to SSO will work.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. 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

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    0 comments  ·  General  ·  Admin →
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  16. Desktop Apps - History

    Show the import config used in the history grid list as a column without having to select it first.

    2 votes

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  17. 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 EPA

    All of the above are from different documents I have received. The file cabinet data I want them stored by are
    IL
    City of Springfield
    IEPA

    Docuware had a good idea with the index cleaner but in this case I want to use the tool as in…

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  18. 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

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  19. 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

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  20. 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

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    0 comments  ·  Forms  ·  Admin →
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