Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1484 results found
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Add a click-through warning to the 'change index entries for all documents' process noting the number of documents that will be changed.
Add a click-through warning to the 'change index entries for all documents' process noting the number of documents that will be changed and asking user to verify they want it done.
2 votes -
Add Line #'s to the records list in a search result list.
Add Line #'s to the records list in a search result list.
8 votes -
Result List Based on Field Value
Would be very useful if we could define which result list is rendered based on a field value, like Document Type. In this manner an Edit Index Entries for document type Invoice would only show the pertinent index values and not the values for all the other document types in that file cabinet.
1 vote -
GroupBy in results, views, wordkflows...
GROUP (and subgroup...) results or Taks or lists by the desired field... This should be able to be configured by admin for each result list or workflow view, but also modified and personalized by the users.
1 vote -
Enable Tab Key based selections from Select Lists or any multiple selection opportunity
Common complaint is the Down Arrow and Return method currently in place for selecting an option from a Select List or other multiple selection opportunities in DocuWare. The Tab Key method is almost universal and it never fails that the clients are put off by not being able to use this choice. Adding to the frustration is that if you're using the Down Arrow then Enter in a Workflow task and accidentally hit Enter twice the second Enter confirms the task when that is not desired. I encounter this quite often. What do you think?
8 votes -
Conditional Formatting when Assigning.
For example:
I may want to assign to a department depending on an outcome or responsibility. At the moment I have to create multiple conditional formats and assigns for it to go to the correct person.
I would like it so you could go, if field equals finance then assign finance manager, if field equals sales then assign to sales manager, etc
1 vote -
General Email - Allow Separate Attachment Files
In General Mail capture It would be quite useful to allow for attachment files to come in as separate files instead of having to unclip them. Perhaps the option, as sometimes clipped might be best. I run into this on a farily regular basis.
Thanks!
2 votes -
Define reminder dates for tasks based on due dates rather than define due dates by reminder dates
I frequently have workflows that require tasks to be due by x number of days after an indexed date.
The problem is I can only set the reminder date by a variable, which requires me to hardcode the due date after a reminder date.I have a situation where a reminder date is 1 week before a due date, and the due date should be 30 days after a date index field.
If the document is stored the day before the task needs to be due, the reminder date defaults to the following day (since a reminder cannot be set…
2 votes -
Add combination touch for SmartConnect
Exemple : Ctrl+Alt+F12 or Ctrl+Shift+T, ...
2 votes -
Allow only data records in file cabinet
As it is now common practise to use file cabinets as hidden databases for workflow assignments (i.e. Approval Matrix, Supplier List, etc.) it would be good to have an option in the file cabinet settings to prevent users from accidentally storing documents into those cabinets.
In many cases the local DocuWare Admins who need to maintain those file cabinets are normal users and therefore may make mistakes...
4 votes -
Include Date fields in Folders tree definition
Folders could be described like that :
Customer
Year
Month (optionnal)
Day (optionnal)
Other Index
File2 votes -
Allow users to Rotate Multiple Pages in the Document Overview
There are many occasions that multiple pages or whole documents are rotated in DocuWare.
We would like a function where we can select and rotate pages in the Document Overview in the DocuWare Document Viewer.
12 votes -
AutoIndex with Docid
Add the DOCID field in the list of system fields that can be assigned when doing an AutoIndex. To be able to assign this value to a metadata ot fhe document or to be able to use it in BB.DD connections in order to wirtwe it in the local tables.
5 votes -
Remove check box in Desktop Apps Import configuration that prevents the file from importing until the file is completely written to folder
Remove check box in desktop app folder import configuration that tells the import profile to wait to upload a file until the file is completely written to the folder. The functionality should be hard coded. I can't think of a use case where you would want to import a file that wasn't fully written to a folder.
2 votes -
Have the "Document locked" message display larger and longer
Our internal department has requested that when a 2nd user attempts to open a document that another user has opened in a task list that the "Document is locked by" message window be larger and over the document image longer before it fades away (or stay until ok is clicked). They state that it is easy for a user to not see the message before it disappears as they are working on multiple monitors and multiple applications all day long.
2 votes -
Connect to Desktop Apps from Configurations page
If all the user licences are assigned and you need to connect the administration account to desktop apps, you have to reassign a licence and login to the front end, then connect desktops apps and then reassign the licence again. It would be much easier if you could connect the desktop apps from the configuration page.
1 vote -
Number of pages in documents trays when intelligent indexing
When a tray uses intelligent indexing, we can't see the number of pages of the document.
We need it please.5 votes -
Allow us to disable the "Send reminder email" as the default option when reassigning workflow tasks
When reassigning tasks in the workflow monitor window, the controller must un-check the "Send reminder email" option, if no email is to be sent. It would be better if this option was off by default (or could be changed in configuration) to prevent too many emails being sent.
4 votes -
Create the possibility to make the notification links as NTLM login.
It would be nice and helpful to click on the link and directly make the login automatically.
3 votes -
Sort documents based on Username in Document Tray
Multiple people scan documents into a Document Tray. I would like the ability to sort documents based on user that submitted them. I need multiple people using the same Document Tray so if one person becomes unavailable, someone else can go in and work on their documents. We don't want each user to have their own Document Tray as we have over 8,000 users.
5 votes
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