Client (English)
Please post all ideas that concern the DocuWare client in this forum.
181 results found
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Implement the ability to unclip documents that have already been stored
When a document is clipped in the cabinet currently, it cannot be undone. It would be nice to have the ability to unclip a document without having to copy it to the basket. This is especially important when documents are referenced by DocID.
255 votes -
Allow customization of the workflow documents view per user
Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.
9 votes -
Restore Side by Side Web Baskets and Indexing Fields
Previous versions of Docuware allowed baskets to be organized side by side in columns. The current (v6.7) split view window is a poor substitute and uses space much less efficiently than did the old version's columns.
Further, having the indexing fields completely overtake the basket view is a phenomenal waste of space and deprives the user of valuable information. There is no need to have index fields that extend the entire width of the monitor.
Please restore a view option that approximates the old (v5) column view. It was far more information dense and vastly more useable.
6 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Pre-load upcoming pages in web viewer so pages load instantly
When a document is opened in the web viewer, it can take a while to render each page. Instead of waiting until the user clicks "Next page", the viewer should pre-download the next few pages in the background. This way, when the user clicks the Next Page button, the page can be displayed instantly.
This would make navigating documents much quicker/simpler for the users. Presenting content to the user as quickly as possible, even if it causes unnecessary bandwidth, is a primary concern of any CMS. It should be just as fast as browsing photo albums on popular social networking…
16 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Add the ability to use an index field to pre-populate forms in a stamp
It would be beneficial to be able to add predefined values from an index field when creating a stamp with form fields. Currently, if you set a form field in a stamp to "Predefined Entry" you only receive the basic options like currentusershortname, currentdate, etc.
15 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow Document Name field be populated even if the field is not visible
Currently Index field which is set as DocumentName is populated with the filename being stored ONLY the field is visible in the store dialog,
This should be happening even if the field is not visible. There is really no need for the user to see the field, but it still needs to be populating.9 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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FIX THE ERROR MESSAGE THAT SAYS I'VE LOCKED MYSELF FROM MY OWN DOCUMENT
I have to re-do too many things, too many times because of this glitch. Please fix it.
6 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Bring back the "Keep Entries" checkbox on the storage dialogs in 6.6.
I see where we can choose to Keep Entries in the drop down settings box, but it no longer resides as a check box on the storage dialog. Big time waster to have to click that gear and then keep entries each time I wasn't to store multiple documents.
57 votesWe have started working on a concept for this. Status will be updated accordingly.
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Utilize one of the Intelligent Index fields to name the documents in the tray
Many documents land in the tray to be indexed but sorting through them to find a specific document would be simplified if one of the Intelligent Indexing fields was displayed as the doc name.
5 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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One click copy
While indexing, would like ability to click index field name and copy the information in the field. This would eliminate the need to double click and press "Ctrl+V," speeding copying of long transaction numbers, difficult-to-spell names, etc.
2 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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Open Linked Documents in new viewer by defualt
Need the ability to have linked documents open in a new viewer by default. I know it is possible to right click and open the linked document in a new viewer but this is inefficient.
4 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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Better error messages
They don’t always stand out on the screen and seldom offer any helpful hints as to what the error is.
3 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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multiple fields in email notifications
We need to be able to select multiple field names in email notifications. even if it was as simple as a concatenation of 2 field names in the link, that would help a lot. better would be the option to use field names in the subject of the email, or as part of the text of the email, beyond just the link.
26 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Right Click on a value to search for all related documents based on this value
From the file cabinet, right click on any of the values and have ability to search for all related documents based on this value in this category. For example if Status = Indexed and I wanted to quickly search for all documents with this same value even though my search dialog had be set to another search type, then i can initiate a new search dialog from the right click and a drop down option.
5 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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Access Rights
Access Rights to be determined in relation to layers on the document. Take the case of a document with bank details on it. Allow certain users to see Layer with bank details. Redact the bank details on layer 2 and give other users access to that. I can see this being beneficial for a number of different objectives
6 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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Left Clicking or highlighting a value in the search dialog allows you to select and can copy the value.
From the file cabinet, left click on any of the value allows you to select that value (highlight) and copy so that you can paste it elsewhere, like back into a search dialog.
3 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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Clip documents from File Cabinet
Requested ability to clip a document from a file cabinet to a document in the task list. This would prevent the need to "copy" to the basket, then clip, then delete the original from the filing cabinet.
68 votes -
Add the ability to print just the view of the Viewer Window
We work with many clients who view large drawings and sometimes need to print a section of the map. It would be beneficial to add the ability to print just the view of the viewer, even if zoomed in. Right now, if the user zooms in to the portion of the map and chooses the Print function, it opens in the PDF viewer and the user has to zoom in all over again.
6 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow to select multiple field to name a document
Today only one field can be used to name a document. but very often a good name is composed with two or more field (type of document + customer reference or date ) etc...
72 votes -
Selecting Index Entries
When entering index entries - if the drop down items could be selected with the TAB key in addition to Selecting with your cursor or Entering it would speed up the selection process.
12 votesYour idea has been added to our backlog. We are now further investigating the idea.
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