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Please post all ideas that concern the DocuWare client in this forum.

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1449 results found

  1. Launch the autoindex immediately when a document metadata is updated via the Docuware API

    Cuando uso la API para actualizar un indice de un documento y tengo asociado un autoindex que se ejecuta de manera inmediata cuando se actulice, esto no funciona en este caso.

    1 vote
    How important is this to you?
  2. read existing values from merge form fields in workflow.

    In a workflow you can fill in an area of a merge form. It would be nice if you could read the current content of the merge form field and use that as a variable. For example we have fields that might need to be slightly edited. It would be nice to prepopulate the field with the existing data so that it could be appended. Yes this can be done by highlighting the text but it might be nice to automatically use that as a variable or to append an index field.

    3 votes
    1 comment  ·  Admin →
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  3. Send a mail notification when an error ocurrs in any automation of configuration

    There are times when an autoindex, a deletion policy, etc. fails and to see it you have to enter the option to see it.
    It would be more interesting to be able to establish an email account where you can receive alerts when a problem occurs in them.

    1 vote
    How important is this to you?
  4. Pre-fill E-Form Values From An Existing DocuWare Record

    It would be very useful if I could right click on a record (from a search result) and click on something like "Send To E-Form", and have certain values on the E-Form to be auto populated from matching index values from the record I initiated the E-Form from. For example, a doctor creating a visit note for a patient does not want to re-key all of the patient information into the form during the visit. If the form could be auto populated based on an already existing record, the doctor will only have to fill in the relevant information pertaining…

    6 votes
    0 comments  ·  Forms  ·  Admin →
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  5. Integrate DocuWare with Clever for SSO

    I would like to request DocuWare integrate with Clever for SSO.

    2 votes
    0 comments  ·  Login  ·  Admin →
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  6. Have the ability to click on a user and have an option to turn on or off e-mail notifications for workflow steps

    Example: Click on user Jon Doe and it will show every workflow and step that gets assigned to him. Then give me the option to send email for the step.

    1 vote
    0 comments  ·  Workflow  ·  Admin →
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  7. allow spreadsheet documents to update table fields

    We have timesheets that are done in excel. Currently all of the timesheets are in docuware and they are downloaded, checked for correctness and then imported into our accounting system for payroll. It would be really nice if we could simply update the spreadsheet and have a table field updated with the results so that the table field could be exported with an sql query. Then one file could be imported into the accounting system rather than one file for each employee. That would also make it so that the entire process could be done in docuware rather than just…

    1 vote
    0 comments  ·  Admin →
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  8. DocuWare FTP access security improvements

    DocuWare FTP can be accessed by anyone who knows the URL. It is accessible anonymously.
    User refers to the CSV file which uploaded to FTP in order to Autoindex as master data. They want to protect this from security issues.

    It is necessary to be able to set the accessible IP address and update the security.

    23 votes
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  9. Search Parameter for Length

    If you are expecting a certain number of characters for a specific index field and you want to search for all the documents containing an index with that many characters. This could help people find improperly indexed values within their filing cabinets and allow for cleaner databases.

    1 vote
    0 comments  ·  Searching  ·  Admin →
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  10. Set Global Settings for User Profiles

    Can we have Global Settings for User Profiles. This way all user dialogs may be set uniformly.

    6 votes
    1 comment  ·  General  ·  Admin →
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  11. Cloud Upgrades

    Major releases do not offer any possibility for the customer to test with customer software before it is updated. This software is not using industry standards or best practices. There must be a method for the customer to test a major release on a smaller subset of client machines before the major release is put into effect.

    8 votes
    How important is this to you?
  12. Be able to know the space of each file cabinet

    Right now we can know the system space, but not the file cabinets space. If we want to know which is the biggest file cabinet, we should open a ticket with DocuWare Support.

    2 votes
    How important is this to you?
  13. Be able to assign notifications to user groups

    It is a bit unconfortable to asign notification for each user. It would be easier and more confortable to asign it to a group.

    2 votes
    0 comments  ·  Indexing  ·  Admin →
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  14. Index field behaviour when storing a document

    Hi,

    It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.

    Thanks
    Regards
    Tomas

    6 votes
    0 comments  ·  Storing  ·  Admin →
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  15. Allow signatures on a prefilled form

    I would like to be able to prefill forms with information and allow users to select the forms and obtain a signature using the signature control. For example, I want a dispatcher to fill out all of the delivery information onto a delivery ticket, which a driver will receive through DocuWare. Upon delivery, the driver can open the delivery ticket form and allow the recipient to apply their signature acknowledging delivery.

    4 votes
    0 comments  ·  Forms  ·  Admin →
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  16. Make submitted DocuWare forms scrollable

    One of the things I like least about DocuWare forms is that submitted forms are often multiple pages long. I will usually use form overlays to make them look nicer, but when that's not an option, it would be nice if the resulting multipage document would scroll in that window rather than having to click the next page icon.

    3 votes
    0 comments  ·  Forms  ·  Admin →
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  17. intelligent indexing field filter - add option to use Local Data Connector for dynamic lists

    Currently you need to use a text file to update the Vendor field filter. Every time a new Vendor is added a new file needs to be uploaded. If you add the ability to use Local Data Connector this will update automatically.

    8 votes
    How important is this to you?
  18. make merge form fields wrap text if needed

    On certain documents, it would be helpful to be able to wrap text to fill a box. there may not be much side to side room to overlay the form data, but there can be top to bottom room.

    4 votes
    1 comment  ·  Forms  ·  Admin →
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  19. Make the option "Add wildcard to the search" also available for Select Lists.

    It would be useful to have this option as for search masks.

    This would make it easier to filter the values in the list.
    Would be extremely useful on Web Forms

    16 votes
    How important is this to you?
  20. Stamps available for document trays individually

    Currently, you only have the feature all file cabinets/document trays for assigning stamps.

    We had to change from all file cabinets/documents trays to a specific file cabinet, and in doing so the users lost that ability to stamp in their document trays.

    There process is harder to stamp once in the file cabinet do to large volumes of documents being stored and having to handle the document multiple times due to this feature not being able to be assigned only to document trays.

    Please allow for this. Thanks

    1 vote
    How important is this to you?
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