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

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1524 results found

  1. Prefill table rows on store dialog

    Add possibility to add multiple rows with different prefilled entries to a table field on a store dialog.

    2 votes

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    0 comments  ·  Storing  ·  Admin →
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  2. Form image as URL

    We would like to have option to add image in form as URL. Or how to change easily logo in several forms at once. Dynamically.

    1 vote

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  3. The line breaks from memo-type indexes in workflow email

    The line breaks from memo-type indexes must be preserved when they are used in the body of an email sent via the workflow engine.
    Currently, it is necessary to manually insert <br> tags to keep the formatting.

    2 votes

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  4. Discussion feed associated with documents

    It would be helpful if there were a discussion feed associated with a document, perhaps something in a side panel of the document viewer. Something like a chat feed, where users who have access to the document can add conversation entries. This would be great in workflows where documents may get passed back and forth. The chat feed would exist outside of the document, rather than text annotations on top of the document. This would also be easier than trying to pass messages back and forth in workflow using index values.

    1 vote

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  5. Automatische Wiederherstellung von Datenbankverbindungen in importierten Workflows

    Beim Import vorkonfigurierter Lösungen über den LocalData Connector sollten Workflows bestehende Datenbankverbindungen automatisch erkennen, sofern die Datenquellen identische Namen und Strukturen besitzen. Aktuell ist das nicht möglich, da die Workflows im Hintergrund nicht mit den Tabellennamen, sondern mit GUIDs arbeiten. Dadurch werden beim Import keine Verknüpfungen zu den vorhandenen Datenquellen hergestellt, auch wenn diese strukturell identisch sind.

    In der Praxis bedeutet das, dass sämtliche Workflow-Zuordnungen manuell neu verbunden werden müssen – ein erheblicher zeitlicher und organisatorischer Aufwand, insbesondere bei umfangreichen Lösungen mit vielen Datenquellen.

    Eine Funktion zur automatischen oder halbautomatischen Wiederherstellung der Verbindungen beim Import würde diesen Prozess deutlich vereinfachen.…

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  6. Optionally restrict the model space per cabinet and / or document type

    When documents are imported into an intelligent indexing tray and the option for restricting the model space per cabinet and / or document type is configured, intelligent indexing should only take already processed documents into account, which are from the same cabinet (as the cabinet defined for the tray) and /or documents, which have the same document type as preset by the import configuration, respecitvely.
    Background: In praxis, often documents are presorted by file cabinet and / or document type before they are scanned or when an individual mail inbox is configured per document type (invoices, e. g., have their…

    1 vote

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  7. Sum in result lists

    It would be nice to be able to have a sum of some index at the bottom of a result list : use case is, thare are invoices in validation, a reulst list gives the list of all invoices in the flow, the footer of the list displays the overall amount of amount to be paid in the list

    1 vote

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  8. Table index in Result Lists for export to Power BI

    Hi, further the https://docuware.uservoice.com/forums/230570-client-english/suggestions/39185665-csv-export-of-table-data-type-from-result-list idea for Export, clients suggest to have the ability to have result list being able to export CSV with table index, so that they can be worked by Power BI

    1 vote

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  9. Enable indexing and searching of data from Form Tables

    It would be very useful if data entered into tables within DocuWare Forms could be indexed into searchable fields in the file cabinet (or used in merged forms).

    Currently, table data can only be stored in a table field and cannot be indexed or searched. Allowing table data to be mapped to normal index fields (e.g. text or keyword) would make it possible to search for and filter documents based on the information entered in the form table.

    2 votes

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  10. Keep the opened page when reloading document after update

    When a document preview is open, and the document gets updated, the view resets and goes back to the first page. It would be very useful that the open document would automatically go back to the page/clipped document where the preview was left off before the document update.

    1 vote

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  11. Restriction on FTP via Central Gateway Settings

    With the Central Gateway Settings in Docuware.
    We can declare IP address which can access to the platform.
    It works for Docuware webapplication, but not for FTP. Even if i declare authorize IP.
    Anyone can still access to the FTP.
    Is it possible to add this functionnality to FTP ?

    4 votes

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    1 comment  ·  Admin →
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  12. Searching for a negated value

    Searching for a negated value, meaning that in DocuWare we want to find documents whose metadata does NOT contain a specific value.

    1 vote

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    0 comments  ·  Searching  ·  Admin →
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  13. Request to Enable Filtering of Selection Lists Based on Logged-in User in DocuWare Forms

    In DocuWare Forms, I would like to use the logged-in username to filter selection lists. Specifically, I want to display information related to the logged-in user in a selection list. However, since it is currently not possible to use the logged-in user's text field as a filter condition for another field, I would like to request that this functionality be made available.

    2 votes

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  14. Request to Enable User Selection by Full Name in Workflow Task User Lists

    Currently, in the user list displayed on workflow tasks, only the logged-in user can be selected. We would like to request a feature that allows users to be selected based on their full name, combining First Name and Last Name. This would improve usability and clarity when assigning tasks within workflows.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  15. Request for Automatic Completion of Assigned Workflow Tasks upon Index Changes

    We would like to request a feature that automatically completes workflow tasks already assigned to users when an index change or similar action occurs. This would help streamline operations and reduce manual intervention in cases where the task becomes irrelevant due to updated document data.

    1 vote

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  16. Request to Enable Keywords and Table Fields in Autoindex Conditions

    Please make it possible to use keywords and table fields in the Autoindex feature. Currently, Autoindex does not allow the use of keywords or table fields for data comparison. If these could be utilized, the system’s usability would be greatly enhanced.

    2 votes

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  17. Original e-invoices are turned into regular PDFs by adding a letterhead

    Currently, it is already possible to add a letterhead to e-invoices (XML or PDF with embedded XML). However, this turns the original invoice into a PDF without the e-invoice component (XML).
    The desired behavior should be that when downloading an original, the original is returned.

    1 vote

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  18. add support for .VSDX files

    Since Process Planner is being discontinued...visio files should be back on the list of supported file types.

    Even if you only show a snapshot of the file in the viewer, the important feature would be the ability to 'Edit in Microsoft 365 for the web'.

    1 vote

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  19. webhook creation of link to collect a feedback from a webservice and trigger index and workflows

    We need to be able to create a link to give it to a webservice which will call that link to sent information like a status for paiement or an electronic signature.
    When this link is called by external services we need to exploit the content to trigger a workflow or update an index the same way it is already possible for a webservice synchronous response

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  20. User Attributes for Improved Rights and Index Profiles Management

    I would like to suggest the addition of configurable user attributes in DocuWare. These attributes could either be fixed (system-defined) or custom (administrator-defined) and assigned directly to users.

    For example:

    A Manager attribute that stores the login of the user’s manager, referencing another DocuWare account.

    A Department/Service attribute where administrators can set a fixed value.

    These attributes could then be used in index profiles and rights management. For instance, if the index field SERVICE contains the value defined in the user’s SERVICE attribute, the user would automatically have access according to that rule.

    This would greatly simplify the administration of…

    9 votes

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