Client (English)
Please post all ideas that concern the DocuWare client in this forum.
241 results found
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Storing Directly into DocuWare
Provide the ability to save documents into DocuWare in their native format. Presently, the only way I know is to import or print to DocuWare printer. Importing adds a step to storage and printing to DocuWare printer saves a PDF format, not a Word, Excel or PowerPoint format.
1 voteThank you for your contribution. You can use the Windows Explorer Client to store a file directly in a document tray or even in a file cabinet.
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Propagate Workflow Passwords Automatically with the User Account Change
For security purposes, passwords are changed frequently. However at the moment, if the User Account that runs Workflows is changed, all the workflows no longer function until every workflow is opened, and the password is adjusted there as well.
We would like the Workflow Passwords to be propagated when the User Account password is also changed.
3 votesThank you for your contribution. Your idea has been made available with one of the last versions.
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Google Cloud Directory Sync
Now that it is possible to connect to the Windows Active directory in Docuware Cloud, it would be great to also be able to connect to the Google Activee directory.
2 votesThank you for your contribution. Your idea is available with version 7.8.
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Enable stamps on workflow tasks with table fields
And then have the option to select which fields need to be included in the stamp and make it so that table fields cannot be included in the stamps.
7 votesThank you for your contribution. Your idea is available with version 7.2.
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Have Wildcard Search defaulted for available Search Fields
I'm always checking this box, and seems like would be a great default.
3 votesThank you for your contribution. This is already possible in the search dialog settings in file cabinet configuration.
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Add Required option to fields listed in store dialogue
I've had a few instances where I'd like to make entry required for a field in a store dialog, but not specifically at the file cabinet level.
2 votesThank you for your contribution. Your idea is available with version 7
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Electronic signature
420/5000
There is an increasing need to add this to systems that handle documents. In older versions we had these certificates linked to the electronic stamp, I would like to have the functionality of stamping a document showing the installed certificates / token to link this in the document, this would solve major problems in the flow of documents in companies. Thank you!1 voteThank you for your contribution. Electronic Signatures are available in DocuWare with Validated ID or DocuSign.
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Electronic signature
420/5000
There is an increasing need to add this to systems that handle documents. In older versions we had these certificates linked to the electronic stamp, I would like to have the functionality of stamping a document showing the installed certificates / token to link this in the document, this would solve major problems in the flow of documents in companies. Thank you!3 votesThank you for your contribution. There is already the possibility to sign documents with Validated ID or DocuSign
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Send Request improvement
Send Request could be very helpful with two additional pieces (already there) added. Where the "Document Subject Started" columns are, I would like to see "User" and "Decision" columns added. This would allow you to sort by user or decision, and see it at a glance rather than opening each one.
Also as the sender, I would like to see the number bubble come up when a decision has been made on a request that I sent out. Right now i have to hunt it down in the Sent Requests menu. There's no feedback to the sender.
5 votesThank you for your contribution. Your idea is available with version 7.9.
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Workflow: Export Active Instances
On the taskbar within the cloud based version, it'd be great to have the ability to export the active instances in the workflow.
3 votesThank you for your contribution. Your idea is available with version 7.9.
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Filters in Lists & Result Lists
Abitily to filter columns/fields in the result lists or even in the search results to further narrow the search... but especially in LISTS, since they are predefined and have no ability to continue narrowing down.
5 votesThank you for your contribution. Your idea is available with version 7.4.
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Table in forms
Please give the ability to add the field type 'table' to forms.
82 votesThank you for your input. Table in Forms has already been released in version 7.9 for web forms. Calculations in Table will be released for 7.10. Hope you'll enjoy it.
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add Docuwares fields to the CSV file.
Currently the EXPORT to CSV File will export the USER Data but not the Docuware data. This data (DOCID,SDATE,STIME etc) Is critical in getting a solid audit of the system. The system reports issues based on DOCID but we have no way of dumping a report to match it.
In conversion If 1 system is off by a document after conversion finding the record without the ID is VERY difficult.
4 votesThank you for your contribution. Your idea is available with the new module DocuWare Export.
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Attached annotated documents to Work Flow Email
The final step in one of our workflows is to send the fully stamped document to an external user for final processing.
Attaching the document currently only sends the original document. I considered adding "merge layers" to the process in final stage but unable to add this as "document has been signed"
5 votesThank you for your contribution. Your idea is available in the meantime.
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Microsoft Office plugin
When saving a document created in MS Office, we can directly save to a Docuware Tray/Cabinet. Users who are restricted to save locally would benefit from this feature.
4 votesThank you for your contribution. Your idea is available with Windows Explorer Client.
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Ability to add fonts so that they can be selected from the text annotation window
Ability to add fonts so that they can be selected from the text annotation window
1 voteThank you for your contribution. In an On-Premises DocuWare system this can be accomplished by copying the font into the server fonts directory.
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Filter forms fields
Ability to filter fields based on other fields in FORMS, as it can be done in dialogs and workflows...
12 votesThank you for your idea!
With upcoming version 7.6, the forms module will support "Multi Column Select Lists". This means:
- Assign multi-column-select-lists to dropdowns
- configure filters between dropdowns
- autofill a dropdown in case filtering leads to only one remaining value
Please let us know if you have further ideas or wishes. Thank you.
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Allow turnig off import notification pop up. It blocks accsss to functions on open programs
Allow turnig off import notification pop up. It blocks accsss to functions on open programs
1 voteChange Notification Level:
… …
By default for every Job a tray notification will be shown (default value is “Info”) where the DocuWare Desktop Apps are installed. This tray notifications will reduce the performance. To lower the CPU/RAM load it is possible to change the tray notification level.
This setting can be found in DocuWare.Desktop.exe.config in section in the program files folder of DocuWare Desktophttps://support.docuware.com/en-us/knowledgebase/article/KBA-34997
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filter multi-column select lists in the new table field based on the value of another field
Really happy to see the new table field. It would be great to add the capability to filter the select lists that are in the table based on the value of another field in the dialog. eg. The user picks "Accounting" from the department field and DocuWare filters the GL codes in the select lists in the table field to only show the GL codes tied to the accounting department. Adding this capability to the new table field would provide a more consistent user experience across the platform.
23 votesThank you for your contribution. Your idea is available with version 7.3.
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Right-click copy/paste function in dialogs.
Users should have the ability to right-click copy/paste within all dialogs. Some end users are unaware of the Ctrl+V/C method which leads to frustration. Having the traditional method would make things easier for some users.
7 votesThank you for your contribution. Your idea is already available.
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