Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
-
Be able to assign notifications to user groups
It is a bit unconfortable to asign notification for each user. It would be easier and more confortable to asign it to a group.
2 votes -
create a datetime field in forms
In forms there is a date field but that puts the time part of the datetime field in the database as 00:00:00 We have out of town expense reports that calculate the time to determine if meals should be paid. So if you leave early enough you get reimbursed for breakfast for example. Or if you get back early enough you don't get reimbursed for dinner. Currently use a spreadsheet and then print it to docuware but I would like to create a form so we could fill it out on our phones and take pictures of receipts to attach…
17 votes -
Configurable Output and Indexing settings for each Attach File field
Make it possible to store file attachments separately, instead of always clipping them to the main form(s). For example, in a W-9 Vendor Signup form, we may prompt the vendor to attach their Certificate of Liability Insurance. Instead of clipping this attachment to the W-9 form, we would like to store this document separately with a document type of "Certificate of Liability Insurance".
Currently, every attachment for every File Attach field gets clipped to the Web Form or to EVERY merged form that is configured. This is rarely the desired behavior and results in duplicate documents.
Instead, being able to…
7 votes -
Export Document/Workflow History
For example I have a workflow “Customer Purchase Order” and I want to export all the history for all the documents during a set period.
I only want the data. Perferably in a CSV file for reporting.
4 votes -
Alert for a Global Tray when documents get added
Would be super helpful if you can send an email alert to a specific address when new files were added to the tray. we have a an assigned employee that files our docs for us and an alert would be helpful to know files have been added to files, rather than having to keep checking the tray every 1/2 hour manually.
1 vote -
Sort fields alphabetically when index data is modified
When an operation is performed to change the index of a field in several records The fields do not appear in order and it is more complicated when you have a large number of fields
1 vote -
To be able to see the complete history of a document not only that of the task workflow
223 / 5000
Translation results
When I search for a document I have the context menu to see the history of everything that happened in the life of the document.
When I try to do the same within a task, I can only see the workflow history of the task.1 vote -
freeze columns in table field
I have a table field that has a column for every day of the month that keeps track of therapists sessions with clients. A workflow assigns them a task and at the end of each session they put the time in for that client for that day. The issue is that by the middle of the month they have to scroll over and the client name is off the page. It would be nice if they could keep the column on the far left and still scroll over to the columns on the right like a spreadsheet.
3 votes -
Allow DocuWare Printer to be installed for USA with Letter as default
It make sense to allow or set the default paper size to LETTER for all USA installations. This could be auto-sensed by the installer or a check box on the selection screen.
Bothe manual and silent install methods should have this feature
3 votes -
Improve auto index speed times by running queries for each batch rather than each file
I have a local data connection setup with my ERP software, and auto index figured on a file cabinet. We are running into weird errors where auto index is failing to run and I recently discovered that auto index runs the query for each file rather than by batch.
I'm seeing query times upwards of 7 seconds per file. If we store in this particular file cabinet 100 files at a time, it would take 12 minutes to process all that data. However, it could only take as little as 7 seconds to run the query once and assign all…
1 vote -
archive data
Ability to Archive documents in each of the file cabinets, to reduce storage space. For example, ability to zip or condense a file size. Yet we will still need to be able to access them through the application. Currently on 7.3
1 vote -
Add SMTP send configuration option to point to a specific workflow instead of all workflows
Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.
13 votes -
Conditional forms merge based on values entered by user
Choose to fill a form or not based on values entered by user. Example: onboarding for a multi state HR department. If the user works in Illinois only the Illinois state tax form is filled and stored, the other states are not filled nor stored.
8 votes -
Being able to replace certain characters in a field
I have a field that will always be a Zero and not an "0" but the recognition sometimes shows it as a zero. It would be great to have an option to create a rule for that field that if a "O" is detected that a "0" is automatically replacing the "O"
1 vote -
Select a sender when I send an e-mail through workflow activity
At the work flow when there is an activity with an e-mail, I can send the e-mail to differents addressee but if I want to change the sender or select the sender who have to send the e-mail it's impossible, isn't it, because always choose the sender from e-mail service, and as I see always have to be the same, so please how can I change the sender when I program to send an e-mail through activity from the workfrow. I think it will be very interesting to have the oportunity to select the sender because not always the e.-mail…
18 votes -
forms on ipad
There should be an option to set forms to display in desktop view on mobile devices such as an iPad as a mobile view is to narrow for the screen size of a tablet.
4 votes -
Autoindex Nutzung von Systemfeldern (z. B. DWDOCID) zum zurückschreiben
Wenn man per Autoindex Job die DokumentenID für eine Verlinkung z.B. an ein Feld einer (Transfer-)Tabelle eines ERP System zurückgeben möchte, so muss man umständlich die DWDOCID in ein separates Feld duplizieren. (da man das entsprechende Systemfeld unter "Zurückschreiben" in der Spalte "Wert" nicht auswählen kann, obwohl es numerisch ist)
Auch im Sinne der Datensparsamkeit ist das nicht zielführend. Bitte passt das an.1 vote -
add gl assignments to recurring invoices
I have multiple invoices that we pay each month (some having multiple GL assignments). Each month I have to re-enter the GL assignments and $ amounts. There should be a "memorized" function for these types of recurring invoices so I do not have to enter each month.
1 vote -
I would like to suggest strongly that you add an option in the docuware desktop app...
I highly suggest you add a check box in the settings in the docuware apps setting under "import" that allows a sub folder to get deleted as well after it sends up the files to store. Currently, If you set up files to automatically go to docuware that are dropped in a watch folder, using a subfolder that gets dragged in... all files within the sub folder gets automatically deleted after the files get sent. That is perfect.. however... the sub folder that the files were sent from remains in the watch folder and stays there. I cant have hundreds…
1 vote -
Possibility to change the variables order for stamps
In earlier versions, when stamps were configured by Administration utility, it was possible do define the order of variables of the stamp.
Since the introduction of web client for stamps defining, this feature is no more available.
It could be usefull to restore this functionality for old customers that know the previous behaviour and for new ones that ask for fixed text of the stamp to preceed any other variable text.
This is the desired and "no more supported" configuration:
"Fixed Text
AutoCurrentDate
AutoCurrentUser"1 vote
- Don't see your idea?