Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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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…2 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 -
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
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