Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1425 results found
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Unclip using DocuWare Platform API Webservice
The webservice currently allows you to "Clip" documents. We would like the ability to "Unclip" and restore individual documents.
Currently, we are clipping several documents in workflow designer with the DW Platform API (Cloud system), Sending the clipped document to DocuSign for multiple signatures. We would like to unclip after DocuSign returns the packet, index each document accordingly and store as individual documents again.
4 votes -
Allow restricted Field visibility on Webforms to last 4 digits
It would be nice for example to restrict SSNs to the last 4 digits in webforms
1 vote -
Forms- Post Submission Options- Option to send form in an email to submitter.
Forms- Post Submission Options- Option to send form in an email to submitter.
2 votes -
Filter in columns of a table field
I would like to filter the rows of a table field (with a filter on the column name), as on a result list.
6 votes -
Currently charged for double space for attachments stored within email chain
How can DW store an email using Connect to Outlook and only have the attachments count as one for storage purposes. Currently, it's storing the email with the attachment, then it saves a second copy of the attachment using up double the storage space. This is leading our storage space to be taken up much more quickly. It seems unfair that our files within emails are counted up twice.
1 vote -
More detailed error message when entering a table field
When entering multiple rows of a table field each row can be linked to an index list.
If a single line is in error the error message does not tell us which line specifically poses a problem.
With intelligent indexing when completing tables of reconciliation to the row for example there may be an error on a table of 30 rows and it is necessary to browse the table manually to find the error.2 votes -
Expand Field Behaviors to Allow for Requiring a Minimum/Maximum Number of Entries for Checkboxes
Currently, In DocuWare, there is no easy way to require users to select a minimum or maximum number of boxes in a checkbox field.
This would also be useful for the Table type.
3 votes -
Form table option to add different custom predefined entries and make them read only.
I have a travel expense form with 14 items that can be submitted for reimbursement listed in rows with dates/day of the week as column headers. I currently cannot build a table with this layout. The table is limited to 10 columns. I can add rows with a drop down of available options but that is not as user friendly. Please see example.
4 votes -
Allow extended storage areas for files such as Quickbooks Company Files that do not get renamed to a GUID internally.
Quickbooks files spawn multiple files when opened and they cannot be renamed like for example to a GUID on the raw storage disk. Other companies have an 'extended' storage area where these types of files can be stored with the benefit of being searched but not managed otherwise. This would be beneficial for a Document Storage Management system.
1 voteThank 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 user-specific option to delete raw files after adding to Docuware.
Too reduce clutter, a nice feature that other software apps have is the ability to delete the original source file after adding to Docuware.
1 vote -
Save User's Viewer Settings after Browser Close
In current versions of DocuWare, any settings a user set in the previous session are often reset when the user closes and opens a browser before logging into DocuWare. It would be helpful if there were a way for users to save their zoom level, font settings, etc.
3 votes -
docusign webservice option for let the user where to put the signature
There is not possibilities let the user decide where to place the signature when using Docusign method call AddNewDocumentMultiSigners (when we need more than one signature).
With this method the only options we have are to send each X,Y positions otherwise an anchor system is possible.
But when we have multi signer like 5,6 or even 10 person to sign this is difficult to find the right place with those options.
And i know that is something exist on Docusign.7 votes -
Document viewer in 7.10 - arrows for navigating between attachments move left and right when switching between documents.
With version 7.10, the arrows for navigating through attachments move left and right depending on whether the document has one or multiple pages. When there are multiple pages, a field for entering the page number appears, shifting the entire row to the right.
This is annoying because it requires the user to chase the correct arrow with the mouse cursor for every click when navigating between attachments.1 vote -
Add an option to specify store location when automatic import fails
This is a critical feature that I'm amazed DocuWare does not have. I have hundreds of failed document imports sitting in the dwadmin tray because we have centralized our import processes - we import thousands of documents per minute. The dwadmin tray is unmonitored and even if it were, the people with permission to view that tray would have no idea how to store those documents as admins are separate from the accounting, credit, and other departments whose documents are being imported.
It would be one thing if this were a massive feature that needed to be added, but DocuWare…
2 votes -
File Cabinet Database Field Definition: add Description
Add Description field to File Cabinet Database Fields - to be used as a Mouse over Field hint, and for Documentation purposes
2 votes -
Request to Fix 422 Error: JSON Field Order Should Not Cause Update Table Field Values to Fail
I am encountering an issue with the Update Table Field Values REST API. When I change the order of elements in the JSON request body, the API returns a 422 error.Since JSON does not inherently guarantee order, could we request a modification to the implementation?
PUT {{ServerUrl}}/{{Platform}}/FileCabinets/{{FileCabinetId}}/Documents/{{DocumentId}}/Fields
success
{
Field: [
{
FieldName: TEST,
Item: {
$type: DocumentIndexFieldTable,
Row: [
…
]
},
ItemElementName: Table
}
]
}
error
{
Field: [
{
FieldName: TEST,
Item: {
Row: [
…
],
$type: DocumentIndexFieldTable
},
ItemElementName: Table
}
]
}
1 vote -
Add more options to table-type field in forms
In forms: enable validation and make a table-type field (or the columns that make it up) mandatory or not.
Dans les formulaires : rendre possible le validation et rendre obligatoire ou non un champ de type tableau (ou sur les colonnes qui le composent).
Thanks and Regards,
Mathieu SENECAL6 votes -
Cloud version update URL - Allow administrator to not be assigned a client license
It should be allowed for an administrator user that is active but not assigned a user license, that can administer the /settings site, to be able to login and check when the their Cloud account will be updated using the https://update.docuware.cloud/ site.
3 votes -
Workflow fields only display on stamp if populated
If you are putting a stamp on a document, and it has multiple fields in the decision, you are always forced to put those decisions on the stamp. Make a way where if the field is NULL the line/field doesnt populate on the stamp. This would help avoid clutter
4 votes -
Allow users to approve tasks by replying to the email notification.
Our upper management users tend to have many requests that require their approval in DocuWare. It would be more efficient to allow them to approve the task simply by replying to the email notification with "Approve", "Yes", "Y", or something relating to that so that they do not need to log into DocuWare each time.
4 votes
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