Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1484 results found
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Date in Folder Dialogs
Let us assing DATE fileds to the Folder Dialogs Hierarchy, and choose what part (or parts) of the date to use (DAY, WEEK, MONTH, YEAR)
4 votes -
Make workflow dialog field behaviors like form behaviors
In docuware forms you can set up field behaviors based on other fields and such for example you could have a checkbox for a married status that reveals or hides a field for maiden name. I would like to do that with workflow dialogs. For example If I have a document that was created with a form and has keywords indexed I would like to hide items in the workflow dialog that don't apply to that document. In my case I have a form to request therapy evaluations. There are 7 check boxes on the form and there is no…
7 votes -
1 vote
Thank 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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use of captcha
Increase the security of the web client by implementing CAPTCHA as part of the authentication process to start a session.
5 votes -
intelligent index work with keyword field
It would be nice to have Intelligent Indexing work with Keyword fields the same way it works with Table fields.
Example: I have packing slips with multiple PO numbers that needs to be populated in a Keyword field. I am using a keyword field instead of a table so i can link by that field in Document Relations.
4 votes -
Additional User Flexibility with the 'Edit' Function
Instead of 'Edit' button, replace with (or add) 'Edit With...' to allow user to choose which application to use for that particular file/document.
For example, a PDF file. My default is Acrobat Reader free version but I also have a Pro version of Power PDF aka eCopy (Nuance/Kofax). The DW Viewer works great. "Edit" opens it in Acrobat (default). "Edit With..." could open it in eCopy to apply a signature stamp, watermark or do some document assembly (insert pages, delete pages, etc) then close to save changes in DocuWare instead of having to bring it back into a Tray or…
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.
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Filter and view unique documents
when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)
The ability to filter/show "different" task would be ideal.
Also the number of pending tasks should always refer to unique tasks.
4 votes -
Display multiple documents in workflow
It would be very powerful if you can display multiple documents in a workflow, basically the concept of a binder. Currently related documents is the only way to do that which requires toggling back and forth between screens. It is often necessary for an end user to see multiple document types to make a decision in a workflow task (It could even be documents in a different filing cabinet.) Additionally documents may be added to a filing cabinet downstream as part of a business process that need to be viewable in a workflow task.
The ability to select or filter…2 votes -
add "copy to..." to all result lists
The function in the context menu "copy to another document tray" is only available for the embedded search result list in the main docuware windows. As soon as I share this result list or open it in a different window i don't see the "copy to ...." function anymore. It's user and browser independent.
3 votes -
Add overwrite feature to Intelligent Indexing.
If a user has to manually correct a field that Intelligent Indexing got wrong, Intelligent Indexing than starts entering the manually typed value on many subsequent documents.
We need the ability to have an override feature like in a tax software program.
Currently users have to go ahead and store the document with erroneous index values, then remember to go back and fix them later.
1 vote -
Unstapled document from result list
Hi,
Unstapled docuware from result list
Work only on web basketMany thanks
2 votes -
Right-Click "Open Document in File Cabinet" for Workflow Tasks
It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.
6 votes -
Make the hover "Table" preview in the result list bigger / have a configurable size.
When hovering over a table field in a result list (Where it says something like "4 entries" and it shows a preview of the table field, we would like to be able to see more of the table and/or adjust the size of the columns. See attached screenshot.
2 votes -
Improve Testing and Add Unit Tests to Workflow
Allow us to create saved unit tests for the workflow system.
That way we can press a button to see if any modifications broke anything in the system.Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.
5 votes -
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.
15 votes -
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 -
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.28 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
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