Client (English)
Please post all ideas that concern the DocuWare client in this forum.
251 results found
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Allow tables in workflow tasks to be read-only
Currently, it's possible to show a table to a user within a task dialog (e.g. cost center table on an invoice, presented in a task for an approver).
However, there's no way to have that table be read-only. The task user has the ability to edit the table.
There should be a read-only option for a table field in the task dialog.
4 votesStarting with DocuWare Version 7.10 index tables can be set to read-only.
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CSV export of Table Data Type from result list
We need to export the information stored in tables. I propose that if a table is included in a result list and we export the index values of the result list that there would be one row for each row of table data.... with the other index fields repeating for each row of table data for that document. Example: Invoices that use table data to list mulitple GL codes. The invoice number, vendor name, total amount would repeat for each unique line of table data, then the next invoice document would start the same type format.
19 votesThank you for your contribution. Your idea is available with version 7.5.
You’ll find more information here: https://cloudnews.docuware.com/#/home/85892/2/2
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Include table field type
Please add the possibility to add a table field to docuware forms.
34 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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One import configuration for monitoring scan folders of many users
It would be good to have an option to only configure one single import configuration to monitor a folder structure of Scan folders (Scans\Username) to then import the documents directly into the default Intray of the user of that username folder.
Currently, if you have 50 users with scan folders for their documents and you want to configure that centrally, you have to create 50 import configuration and 50 import jobs.
2 votesThank you for your contribution. Your idea is already available.
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Include the ability to write to table fields automatically
Currently, data can be pulled from a table field into a Global Variable within "Assign Data" in a workflow. However, the ability to use a table field as a "Destination" when assigning data does not exist. This would be extremely useful if a document with line items is stored directly to a file cabinet. Currently, the table can only be populated manually or using Intelligent Indexing. More automation with the table fields would be very useful!
35 votesThank you for your contribution. Your idea is available with version 7.6.
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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!2 votesThank 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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I suggest that you provide the ability to change and save the wording in the Subject and Text fields of the Send Request Command.
Have the ability to allow users to save wording in the Subject and text fields on the Send Request command. This can will give some rationalization for user/groups and flexibility to there responsibilities.
1 voteThank 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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