Skip to content

Client (English)

← DocuWare Customer Feedback Forum

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

How can we improve the DocuWare Client?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1449 results found

  1. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    8 votes
    1 comment  ·  Indexing  ·  Admin →
    How important is this to you?

  2. Multi Filtering

    Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!

    2 votes
    2 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  3. Add the ability to adjust the layout of the preview pane to be above or below the tray.

    To better fit on a Portrait mode monitor, please add a setting to the preview pane to switch it from being next to the tray to being either below or above the tray. This will allow for a much higher density of information in a single window with the preview pane when viewing on a portrait monitor, which is popular for document viewing.

    2 votes
    0 comments  ·  Viewing  ·  Admin →
    How important is this to you?

  4. autoindex document tray

    Document Trays should have the ability to autoindex when documents come in and either automatically store to File Cabinet or Pre-Index the documents as they arrive. This would alleviate the need to setup folder imports for the most part.

    3 votes
    0 comments  ·  Document trays  ·  Admin →
    How important is this to you?

  5. Store Automatically Currently ignores the settings in the selected store dialog. It should still default values in fields etc.

    Personally I think this is a bug. Currently Store Dialog settings like preloaded default values are ignored. If you select multiple documents in a tray and use the Store Automatically the settings of the store dialog are not processed. This causes huge issues if a status field for instance was preloaded to kick off a particular workflow. The user is allowed to do it but the documents get stored without the necessary default index values and the user has no idea the fields were not filled in as they are if they store one at a time with the store…

    15 votes
    1 comment  ·  Document trays  ·  Admin →
    How important is this to you?

  6. Background image for the sign field

    Instead of just having a white background for the sign field, allow using a background image in order to make a diagram.

    Included, one example of a bus background image on which user can simply draw where the problem is located for instance.

    1 vote
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  7. version field in task

    Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  8. Change trade to non-trade

    When you switch the invoice from trade to non-trade, it should show up in non-trade list. This is not happening at this moment. I then have to go and find said invoice if I didn't copy it to my personal file. It would be a much cleaner list and no duplicates vouched and stored. This would just be for convenience, not really needed. Also the other way around doesn't do anything. It keeps the invoice in the non-trade list.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?

  9. allow us to control which store dialogs can be seen from a document tray

    document trays are used for different things. eg. invoices coming in to one facility go into a particular document tray (from C2Mailor or from DWImport from a hotfolder linked to that facility's MFP, or users at that facility only have access to that C2O configuration, etc). Wouldn't it be great if any of those invoices could only be stored using one particular store dialog (eg. the Invoices one), even if that particular user also had access to a store dialog for contracts or other documents that never ended up in this tray? That would simplify the user's menus, reduce possible…

    23 votes
    1 comment  ·  Document trays  ·  Admin →
    How important is this to you?

  10. API create group and role

    Hi,

    I wish I could add / remove groups and roles from the Docuware API

    Thanks

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  11. stamping idea

    I suggest that you improve stamping as to you can highlight a lot of of documents at once(ctr+a) and be able to stamp them at one go than to open first then stamp, time consummation.

    thank you, Xolani at ALLIED PUBLISHING

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  12. Swap to Acrobat Reader for PDF in order to see the digital signature or the PDF/A version

    in acrobat you can see the detail in a left pane of the digital signature as well as the version of the PDF/A (2b, 3u, etc) or the content of the PDF/X which is the next norm for digital invoices (xml embedded in the pdf)

    1 vote
    0 comments  ·  Viewing  ·  Admin →
    How important is this to you?

  13. Have the email address show up vs the clients name after the email is stored in docuware

    Have the email address show up vs the clients name after the email is stored in docuware. Work around RIGHT CLICK edit is not up to par, if you can show the CLIENTS name , why cant it just display the Users full email address

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  14. Display an error message with a reason when editing multiple index entries

    When you edit multiple index entries at once via a resultlist and for example it needs to be a value from a selectlist it simply displays failed to update x amount of documents." I would propose you show the reason why it failed.

    i.e. "Failed to update x out of x documents. the value was not in the selectlist"

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  15. Specify initial doc version on Store

    Provide for a user to choose the initial version number value for the document when storing under Version Management.

    When replacing another system, documents may come with existing version numbers and need to progress from that point easily when migrated to DocuWare.

    2 votes
    0 comments  ·  Indexing  ·  Admin →
    How important is this to you?

  16. Cast Autoindex fields to change datatypes

    There are many times that a datatype needs to be converted to a different one. INT to VARCHAR etc - This should be a choice in Autoindex per field not just the creation on a new SQL view or using Workflow Manager

    11 votes
    1 comment  ·  Admin →
    How important is this to you?

  17. Possibility to add individual help text in dialogs

    Especially for new employees it would help if you could add help text or bubbles next to the index fields in search and store dialogs, where you can provide useful hints and descriptions what this field is about and if there are some special things to take care...

    This would make on-boarding of new employees a lot easier.

    6 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?

  18. Ability to apply Result List dialogs to a List dialog's results

    Currently docuware lists allows for only manual selection of fields for results of a list. We have dozens of lists that would follow the same fieldsm. Having the ability to select a result dialog for list's result would make this process much easier at scale.

    3 votes
    0 comments  ·  Lists  ·  Admin →
    How important is this to you?

  19. Add ability to filter multi column select lists on a fixed entry

    A Multi Column select list should have the option to set the filter field to a fixed value. For instance I wan't the select list locked down to only show field Document Number that have a Status = 'complete'. Please make this available in forms as well.

    5 votes
    0 comments  ·  DocuWare Cloud  ·  Admin →
    How important is this to you?

  20. Supporting PostgeSQL

    Has DocuWare looked into supporting PostgreSQL? It is an open source product that is quickly overtaking Oracle as a the big guy on the block. Can manage as many users as you want and PETABYTES of data.

    There are also features within the product supports a multitude of sophisticated query, index, partitioning of tables and Isolations as well as JIT, Parallelization of reads and indexing. Suuports PITR actively and security authentication can be as complicated as you want. Supports procedural language like PGSQL. Perl, Python etc, supports foreign data wrapping to connect to other datasbases or streams using the SQL…

    3 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
1 2 … 45 47 49 … 72 73
  • Don't see your idea?

Client (English)

Categories

Feedback and Knowledge Base

(thinking…)