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1462 results found

  1. Creating Work Environments

    In the profile and settings, users can choose drawers, search masks, lists, etc., to display.

    It would be useful, especially for users working across multiple business contexts, to have the ability to create work environments by grouping together the necessary masks based on the type of activity.

    Each user could then personalize their work environments and select the one suitable for the task they need to perform.

    It would also be nice if, upon logging in, DocuWare asks which work environment the user would like to work with and then opens the client with the associated masks.

    4 votes
    0 comments  ·  Admin →
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  2. Prevent confirmation of a task until the linked form has been saved ("send")

    When using tasks, it is currently impossible to set a condition on the "Confirm" button for the task (yellow and accessible by default).
    This can be very inconvenient, especially if you need the user to fill in a form (link in the task dialogue box) before confirming the task.

    • Context: task, created with the Workflow manager, containing a link in the dialog box to a form to be filled in.
    • Procedure: the task is assigned to a specific role. the user attached to this role must complete and save the form before validating the task.
    • Limitation: currently, there are no…
    2 votes
    1 comment  ·  Workflow  ·  Admin →
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  3. More and more customers ask not to display the annotations because they give DocuWare access to "visitors".

    More and more customers ask not to display the annotations because they give DocuWare access to "visitors". They want to give them read access to see invoice type documents (Statutory auditor, chartered accountant). My clients do not want them to have access to annotations.

    2 votes
    0 comments  ·  Annotations  ·  Admin →
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  4. When viewing the 'Store' document history, display the cabinet & store dialog that was selected.

    In order to investigate reported issues it's important to know which store dialog a document has been stored with.
    End users don't always have this information.

    Currently the history entry shows 'store', the user who stored it and the date it was stored. Hovering reveals all index entries stored, but does not show the store dialog that was selected nor the cabinet it was stored to.

    Please make this information visible to admins.

    4 votes
    0 comments  ·  Viewing  ·  Admin →
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  5. Allow workflows to be viewed between DocuWare versions

    As a DocuWare engineer I often go back and forth between different customer exploring workflow issues.
    As such I have to re-install DocuWare workflow designer several times a day to avoid the 'mismatch versions' error.

    I don't want to change the workflow, just view it; couldn't we make that backwards compatible?

    3 votes
    0 comments  ·  Workflow  ·  Admin →
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  6. Option to prevent documents deleted by a deletion policy, going to the trash (v7.8 >)

    The new trash feature is very nice! But in some cases unwanted. Especially when (larger) volumes are deleted, that are not needed anymore, it makes no sense to put them into a trash record. A feature to have a checkbox in the 'Deletion policy configuration' which decides if the documents need to go to the trash or not.

    10 votes
    4 comments  ·  General  ·  Admin →
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  7. The information of the seconds

    The column "created on" would be good to see hour, minute and second of the creation of the file, so it would be easier to group different files added at the same time (invoice + cmr) that come in the same email.

    4 votes
    0 comments  ·  Lists  ·  Admin →
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  8. Autofill form fields with Workflow variables

    It would be helpful if we could autofill Form fields with data from Workflow. Example: If I generate a link/URL in Workflow to open a Form, the URL could contain Workflow variables with corresponding Fields which are then auto filled in the Form.

    3 votes
    0 comments  ·  Forms  ·  Admin →
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  9. I suggest adding Export to Folders view

    In Web Client add Export feature to Folders view similar to Export feature from Result List.

    1 vote
    0 comments  ·  Exporting  ·  Admin →
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  10. option to put clip without blocking

    222 / 5.000
    Resultados de traducción
    Resultado de traducción
    When I want to add a document to an existing record using the option (put clip) without the need to block, being able to choose the order, where I want to place it and not just at the end of each pdf, that would help a lot.

    2 votes
    0 comments  ·  Indexing  ·  Admin →
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  11. Automatically confirm a Task once the linked form has been saved (click on "Send")

    Add the option in the Task settings (e.g. in the WF) for a form generated from a task, to automatically confirm the linked task as soon as the form is filled in and "sent".

    For the moment, when I save my form, I have to go back to the task to click on the "Confirm" button for it to disappear from my list.

    DocuWare Cloud Client 7.8

    4 votes
    0 comments  ·  Workflow  ·  Admin →
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  12. Share Files via Email

    Provide the ability to select a page range, when exporting a document or sharing it via an email.

    4 votes
    0 comments  ·  Exporting  ·  Admin →
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  13. colorblind

    Option to change colors on intelligent indexing labels, due the colorblind user's.

    3 votes
    0 comments  ·  General  ·  Admin →
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  14. Fix Index entries in Info Dialog to trigger workflow after manual index change

    If a user changes index information via the result list, they could potentially change any field available there. However, trying to trigger a workflow based on that index change might be difficult if there are many fields.

    It would be great if we could use the "custom entry" and "read only" option in the info dialog to fill a Status field with a fixed value if a user changes index information via the info dialog. That way we can then trigger the workflow based on the status change

    2 votes
    0 comments  ·  Indexing  ·  Admin →
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  15. Filter empty dates and numbers in task list

    It would be great if users could filter documents in the task lists where the date is empty. For example i want to search for all invoices where the date is empty. Sure you can sort them ascending but an explicit search would also be great.

    3 votes
    0 comments  ·  Admin →
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  16. If a user is set as Organization Administrator, give them full access.

    If a user is set as Organization Administrator, give them full access. currently must make them owner of file cabinets and other objects.

    2 votes
    0 comments  ·  Admin →
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  17. Add "Assume Blank = 0" Option to Form Field Calculations

    The new form field calculation is great, but I immediately ran into a snag implementing it on a PO form. I wanted to include line item totals for each line based on Quantity and Unit price fields filled in earlier, and then a PO Total field that adds together all line item totals.

    The line item totals worked great. But the PO total doesn't fill in until every single line is filled in. Most POs this customer store only fill in the first one or two lines, so I can't create a PO Total field that's visible on the form.…

    7 votes
    0 comments  ·  Forms  ·  Admin →
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  18. staple after multiple documents are stored

    I would like to be able to staple two stored documents together. I didn't know that I wanted these together until after I had indexed and stored them.

    3 votes
    1 comment  ·  Admin →
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  19. intelligent indexing reset

    We need a way to reset the Intelligent Indexing from the Configuration Page. We need a way to retrain a system if documents were trained incorrectly.

    2 votes
    0 comments  ·  Intelligent Indexing  ·  Admin →
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  20. sort users by active

    Clicking the arrow next to username or email to sort users is great, can we have this for the other columns too? Locked & active?

    3 votes
    1 comment  ·  Admin →
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