Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1344 results found
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Automatically fill a "already read" field
Hi,
We need to know directly in a result list if a document has already been read by the current user.
The use case is:
As a user, I need to know if I have already read a documentThanks
2 votes -
Using keyword field in windows explorer client
Hi,
We use Docuware to store a lot of data, and we use windows explorer client to access them. Each document as several Keyword field.
We want to use this keyword field in the windows Explorer. My document being in several virtual directory.
Thanks
Each document have
2 votes -
Expand on the "Send Request" feature
The "Send Request" feature seems to already contain a lot of functionality, but for some reason the access has been made limited. The ability to export "Send Requests" with user, decision, and show everyone who still needs to make a decision would be extremely valuable. It appears all the data is collected in the database, we just don't have access to it.
5 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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Modify index entries directly within result list
It would save some clicks if you can modify index entries of a document directly within the result list, instead of hitting right click > change index entries.
Similar to renaming a file in the document trays via key "F2".1 vote -
Indexing Pulls More Than Needed
When storing a document into a cabinet using Web Client, the user is not able to highlight text from the document if the text is spread over two lines. The behaviour of the indexing is that it grabs the entire text on both lines rather than the required words.
1 vote -
Index value fields
Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.
Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.
File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
"can be empty", "new entry"1 vote -
Ability to remove commas
We have several clients that are migrating and in their Fortis setup they have check numbers or other numerical fields set as an INT field. These fields do no have a comma in them, in Fortis, but when they are migrated there is a comma. We would like to have the ability to turn off the commas in DocuWare for specific INT fields. Seeing as how SQL stores the data without commas, this has to be something that is being done on the website side.
3 votes -
Allow stamp configuration to be set to a designated layer
Would be nice to be able to designate one of the 5 available layers for particular stamps
4 votes -
Optional Cloud Expiration Countdown Login Dialog
Please provide an optional count down for clients so they know when their DocuWare Cloud will expire. This should be enabled by the reseller on a case by case basis. I believe it should be offered when the client logs on with 30 days to go. Each time they log on with 30 or less days of service, a dialog could come up presenting the number of days remaining.
1 vote -
Prevent uploading unneeded documents
how can the admin prevent the user from uploading unneeded documents, like Videos or audio files, whether to the file cabinet or the tray? version 6.12
2 votes -
Allow Drag and Drop when Rearranging Individual Pages in a Document
We often have to add new pages into a document already stored in Docuware. When un-stapling a document it would be nice to be able to drag and drop the pages around to change the order that they are stored in the document.
4 votes -
Allow wildcard to monitor multiple folders for monitoring in Connect to Outlook
When using monitored folders for storage in Connect to Outlook allow for wildcard monitoring to monitor subfolders of the monitored folder. We have users that store emails to DocuWare as well as using Archiving in Outlook. MOST of the time the user has subfolders in their email which need to be monitored for storage to DocuWare. Currently having to setup individual monitored folders to obtain this objective.
1 vote -
Separate File Cabinet Creation Permission under functional profile
Once the user added to "Owner" file cabinet profile to manage file cabinet Dialog, Database fields, and permission, the user needs to have "File Cabinets" permission under functional profile.
our client want to give user these permission but without having the ability to create new file cabinet,3 votes -
Add Glow option in text boxes
Be able to add a glow surrounding text in text box, making them easier to read with a busy backdrop
4 votes -
File formats supported for display: STP or STEP
The file formats is becoming very standard for designer application...
It should be great if we could support itVery current software who use this format:
https://www.solidworks.com/Information about this format
https://fileinfo.com/extension/step2 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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Bring back the < (searches below the number) and > (searches above number)
If we've inadvertently missed a number when indexing, we used to be able to find the document by typing in "9xx..." in the search option and it would pull all the numbers that fall under (or above) it and, therefore, would be easier to locate. For example, I'm looking for the account number 2140463374 but obviously we've missed / transposed a number somewhere. So I would enter <2140463999 and have all the indexed numbers UNDER it pull up.
3 votes -
remove default select lists from dates and other fields
Select lists make no sense on some fields. Dates, decimals, integers, etc. These fields may have some uses for select lists but the majority of the time I end up removing the default select list.
It would be good to turn off the default select list for fields that do not have the need the majority of the time they are used.
1 vote -
Field list in Field behaviors should take the field name and not label
Currently the field list when using field behaviors are using labels. This gets confusing when you have multiple addresses or occurrences of a particular field.
If the field label was used instead, admins can make them unique.
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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Add additional permissions to document trays
It would be nice to be able to break out the 'use' permission on a document tray to be two separate permissions: View and Modify. Currently, personnel have full access to another persons working tray when they have the Use permission applied, but they have requested the ability to lock down their own trays where others on the team have visibility (View / Read Only), but not edit.
19 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.Document trays are meant for individual temporary storage. If you want more security you should consider using a file cabinet.
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Remove the backside (even pages) from a PDF with an Import configuration.
Invoices often have the unneeded information on the second page of an emailed PDF. As of now, there is no method to configure an import configuration to only use the odd number pages and omit the even number pages. This would reduce the number of pages stored to only pages with necessary data.
1 vote
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