Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Extracting Additional values from Documents already stored in the File Cabinet
In this use case, business has to reconcile a large set of documents using a reference on a document that was not previously indexed, It would be nice to have a feature where we could extract additional information from documents already stored in a file cabinet, without having the manually find/index the documents, or downloading the documents and reindex via processing files (as this may cause issues if the solution is linked to an ERP with automated workflows)
2 votes -
Document Fields for User-Level use
Currently fields are at Document Level, changes made to these fields are visible to all Users,
In the case, where a user is working through a large query spanning multiple documents, it would be nice if we could avail a user-only fields relevant to that user only, where they could add a comment, or simply flag the document in a result list, then later be able to search/filter on these user fields. Values for User A would not be seen by User B, and vice versa. Once done, have the ability to mass reset flags in a result list.
I…
1 vote -
CRLF Delimited Value Search against a search field
Sometimes we are presented a list of Invoices / POD's we need to search for, Using the current method you have to separate the values with OR, ie. Doc1 OR Doc2 OR.... (upto 7) It would be nice to paste in a CRLF delimited list into the search box for 2~200+ items
1 vote -
Custom select lists are missing from the dialogs when copying file cabinets.
When using a xml file to copy a file cabinet, the custom select lists assignments are missing from the dialogs. 'The user can only use entries from the select list to set the field' check box remains checked though. The fields with only the default select list are copied correctly.
So the admin has to go through each store dialog, and the index dialogs on each result list and task list, to fix this bug. If a dialog is forgotten, then the user is unable to enter anything in those index fields.
For those customers who take fully advantage of…
2 votes -
Perform Workflow Task Items in System Emails
A fantastic functionality would be for recipients of workflow task emails to be able to select an option for that task directly from the system's email. Many users are able to receive and respond to emails even though it could quite some time before they're able to access a computer. In a large environment having all required users install the mobile app isn't always practical and with table fields being part of many workflows the mobile app is out anyways.
4 votes -
Search on Forms Tab
Please give us a spot to search for the form name on the Forms Tab. Being able to sort by name and save would also be helpful. For those of us with many forms, it can be really difficult to find the needed form on this tab.
3 votes -
Allow disable of Merge Layers in the result dialog.
Add the Merge Layers as an option to enable/disable in the result dialog result list functions. Other features such as print, edit, etc that change the document are listed here but not merge layers.
5 votes -
Select a table as required in a workflow task
Currently you can mark fields of a table as required but it allows you to confirm the task without writing any fields, to avoid this you have to validate that the counter of a field in the table is greater than 0. It would be interesting if the tables in the workflow have an option as that table is required and the user has to fill data, thus avoiding having to configure additional validation.
3 votes -
Move "Touch mode" button all the way down PLEASE!
Please move the "Touch mode" button under or above "Help and info". It happens every day that I click on that and in the last 2 years I never used it and 99% of all our users dont use it as well.
1 vote -
add comments to versions
Add the ability to add comments to versions with automatic versioning. Currently, the system automatically adds a comment "Automatic Version Management". We often send documents to clients and would like to have the ability to change the comment to "sent to client on *** day" or something similar
2 votes -
Notifications for web basket / Benachrichtigungen für Briefkorb
New documents for DocuWare arrive in web baskets. Thus web baskets need to be monitored permantly by employees to index and store new documents and to start followup processes in DW without loosing any time.
Notifications for web baskets would help a lot to increase productivity and to decrease manual effort of employees for permanent monitoring of several web baskets.
E.g.
* New document arrived in web basket XYBasically same functionallity as for archives.
Neue Dokumente für DocuWare kommen in den Briefkörben an. Die Briefkörbe müssen daher von den Mitarbeitern ständig überwacht werden, um neue Dokumente zu indizieren und…
2 votes -
Connect to Word or excel like Outlook, to store the document in a tray or a cabinet
Ability to store an open document like it is done in Outlook
3 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Send to an email severall documents stored in different files
it would be easier, to be able to send several documents to an email when they are stored in different files or cabinets
2 votes -
Turn off forms tab in web client
I would love the option to turn off the forms tab in the web client. It's honestly quite confusing and inefficient since it shows every from published or not. We do not create forms for everyone to use and employees often fill out the wrong form or can't find what they're looking for. We also have an intranet site where we publish form links.
1 vote -
folder searchbox
Hi,
We have a lot of searchbox and list in DW.
Would it be possible to be able to class views (lists and searchboxes) in "folders" (managed by admin) ?
If it's not possible, if users could set an order in the views so they could find the one they want easier.2 votes -
Add Japanese typical fonts to DocuWare Merge Form
Add Japanese typical fonts to DocuWare Merge Form
明朝体、ゴシック体、行書体、ポップ体Currently, there are no fonts available in DocuWare merge form that support Japanese.
1 vote -
Autoindex LDC queries inefficient
The LDC queries currently use ALL fields in the WHERE clause as opposed to a Primary Key. This has the potential to cause overflow errors when using an external source.
The match code field could be used as a primary key or you could certainly provide us the ability to designate a primary key.
1 vote -
Add the ability (as an admin) to assume the identity of any user to test permissions & functionality without having to sign in as that user.
While configuring new features, or troubleshooting existing ones, it would be helpful to assume the identity of a user to test and debug different features, such as routes through a workflow, etc. For obvious security and auditing purposes, rather than tasks being logged as that user, it could read something like "Admin as UserName" in the logs.
4 votes -
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every fiel
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every field on each document.
4 votes -
Search in Database Fields
I would like to see the Search available in database fields as well, like in the other menus. This would make it easier to search for a field, especially if there are many database fields.
4 votes
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