Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1344 results found
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Quick search bar (like M-Files)
Implementation of a quick search bar, just like M-Files has. It automatically searches from metadata and file content. Just like Google basically but internally.
https://userguide.m-files.com/user-guide/latest/eng/using_quick_search.html
1 vote -
postman & api training
please create a training option in the academy to explain how to get started using the postman examples and the new api options in the workflows.
Thank-you!
2 votes -
Have the ability to delete our own stamp if placed by error
It would be nice to be able to delete our own stamp if we place on a document by error or on the wrong page in the document. Or even have the ability to move it after it been placed.
2 votes -
Implement the ablility to upload a document in a task decision
I know you can clip a document in a task. I'm saying within a task decision, provide an "upload documents" option that would automatically clip the upload to the current task document.
2 votes -
Add how it was stored to the audit trail, not just "store"
Currently when you audit a document it just shows "store" under the event. To help with troubleshooting for customers that have multiple ingest methods could it get changed to Store- Outlook or Store- Doc Processing or Store-Document Tray ect. this would help isolate and narrow down the problem if there is one.
2 votes -
Live table field calculations in workflow task (like forms)
It would be great if we could do live line item calculations like we see in forms. For instance, on an invoice, we enter the quantity and price each for a line and the next column automatically fills with the subtotal.
4 votes -
Stamps - Permissions Loophole
By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.
2 votes -
Add font color option to fillable form field in workflow
I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…2 votes -
create a single-line or multi-line text field linked to a selection list
It would be very interesting to be able to associate a single-line or multi-line text field with a selection list. We might have the ability to make some great form.
3 votes -
Export to Excel file
Currently we have the option to Export to CSV file. In our environment we work with file type: .xlsx
Is it possible to add an option to Export as Excel file as when you use the CSV list and you update information, you lose your changes and are forced to first store it as an .xlsx file before editing.1 vote -
password reset notification
When administrators or system administrators send the reset password link to Docuware users, then send an additional email notification to let administrators know if the user has completed the process, or make the reset password window longer than 15 minutes.
2 votes -
Further restrict access to Restore documents in Trash Bin
Please add the ability to restrict access to the Restore button in the Trash Bin. The attached is where I would expect to find this control.
The following provides guidance when there is access to the Restore button, and to which documents the user may restore. I've summed it up like this, based upon File Cabinet permissions.
Those who are set as file cabinet Owner may see and Restore all deleted files.
A file cabinet User (who has delete permissions) may Restore only those documents they have deleted, this means that the Restore button exists.
A file cabinet User (who…7 votes -
Overview panel anchored to view all document pages
Anchor Overview panel: The idea is that the anchor view will appear when clicking on the document, maximized, so the user can view all the pages of the document.
3 votes -
Empty() in Date Field
It should be possible to search for empty date fields (Search Dialogue). Currently, this function is only possible as a list.
4 votes -
Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed
Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.
3 votes -
Have the ability to edit/manipulate PDF documents from the store dialog area of the web client.
This would allow users to split documents, delete pages, reorder pages etc in the store dialog area.
3 votes -
Provide a way to store table values from eforms and/or workflow on to merge forms
Enable a method to store table data from eforms or from within a table field in workflow onto merge forms. Does not seem like its currently possible even in workflow according to communication I had with support. Sounds like keyword fields could be used but duplicate values are not supported and tracking the colums/relationships might be difficult.
3 votes -
Customize table column by double-clicking
As a user, I would like to be able to adjust table columns to the width of the entries by double-clicking. This would allow me to quickly adjust the width of the table columns and not have to manually drag the columns smaller or larger. (Function like Excel).
2 votes -
enable sending a flattened PDF version of a document out of Docuware
Enable saving a flattened version of a document to in turn mail out of the system or within the email workflow tool, enable flattening a copy of the document for customer facing.
3 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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When sending an email to a GV that matches the username of an inactive user, do not throw a general error task.
DocuWare R&D claims that this works as intended, but it makes no sense to work like this for inactive users.
Just looking to get this logic re-evaluated.
SR-215058-N9C6L
2 votes
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