Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1487 results found
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document tray
Audit in document tray.
As document tray is a part of Docuware system, we need an audit fonctionnality.
As part of our continuous improvement process, we have identified the need to strengthen your DocuWare configuration regarding audit trail management and supporting document retention.
Currently, some document types arrived in document tray without complete traceability. This creates gaps in the reliable audit trail and limits our ability to retrieve and validate records efficiently during internal reviews or audits.
The objective is to ensure that all incomming documents are fully traceable, properly supported, and compliant with our internal control standards.Could you…
1 vote -
When entering dates in a date field, as soon as a month value is entered, the day and year autofill with today's day and year.
If users want to insert today's date, they will type an 'x'. Having the system auto-filling today's day and year greatly increases the chance for errors.
PLEASE change the functionality of date fields to match all other popular programs. A date field should be one single field when entering and not 3 separate fields. Trying to edit a mistyped date is very tedious!
1 vote -
Request for Product Enhancement: Enable Scheduled Refresh for DocuWare Power BI Connector
The DocuWare Power BI Connector does not support scheduled refresh.
We have been informed through DocuWare Support that this is due to the current product specification.
However, scheduled refresh is essential in order to always view the most up-to-date information on Power BI dashboards. Without this capability, it is difficult to operate dashboards effectively in a production environment.
We strongly request an enhancement to the DocuWare Power BI Connector to enable scheduled refresh. This improvement would significantly increase the usability and value of the product.SRNumber : SR-282397-B8X2W
6 votesThank you for your idea.
Currently DocuWare is not able to create a connector for Microsoft Power BI supporting scheduled refresh.
Microsoft only allows "Certified Connectors" for their Power BI Service. The hurdles for getting certified were not reachable in the past for DocuWare.
It looks like Microsoft has shifted to a different path and does not certify anymore existing connectors. You can read more here: https://powerbi.microsoft.com/en-us/blog/empowering-our-customers-to-shape-the-future-of-data-connectivity-in-power-bi-and-microsoft-fabric/
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Enabling Audit Functionality for the Document Tray
We would like to enable audit functionality for the document tray.
Since the document tray is also an integral part of the system, it is necessary to track and retain all related records.
These audit capabilities are also required to comply with Japanese legal requirements.2 votes -
Do not display prohibited operations in the right-click menu
The index value profile settings are set so that any document cannot be downloaded.
However, when you select a document in the web client and open the right-click menu, the "Download" menu appears.
When you try to download it, an error message appears and the download does not work.
I believe this is normal behavior, but it is confusing for users.
For documents that cannot be downloaded using the index value profile settings, hide the "Download" option in the right-click menu.1 vote -
Use single IndexFile to update multiple documents in StorageRobot
When using StorageRobot, it would be great to be able to use a single Index file to update multiple documents instead of needing a index file for each document that needs to be updated.
1 vote -
Add "Read out loud" functionality similar to Adobe Acrobat
This is required to meet the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA requirements which ensure web content is Perceivable, Operable, Understandable, and Robust (POUR) for users with disabilities. It includes all 2.0 A/AA standards plus 12 new criteria focused on mobile, low vision, and cognitive disabilities, such as Reflow, Text Spacing, and Non-text Contrast. Key requirements cover sufficient color contrast, keyboard navigation,, screen reader compatibility, and content adaptability.
1 vote -
Revision History for Forms
Version history for forms similar to the workflows on the Workflow Designer Desktop app. Having a built in revision history would help keep track of changes made to forms.
1 vote -
make it possible to mass delete inactive accounts
When our users are hired our HR department enters all of the users into the accounting system and then they run a script that pulls that information to create active directory and email accounts. Then we sync active directory with Docuware. Then when they leave we delete the account from active directory and the Docuware account doesn't get deleted it gets deactivated. That is fine until they decide to come back and work for us again and the Docuware account doesn't get reactivated. If I reactivate it manually the next time users are synced with AD it deactivates it again.…
1 vote -
See which user(s)/role is/are assigned to workflow tasks even for non-Controllers
It would be great to be able to access task assignments in an index field so that you can use Lists to see where and with whom tasks are currently sitting in a workflow.
1 vote -
allow rows of an excel file to be copied to a table field in a workflow
We use excel timesheets and the top of the timesheet has rows with the accounting code, the time type, employee number, and hours. Those are then imported into our accounting system. I am trying to make a workflow that will have employees do their timesheets in docuware and then when payroll is done simply export everything in one shot with an odbc sql query. It would make payroll a little easier. As it is people do their timesheets and then all of them are downloaded and each one is then imported individually into our accounting system. If Docuware could get…
1 vote -
Implement AI-based natural language search functions to browse documents
AI offers the possibility to search among documents in natural language. This would be valuable, because we observe that users tend to request expert-users for help in searching theirs documents, that they struggle to find.
Of course, non-generative AI (e.g. Prisme.AI) that would be able not to find, instead of inventing / creating.1 vote -
URL Integration to open DocuWare Viewer with index dialog
The client needs a URL integration that opens the document in the DocuWare Viewer and also displays its metadata (Index dialog) in a new window. This functionality exists today, but it is configured per user in their preferences rather than as a setting within the viewer itself.
2 votes -
DocXporter redesign and GUI interface.
DocXporter is horrid. Its a needed function, but needs redesign and stability. Errors in logs are useless. System stops in middle of downloading. My network is full fiber. Its not my network. Very very slow on output. You MUST design a front end GUI interface. Non programmers can t figure any of this out without paying EXTRA fees from tech support to set up. even the sample you provided me was just some other customers file. Was even more confusing because it had fields, functions that wont pertain to my needs. So you dont now if it needed to stay…
1 vote -
stop importing when cloud storage is full
Can we have the DocuWare Desktop Apps import/scanner feature Stop importing when the storage is full. Customer was trying to add documents with the import tool, and all the documents were deleted, and nothing made it to the cloud because the storage was full. Now they have to re-scan all the documents. This should not happen, the document may be unique and if it is deleted after the import processes, and nothing is in the cloud, then the document is lost forever. This should a priority in the next release.
1 vote -
Allow URL's to be put into the results/list dialogues so we can link to web pages or video links
We use video clips as part of our documentation to support areas of our business such as property inspections and surveys, these are stored obviously outside of DocuWare, but it would be really useful to allow live hyperlinks as a field type in the results and/or list views so we can link a video/s to a record in DocuWare - alternatively a storage method in DocuWare to allow video format files
0 votes -
E-Invoice bei mehreren Anhängen verarbeiten
Wenn eine e-Invoice aus Emails ankommt, so wird sie nur verarbeitet, wenn es nur einen Anhang gibt. Oft werden aber auch AGB als PDF mitgesendet oder weitere Nachweisdokumente z.B. Lieferschein. in einem solchen Fall sollte der erste Anhang der Email untersucht werden auf E-Invoice Merkmale. Für den Fall dass eine Mail mehrere E-Invoices enthalten sollte, könnte man dann das Dokument aufteilen und alle E-Invoices als einzelnes Dokument ablegen.
1 vote -
Request to Display Past Incident Information on the Cloud Status Page
Please make it possible to view details of past incidents.
Currently, only recent incidents are available on the Cloud Status page, so we would like past incident information to be included as well.1 vote -
Improved Incident Notification: Clarifying Details, Impact, and Scope
Request for Improvement
Please make incident notifications easier to understand based on the following points:
① Clarification of information
② Clear indication of impact
③ Clear explanation of the affected scopeExample (Current Description)
We are currently investigating an issue when saving emails using the DocuWare for Outlook Add-In. There are currently some limitations and delays.Improved Version (Proposal)
Issue:
We are currently experiencing a problem when saving emails to DocuWare using the Web version of the Outlook Add-In.
Even if the save operation appears to be completed, the document may not actually be stored in DocuWare.Confirmed occurrence time:…
1 vote -
add files via a button in the viewer
Hello,
it would be very practical to be able to add files to a document very quickly from the viewer without having to go through a tray. a button to add in front or behind which simply opens the file explorer.
for example, for workflow users, who receive a link to a direct task, it is complicated to add a file.
2 votes
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