Client (English)
Please post all ideas that concern the DocuWare client in this forum.
267 results found
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Provide the ability to save progress of a docuware form
Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms
5 votesThank you for your contribution.
Your idea is available with version 7.13.
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Provide the ability to save progress of a docuware form
Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms
13 votesThank you for your contribution.
Your idea is available with version 7.13.
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Stop Workflow Task if Document is deleted option
If a document is mistakenly stored to a file cabinet and kicks off a workflow, but then needs to be deleted the workflow steps remain. They should be automatically killed if the document is deleted. This would save the time of deleting the document and then searching for the task and stopping it.
4 votes -
Restore deleted documents
Hi
It could be nice and really well appreciated to be able to restore documents after deletion, a bit like the Windows recycle bin
Thank you5 votesThank you for your contribution. Your idea is available with version 7.8.
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Create a field in the Store Dialog for Notes
Create a field in the Store Dialog for Notes just like there one for Workflow.
It would be helpful to provide users with some form of instruction at the time of indexing.
1 voteThank you for your contribution. You can accomplish this with a memo field which is prefilled with the store dialog and set as read only.
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Table Fields - Hide Columns On Demand
In the workflow and also in general, it would really help to be able to hide columns in a Table Field on demand just like you can with Fields themselves.
1 voteThank you for your contribution. Your idea is available with version 7.4.
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Page Resizing While Viewing Multi-Page Documents
I've created an E-Form allowing photos to be added as attachments. When it comes into DocuWare, the first page (the form) looks great, but the second page (the photo) is very large. If I resize the photo down, and switch back to the first page, the document is tiny. It would be helpful if you could do something about this, either resize photos to fit the window automatically, or allow each page to be sized independently.
1 voteThis is already possible if you use the viewing options “Fit to width” or “Fit to whole page”
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Add a 'filter' view to the workflow task list (or a second level of grouping for tasks)
This idea was sent to my by a customer: It would be great if we could have 2 level of organization for the task. If you had a primary name and a secondary name DW could display all tasks with the primary name in one tab and when you click on it, you would have a drop down of all secondary names. It could be very useful for us as we do have many offices that have the same task. In this example, we have 2 main tasks (Small Bills and Supplier Invoice) . Most users have access to one…
1 voteThank you for your contribution. Your idea is available since version 7.1.
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Allow wildcard search in Docuware Forms
As far as I know, there is no possibility to search with a wildcard in a text field based on a select list.
Eg. :
I have a select list such as AB 100, 1B 101, AB 102,I'd like to get the result "AB 102" if I type "102", or even just "102".
Thanks,
F. Tassy
4 votesThank you for your contribution.
Your idea is available with version 7.12.
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I have users that would like to draw circles as well as squares with annotations
Several Users would like to have a circle illustration tool in addition to the rectangle that is already available in annotations
1 voteThank you for your contribution. Your idea is already available. Maybe the circle tool is not visible. Please to got Profile & Settings —> Viewer and look in the annotations area.
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bring back true hidden stamps
In the new stamp designer, if you add a user input, and choose a select list, that value displays visibly on the document whether you want it to or not. That input should be able to be linked to an index field only without being displayed on the document. We used to have this functionality when the stamps were created in the Admin tool - choosing the 'hidden stamp' option.
2 votesThank you for your contribution. Your idea was always available. It was only missing in the first implementation of the new web based configuration, but the part in the Administration was available. With version 7.3 also “Hidden” stamps are available in the Configuration and all stamp aconfiguration is removed from the Administration
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Multiple Choice option in Form Tasks
I.e. A user is tasked with scheduling a delivery/service time with a customer. We schedule blocks of time with our customers (8 AM- 11 AM, 11 AM- 2 PM, or 2 PM- 5 PM). It would be nice to give the user those three options within their form task and select the option that they scheduled with the customer. I can think of a million other uses but this is just one example. Or at least, a block time value field, like date, date & time, etc.
1 voteThank you for your contribution. Your idea is already available. You can use multiple choice with DocuWare forms either as checkboxes (multiple entries possible) or as radio buttons or dropdowns (only one value possible)
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Allow column orders to be changed in table fields.
In edit index entries or storing a new document once a table field is created there is no way to change the order of columns that the user works with. So when the administrator is told "I need a table fields with columns x,y, and z" and what the user really wanted was columns listed on the screen as y,z,x It requires recreating the entire table to do it.
7 votesThank you for your contribution. Your idea is available with version 7.4.
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Allow the DocID field to be a selectable field in file cabinets
Currently have to use a workflow to grab the docids and add them to a user created field called Document ID.
4 votesThank you for your contribution. Your idea is available with version 7.4.
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Add ability to search and display system indexes
Add ability to search and display system indexes in the result set, including the doc ID. This would be a useful troubleshooting tool.
3 votesThank you for your contribution. Your idea is available with version 7.4.
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Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge.
Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge since they are the same vendor and combine documents uploaded.
1 voteYou can use DocuWare Index Cleaner for such tasks
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Sort Order - System Fields
Please add ability to configure order of a list or results with system fields and not only index fields. Thanks.
In fact, it is possible to order by 1 system field only, and manually, but not able to configure it...so it's never the default for my users.
2 votesThank you for your contribution. Your idea is available with version 7.4.
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Validated ID eSignature Integration - add ability to automatically update an index when a document has been signed
Add ability to automatically update an index when a document is signed or rejected.
1 voteThank you for your contribution.
Your idea is already availöable for the Signature Service. Please look at “Status Field Name” -
Make Drag and Drop Email Attachments to Document Tray a Supported Action
Many users like to drag and drop attachments from Outlook to a Document Tray. Most of the time this works fine but some users get an Unsupported Drag & Drop error. Turns out that while this might work, it's not a supported functionality. I'd like to see this common action become supported as a system function.
3 votesThank you for your contribution. This is possible with Microsoft Edge, so it is not a DocuWare limitation.
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1 vote
Thank you for your contribution. Column order is stored in your local browser storage.
Or can be configured in the file cabinet configuration.
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