Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1403 results found
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The ability to index from a table on a form
Indexing from item fields in a table used on a form to be able to use the fields in a Workflow.
We have Purchase Order forms with the new table field type but want to be able to build a workflow based on the items captured in the table. Specifically the Total Sum Amount from one of the table fields. Depending on the Total Amount different workflow decisions need to be made.
5 votes -
Provide a Connector for Dell Boomi
We would like to have a supported connector for Dell Boomi instead of having to create an RPA process and intermediary process to handle integrations via flat file imports and indexing jobs.
1 vote -
Stamps - Permissions Loophole
By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.
3 votes -
Add font color option to fillable form field in workflow
I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…3 votes -
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.
2 votes -
Options for how to license new users sync'd from AD
Right now, when a new user is added in the AD sync, they're automatically assigned a workflow license. If no workflow license is available, they're automatically assigned a named license. It would help to have more control over this. Maybe give us the option in the User Synchronization tool to select between "assign named license to new users" "assign workflow license to new users" and "assign no license to new users". (Some customers have limited licenses they manage manually; the last option would be helpful for them.)
2 votes -
create a single-line or multi-line text field linked to a selection list
It would be very interesting to be able to associate a single-line or multi-line text field with a selection list. We might have the ability to make some great form.
3 votes -
Assigning categories to roles
Assigning categories to roles
It would be very useful to be able to assign a personalised category to a role in the role config. screen, so that I can use them more effectively in workflows, forms, dialog boxes, etc.
Examples: main role, secondary role, service, department, position, etc.
and in the best of all possible worlds, that this information is available in internal lists "role" by making this list a multi-column list.
2 votes -
Ability to create storage box only available trough forms even if it is affected to Default Organization role
When we create a storage box for a form we do not want it to be used from a basket even if the role is Default Organization role. This storage dialog box is only designed for a form submission
2 votes -
Add global varible "IncludeReport" in Add new document and Add new Biometric ValidatedID WebService
Add global varible "IncludeReport" to Add new document (Centralized Signature) and Add new Biometric (Biometric Signature) to the web service of ValidatedID
Like the remote signature "Add New Remote Document"
Regards
1 voteThank you for your idea. We are planning to implement this idea for the next release of the Signature Service.
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Forms Viewer need to add categories for form grouping.
Forms Viewer need to add categories for form grouping. like when you are looking for HR forms you have to list all forms that you have permission, with many forms added this complicated
2 votes -
Overview panel anchored to view all document pages
Anchor Overview panel: The idea is that the anchor view will appear when clicking on the document, maximized, so the user can view all the pages of the document.
3 votes -
Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed
Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.
3 votes -
Filter select list in form tables
Apply filter to select list when using tables in forms as per use of normal other select lists filters in forms and workflows.
4 votes -
OCR mode / switch for selected document from webbasket
Sometimes on the PDF file is an OCR layer (not only image).
If OCR/text layer exist on PDF document, then Docuware uses this layer instead of direct OCR from an image.It would be useful for the end user to be able to change option that for some particular document Docuware will force use OCR from image instead of OCR/text layer from PDF.
6 votes -
Quick search bar (like M-Files)
Implementation of a quick search bar, just like M-Files has. It automatically searches from metadata and file content. Just like Google basically but internally.
https://userguide.m-files.com/user-guide/latest/eng/using_quick_search.html
2 votes -
Make dropdowns depending of each other (cascading) in Forms
In DW7.9, it's possible to configure a table field in Forms. Please make it possible to configure dependent dropdowns (cascading) as in the webclient
6 votes -
1 vote
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We would like the "Bookmarks" included in the PDF original document to be maintained even when downloaded with DocuWare.
When we download from DocuWare as an Original Document, "Bookmarks" are maintained, but when we download from DocuWare using Download with annotation, etc., "PDF Bookmarks information" is lost.
We understand that the "Bookmarks" information will disappear because DocuWare creates a new PDF. However, since "Bookmarks" are often valuable information, I would like the original "Bookmarks" to be inherited even if a new PDF is created.
- Support ticket : SR-225706-C8T7X
1 vote -
Better workflow response when unsecured webservice request is sent
Please return something else other than just "An error occurred while sending the request." when the connection to external webservice is unsecured (no cert or not valid cert). Something like "The request was aborted due to unsecured communication with the web service". would be nice.
When troubleshooting, sometimes it's very hard to differentiate if the request was aborted because of blocked IP from DocuWare or if the web server has invalid SSL cert.
1 vote
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