Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1344 results found
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Stamp Visibility on Document Criteria
Stamps can perform very specific actions, sometimes only appropriate for documents of certain document types, statuses or other defining criteria. Right now the stamps all show for anything in the specified File Cabinet, but would be great if we could filter when they show up based on defined index values.
10 votes -
In the workflow designer allow a workflow to be scheduled if todays date = a date index filed
In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…
2 votes -
Use the field from the file cabinet that is designated as the Document Name to be the value displayed at the top of the viewer pane
Use the field from the file cabinet that is designated as the Document Name to be the value displayed at the top of the viewer pane when a stored document is displayed.
1 vote -
table field search
Ability to SEARCH by table fields is important!
18 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.2 votes -
Insert stored document into email chain
Add the ability to insert a stored document into an existing email chain. Currently, you have to download the document and save it onto Desktop, then attach it.
1 vote -
Create software integrations for screen reading software for the visually impaired.
Currently visually impaired often use screen reader software for accessibility. With further integration, those who have visual impairment would still be able have full use of the product.
1 vote -
Search for used fields and variables in Workflow Designer
We all know that workflows can get very complex. At the moment, if you need to find out where in the workflow you are using certain variables the only way to find the assignments is to try and delete the variable. The Designer then shows you a list of all places where that variable has been used. However, currently you have no way of finding data assignments to fields as you can't search for them. It would be very helpful to have an option in the Designer where you can see all the different fields (even in other file cabinets)…
4 votes -
Add indexes to DocuWare notifications
Add ability to notifications (non workflow) to add index metadata to the subject and use an index as a subscriber.
1 vote -
Add option or Out of Office
Have the ability in Out of Office to HOLD a task and not have it transferred to the next person when Out of Office is turned on.
1 vote -
disable the enter key when storing documents
I want the enter key to only be used to add index entries; not store the document. I click the data on the scanned documents and press enter to add it as an index entry--sometimes I will think I have clicked the data but my mouse wasn't all the way on the data and I will, out of habit, press enter and the whole document is stored when it wasn't ready to be stored. Just make it a user option so each user can decide what they want the enter key to do. You should encompass more keyboard shortcuts.
2 votes -
Scan Configs permanently associated with Client scan settings
Clients should have the option to make the scan 'processing configuration' permanently associated with a specific set of scan settings. This would allow users to select, from multiple saved scan settings, a specific scan configuration without having to manually change the processing configuration each time.
4 votes -
Add ability to import as a new version
We will often send documents to clients for review. It would be helpful if we could import the client documents as a new version of an existing document, rather than saving it as a new document.
1 vote -
Forms - Enhanced Validation Handling
Right now validations are only for a specific field. Would be useful for this to be expanded for use cases like one where if one field is blank another must contain content. Essentially, if a condition exists in a field other fields could have validation elements apply as a result.
1 vote -
Dark Mode
Please provide a Dark Mode option, i have to look at this thing all day and even with monitor adjustments it gets to be a bit much.
thanks!31 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. -
Add translations to workflow actions/buttons to support multinational companies
I have an existing customer who is looking to expand their usage of the system to include users in different countries.
As such they would like the workflow actions to reflect their language.
At the moment the only way I can see to do this is to include the translations of each language on the button but this doesn't work because there are too many characters.
What would be good is if the locale of the user was used to select the translation of the label so that it would support a greater number of users in a multinational company.1 vote -
email lists
The ability to email lists to people daily, weekly, monthly.
3 votes -
read only select list
Select Lists are not case sensitive
1 vote -
Add location services to populate Forms in the field
Adding the ability to capture cell phone location on a Form so for use cases where you have remote users filling out forms they can 1) Not have to enter address 2) Be used as "proof" they were at the site.
4 votes -
Database query from the form
Autocomplete fields with databases in the form
1 vote
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