Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Allow multiple answers in a field
Allow multiple form fields to populate the cabinet fields based on the answers provide.
IE
Product List 1 - Empty
Product List 2 - Empty
Product List 3 - Product 1Allow them all to be linked to a PRODUCT field but allow some form of arithmetic expression (IF Statements) to populate it.
Iif(Product 1="Product 1",Product 1,Product 2)
Something along those lines. Its frustrating having to create fields to import data back and forth.
1 vote -
Arithmetic Expression in Forms
Allow the use of arithmetic expressions in forms. This would be used to either populate cabinet fields with form fields or work out calculations on the forms.
17 votes -
Zoom while storing documents
While storing a document when using document processing, or intelligent indexing, have the viewer zoom into the area where the data is being extracted for an easier visual validation of the data on the page compared to what has been extracted. This would be particularly useful when validating long strings of numbers such as automobile VIN numbers.
1 vote -
Group related storage dialogs
When you click on "store" the user is provided a list of dialogs they have access to. I would like to suggest the ability to group dialogs. For example, maybe there are 5 dialogs for Customer Documents and 8 for Vendor Documents. When you click on "store" you would at the top of the list see "category" Customer, Vendor. When hover over Customer or Vendor, another level opens with just dialogs relevant to the particular category.
1 vote -
Task sort default to multiple columns
Add secondary and third columns for sorting in a workflow Task. I know you can shift click multiple columns but having it default to the multiple column sort would save time.
1 vote -
DocuWare Clipping - Add ability to delete/remove files from the file cabinet
Currently there isnt a way to delete one of the clipped documents from the file cabinet unless version management is turned on, and even then you must keep the first file.
1 vote -
Pull user's first and last names from their account.
With the integration of Azure, usernames become "jdoe" or "john.doe" and it makes it impossible to pull their first or last name out of their account. We would like the ability to do so for the Workflow tool.
3 votes -
forms on ipad
There should be an option to set forms to display in desktop view on mobile devices such as an iPad as a mobile view is to narrow for the screen size of a tablet.
4 votes -
Roles (List) - Arithmetic expression roles
Allow the ability to group two role variables into a role list variable.
Ie.
Single Role Variables
Manager - GVMANAGER
Director - GVDIRECTORList Role Variable
Approval - GVAPPROVAL (GVMANAGER+GV DIRECTOR)Then allow the workflow to Assign this new role.
2 votes -
Table Fields - Make Required Field Actually Required
Hello everyone:
It would be useful if a Required column in a table field actually be required when a document is stored and probably in other contexts, too.
Right now I can set a column as required, but unless a row in the table field is popped the field is not actually required and the document can be stored with no table field entries.Causes bit of extra work for me and the client as I then have to build an autoindex routine to check for existence of table field data and set a field to indicate whether or not…
3 votes -
Add a Store from desktop/folder integration like the Store from Outlook
Please add the ability to right click a document on the desktop or in a folder and store it in DocuWare just like the Outlook integration where I can right click on an email, select the store dialog I want to use, and send the item directly to DocuWare with the proper indexing without having to drag it to the tray first. Just like Outlook, I'd like to be able to select if the item will be copied or moved when setting up the store dialog.
1 vote -
Change the workflow configuration so that if you change a data assignment it doesn't clear the previous configuration
I have a workflow that takes data from a table field and enters it into a document from a merge form. The workflow loops through the rows in the table field and then depending on what is in the first column it determines where to put the rest of the data. The arithmetic expression is the same for everything but it is cleared out when I change the form field to be entered. Then I have to re-enter it for each condition. That is a time consuming pain.
1 vote -
intelligent index ordinal indicators on date
Add the ability for Intelligent Indexing to interpret ordinal indicators in date indexes i.e. 1st January 2021 (st not recognised).
7 votes -
put a button to create a new form tab
With 7.3 there is a forms tab next to tasks and searches. From that tab you can go to any form or edit any form for which you have rights. It would be nice if you have the rights to create a form to have a button to create a new form from that page rather than going into configurations.
1 vote -
Docuware Client - Settings - Searches - Group/A-Z Sort option
Ability to Group searches by File Cabinet, and to reset/order/sort search dialogs in the User Settings
2 votes -
Desktop Apps - History
Show the import config used in the history grid list as a column without having to select it first.
2 votes -
Desktop Apps Import - Import Jobs - Ability to categorize/sort/filter/search
We have more than 50 import configurations, Some times the import fails, sometimes it stops, it would be nice to display the import jobs by a category, show stopped/failing jobs at the top of the list, being able to sort/filter/search import jobs, (condense the job list), export the job list to CSV for documentation, export the job list for re-import on another pc.
1 vote -
Ability to send a document in a document tray to an import config
When a document is in a Document tray, It would be nice if we could process the document against a specified import configuration. In example, select the document, right click, send to ==> <import config>. (for splitting and indexing). Only way I am aware, is to download the file from the document tray, using Import from Desktop Apps. or manually split/index/store the document
10 votes -
Add ability to download in sets of 1000 instead of just 100. I have users that want to download 10000 records...
Take the limit of 100 records per page and increase it to 1000 so that downloading 10000 records is easier for the users or at least make it customizable from 100 default to 250, 500, 1000 etc. That way the user can tailor their experience based on their machine's capability.
4 votes -
Indexing alias information
For indexing, validation, intelligent indexing, external data and normalization it is nearly impossible for all incoming documents to have the exact same data all the time.
Example:
IL Illinois Ill
City of Springfield, Springfield City of
CWLP, City Water Light and Power
EPA, Environmental Protection Agency, IEPA, Illinois Environmental Protection Agency, Illinois EPAAll of the above are from different documents I have received. The file cabinet data I want them stored by are
IL
City of Springfield
IEPADocuware had a good idea with the index cleaner but in this case I want to use the tool as in…
2 votes
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