Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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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.
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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 -
Automatic stamps on document archiving
Possibility to add automatic stamps on document archiving
3 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 -
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 -
Comment Marker on workflow steps
Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.
7 votes -
Deletion workflows should flag a file and display the results as an example before purging documents.
Deletion policy. Before Docuware runs the policy I would like to see what is marked for deletion before it happens in case a filter is not configured correctly.
1 vote -
Forms should allow FirstName LastName to identify users and not just login name
I would like to be able to use First Name , Last Name fields in user management within DocuWare forms. Not Just the display name that has to be the same as ad name to SSO will work.
1 vote -
Docuware Client - Settings - Searches - Group/A-Z Sort option
Ability to Group searches by File Cabinet, and to reset/order/sort search dialogs in the User Settings
2 votes -
Desktop Apps - History
Show the import config used in the history grid list as a column without having to select it first.
2 votes -
Indexing alias information
For indexing, validation, intelligent indexing, external data and normalization it is nearly impossible for all incoming documents to have the exact same data all the time.
Example:
IL Illinois Ill
City of Springfield, Springfield City of
CWLP, City Water Light and Power
EPA, Environmental Protection Agency, IEPA, Illinois Environmental Protection Agency, Illinois EPAAll of the above are from different documents I have received. The file cabinet data I want them stored by are
IL
City of Springfield
IEPADocuware had a good idea with the index cleaner but in this case I want to use the tool as in…
2 votes -
start a workflow based on a table field cell
I have a table field with dates and I would like to use the date in the table field to send a reminder message but I can't start a workflow with a table field.
2 votes -
Sending a Request - Default Ability - Automatically Apply Stamp w/ Decision
Hello!
Client request here to have the ability to set the check box for Automatically Apply Stamp w/ Decision to be checked by default, and I can definitely see how this might be quite important. They know they'll want this for all requests, and as it is the user will have to remember to hit the check box every time, and there will almost certainly be times this gets missed. Not the first time I've heard this request, so now it's time to see if we can ********* the backlog.
Thanks Guys!
2 votes
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