Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Result List Based on Field Value
Would be very useful if we could define which result list is rendered based on a field value, like Document Type. In this manner an Edit Index Entries for document type Invoice would only show the pertinent index values and not the values for all the other document types in that file cabinet.
1 vote -
GroupBy in results, views, wordkflows...
GROUP (and subgroup...) results or Taks or lists by the desired field... This should be able to be configured by admin for each result list or workflow view, but also modified and personalized by the users.
1 vote -
Filter and view unique documents
when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)
The ability to filter/show "different" task would be ideal.
Also the number of pending tasks should always refer to unique tasks.
4 votes -
Create Blank Store Dialogs
It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.
2 votes -
Conditional Formatting when Assigning.
For example:
I may want to assign to a department depending on an outcome or responsibility. At the moment I have to create multiple conditional formats and assigns for it to go to the correct person.
I would like it so you could go, if field equals finance then assign finance manager, if field equals sales then assign to sales manager, etc
1 vote -
Message on login
Make the system able to post custom messages to users as they login, similar to the tutorial that pops up on login. This could be used to notify users of upcoming outages, etc.
2 votes -
Manage alerts or limits for uploaded documents in cabinet or tray
To be able to manage alerts for types of documents uploaded and especially more important for their size, I am very interested to know that my users do not upload files of more than X mb in a specific file cabinet for example, or that they only upload PDFs.
This can be done in two ways, by alerts and leaving the user or with permissions in the filing cabinet, and that you put some filters to the filing cabinet of allowed limits.
2 votes -
storage consumption alerts
That you can configure storage consumption alerts for the contracted global, detailed by filing cabinets and also by trays, that an email reaches you when you reach the configurable limit of your data consumption alerts.
3 votes -
storage consumption reports
Storage consumption reports by filing cabinet, with information on the number of documents, average size per file, etc.
That you can get a report that tells how much storage consumption you have made in the last days (filtered by dates) and detailed by filing cabinets.
11 votes -
Import users to DW cloud from CSV
HI, sometimes we get cloud cases with many users Without the possibility to import users from AD.
It is tiresome to create 100 users+ from scratch.
It should really be possible to do a batch import of users with name and email from CSV.18 votes -
allow html email notifications
The email notifications generated from workflows allow for quite a bit of customization with verbage and data fields, but they're plaintext. Nowadays people are accustomed to getting quite attractive email notifications from their various services so it would be great if you could add the ability to use html formatting and images in the emails - it would add to the professional look and feel of DocuWare.
9 votes -
Type Signatures in Forms
Typing a signature is available in work flows but, not available in forms. Using the mouse to make a signature usually comes out sloppy. It would be nice to be able to type a signature in forms.
2 votes -
separate user name and password entry screens
Separate screens for user name entry and password entry to improve security. Current one screen model lends itself to brute force attacks.
2 votes -
use of captcha
Increase the security of the web client by implementing CAPTCHA as part of the authentication process to start a session.
5 votes -
Connect to Desktop Apps from Configurations page
If all the user licences are assigned and you need to connect the administration account to desktop apps, you have to reassign a licence and login to the front end, then connect desktops apps and then reassign the licence again. It would be much easier if you could connect the desktop apps from the configuration page.
1 vote -
Create a data record from a form
I use forms as a down and dirty data collection tool. I don't necessarily need to keep the form I just want the data. I also have a case where I have a merge form and one of the merge forms is a blank page that I use for the data record. The problem with this is that I can't just double click on the data record in search results to edit it I have to edit indexes. It would be nice if there was a third option with forms for create data record. Or in Merge forms have an…
11 votes -
Allow Workflow Controllers to Move an Item to A Different Node in The Workflow
Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future
6 votes -
Deny users to create a "Personal Stamp".
Currently, Any user can create a personal stamp and update the document(s) metadata without any validation.
From the Configuration page, "Configure Stamp" permission under functional profile doesn't affect "Personal Stamps", and the user will still have the permissions to create stamps and use it.
In the case we have a workflow process with one task contain two decisions (Approved, Rejected), the decision will affect "status" filed to be updated as (approved, rejected).
Users need to have the permission of (write, modify) on the "status" field to take the decisions, at the same time user can create a personal stamp with…
20 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Intelligent Indexing and Colour Blindnees
I have a client that has red-green colour blindness which affects 8% of the male population. This makes Intelligent Indexing difficult as he can not tell which documents have been successfully indexed.
I propose a graphical representation of the indexing status such as a letter to represent the status i.e. G, Y or R. This will also have a benefit as you be able to sort the documents by indexing status.6 votes -
Remove authentication prompt when testing workflows
It would be more efficient if testing workflow did not prompt for credentials each time a workflow is tested. You have to authenticate when creating the trigger.
1 vote
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