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Please post all ideas that concern the DocuWare client in this forum.

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274 results found

  1. Add a 'filter' view to the workflow task list (or a second level of grouping for tasks)

    This idea was sent to my by a customer: It would be great if we could have 2 level of organization for the task. If you had a primary name and a secondary name DW could display all tasks with the primary name in one tab and when you click on it, you would have a drop down of all secondary names. It could be very useful for us as we do have many offices that have the same task. In this example, we have 2 main tasks (Small Bills and Supplier Invoice) . Most users have access to one…

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
  2. Allow the DocID field to be a selectable field in file cabinets

    Currently have to use a workflow to grab the docids and add them to a user created field called Document ID.

    4 votes

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    1 comment  ·  Admin →
  3. CSV export of Table Data Type from result list

    We need to export the information stored in tables. I propose that if a table is included in a result list and we export the index values of the result list that there would be one row for each row of table data.... with the other index fields repeating for each row of table data for that document. Example: Invoices that use table data to list mulitple GL codes. The invoice number, vendor name, total amount would repeat for each unique line of table data, then the next invoice document would start the same type format.

    19 votes

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    0 comments  ·  Exporting  ·  Admin →
  4. I have users that would like to draw circles as well as squares with annotations

    Several Users would like to have a circle illustration tool in addition to the rectangle that is already available in annotations

    1 vote

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    1 comment  ·  Annotations  ·  Admin →
  5. bring back true hidden stamps

    In the new stamp designer, if you add a user input, and choose a select list, that value displays visibly on the document whether you want it to or not. That input should be able to be linked to an index field only without being displayed on the document. We used to have this functionality when the stamps were created in the Admin tool - choosing the 'hidden stamp' option.

    2 votes

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    0 comments  ·  Stamps  ·  Admin →

    Thank you for your contribution. Your idea was always available. It was only missing in the first implementation of the new web based configuration, but the part in the Administration was available. With version 7.3 also “Hidden” stamps are available in the Configuration and all stamp aconfiguration is removed from the Administration

  6. Add ability to search and display system indexes

    Add ability to search and display system indexes in the result set, including the doc ID. This would be a useful troubleshooting tool.

    3 votes

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  7. Autofill form fields from last submitted form

    If there was a way to autofill form fields based on the last submitted form, that would allow multiple similar forms to be submitted in a much smaller time frame.

    26 votes

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    1 comment  ·  Forms  ·  Admin →
  8. Multiple Choice option in Form Tasks

    I.e. A user is tasked with scheduling a delivery/service time with a customer. We schedule blocks of time with our customers (8 AM- 11 AM, 11 AM- 2 PM, or 2 PM- 5 PM). It would be nice to give the user those three options within their form task and select the option that they scheduled with the customer. I can think of a million other uses but this is just one example. Or at least, a block time value field, like date, date & time, etc.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  9. Make Drag and Drop Email Attachments to Document Tray a Supported Action

    Many users like to drag and drop attachments from Outlook to a Document Tray. Most of the time this works fine but some users get an Unsupported Drag & Drop error. Turns out that while this might work, it's not a supported functionality. I'd like to see this common action become supported as a system function.

    3 votes

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  10. Allow the import of screenshots. To add online receipts i have to print a hard copy then takeva pic to make a digital copy.

    Allow the import of screenshots. To add online receipts i have to print a hard copy then take a pic to make a digital copy.
    It's wasteful and pointless.

    3 votes

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    1 comment  ·  General  ·  Admin →
  11. allow arithmetic expressions in workflow table fields default value

    I am using a table field and I have to keep track of the number of days between an evaluation date and when the report is filed. I have the dates in a table field and I would like to pre-populate the difference in days by simply using a datediff function

    4 votes

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  12. Sort Order - System Fields

    Please add ability to configure order of a list or results with system fields and not only index fields. Thanks.

    In fact, it is possible to order by 1 system field only, and manually, but not able to configure it...so it's never the default for my users.

    2 votes

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  13. Add single sign on for logging into web client when user account is created by AD sync

    User accounts created by active directory sync should not prompt for user credentials, only DocuWare accounts.

    3 votes

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    0 comments  ·  Login  ·  Admin →
  14. Add more fields to read through Inteligent Indexing

    For now we can add unlimited TABLE variables to inteligent indexing, but option for adding normal variables like decimal,string, date are LIMITED

    Can we have option to add more ?

    3 votes

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    Thank you for your contribution! Your idea is available with version 7.8 from April 2023 onwards. 

    We have improved the indexing quality of table fields by Intelligent Indexing. Also we increased the number of customizable index fields, which can be configured in the mapping in the store dialog.

  15. Allow to modify Docuware assigned groups via Active Directory

    As it stands the synchronization only allows to sync newly created users. Existing users cannot be modified via Sync, therefore you can not change the access via AD or modify the name or status. I understand the limitation for users created manually, but users created via Sync should have the capacity to be modified via sync as well. The current procedure to be able to modify a user is to delete it from docuware and run a new sync to be recreated. This is no practical for many reasons including the loss of user configurations and AD not matching what…

    7 votes

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    1 comment  ·  General  ·  Admin →
  16. Webhooks / REST API in Workflows

    In Workflows you can trigger a webservice. It would be great if you could trigger a specific URL with parametres or a REST Webservice.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
  17. Allow tables in workflow tasks to be read-only

    Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).

    However, there's no way to have that table be read-only. The task user has the ability to edit the table.

    There should be a read-only option for a table field in the task dialog.

    4 votes

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    1 comment  ·  Workflow  ·  Admin →
  18. Have the ability to use calculations within Forms

    If filling out expense or check requests or anything with money or numerical value, would be great to use calculations to total the fields.

    119 votes

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    7 comments  ·  Forms  ·  Admin →
  19. Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge.

    Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge since they are the same vendor and combine documents uploaded.

    1 vote

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  20. Enable stamps on workflow tasks with table fields

    And then have the option to select which fields need to be included in the stamp and make it so that table fields cannot be included in the stamps.

    7 votes

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    1 comment  ·  Workflow  ·  Admin →
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