Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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keywords in forms and workflows
Ability to have KEYWORD field type in forms and workflows.
Also the table field types!! consistency between cabinet fields and forms and workflows would be great!9 votes -
default tray or cabinet when data processing is not recognized from folders
When you import from folders and set data processing and the document is not recognized correctly it is taken to the favorite tray of the user who has executed the data processing, it would be a very good idea to configure a default tray or filing cabinet for when this happens and not be the user's favorite tray.
When you manage many import with folders, it is very useful if the documents that are not correctly recognized are moved to the correct tray or filing cabinet.
Thanks.
6 votes -
Add a possibility to share selected documents by a result list
It would be great to add a possibility to share selected documents. Example : if my result list contains 5 documents and i want to share 3 of them, i select them et and I get a link which creates a list of results with these 3 documents
10 votes -
Create a way to add a DocuWare document to an existing email thread
When responding to an email, if you want to attach a DocuWare document, you have to save it onto your desktop and then attach it. Can DocuWare be configured to allow for attaching a document in a thread.
1 vote -
Autoindex should have an option to execute from the DocuWare client to immediately see results
This is extremely useful and critical for users who are storing thousands of documents based on a single field for Autoindex (Voucher number, for example).
Since Autoindex occurs at the back end, it is difficult for users to say whether they encoded the correct voucher number or not.
By allowing Autoindex to execute prior to storage, they will then be able to immediately see if the Autoindex results match the document being viewed.
I suggest the feature should work similar to the "Autofill Indexing" feature. Click the button and then the Autoindex job will execute. It will then fill up…
28 votes -
Remove tasks from other controllers when reassigned
Typically the Accounting Team members as well as potentially Department Heads are workflow controllers. It may now happen that tasks which ran into an error or could not be assigned to "normal users for any reason" get assigned to the controllers.
Typically one of the controllers then reassigns the task to another user for them to complete.
The problem is that the other controllers will still see that task in their own task list until the reassigned user finally processes the task. This often leads to other controllers also assigning that task to other users which then causes confusion...
It…
5 votes -
Create a notification
If one person is working on a document in Docuware, another person can't save any updates until the first person is out of the document. If Docuware could create a "notify" button to let the second person know when work can be saved and entered (after the first person is finished) that would be great. This would be similar to the "notify" button in Excel.
2 votes -
Extend filter field width
We would like to have a wider filter field in the task lisk. As of now only around 20 characters are shown, before the field is cut of with '...'.
For a better view it would be optimal if the filter is dynamic in width.3 votes -
Attachments in Workflow Decisions
Add possibility of adding attachments in any point of a workflow decision. This should staple it to the document, as it happens in forms! This can help us complete a document though the different steps of a workflow.
9 votes -
Give the view of both pages on screeen instead of clicking the second page to see it
right now you see one page but can you change to layout to show 2 pages?
2 votes -
Admin should have the ability to take ownership of configurations like printers, import jobs, etc...
Users can create their own configurations for trays, printers etc. However, the Admin can't even see those configurations which makes the system rather difficult to administrate. It would be much better if the Admin can see all the different configurations and, also, if needed take ownership. This could be linked with an automated email to the original owner of the configuration so that they are aware.
2 votes -
It would he helpful to be able to request another user to close a document that is open for editing on their client. Similar to MS WORD
It would he helpful to be able to request another user to close a document that is open for editing on their client. Similar to MS WORD and Excel.
2 votes -
Have the ability for a workflow to write data to different merge forms
When a document is submitted from a Form to a Workflow, currently you can only write back to a single merge form. However if the eForm has multiple merge forms you cannot write the data to multiple merger form.
it would be helpful if a workflow could write back data to multiple merge forms that are part of a single web form.
2 votes -
Form Only Store Dialogues
Can you please make it so it is possible for people who have permissions to see a form able to store that form without having to assign them the store dialogue that is then visible in the web client. We have loads of customers that want users to be able to save forms but don’t want the user to have a whole load of store dialogues in the web client for the relevant cabinets. I guess the simple way would be to add a tick box to a store dialogue to ask if this was for forms use only so…
4 votes -
Attempts to Logon by Inactive Accounts Notify Administrator
If an User Account is disabled by unchecking the Active checkbox, and the user attempts to logon to DocuWare, the user now gets a message that their account is inactive. We want the Administrator to be notified of the logon attempt.
4 votes -
Possibility to click hyperlink inside document viewer
Possibility to click link inside the stored document. For example, if you have www.google.com inside your stored document, at the moment is not possible to click this link by document viewer.
14 votes -
Set up role or group to have restricted only download in PDF file format
Ability to set users to only be able to download documents in PDF format irrelevant of their original format they was unloaded in
The document will still be stored as it was uploaded however certain groups that are read only would only be able to download PDFs
2 votes -
Select List - Choose Variable Item Count Shown
The 50 item limit for return in a Select List can be an issue. For instance, I have a list of GL Codes where the users are not expected to know enough to type ahead and reference items that they cannot see. They need to see the whole list. Not the first time I've run up against this and seems like it might not be too much trouble to let us choose how many returns will show in the unfiltered list.
3 votes -
Add reading formats in the viewer
It would be useful that DocuWare can read VSD and video (mp4, avi, .. ) in the viewer.
8 votes -
Have scheduled email notifications
Have scheduled email notifications that don't rely on the trigger being new documents being stored or an index field changing.
If you do it using a scheduled workflow, it will send one email per document that matches the conditions.
7 votes
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