Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Fillable PDF Web Forms
An option to have the pdf Web Forms create a Fillable pdf like you can with the merge forms. We would like to have PDF forms instead of flat PDF's.
I really like the layouts I can create with the web forms, but I have to use Merge Forms because we need the ability to easily edit the PDF's after they have been submitted. Merge forms are ok, but making the Web Forms as fillable PDF's would be very helpful for us, and much faster to create and easier to manage.
12 votes -
Stamps need to be removable by user rights, not only delete before saving, process changes and Work Order change as well
Stamps need to be removable by user rights or profile, not only delete before saving, process changes and Work Order/stamps change as well
2 votes -
Display an error message with a reason when editing multiple index entries
When you edit multiple index entries at once via a resultlist and for example it needs to be a value from a selectlist it simply displays failed to update x amount of documents." I would propose you show the reason why it failed.
i.e. "Failed to update x out of x documents. the value was not in the selectlist"
1 vote -
Add the ability to archive emails sent via a workflow
Currently you can send emails via a workflow. It would be nice to be able to archive those emails based on settings saved to the task in the workflow responsible.
1 vote -
expanded use of Table fields
I was excited to see the new table field type in version 7.1. However, it does not appear that I will be able to use it as planned.
Our situation: We will receive a check from one our clients who may have several accounts with us. In the accompanying instructions, the client requests to have the check amount distributed evenly among all of their accounts. The instructions may or may not specify account numbers and amounts.
Once the values have been distributed to each account, we still need to have the capability to search for and retrieve the document using…2 votes -
allow formatting of numeric values to not include comma separator.
We need certain fields to be numeric, so cannot use the text field "workaround"
5 votes -
make data validation use graphical editor tools
we currently have the ability to validate data by hooking a web service into a store dialog but that requires either JS or C# coding. It'd be great if we could use the graphical editor tools to build these validations (eg. the data validation builder that's part of workflow tasks)
1 voteThank 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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Adding more document format via the viewer
Hi all,
It will be great to expand DocuWare market in order to add aditonal format to the viewer. See attachment with file I need.
Kind regards
Jean Michel Haine2 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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Add a feature to choose a certain page to scroll to when viewing instead of just the arrows.
Allow the user to choose a page number to scroll to in the same manner as available in Adobe.
1 vote -
Set up role or group to have restricted only download in PDF file format
Ability to set users to only be able to download documents in PDF format irrelevant of their original format they was unloaded in
The document will still be stored as it was uploaded however certain groups that are read only would only be able to download PDFs
2 votes -
Allow pages to be deleted from a document prior to storing in File Cabinet
In some cases documents include a mix of double-sided and single-sided pages. If the document is scanned at a local copier it does not allow you to opt for automatic blank page removal like a scan station might. This means that the scanner picks up the blank side of a single-sided document, making the document larger than necessary. It would be great to have the ability to remove these pages without having to unstaple all the pages to remove them, then to restaple. This opens the opportunity for pages to not be restapled to the correct document versus going into…
5 votes -
Make stamps searchable
Stamps do not appear to be searchable. It would be very beneficial if a content search be able to search these stamps.
11 votes -
More Stamp Colors
We need more stamp color options besides red, green, black, blue, and yellow. Yellow is useless on a white background. When multiple departments are touching the same document, it would be helpful to color code department stamps. Thank you.
5 votes -
Select List - Choose Variable Item Count Shown
The 50 item limit for return in a Select List can be an issue. For instance, I have a list of GL Codes where the users are not expected to know enough to type ahead and reference items that they cannot see. They need to see the whole list. Not the first time I've run up against this and seems like it might not be too much trouble to let us choose how many returns will show in the unfiltered list.
3 votes -
System# oder Organisation in Fehler-Mails anzeigen
In den E-Mails, die die Cloud bei Fehlern versendet fehlt ein Hinweis um welchen Kunden es sich handelt.
Ohne diese ist es mühsam den betroffenen Kunden zu finden um Support zu leisten.
Die System#, der Name der Organisation oder wenigstens die URL der betroffenen Cloud-Instanz würde hier enorm helfen.
Bitte einbauen!
1 vote -
Enable Tab Key based selections from Select Lists or any multiple selection opportunity
Common complaint is the Down Arrow and Return method currently in place for selecting an option from a Select List or other multiple selection opportunities in DocuWare. The Tab Key method is almost universal and it never fails that the clients are put off by not being able to use this choice. Adding to the frustration is that if you're using the Down Arrow then Enter in a Workflow task and accidentally hit Enter twice the second Enter confirms the task when that is not desired. I encounter this quite often. What do you think?
8 votes -
Sort documents based on Username in Document Tray
Multiple people scan documents into a Document Tray. I would like the ability to sort documents based on user that submitted them. I need multiple people using the same Document Tray so if one person becomes unavailable, someone else can go in and work on their documents. We don't want each user to have their own Document Tray as we have over 8,000 users.
5 votes -
Add the ability to adjust the layout of the preview pane to be above or below the tray.
To better fit on a Portrait mode monitor, please add a setting to the preview pane to switch it from being next to the tray to being either below or above the tray. This will allow for a much higher density of information in a single window with the preview pane when viewing on a portrait monitor, which is popular for document viewing.
2 votesThank you for your idea. To evaluate this idea more, we need more information on this topic. Please add a comment, explaining your need and use case. Thank you.
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Dynamically Update Workflow tasks assigned to roles
When a workflow task is assigned to a role, a task is simultaneously generated for every user who is a member of that role. This is problematic because when new colleagues are added to the role, they are unable to see workflow tasks that were created before they joined.
3 votes -
Be able to modify type (Word, Excel, PDF, etc.) during the life of a document
It would be interesting to be able to change the type of a document during its lifetime.
For example the first version of the document created in word, the second version in PDF, the third version in excel,...1 vote
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