Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1397 results found
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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 -
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 -
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 Wildcards for Filtering in Monitor Tasks
This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.
Thanks!
4 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 -
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 -
Desktop Apps Import - Import Jobs - Ability to categorize/sort/filter/search
We have more than 50 import configurations, Some times the import fails, sometimes it stops, it would be nice to display the import jobs by a category, show stopped/failing jobs at the top of the list, being able to sort/filter/search import jobs, (condense the job list), export the job list to CSV for documentation, export the job list for re-import on another pc.
1 vote -
Need a way to get a list of users in DocuWare that have been assigned a license
In workflow I have a drop down for users to assign a task for approval. Currently I can only show all users that are setup in the domain even if they don't use docuware. I need a group of active users that have a license assigned. I don't want to manage a list when the data is already there.
3 votes -
Choose if a File Cabinet Document is brought in As Stored or converted to PDF
Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.
There are good reasons for both.
In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.
In the case of loosing the ability to maintain a records integrity, it should not be allowed.
If you allowed administration to choose a Trays ability to convert or not would allow both.
1 voteThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases.
DocuWare does not convert document types during import or storage. A document is only converted to PDF when annotations are merged to an image file in the Viewer.
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Create a datetime column in a table field
I have a table field with two columns when I should only need 1. I have a date field and a time field. There is no option for a datetime field.
1 vote -
Customize Cloud Login Page and New User Email
It'd be great to have a way to customize the Cloud login page so users cannot reset their passwords.
Also, the option to customize the "welcome email" new users receive.
6 votes -
With New LDAP Synchronization, add more options for Loginname.
With New Synchronization, add more options for Loginname. Currently only samaccountname, userpricipalname, and userpricipalprefix can be used. We suggest also allowing the "mail" property because it provides consistency with the Email address used.
1 vote -
allow multiple form fields to be indexed in the same keyword index field
I would like to be able to index multiple form fields in the same keyword index field. I have a form with a list of choices in a checkbox field. One of those checkboxes is "Other" When other is selected I have another field come up so that the user can enter their own choice. I would like to index that as well in the keyword field.
2 votes -
Selection list On a form It would be nice to be able to add an entry outside the selection list on a drop-down box.
Form, drop-down list
On a form, in the dropdown box
It would be nice to be able to add an option to be able to add an entry outside the pick list.5 votes -
Workflow Manual Reassigns - Capture Email Message in Addition to Subject
This comes directly from a client, and he claims that this is quite important to him. So, it's also very important to me.
In the workflow history when someone manually reassigns a task and chooses to have an email sent only the Subject is captured. In our case the message was quite important and not having it in the history caused quite the bad situation.
Can we get the Message added to the workflow history for the reassign, too?
Thanks!
1 vote -
Add workflow activity to run scripts or exe.
It would be nice if there were a workflow activity that allows a script or exe to be called along with the ability to provide parameters. This could be very powerful and would provide more options for integrations.
1 vote -
Autocomplete like all other document management sytems when indexing
I'm sure this has been suggested but I can't seem to find it. When you drop a file into a tray and select a store dialog, I would expect to be able to link a database connection to a field you enter to perform a database lookup and populate all the other fields like KOFAX, FORTIS, FILEBOUND, CAPTERRA, ONBASE and probably a lot more that I haven't used. My understanding is Docuware lets you enter the first value and save it. Somehow a auto index sees it on save and will do the database lookup and populate the fields. Not…
3 votes
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