Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1330 results found
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Add a Shortcut key for Store All to index multiple documents more quickly
Add a Shortcut key for Store All to index multiple documents more quickly. The current method requires marking the documents, selecting Store, the Store dialog, the three vertical dots and finally Store All
2 votes -
close the activity with the Enter key on the keyboard
If I have to validate multiple documents and modify indexes, it wolud be nice that after last index entry I can close the activity with the enter key.
knowing that it could be dangerous in approval flows,
you could implement a function in workflow manager where you can enable/disable this option7 votes -
search file cabinet for empty date field
How can a user search a file cabinet index date field that is empty?
4 votes -
add ability to configure radio buttons and select boxes in forms of workflow
Add the ability to configure a Decision in a workflow to use radio button and/or select boxes to speed up user interaction.
4 votes -
have a number pop up on the document trays tab when you have items in your inbox.
Just like there is a number for when you have tasks in your task list
11 votes -
Restore workflows in the cloud
If DocuWare expects their ADP's to move any of their larger clients into the cloud from on-premise systems, they will need to allow us to create Restore Workflows on DocuWare-Online.
Synchronizations are to unreliable, and export workflows take an excruciatingly long time to run.
We need to be able to FTP the documents up to the cloud and then only have to run a restore workflow to update the database.
Tech Support claims this would compromise security, but that doesn't make sense.
3 votes -
Add regular expressions / regex to the full text search
It would really be useful if you could do a full text search using a regular expression / regex pattern.
The need here is to find all the documents containing certain types of personal data, e.g. NHS number, credit card number, National Insurance number etc.
9 votes -
Retain original file format in merge forms
For example if you use a word doc as the document to accept merge data into then store as a word doc and not convert to a pdf. Thereby enabling edit capability going forward.
6 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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Be able to search for documents by what user stored them
When I am doing quality data checks on our documents that are stored in Docuware, it would be much easier to be able to search by what user stored the documents, not what what the document is/when it was stored.
5 votes -
Allow Intelligent Indexing Tray backup for Import Configurations
Allow the option to designate an Intelligent Indexing tray for anything that is not recognized as a valid Import Config. Would be good when used with an AutoIdentify import folder.
3 votes -
Date Format. Can format be set at system level as opossed to each user . European format rather than US
We have found that the date is set to US format. We are in Europe so want to have the format set to European. Support tell us that this can be done locally for each user. Would it be possible to set this at a system level rather than relying on the user to do it.
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.The DocuWare Web Client determines regional settings automatically by using the browser settings. If the users browser is set to englisch (US) then the user will automatically see US formatted dates.
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More than one field shown in Select Lists
Enable to have select list with two columns, one for ID and another for description (for example list of partners). It is easier for user to select among description that among 8000 partner IDs.
5 votes -
Convert Document to Template
Create a template from a Document, usable for others. When a user selects edit, it creates a copy of the document, and stores it as a new document (with predefined index information) and then opens the document for editing...
3 votes -
Allow export to CSV of only selected documents, in addition to "Entire Result List" or "Current Page"
Allow export to CSV of only selected documents, in addition to "Entire Result List" or "Current Page". Sometimes users need to export random records from a result list that can not be isolated with a search query.
10 votes -
Ability to increase the size of the Thumbnails in the Document Trey
Add the ability to increase the size of the thumbnails in the Thumbnail or Index Cards views in the Document Trey. They are pretty much useless at the current size.
11 votes -
create inbox when creating user
You can't create a document tray when creating new user, if a file cabinet has not been assigned to user.
With DocuWare's emphasis on using roles instead of individual assignments, this causes problems.
2 votes -
Have Desktop client check status occasionally of Desktop service and auto-restart it if stopped.
I frequently get tickets from users getting "DocuWare Desktop Service is unavailable". This is almost always caused by the service being stopped for some reason and the user doesn't know how to restart it. Since the Desktop client can't do anything without the service running, it should automatically make sure the service is running every once in awhile.
13 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Zip the selected documents when multiple documents are selected to be attached to a message with the Send function
There is a request that includes selecting individual pages too. Though, it is not clear why this isn't done by default already. When multiple documents are selected for Download, they are zipped. Why do we download the whole file rather than zip it when they are to be attached to an e-mail?
3 votes -
edit entries
Hello,
When the user edit index entries of a document, it would be much more easier if this document were automatically opened in the viewer.
Indeed, when the user processes invoices that are all similar but different, he can easily have an invoice opened in the viewer that is not the one he is modifying and do not realize it. This is a source of error.Thank you.
15 votes -
Tasks: undo button
It sometimes happen to approve a document in a task too hastily; it would be nice to have an "undo" button to come back to the document in question.
8 votes
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