Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1344 results found
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Select Lists in DW Cloud - Enable SQL Function
Often wish that the SQL option were available in Select Lists for DW Cloud. Really miss it.
3 votes -
Use regular expressions in Document Processing conditions
When setting up a template for Document Processing it would be good to have more control over indexing and identification of documents. Using regular expressions would be great for indexing fields where you will not always know what text you want to replace, you could find a pattern and then replace that. It also goes for the identification of a document. When you are looking for something on the document to identify what kind of document you could search for a regex pattern to identify the document for processing.
4 votes -
1 vote
Thank 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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In the workflow designer allow a workflow to be scheduled if todays date = a date index filed
In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…
2 votes -
Autocomplete like all other document management sytems when indexing
I'm sure this has been suggested but I can't seem to find it. When you drop a file into a tray and select a store dialog, I would expect to be able to link a database connection to a field you enter to perform a database lookup and populate all the other fields like KOFAX, FORTIS, FILEBOUND, CAPTERRA, ONBASE and probably a lot more that I haven't used. My understanding is Docuware lets you enter the first value and save it. Somehow a auto index sees it on save and will do the database lookup and populate the fields. Not…
3 votes -
Add overwrite feature to Intelligent Indexing.
If a user has to manually correct a field that Intelligent Indexing got wrong, Intelligent Indexing than starts entering the manually typed value on many subsequent documents.
We need the ability to have an override feature like in a tax software program.
Currently users have to go ahead and store the document with erroneous index values, then remember to go back and fix them later.
1 vote -
Allow Wildcards for Filtering in Monitor Tasks
This is a new client request, and I like it too. Would be quite useful to be able to use wildcards for the filters in Monitor Tasks columns. It's common for me to have some content in the middle of a string and it would be really nice to be able to filter for these.
Thanks!
3 votes -
Allow the example to be optional instead of required for field masks.
In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.
5 votes -
Comment Marker on workflow steps
Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.
6 votes -
A public or personal stamp can make a decision on a workflow task
It would be ideal if the created stamps could be linked in the tasks of a workflow to make decisions.
1 vote -
Automatically remove licenses from users not found in any AD synced groups.
On-Premise; Active Directory sync.
Users that are removed from AD groups that are synced to Docuware should also automatically remove the license from that user upon synchronization to Active Directory13 votes -
Make Waiting and Delayed tasks in Workflow visible to Wokflow Monitors
When an instance goes into a Waiting or Delayed Task in workflow, it completely disappears from all Web Client views (My Tasks and Monitored Tasks). This makes it difficult to monitor what is in these states without going to the Workflow Designed as a Designer and checking the Waiting Instances Tab.
Even if I go to the Waiting Instances tab there is no simple way to associate the documents with the instances. The tab show Guid and DocID but many times that is too generic for a user to track back a document if it is waiting and needs to…
0 votes -
disable the enter key when storing documents
I want the enter key to only be used to add index entries; not store the document. I click the data on the scanned documents and press enter to add it as an index entry--sometimes I will think I have clicked the data but my mouse wasn't all the way on the data and I will, out of habit, press enter and the whole document is stored when it wasn't ready to be stored. Just make it a user option so each user can decide what they want the enter key to do. You should encompass more keyboard shortcuts.
2 votes -
Integration with SharePoint Online
Many clients use Microsoft 365, formerly Office 365, including SharePoint Online. We have the requirement that documents processed in DocuWare workflows eventually be stored in SharePoint Online, to be accessed by non-DocuWare users. Storing to OneDrive may be an intermediate option.
8 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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Sequential Automatic Numbers Form
The ability to add automatic sequential numbers to the forms.
For exampleAutoNum 1
AutoNum 2As you can see from the attached screen shot it just creates the same number.
1 vote -
Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths
It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.
6 votes -
Hello, I suggest you a keyboard shortcut to store a document from the box, thanks you
the shortcut can be ctrl + s
1 vote -
Add a small delay to Cloud FTP ingestion.
In some systems (including some copiers' scan function) there is a race to verify the file exists and its byte count is correct before the file disappears from the upload directory.
Currently, documents uploaded to the Cloud FTP service are sometimes snarfed up too fast. So by the time the directory listing refreshes, the file is gone. This prevents A) knowing all is well; B) resuming a failed upload; C) overwriting a failed upload. Instead, there is no file, so the verification fails and the file is uploaded again. This results in duplicates at the destination.
Adding a short delay…
3 votes -
Option to replace a stored PDF
stored a PDF in DocuWare.
Customer send a new version. Can we get a replace option. Right mouse click: load new version...
Or drag n drop on a stored document.
This will also be great for office documents.6 votes -
Add feature for user to suspend a workflow item at a task activity
Add option for an end user to suspend a workflow task activity for a configurable amount of time. Sometimes you know a task cannot be acted upon immediately for whatever reason - it takes a week to get processed docs back from a third party for example.
1 vote
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