Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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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...
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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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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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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Store and seach dialog
I suggest you make store and seach dialogs possible to copy to other file cabinets, because the prosses with ordering the fields is MASSIVE! If you have 50 Field for example, all the pressing on left mouse key is hurting my finger ;)
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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It would be nice if there would be a total of all the pages in the document tray.
See attachment. I would like to see a total at the bottom. Example: Total 283
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Export Documents without annotations but with stamps
It should be possible to export/print/download documents with stamps but without any other text-annotations!
This feature would be great when you to export mutliple documents for the local finance authority!
6 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Ability to disable printing without annotations
We want to limit our users to only print documents as PDF with annotations.
or Send only as PDF with annotations.
When we originally set up docuware we were printing our payable checks into docuware then sending the images to a check printer.
We never dreamed the image would be so clear that the same check can be reprinted to the check printer multiple times from docuware with possible "Fraud" issues.
We added a non-negotiable image to the checks (after the discovery)
which corrects the issue going forward.
We would like to Stamp the older checks and disable the option…37 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Have field filled with substring or concatenation of other field
Hello,
It could be nice if we can extract a substring of a field to fill another field. I.E.: Invoice has a date as an index. Have the possibility to create 2 index (year and month) for extracting the year and the month. This two new fields could be use in the Windows Explorer view to group invoice by year and month for example.
It could be substring or the concactenation of several fields.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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