Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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Import CSV into Index Table
We use DocuWare to manage our incoming invoice process. As part of the workflow, accountants must populate the allocation lines in an index table, see the attached screenshot. In some cases, an invoice may require more than 80 allocation lines.
Manually entering these lines is very time-consuming and prone to errors.
As a result, in such cases users bypass the DocuWare process and enter the invoice directly into the finance system, which reduces process consistency and traceability.We would like the ability to import CSV files directly into an Index Table, automatically creating and populating the table rows. This would…
1 vote -
Add Stamps to Multiple Documents in workflow (not using API)
We would like an option in Workflow Designer and standard stamping to apply a workflow stamp either to the first page only or to all pages of a document. For example, when a user approves a batch of invoices, the stamp is currently applied only to the first page. If the document contains multiple pages, we need the ability to apply the same stamp, including workflow comments and user information, to every page without using an API. This is important because, in a four-page invoice or document, stamping only the first page creates a risk that someone could print the…
1 vote -
Offer a key command to open in offfice 365 for the web
If you highlight a document and hit ctrl+alt+I it will edit index entries ctrl+alt+w will bring up document history. There are several of these key commands. It would be helpfull if there was a key command to edit the document in office 365 for the web.
1 vote -
Request for Improved Aura Response Performance
Generating a response in Aura currently takes approximately 60 seconds, even when searching and comparing only about three single-page documents.
For practical business use, this response time is considered too long and negatively impacts usability.
We would like to request improvements to Aura's response time so that the feature can be used more effectively and efficiently in daily operations.
1 vote -
Transfer Jobs - Native Index Field Update Capability in Source and Target File Cabinets
Transfer Jobs currently allow the transfer of documents between two file cabinets and now, in Cloud, between two organizations. However, tracking these transfers is an operational challenge due to the absence of a built-in option to update an index field in the source system upon completion.
Today, we are forced to rely on cumbersome workarounds—scripts, AutoIndex rules, and other manual processes—just to enable basic transfer tracking. This includes creating new fields to capture the destination DocID, adding status flags to identify which documents have been transferred, and maintaining these solutions over time. These workarounds quickly become unmanageable, error-prone, and extremely…
1 vote -
Improve Layout Preservation During Workflow Migration
When workflows created in the Desktop Apps version of Workflow Designer are migrated to the Web Workflow Designer, the layout and positioning of activities, branches, and connections can become significantly distorted.
This issue is particularly noticeable in complex workflows and can result in the following challenges:
- Activity positions are substantially altered after migration.
- The overall flow becomes difficult to follow due to reduced visual clarity.
- The original design intent and process structure are harder to understand.
- Considerable effort is required to manually reorganize the layout after migration.
To improve migration efficiency and maintainability, we would appreciate your consideration of enhancements…
2 votes -
We need a faster way to clear the recently deleted from the "recycle bin"
When doing a transfer with delete or a deletion workflow the recycle bin fills faster than you can clear it causing the storage to max out. There needs to be a faster way to clear the recently deleted from the system.
1 vote -
Ability to hide or disable Out of Office
The IP Preconfigured Solution does not use the built-in Out of Office feature found within each users' Profile & Settings. Please allow the ability to disable or hide this feature.
5 votes -
Allow form fields that are marked hidden to be visible in the viewer when prefilled
Currently, if you have a form field set to a behavior of hidden, they do not show on a merge form. It would be good to allow these fields to show in the viewer so prefilled data will show up on in the viewer instead of just in the index entries
1 vote -
Provision of a Support Account
We would appreciate it if you could provide a dedicated support account with administrator privileges and access to the web client, so that our support team can collect logs and investigate issues when problems occur in the customer environment.
Currently, the customer shares the ID and password of an administrator account that was purchased under the customer’s license and is used for daily operations.
However, sharing IDs and passwords poses a security risk. For this reason, we kindly ask that you provide a dedicated account for support purposes only, which would not be used for normal day-to-day operations.
This would…
1 vote -
Allow Control of Filing Dialogs by Screen and Operation
Please add the ability to control which filing dialogs are shown depending on the screen or operation.
Currently, the filing dialogs available to users are controlled by their access permissions for each filing dialog. However, in addition to permission-based control, we would like to control which filing dialogs are displayed for each screen or function.
For example:
・when storing documents from the Document Tray
・when using the “Copy” function from the right-click menu on the search results screen or list screen
This would allow more detailed and flexible control based on actual business workflows.1 vote -
When a URL is stored in an index field that is configured as read-only on the Index Edit screen
I would like to request a feature enhancement for the Index Edit screen.
When a URL is stored in an index field that is configured as read-only on the Index Edit screen, I would like users to be able to click the URL link and access the destination directly from that field.
Currently, URLs are displayed as clickable links only in the Result dialog. If clickable URL links were also available in read-only index fields on the Index Edit screen, users would be able to work more conveniently and efficiently.
1 vote -
Validate a date entered in a task
In a task we use a table of orderlines. One of the columns is a confirmation date. Sometimes a user is entering a wrong year in the date field. For example 0226 in stead of 2026.
Can we validate on entering OR on confirming the task decision that is at least 2026 or 2027 as a date1 vote -
The “Validation” tab in DocuWare v7.14 should be hidden by default unless it is configured.
Background:
- The “Validation” tab is currently displayed in the user interface without prior announcement or feature explanation, which may cause some confusion for users.
- In DocuWare, elements such as “Lists” and “Folders” are typically not shown in the user interface unless they are configured.
- However, the “Validation” tab appears to be visible even when it is not configured, which feels different from the behavior users are familiar with.
- In addition, DocuWare IDP is not currently available in the Japanese market, so having a non-usable feature constantly visible may lead to misunderstandings or unnecessary inquiries.Request:
Based…8 votes -
Form calculations should exclude hidden fields
When using behaviours in forms with pre-filled fields, calculations are shown using those fields regardless on them being used or not which skews the results and defeats the purpose of having pre-filled fields to make more dynamic forms for users and reduced keying errors.
1 vote -
docXporter integrating the index file into zip file
We have established a contract with a central purchasing agency and need to export accounting documents—including the journal entries—in ZIP format. This zip file must include the exported document and the index file.
For now, we need to combine the ZIP export with a powershell script to include the index file in the ZIP.
It would be a really plus to be able to integrate this feature directly into the docxporter settings.1 vote -
Allow a form with multiple merge forms to export only 1 of the merge forms.
I have a form with multiple merge forms. I can use onbording as a good example. The onboarding form sets up direct deposit and the w4 tax from. However, direct deposit and w4 tax withholdings may be changed later. It would be nice if I could export just the direct deposit or the w4 portions to create new forms just to complete those forms.
1 vote -
Provide the ability to sort merge forms
I would like the ability to provide a sort order for merge forms. I have a form that filles out 15 merge forms. I have a workflow that then copies them all to a new document and gives a task to somebody to look at them all to make sure there are no errors. If I could give Docuware a store order so that the document ID numbers were in the correct order I wouldn't need to add another index field to use to sort them.
1 vote -
Option to attach a document with a paperclip only on one side of the original document
Hello,
When attaching a document from the file cabinet with a paperclip to a document in the tray, we have the option to choose whether the document from the tray should be placed before or after the original document.
For the functional needs of some clients, it would be helpful to be able to restrict one of these two options for end users (for example, only allowing a document to be clipped AFTER the original document).
This would prevent having to review each document to put them in the correct order.
Thank you!
1 vote -
Expose document processing metrics for external analytics
We store around 200k documents a year across six cabinets and management wants to see trends — how many invoices come in per week, what's the average time from receipt to approval, which departments are slowest at indexing. DocuWare's built-in views don't really do trend analysis or cross-cabinet comparisons. It'd be great to have an analytics-ready data feed or even a pre-built data mart we could query. For now we worked with a team we found when looking to hire power bi consultant and they set up an ETL job against our SQL backend, but that breaks every time DocuWare…
1 vote
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