Client (English)
Please post all ideas that concern the DocuWare client in this forum.
251 results found
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Allow the ability to Staple as well as Clip from the basket to an already stored document
It would be nice if we had the ability to choose between staple and clip when adding a document from the basket to an already stored document. This way we could keep it as one large file instead of creating new files if it's not necessary. It would also save steps from having to copy it to the basket and then stapling them to keep it as one file.
3 votesThis is already possible since version 6.5 through the split view when dragging and dropping a document from the basket in one area onto a document in a result list in the 2nd area.
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4 votes
Your idea is available in the product.
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Add another way to sort documents within the basket by selecting a sort order
We use a numbering convention to name our documents and it creates a string when put into the basket. For example if I have individual documents that I created and we number then 1-20, when I highlight the group and move them over to the basket they show in order like this......1,10,11,12-19 and then go to 2,20,21,22,23 and so on. There is no "sort order" that you can select that is compatible with a numbering convention.
2 votesThank you for your contribution. Your idea is available.
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Edit Index Entries in Workflow Engine
The workflow engine task list has no option for "edit index entries".
The workaround has been to create options as workflow steps for the user to re-index, but that's a very manual process and feels clunky.
The option to edit index entries right from the task list would alleviate this.7 votesThis has been solved years ago.
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Please return right-click functionality in the dialogs fields
Users are used to bring up select list and Filtered Select list (formerly Selective Select list) menu by right-clicking within fields.
All my users keep on right-clicking out of many years of habit with nothing happening. Very frustrating.5 votesThank you for your contribution.
Your idea is available with version 7.1. -
Web Basket Recycle Bin
The Windows client had a trash can that would save documents deleted from a basket. Can you implement a web basket recycle bin that would act as a failsafe for the user?
105 votesThank you for your contribution. Your idea is available with version 7.8.
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Change position of web basket
If you have severyl web basket and you want to change the order it is not possible. You have to close every web basket and to open them again in the right order. It's not possible to drag and drop it
1 voteThis was added in version 6.7. See more information here: http://help.docuware.com/en/#t56654
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Restore the ability to create Data records within the webclient.
Till docuware 6.1 we where able to store datarecords in the DocuWare Webclient by using the store dialog. We had to sign the box for "create data record without a document"
We would like to see this feature returned in future upgrades.7 votesThe functionality to create data records is implemented and wil lbecome available with a future version of DocuWare
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Allow result list order by two o more fields
When you are on web client result list, is not possible order for two o more fields (only by one).
Like workaround I resolve this doing a new result list whit pre-established order but is not a final solution because when an user modify the result list order doing click over column name we have to delete cache browser for restore predefined order.1 voteThis feature is already available with 6.5 by pressing the Shift-key and then clicking on the column header that you want to add to the ordering
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Ability to create a URL from a result list
The email link function is nice, but is not useful if you need to send links to multiple result lists. It would useful to be able to create a link from a result list.
1 voteThis functionality is available since version 6.5 via the cogwheel icon of a result list.
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Add a true purge option (retention policy) on filing cabinet level
Most of our clients have a retention policy on records. I suggest at the file cabinet level, an ability to set a full purge policy based off of a unique or fixed date field (such as store date).
This way we can simply state that we can set a retention policy on the file cabinet that purges after "x" amount of years.4 votesIf I understand this correct, than this is already possible since several versions. You need to set up a deletion workflow in the DocuWare Administration. There you can define a filter which documents should be deleted.
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Approve More than One Task at Once
Many times clients have requested that they be able to select multiple documents in a task (or result) list and simply select "Approve" to stamp and mark them all as approve, as opposed to going through them one by one. This could be a HUGE time saver for companies.
135 votesThe feature will be available with the next update.
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In task lists prevent the result view of the list from jumping around every time it refreshes.
Currently in 6.5 when you are scrolling down a task list that has multiple pages of documents the list jumps back to the last highlighted row every time the list refreshes. This is frustrating when you are trying to find a document at the bottom of a list because the view keeps jumping to the top as you scroll down.
Our users would like the list not to jump around as it refreshes.
4 votesYour idea is available in the product.
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give the ability to export result list with a semi-colon instead of a simple comma.
Like described in the documentation, when using a comma, you need to open excel first, then open your file and validate many screens before seeing it in excel. With the possibility to export with a semi-colon, the opening in excel works automatically.
2 votesThank you for your contribution.
The export format depends on your language and format settings.
Also Excel (or better speaking Windows) has regional settings how to import files. This means, in some areas the semicolon is used as separator, in other areas the comma is separated by default. -
Allow rotation of documents before and after storage
If a document is not in the correct orientation for that specific document allow rotation prior to storage so that when viewed the document would be in the correct orientation.
Also,
If a document has already been stored without being in the correct orientation allow that document to be put into a basket for editing and rotated at that time and re-stored14 votesWill be available through the “Automatic image correction” toolbar button in the viewer
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Allow rotation of documents before and after storage
If a document is not in the correct orientation for that specific document allow rotation prior to storage so that when viewed the document would be in the correct orientation.
Also,
If a document has already been stored without being in the correct orientation allow that document to be put into a basket for editing and rotated at that time and re-stored.12 votesThank you for your idea. The rotation of documents in the file cabinet will become available with version 6.6 through the “Automatic image correction” button in the viewer toolbar. The rotation in the basket will become available with 6.7
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Add ability in web client to transfer multiple documents from one file cabinet to another.
Currently in order to move a file from one cabinet to another you have to copy the selected document to your basket and then store it to the other file cabinet. This is a pain if you have lots of documents. It would be a nice feature if there was this option as it was available in the desktop version.
17 votesThe functionality to copy a number of documents from one file cabinet to another is implemented and will become available with a future release of DW
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HTML5 mobile client/ iOS application and Workflow Manager Task List
Enhance the HTML5 mobile client/iOS application in order to display Workflow Manager Task List.
10 votesDocuWare Mobile is available it can be downloaded for iOS, Android and Windows Phone. The app supports also working with worklfows.
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Restrict the store file type for a file cabinet.
Provide an option to restrict the store file types for a file cabinet.
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Fr eg: Restrict the user to store only doc, docx , xls, xlsx and pdf file types22 votesThis functionality is available on an organizational level with version 6.6 under Organization → General → Restricted file types
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linked (cascading) drop-downs
Allow select lists to be hierarchical and linked. For example, a user selects "Contract" in the Document Type field and then they're only allowed to pick from specific contract types in the next field, the Document Sub-Type field. This is currently partially accomplished using Filtering and Selective Select Lists, but those ways are unstructured and depend upon a cabinet full of data.
This feature is so common-place that users expect it in DW and are surprised that it's not there.
75 votes
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