Client (English)
Please post all ideas that concern the DocuWare client in this forum.
273 results found
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Allow a form to prepopulate with a form submitted previously
We have enrollments annually. These enrollments are on a form with about a dozen merge forms. It would be nice if I could use the data from last year to populate the form for this year so that only changes need to be made rather than entering all the data again.
3 votesThank you for your contribution.
Your requirement should be achievable with the new Pre-fill Form feature, available in version 7.13. This feature allows users to save their inputs by clicking "copy form link" button. Bookmark the link; all saved inputs will auto-populate when the link is reopened.
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Lock a Document until a certain date
DocuWare to make it possible for a user to lock individual documents so that they can no longer be edited by other users.
This does not mean simply locking the document while the task is being processed. What would be desirable would be to lock the document until a defined date, for example, so that other users who want to edit the document up to that date receive a notice or message.
1 voteThank you for your contribution.
You can achive with today right management already in DocuWare by utilizing index value profiles.
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Generate report of licensed users
If a customer wants a list of licensed users, we need to manually write them down from the list of sometimes hundreds of licensed users in Configurations. We can't copy paste the users, and we can't generate a spreadsheet of them either.
10 votesThank you for your contribution.
Your idea is available with version 7.12 Export users to CSV, including license type.
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Option to disable "Received requests" in My tasks
There should be an option to disable "Received requests" in My tasks. We disabled the option "Send requests" in result lists for users but they still see the button which is useless for them.
11 votesThank you for your contribution. Your idea is available with version 7.10 and the latest Minor Update of 7.9.
The "Received Requests" tab will only be visible if there is at least 1 request.
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Forms: collums with calculation
With 7.9 tables were integrated into Forms. Unfortunately, calculations are not possible within the table.
E.g. an order is sent:
2 chairs cost €12.99 and the customer has to enter €25.98 as the total cost in the last column and this is not entered automatically.This would significantly help with orders/billing and many other things
7 votesThank you for your contribution.
Your idea is available.
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Alphabetical sort of licensed users
While managing user licensing, it would help to be able to alphabetically sort the list of licensed users in Configurations. Right now, the list seems to be essentially random. We have to scan the entire list of sometimes hundreds of users manually to find a user.
3 votesThank you for your contribution.
Your idea is available with version 7.11, it is possible to sort out users using license column
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Create a search function in license overview
Create a search function in license overview. In a system with much users Its nearly unpossible to find a user in the Full or workflow users list
3 votesThank you for your contribution.
Your idea is available with version 7.12, in User Management plugin, feature Export Users as CSV could provide a filtering or search option for the assigned user license.
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Only Show Received Requests Tab When There Are Tasks
Since 7.9, the 'Receive requests" tab shows up even if there are no tasks in it. This is annoying when everyone is trying to keep their Tasks clear.
3 votesThank you for your contribution. Your idea is available with version 7.10 and the latest Minor Update of 7.9. The "Received Requests" tab will only be visible if there is at least 1 request.
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Remove 'Received Requests' tab from Tasks list.
We want to remove 'Received Requests' tab from Tasks list.
Kindly disable the 'Received Requests' in next update as it is useless for the users.
1 voteThank you for your contribution. Your idea is available with version 7.10 and the latest Minor Update of 7.9. The "Received Requests" tab will only be visible if there is at least 1 request.
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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 contribution.
Your idea is available now.
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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 votesThank you for your contribution.
Your idea is available.
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Add PATCH option to DW buit in REST client
The DW built in REST client supports a http GET, POST, PUT and DELETE. Please add PATCH also.
2 votesThank you for your contribution.
Your idea is available with version 7.10
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Sent Requests and Received Requests Tabs
I suggest that the new Sent Requests and Received Requests tabs only display when requests are received. Currently, the tabs display permanently even when there are no requests. Please can you consider applying the same logic to these tabs as you have done with all workflow tabs. Image attached.
1 voteThank you for your contribution. Your idea is available with version 7.10 and the latest Minor Update of 7.9. The "Received Requests" tab will only be visible if there is at least 1 request.
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Autofill form fields with Workflow variables
It would be helpful if we could autofill Form fields with data from Workflow. Example: If I generate a link/URL in Workflow to open a Form, the URL could contain Workflow variables with corresponding Fields which are then auto filled in the Form.
3 votesThank you for your contribution.
Your idea is available with version 7.13.
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Filter Trash Bin
Ability to filter fields to restore documents and display the alias name of user instead internal name
2 votesThank you for your contribution.
Your idea is available with version 7.9.
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Export Workflow Tasks as CSV file
It would be a great idea if users and controllers can export a CSV data file directly of their workflow tasks. It delay their operations because they most make a search and get a result list for export even they could wrong the filters and get wrong data.
2 votesThank you for your contribution. Your idea is available with version 7.9.
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Allow exporting users information
Allow exporting users information to CSV / XLSX, including groups where they belong and last time they logged in.
5 votesThank you for your contribution.
Your idea is available.
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saml
Clients are requesting authentication via alternative methods, e.g. SAML2 and OKTA. Without this DocuWare is not a viable solution for them. Is there an expected timeframe for implementing this?
3 votesThank you for your contribution. Generic OpenID Connect integration for usage with e.g. Okta is available with version 7.8.
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DocuWare forms user license for DocuWare Cloud
I suggest creating light cloud user license for DocuWare forms, so that customers can create internal forms without the need to make them public. For instance if a customer has 300 employees, 50 of them use DocuWare, and the 250 only use forms to submit requests, we are giving this feature free of charge but exposing the forms to the world, we can charge for small license fee and give customers the option to make their internal forms private and only available for authenticated users.
2 votesThank you for your contribution. Your idea is available with the Workflow User license. Users with this license assigned are also able to submit forms.
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Change 'send request' defaults
Would be most helpful to change defaults on the Send Request page. For example, we would like to change the following as defaults:
* Subject line text (would save us from editing every single time)
* Text (would save us from editing every single time)
* Decision choice names (we would never use Accept or Reject, but would change it to Completed or Not Completed. (It is a task after all, and tasks get completed in our business).2 votesThank you for your contribution. Your idea is available with version 7.9.
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