Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1483 results found
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Allow a storage dialogue prompt when printing to docuware
When printing to Docuware, sometimes there's not the full indexing information available on the document (account numbers sometimes are not allowed on certain documents but still should be stored by account number). The ability to choose Print to Docuware from a website/PDF and it recognizes the Document and prompts a storage dialogue box like it does in "Connect to Outlook" to let you fill in the prompted indexing dialogue so that it can store straight to the File Cabinet and not the just the In-tray.
1 vote -
Ability to customize the names of signatures on stamps
When a name is long, Have the possibility to leave the choice of the display select the display of the name on a stamp signature.
For example :
Firstname name
P. Name
...
To be able to adapt the font
...1 vote -
Add an 'autosave' feature to annotated docs
Fortis 'autosaves' any markups on documents. Would be great to pull over that feature as an option in the client viewer settings. "Automatically save annotations on document close - Yes/No"
3 votes -
lists
Make an oportunity to open all lists with results by right clicking on the lists-menu.
1 vote -
Trigger workflows from the contextual menu
Having the ability to trigger workflows from the contextual menu would be an easy way to allow users send documents to external services.
2 votes -
Company name change or mergers
If a company merges or completely changes its name have some sort of notification pop up when you search for what no longer exists and tells you it was changed.
1 vote -
I suggest that you be able to type in the folder section the first letter to jump to that folder
I suggest that you be able to type in the folder section the first letter to jump to that fold
1 vote -
Add a virtual ruler to scroll lines of transcripts
It would be helpful to have a scrolling ruler or placeholder when reviewing academic transcripts
1 vote -
have the ability to reorder pages in docuware easier
Reordering a document that is in docuware is cumbersome and very difficult. Especially if it is a large document. There is no way to check out a document and check it back in if the first page of the document you are reordering isn't the same. What if we didn't want page 1 to be page 1?
12 votes -
Pasteing outside docuware
When pasting form, the clipboard outside DocuWare, it ignores the enter character.
That it all pastes as one continuous line.1 vote -
Add the ability to use regex expressionsthe print and import template fields are looking for.
When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.
4 votes -
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.
5 votes -
"Scan to FTP" with Auto Rotate
When using Scan to FTP to avoid having to use a local folder to be monitored by Desktop Apps, we cannot enable Auto Rotate when scanning directly to FTP... it would be extremely helpful to have that feature as the user otherwise will have to rotate the document manually either before scanning or afterwards in DocuWare.
4 votes -
Limit locations where DocuWare Cloud can be accessed
Option to add public IP Address to filter locations where DocuWare Cloud can be accessed.
Must be option to have this setting altered by DocuWare support team.
3 votes -
Make tasks "read" only when the image is opened
Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.
Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.
2 votes -
Add TLS encryption to e-mails sent from workflows
If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.
3 votes -
add a note tab per file
When you are in a file, there should be a note tab to write a note regarding any recent notes to the file.
2 votes -
Log annotations/stamps correctly in document history
When a document is stamped or annotated, an entry is created in the document history that is titled "Edit Annotations" but it doesn't say what was edited. We would like it to say what stamp was applied or if a text annotation was performed. Additionally, if a stamp is applied that changes index data, the index change is not logged at all. We want to see all index data change events in the document history.
12 votes -
autofill related Filed
Filling automatically, related field when the result have on filtered values when store a document in Store Dialogs.
49 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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Notifications Message: Provide more than one field for us to set up to show as the value for the link to the document.
We have a notification set up for whenever a patient submits a form. The index dialog has a First Name, Last Name, Document Date, etc. We don't have any way to uniquely identify this document without being able to show more than one field.
Unfortunately, DocuWare only provides one field to show as the link to the document.
We would prefer a way to use multiple fields to show more descriptively what the document is for.
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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