Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1474 results found
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Unclip using DocuWare Platform API Webservice
The webservice currently allows you to "Clip" documents. We would like the ability to "Unclip" and restore individual documents.
Currently, we are clipping several documents in workflow designer with the DW Platform API (Cloud system), Sending the clipped document to DocuSign for multiple signatures. We would like to unclip after DocuSign returns the packet, index each document accordingly and store as individual documents again.
5 votes -
Keep My Tasks in the order the user puts them
When a document enters a workflow and the tab appears in My Tasks, can these be kept in the order that the user puts them even when the tabs disappear and reappear?
2 votes -
[Document Processing] extract indexes from specific areas on documents other than PDF files
Currently, indexes can only be extracted from specified areas on PDF and XML files. I would like this functionality to be available for other file types, such as Word documents, as well.
1 vote -
Further restrict access to Restore documents in Trash Bin
Please add the ability to restrict access to the Restore button in the Trash Bin. The attached is where I would expect to find this control.
The following provides guidance when there is access to the Restore button, and to which documents the user may restore. I've summed it up like this, based upon File Cabinet permissions.
Those who are set as file cabinet Owner may see and Restore all deleted files.
A file cabinet User (who has delete permissions) may Restore only those documents they have deleted, this means that the Restore button exists.
A file cabinet User (who…10 votes -
Workflow tasks migration
When a change is made on a workflow, a new version is created. A lot of documents are in an older version. It could be nice to migrate those tasks into the new workflow version.
8 votes -
Date calculation in Form
Request to include Date calculation in field calculations in form designer. Example of Leave Application. When Employee applies for Leave and fills in Start Date and End Date Total Leave Days to be calculated based on End Date - Start Date. Another example could be Travel Request form when Employee fills Start Date and End Date.
24 votes -
Allow select lists for decimal fields
It would be very useful and helpful to allow the application of select lists for decimal fields
1 vote -
Be able to have documents translated and saved back as another PDF
It would be nice to be able to submit a DocuWare from say "Spanish", but then have that document translated to English and saved back to DocuWare as another PDF.
2 votes -
add Filter by Field(s) in the Table in the form
sur les tableaux il est fortement souhaité de rajouter l'option de filtre d'une colonne de type liste par rapport à une autre colonne du même type. et l'idéal est de prendre en considération la possibilité d'avoir deux sources différentes pour les listes des deux colonnes.
1 vote -
DocuWare mobile app - Add the ‘Folders’ menu to the mobile application
In the mobile application we don't have access to the Folders menu when it's set up.
It would be useful to be able to access it through the mobile application in the same way as the Windows Explorer add-on for example.
1 vote -
Recently Deleted - Ability to disable retention for Document trays and specific File Cabinets
Have the ability to disable retention for specific Document trays and specific file cabinets.
We delete on average 3 million documents per month (historic documents and duplicate documents). When deleting this large amount of documents, you have to keep the gui open for days on end and would likely time out. Also, it is unclear when a filter is applied, does permanently delete all only target the filtered list or all documents in the recently deleted folder?
Also add the capability for a deletion workflow to clear these out for specific doctrays/fc's. perhaps also enable quotas specifically for recently deleted…
3 votes -
Allow restricted Field visibility on Webforms to last 4 digits
It would be nice for example to restrict SSNs to the last 4 digits in webforms
1 vote -
Forms- Post Submission Options- Option to send form in an email to submitter.
Forms- Post Submission Options- Option to send form in an email to submitter.
2 votes -
Filter in columns of a table field
I would like to filter the rows of a table field (with a filter on the column name), as on a result list.
6 votes -
Currently charged for double space for attachments stored within email chain
How can DW store an email using Connect to Outlook and only have the attachments count as one for storage purposes. Currently, it's storing the email with the attachment, then it saves a second copy of the attachment using up double the storage space. This is leading our storage space to be taken up much more quickly. It seems unfair that our files within emails are counted up twice.
1 vote -
More detailed error message when entering a table field
When entering multiple rows of a table field each row can be linked to an index list.
If a single line is in error the error message does not tell us which line specifically poses a problem.
With intelligent indexing when completing tables of reconciliation to the row for example there may be an error on a table of 30 rows and it is necessary to browse the table manually to find the error.2 votes -
Expand Field Behaviors to Allow for Requiring a Minimum/Maximum Number of Entries for Checkboxes
Currently, In DocuWare, there is no easy way to require users to select a minimum or maximum number of boxes in a checkbox field.
This would also be useful for the Table type.
3 votes -
Provide a way to store table values from eforms and/or workflow on to merge forms
Enable a method to store table data from eforms or from within a table field in workflow onto merge forms. Does not seem like its currently possible even in workflow according to communication I had with support. Sounds like keyword fields could be used but duplicate values are not supported and tracking the colums/relationships might be difficult.
8 votes -
Form table option to add different custom predefined entries and make them read only.
I have a travel expense form with 14 items that can be submitted for reimbursement listed in rows with dates/day of the week as column headers. I currently cannot build a table with this layout. The table is limited to 10 columns. I can add rows with a drop down of available options but that is not as user friendly. Please see example.
4 votes -
Allow extended storage areas for files such as Quickbooks Company Files that do not get renamed to a GUID internally.
Quickbooks files spawn multiple files when opened and they cannot be renamed like for example to a GUID on the raw storage disk. Other companies have an 'extended' storage area where these types of files can be stored with the benefit of being searched but not managed otherwise. This would be beneficial for a Document Storage Management system.
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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