Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
-
Automatic positioning of workflow stamps from the end of the document/page
Currently, when a workflow stamps is configured to be placed on the document automatically when processing a step, the stamp is positioned in the first clear area big enough from the top left corner of the document.
This often leads to documents being stamped next to the address... it would be more natural to position the stamp at the first clear area from the bottom of the document.
There should be a configuration in the stamp to allow for automatic stamping "from the end of the first page" or "from the end of the document" or "from the top of…
1 vote -
Workflow - Allow Operators in Filtering
I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.
7 votes -
Add table field on stamp
Include the possibility to add table field to stamp
7 votes -
Add the option to select a merge form to send from the email task
When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.
2 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.
This seems to be more a configuration issue as this could be already done today.
-
Add an error message for a worflow while a document is open
Currently, When a document is open in research and it's running in a workflow, the workflow don't update the data because the document is locked. We would like to know if you can change this in a future update by adding a error message to avoid the task will be in general error or by stopping the workflow when he encounter this situation.
1 vote -
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.
9 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
-
sync hybrid systems based on index changed with sql query updates
I have a table field that is used to keep track of therapist time with clients. I have already requested that they make the ability for the left most column to stay visible as they scroll across columns to the right but If the therapist doesn't have a scheduled session then they enter an alpha code for that day. To deal with this alpha code and make things as easy for myself as possible rather than looping through each row in the table and do all of the error checking to calculate total time and percentages of sessions in a…
1 vote -
Workflow Dashboard for Reporting / Monitoring / Analysis
Provide a dashboard for the workflow that would allow an administrator or department manager the ability to view the status of all the documents in the workflow, see who has the document, how long they have had the document and provide the outputting of a full report on documents in the workflow with this information in a format that would allow the user to review the workflow activity to determine if there are bottlenecks, people not doing their jobs, more accurate tracking of time to process documents, etc.
152 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
-
Automatic stamps on document archiving
Possibility to add automatic stamps on document archiving
3 votes -
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.
14 votes -
Can you add forms the mobile app?
Be able access Forms from the Mobile APp
5 votes -
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 -
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 -
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 -
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 - GVDIRECTORList Role Variable
Approval - GVAPPROVAL (GVMANAGER+GV DIRECTOR)Then allow the workflow to Assign this new role.
2 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.
8 votes -
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 -
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 -
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 -
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.
6 votes
- Don't see your idea?