Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1510 results found
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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 -
Please add support for predefined entries in index editing screens of the List Dialog and Result Dialog
Please make it possible to specify predefined entries for specific index fields when opening the index editing screen from the List Dialog. Please also make the same functionality available in the Result Dialog.
Predefined entries can already be specified in the Store Dialog.
We would appreciate it if the same capability could also be added to the index editing screens of both the List Dialog and the Result Dialog.In addition, when a field already contains a value, please provide an option to choose which should take priority: the existing value or the configured predefined entry. This would allow for…
2 votes -
In the current “Folder” view, I believe it is not possible to generate a URL link for each individual folder. If URL links for folders coul
In the current “Folder” view, I believe it is not possible to generate a URL link for each individual folder.
If URL links for folders could be generated, it would make it much easier to register multiple documents related to a main document.
This is definitely a feature we would like to have. Please implement it as soon as possible.
3 votes -
Currently, “Forms” can only be used when creating a new entry, but I would like them to be available when editing or changing the index as w
Currently, “Forms” can only be used when creating a new entry, but I would like them to be available when editing or changing the index as well.
I’m having a very hard time because people keep saying, “This was possible in HCL Notes/Domino.”
4 votes -
Allow administrators to set default column widths for table-type index fields
We would like to request a feature that allows administrators to preconfigure the width of each column in table-type index fields.
At present, users can manually resize the columns on the index editing screen and similar pages, and their settings are preserved after reloading the browser. However, administrators cannot define the default column widths in advance.
For better usability and consistency across users, we would appreciate the ability for administrators to set the initial width of each column beforehand.
4 votes -
Make a way to change a form from using a text box to a dropdown without having to change all of the merge forms and merge form indexes
I have an enrollment form that I created over a year ago that now needs updating. When I created the form I had no previous data. Now I have data from applications that can pre-fill a lot of the demographics information. So I created a multi-column select list with that information. The problem I have now is that for each field I have to update indexes and merge form fields to match the new dropdown fields. It would be nice if I could click on a text field and say convert to dropdown and not have to change all of…
1 vote -
Manual Adjustment of Connector Lines in Web Workflow Designer
In the current Web Workflow Designer, connector lines between activities are automatically routed. However, users cannot manually adjust the shape of these lines, such as bend points, curves, or routing paths.
This limitation makes it difficult to maintain clear and readable workflows,
especially in complex scenarios where multiple activities and connections overlap.It would be highly beneficial to allow users to manually adjust connector lines (e.g., moving bend points or customizing routing paths), or provide an option to switch between automatic and manual routing.
This enhancement would improve workflow readability, design flexibility, and overall usability.8 votes -
the ability to create a workflow for a merge form that has not been published.
I have an enrollment form with a whole bunch of merge forms. I am updating it and have added a merge form that has not been published yet. I would like to be able to create a workflow for that merge form but I can't because it is not published.
1 vote -
in a docuware form populate a second table field with data from the first table field
We have a web from that completes multiple merge forms. Docuware does not support table fields in merge forms but I do it anyway with a workflow. Having said that, I have 2 table fields that are almost identical. Emergency contact information and authorized release of child. All the emergency contacts will be authorized for the release of child and shouldn't need to be entered twice. However not everybody that is authorized to pick up the child will be listed as an emergency contact. I can do this in a workflow but it would be nice if the form could…
1 vote -
Give the ability to run a workflow on demand.
It would be a benefit to be able to run a workflow on demand. A workflow doesn't always need to run on schedule but just on a sporadic basis. I would be nice to kick one off manually.
1 vote -
New worfklow systemvariables containing Profile Data
All user accounts contain e-mail, salutation, firstname, lastname as well as out of office dates. This information should be available as system variables in the workflow manager. That would be extremely helpful to create personalized task-notifications and e-mails. (Additionally, a gender-neutral form has to be incorporated into the salutation.)
1 vote -
Allow hyperlinks in fields to be used in Related Document searches as well
Currently hyperlinks are allowed to be clicked in result lists as of 7.12, but when using a related document search, those links are no longer clickable from there. It would be very useful to allow this feature across all forms of search and result lists
2 votes -
Formularios
Actualmente, el formulario web no cuenta con una funcionalidad de vista previa al momento de adjuntar documentos. Se propone incorporar esta opción, con el fin de que el usuario pueda validar el archivo antes de enviarlo, reduciendo errores y reprocesos asociados a documentos incorrectos o incompletos.
0 votes -
Provide RSS feeds for DocuWare Cloud service status and incidents
We would like to request the implementation of RSS (or equivalent webhook-based) feeds for DocuWare Cloud service status and incident updates.
Currently, DocuWare Cloud service availability and incident information is published only via the web-based Status Portal. While this page is useful for manual checks, it is difficult to integrate into automated monitoring, alerting, and internal communication workflows used by many customers.
Providing an RSS feed (or webhook / API-based status updates) would allow customers to automatically monitor service status changes and react more quickly to incidents.1 vote -
Custom Actions in Web Client (Toolbar & Context Menu Integration)
Introduce the ability to define and execute custom actions directly from the DocuWare Web Client UI, both in the toolbar (right panel) and in the document context menu (right-click).
Today, integrating external systems or custom logic (e.g. AI processing, OCR correction, data enrichment, or external workflows, whatever ) requires indirect approaches such as workflows, external links, or background automation. These solutions are powerful but not always intuitive for end users and lack a seamless user experience.
The proposed feature would allow administrators to configure custom actions that:
Appear as buttons in the toolbar and/or as items in the right-click context…
1 vote -
Allow select list filtering against system fields
It would be useful to have the ability within Forms, to use multi-column select list filtering against system fields so users cannot see or select data other than their own previously stored data.
For instance, filter the dataset based on the original store user against the 'logged in user' initiating the form thereby eliminating #2 user from displaying the data previously stored by user #1.1 vote -
Request for Bookmark and Page Annotation Features in DocuWare Viewer
We would like to request the addition of bookmark and annotation (sticky note) features in the DocuWare viewer, similar to those available in Adobe viewers.
Customers often work with documents that contain a large number of pages and have a need to quickly navigate to specific sections. Having the ability to add bookmarks or notes would significantly improve usability and efficiency when accessing important pages.
1 vote
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