Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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Further restrict access to Restore documents in Trash Bin
Please add the ability to restrict access to the Restore button in the Trash Bin. The attached is where I would expect to find this control.
The following provides guidance when there is access to the Restore button, and to which documents the user may restore. I've summed it up like this, based upon File Cabinet permissions.
Those who are set as file cabinet Owner may see and Restore all deleted files.
A file cabinet User (who has delete permissions) may Restore only those documents they have deleted, this means that the Restore button exists.
A file cabinet User (who…10 votes -
Overview panel anchored to view all document pages
Anchor Overview panel: The idea is that the anchor view will appear when clicking on the document, maximized, so the user can view all the pages of the document.
3 votes -
Empty() in Date Field
It should be possible to search for empty date fields (Search Dialogue). Currently, this function is only possible as a list.
6 votes -
Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed
Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.
3 votes -
Have the ability to edit/manipulate PDF documents from the store dialog area of the web client.
This would allow users to split documents, delete pages, reorder pages etc in the store dialog area.
4 votes -
Provide a way to store table values from eforms and/or workflow on to merge forms
Enable a method to store table data from eforms or from within a table field in workflow onto merge forms. Does not seem like its currently possible even in workflow according to communication I had with support. Sounds like keyword fields could be used but duplicate values are not supported and tracking the colums/relationships might be difficult.
8 votes -
Customize table column by double-clicking
As a user, I would like to be able to adjust table columns to the width of the entries by double-clicking. This would allow me to quickly adjust the width of the table columns and not have to manually drag the columns smaller or larger. (Function like Excel).
2 votes -
enable sending a flattened PDF version of a document out of Docuware
Enable saving a flattened version of a document to in turn mail out of the system or within the email workflow tool, enable flattening a copy of the document for customer facing.
5 votesThank you for your idea.
We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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When sending an email to a GV that matches the username of an inactive user, do not throw a general error task.
DocuWare R&D claims that this works as intended, but it makes no sense to work like this for inactive users.
Just looking to get this logic re-evaluated.
SR-215058-N9C6L
2 votes -
Add history / audit track for inbox and workflow designer to stored documents
When a document is stored, you can find only history after storing.
There should also be history from document tray and workflow in the download .csv. This is important because in an audit you want to know, when a document is send to the tray and the time between sending and storing a document. Also changed indexdata by a workflow should be available for auditing. Who has entered the index data a person or was this done by a workflow. Most of this data is available, e.g System entries of a document in document are available, but lost when storing…3 votes -
Icono de Clip en las bandejas
Podrían agregar un icono de clip en la cintilla de las bandejas de trabajo para agilizar la unión de documentos
1 vote -
Add the same buttons in WorkflowTasks than in filecabinet results
Hi,
Currently, in all filecabinet's results (List, result, folders) we are able to add buttons for some DocuWare tools such as "Extract to revise", "print", "send as PDF", "update index entry",... (see on screenshot 1).In workflow tasks, only two buttons are available : "History" and "Reassign" (see on screenshot 2).
For some clients, other tools are part of the workflow process. For example "extract to revise" option, is not available either on the viewer toolbox and it represents at least 3 clicks for the user to perform. So it would be great to have the possibility to have those…3 votes -
Allow updates to file extension types for stored file without obscuring available metadata for edits/access
It would be helpful to update a file type of a stored file (e.g., changing a .doc to a .docx which uses less storage space) without losing the metadata/edit history which is inherent by simply uploading the updated file type.
If not possible in the simple "edit" option, it would still be helpful if it could occur in the check-out/version process.
This is especially important where updating forms/samples because it is helpful (for internal process audits) to see who has made the changes to a form/sample, and when that happened. Conversely, it is better (for data/file management) to update stored…
1 vote -
Show in History Details which System Function changed Index Values
As an admin, I would like the history to show which system function, e.g. Auto Index or which workflow, made the change to the index. The system functions usually run with the admin, so it is very time-consuming to trace which function changed the index. This is especially the case with many auto index jobs or workflows that change index values.
1 vote -
deleted files
We need to be able to control access rights to the Deleted Files section. We can restrict delete rights from a file cabinet, but not in a Document Tray. If a disgruntled user decides to delete files from their tray and also from Deleted Items, there is no way to retrieve them or even get an audit report to see what they deleted.
2 votes -
Allow task assignment to all users from group
Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.
I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.Except for their use as targets in workflows they…
6 votes -
Allow to change printer display name from "DocuWare Printer PS" on Printer List.
Background :
The customer's PC uses DocuWare Printer PS, but they also have a printer with a similar display name, such as "DocuWorks Printer".
They want to specifically rename DocuWare Printer PS to avoid confusion.At the moment, According to DocuWare R&D team, and they have confirmed that changing the name of Printer PS is not supported.
1 vote -
Associate different SMTP configurations to specific Workflows
Currently you can create multiple SMTP configurations to be used as the sender for workflow email notifications. Is a big mistake to not be able to associate this to different Workflows.
A good option could be selecting the SMTP configured account via a dropdown select box.20 votes -
Add selectlist sorting
Add selectlist sorting (in store/edit dialogs} so we are able to sort items in a select list from A-Z or Z-A or from old to new.
8 votes -
Ability to Prevent the Deletion of Table Rows
The ability to prevent the deletion of table rows. For example, in a task with a pre-filled table, I don't want the user to whom the task is assigned to be able to delete any of the pre-filled rows. Or, if a user 'edits index entries' but the table is 'Read Only' the user can not edit the rows in the table but they can still delete them.
2 votes
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