Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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Edit web form during multiple steps of a workflow before submitting to a merge form
For example on an Employee Injury Report form it would be nice for the employee to fill the top half of the form and then submit it to step 2 where a manager finishes filling out the form by utilizing the form itself and not a task dialog (no signature box is available in a task dialog). Then the form is submitted to a merge form which formats all the data into a pdf.
Currently you cant sign a form in multiple steps like this without using a stamp. This makes the workflow look very rudimentary.
9 votes -
Add an "approved" stamp icon on the Windows title bar. It would save about six mouse clicks.
By adding an icon on the title bar to approve a doc, it would save six mouse clicks, or hundreds per day.
2 votes -
Prevent import of documents with expired digital certificates
Applying digital certificates to imported documents is possible (also when scanning). If a certificate is expired there is a warning but the documents are imported to a tray anyway. It would be preferable to prevent those documents from being imported at all. Note: other posts request more functionality from the import module. this could be tied to those requests.
1 vote -
Allow import job-only trays (no drag and drop, no individual importing by users)
A client in biomedical manufacturing wants to require that new documents be imported to a tray exclusively by an import process on a server so that they can be sure that no other documents are captured. Users would not be able to import or scan into the tray.
1 vote -
Locking an open document in the Document Tray
Our customer often work on shared document tray to which a many people have access to.
Unfortunately very common happened that the same document is opened in Document Tray by two or more persons and they try to store it in Docuware.
The one who is faster will store it and the other one will receive an error message that such document does not exist anymore.So we ask to add functionality of locking an access to the document in Document Tray if someone opens such a document in Document Tray.
4 votes -
1 vote
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Set custom boxes background
Some users have differents research boxes in the same tray. But these boxes are very similar (sames fields with 1 or 2 prefilled fields).
They often don't see they are not in the right box for their research.
If we could set a background color for the differents boxes in a same tray it would be helpfull for users.2 votesThank you for your idea. To evaluate this idea more, we need more information on this topic. Please add a comment, explaining your need and use case. Thank you.
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Mensajes a Usuarios a travez de WebClient
existe alguna forma como administrador, poder enviar msj a pantallas de los usuarios conectados, ya sea para dar avisos o advertencias de uso, e incluir logotipos personalizados al usar Docuware Request
1 vote -
Automatic Redaction
We need to eliminate routing numbers off of checks automatically.
2 votes -
Make it possible to create a document relation with values from table field
Please make it possible to create a document relation to a certain column in a table field.
6 votes -
Make a data record view on the documentviewer location
When selecting a Data record, show it on the place where otherwise the document is shown, instead of showing it in a popup form.
1 vote -
Make inline editing of index fields possible in result and list view
Make inline editing of index fields possible in the result and list view in the Web client. So instead of right click > edit index entries, double click on a column of a record and the field becomes editable for filling in a value
1 vote -
Ability to add .msg files to Form
Ability to add/attach .msg files to Form
Currently receiving this error message when we try to attach an email to a published Form:
"Invalid attached file type. Supported file types are .pdf,.doc,.docx,.jpg,.jpeg,.gif,.png,.bmp,.tif,.psd,.xls,.xlsx,.txt,.mp3,.mp4,.aac,.wav,.wmv,.avi,.mpg,.mpeg,.zip."
1 vote -
Create an Admin message function
Create the ability for an Admin to post a login message for users to alert them to updates, new information, or whatever an Admin wants their users to know. Just a pop-up that can be closed by the user after reading it.
3 votes -
Zugferd Daten gehen bei Export verloren
"Beim Download von pdfs die Zugferd enthalten gibt es folgendes verhalten.
- Download Original: Zugferd enthalten
- Als pdf mit allen Anmerkungen: Zugferd nicht mehr enthalten
- Als pdf ohne Anmerkungen: Zugferd nicht mehr enthalten
Dies ist ein gewolltes Verhalten und passiert weil das PDF immer konvertiert wird wenn "Als pdf" benutzt wird um das Dokument herunterzuladen." - Aussage vom DocuWare SupportWünschenswert wäre, wenn die Zugferd Daten beim Download als PDF, egal ob mit oder ohne Anmerkungen, nicht verloren gehen würden.
1 vote -
Smart Index templates window resizing
Smart index template moves when resizing the window of the connected application. Create a way to set the window size so users can not accidentally resize the window in which causes the template to not be aligned.
2 votes -
Get email delivery status on mail sent from DocuWare Workflow
It would be helpful if emails sent from workflow would show the delivery status in workflow history. Currently we can see the recipients but not if the delivery to the recipients was successful.
2 votes -
Allow drag and drop to Outlook e-mails for sending documents
I get a lot of requests from users that would like the option to drag and drop documents from the DocuWare webclient (i.e. from a search result) directly into an Outlook e-mail.
Currently, the only option is to right click and Send by E-mail. However this option creates a new, empty, e-mail and freezes up the whole Outlook client until the e-mail is sent. This renders our users unable to respond to document requests or to attach documents into ongoing conversations - which is the case most of the time when a document is needed.
15 votesThank you for your idea.
Right now, there is no possibility to change this behavior. DocuWare is using a system functionality from Windows to send an email. Outlook is blocking access to the main window when using this system functionality.
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Add HTML support to forms fixed text element
Add HTML support to forms fixed text element, such as bullets. Text can be formatted in Word but most of the formatting is lost when the text is pasted into the editor.
2 votes -
Manage folders in workflow tasks
Our users really look forward to being able to organise their taskslist with folders on their web client, check the mockup attached
1 vote
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