Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1397 results found
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A public or personal stamp can make a decision on a workflow task
It would be ideal if the created stamps could be linked in the tasks of a workflow to make decisions.
1 vote -
Ability to use Intelligent Indexing on invoices with multiple line item layouts on one invoice
Good that Intelligent Indexing can also populate line item tables. However, it only recognises simple line item tables on invoices. It does not recognise lines on the same invoice that have a different layout. Some invoices have 2 or 3 different line layouts on one invoice. I have examples available upon request.
Intelligent Indexing does not learn from processing these invoices either, i just learn one of the layouts. Please enhance intellingent Indexing to recognise multiple line item layouts on one invoice.2 votes -
Store Input Source as Property
Please add a way, to view how the document was stored. Maybe in the document history event as a property?
It's interesenting and important to understand how documents are stored.
What store dialog? or Folder? Or Through document processing (scanner, folder, printer?)... etc3 votes -
Sequential Automatic Numbers Form
The ability to add automatic sequential numbers to the forms.
For exampleAutoNum 1
AutoNum 2As you can see from the attached screen shot it just creates the same number.
1 vote -
Support forms in REST/.Net API
Support the forms in the REST/.Net API, for the following use cases:
- Create/Edit the definition of a form (fields, layout...)
- Fill a form and submit
That would be helpful when docuware is not exposed directly to a certain group of end users that still contribute to the workflows/forms.27 votes -
Hello, I suggest you a keyboard shortcut to store a document from the box, thanks you
the shortcut can be ctrl + s
1 vote -
"Document in workflow" flag in result list
It would be very helpful to have a flag in the result list to see which documents are currently in a workflow. At the moment the users will have to build rather complex searches for various different status entries to identify all documents which are still in a workflow process. If there was a flag like the paper clip for appended pages, it would help the users a lot
4 votes -
POP-UP Notification
In addition to E-mail notifications I would like to suggest a pop-up notification using desktop apps letting the users know that they have tasks pending.
E-Mails seem to get lost and don't continually prompt a user to complete their task. Or users might not have access to E-Mail. This should be on option people can mute or turn off.18 votes -
Name of Oganization on browser tab
It can be useful to those who work on multiple systems to provide assistance.
5 votes -
Create new document in Workflow
I would like the ability to create a new document within an existing workflow.
For example, I have a document going through the workflow to highlight user error.
We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.
I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.
The document "Credit Note.pdf" would be added to the merge forms section in forms.
Please see attached.
8 votes -
Add feature for user to suspend a workflow item at a task activity
Add option for an end user to suspend a workflow task activity for a configurable amount of time. Sometimes you know a task cannot be acted upon immediately for whatever reason - it takes a week to get processed docs back from a third party for example.
1 vote -
storage consumption alerts
That you can configure storage consumption alerts for the contracted global, detailed by filing cabinets and also by trays, that an email reaches you when you reach the configurable limit of your data consumption alerts.
3 votes -
Add manual entry feature to Smart Connect
In our environment, the OCR portion of Smart Connect has proven to be extremely unreliable. We would like to request a feature where you can enter a Smart Connect key combination and a dialog window pops up into which you can manually enter a search term or phrase (such as a patient ID) and have a search performed using that term.
1 voteWe currently do not plan anything accordingly. Mainly because there will be new funtionality with the next DocuWare Version 7.4 in Smart Connect and I believe this functionality will help you solving your desired use case. There will be a functionality where Smart Connect will not rely on OCR but search for the element you have highlighted in the software.
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Make Emailing a Doc Available Without the Desktop Apps
I install a LOT of DW Desktop Apps only to get the Email a Document function. Would be great to have this made a part of the base web client experience. I would expect that there are probably some pretty good technical considerations to something like this, but would really be great. The web client is just so nice, and adding this functionality would allow a very large group of users to be fully functional with no local installs.
Thanks!
4 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.Currently browsers do not allow to open an email application with an attachment. That´s why we need a local application to download the document and then attaching the document to the email.
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Fillable PDF Web Forms
An option to have the pdf Web Forms create a Fillable pdf like you can with the merge forms. We would like to have PDF forms instead of flat PDF's.
I really like the layouts I can create with the web forms, but I have to use Merge Forms because we need the ability to easily edit the PDF's after they have been submitted. Merge forms are ok, but making the Web Forms as fillable PDF's would be very helpful for us, and much faster to create and easier to manage.
12 votes -
Flag document if workflow has been stopped or errored
Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers
4 votes -
Auto Adjust Column Width
Auto column width based on the presented content?? Or maybe (or on top of) have the ability to set a specific width for each in the result dialog?
2 votes -
Add an >> End Button for clipped documents in the Viewer.
Add an >> End Button in the Viewer to allow users to view clipped documents quicker at the end of document packet.
1 vote -
workflow for multiple cabinets
Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...
2 votes -
Add abilty to show index value from another document
show index value from another document (from another filecabinet) in result list/tasks lists/workflows.
using something link document links otpion maybe ?1 voteThank 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.
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