Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1425 results found
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Intelligent Indexing & Select Lists
Intelligent Indexing and Select Lists needs to be linked in some way.
Currently when using intelligent indexing with something like Supplier Name as a select List only field it will pick up the customer name from the invoice but not match this name to the name in the select list. This then stops us from being able to store the document automatically.
If the field is a select list only field, some way on linking the customer names to what Intel Index finds would be great.
10 votesWe are currently not considering your idea.
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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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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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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.
66 votes -
Stamp locations
My idea would be to have the option with Tasklist to be able to set a specific location on a document for the a stamp to be placed automatically. Individual stamp configuration would be idea. Mobile clients don't seem to be able to get the stamp in the same spot as the web client.
15 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. -
Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.
Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.
Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…
3 votesYou can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.
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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...
69 votes -
Save search criteria in multi cabinet saved searches
It would be helpful for a user/administrator to be able to save search criteria in multi-cabinet saved searches/task list.
3 votesWe are currently not considering your idea.
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Importing from web basket
DocuWare Import from web basket:
allow import from web tray using dw import
3 votes -
22 votes
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4 votes
Thank 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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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.
10 votesYour idea has been added to our backlog. We are now further investigating the idea.
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3 votes
Thank 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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Allow me to order the stamps.
I would like to choose the order of the stamps based upon user.
46 votes -
Allow field masks in web client stamps to have automatic placeholders like the thick client.
Allow field masks in web client stamps to have automatic placeholders like the thick client. Customers do not want to manually type characters such as "-" and "#".
8 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Color coding or flagging items in the Task List for higher priorities
It would be nice if we had the ability to either color code or flag items in the task list if they have a higher priority than others. This would make them more noticeable for the people working the lists and not allow them to get lost in the mass amounts of work to be done.
11 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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4 votes
Thank 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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Allow more complex conditions for email notification triggers
We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:
Status = "Needs approval" AND
Department = "Accounting" OR Department = "Billing"One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.
3 votesYour idea has been added to our backlog. We are now further investigating the idea.
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When using 'Keep Entries' have an option NOT to carry over field which is 'FileName'
When Multiple documents with similar Index data are stored, an option should be available to have the 'File Name' field come from the next document, not carried over from previous one. Would be even better if a selection can be made which fields are carried over and which are not.
16 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Documents in the basket ?
When you have many baskets, you don't know in which one you have documents. It would be perfect to have a symbol to see which basket is empty and which not
9 votesYour idea has been added to our backlog. We are now further investigating the idea.
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