Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1344 results found
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Send Request should show on document when sent
Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.
At the moment you can't see easily that a request is running on a document if there was no response to the request yet.
7 votes -
Prevent uploading unneeded documents
how can the admin prevent the user from uploading unneeded documents, like Videos or audio files, whether to the file cabinet or the tray? version 6.12
2 votes -
If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray
Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document
17 votes -
File formats supported for display: STP or STEP
The file formats is becoming very standard for designer application...
It should be great if we could support itVery current software who use this format:
https://www.solidworks.com/Information about this format
https://fileinfo.com/extension/step2 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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Ability to remove commas
We have several clients that are migrating and in their Fortis setup they have check numbers or other numerical fields set as an INT field. These fields do no have a comma in them, in Fortis, but when they are migrated there is a comma. We would like to have the ability to turn off the commas in DocuWare for specific INT fields. Seeing as how SQL stores the data without commas, this has to be something that is being done on the website side.
3 votes -
Enable Flagging for stored files
It would be very helpful to be able to Flag stored files.For example, We store files (Jobs) by Job number. If there was a way to Flag a specific job that has special needs so that upon any future inquiries on this Job , it would immediately be apparent that it needs special handling. This could be part of the indexing process. Also any files added to a stored Job that has been flagged already would prompt a Popup that would warn the user that the specific Job being added to, demands special handling. Similar to the Popup that appears…
1 vote -
Keyword filds in result list dialog
Possibility to show keyword fields in result list dialog as comma separated string
16 votes -
include a tool to invert a TIFF document...FROM black background & white text TO white background & black text
We accidently scanned several documents into TIFF format with an inverse option selected. This causes them to print with a black background and white text. I would like the opposite. I know their is an inverse button for toggling this for viewing purposes, but for printing, no toggle is available. I know Black Ice makes a product to convert/invert TIFF files, but I would save a lot of steps if Docuware had a product that was part of their program that could do this so that I would not have to re-index files stored in Docuware. Just open, and if…
1 vote -
Field list in Field behaviors should take the field name and not label
Currently the field list when using field behaviors are using labels. This gets confusing when you have multiple addresses or occurrences of a particular field.
If the field label was used instead, admins can make them unique.
2 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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Don't allow approval stamps to overlap other stamps
Don't allow users to stamp over another stamp, otherwise they cannot be read.
4 votes -
Add something that hides stamps/annotations for certain users when they have to open the document outside of DocuWare via links
Whenever users open documents in the DocuWare view, they always see all the stamps and annotations. There should be a feature that hides users from seeing these annotations/stamps/notes.
8 votes -
view more than one document at the same time
View more than one document at the same time and apply annotations to both documents at the same time
2 votes -
Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.
We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...
2 votes -
Separate File Cabinet Creation Permission under functional profile
Once the user added to "Owner" file cabinet profile to manage file cabinet Dialog, Database fields, and permission, the user needs to have "File Cabinets" permission under functional profile.
our client want to give user these permission but without having the ability to create new file cabinet,3 votes -
Allow stamp configuration to be set to a designated layer
Would be nice to be able to designate one of the 5 available layers for particular stamps
4 votes -
purchase order stamping and sending
when creating a purchase order, I would like the order to be stamped in docuware automatically sent to supplier and then docuware allows a blank pop up email with order attached ready to send out to supplier.
initially all we have to do is type the email address and bobs an uncle again..:)
1 vote -
Mobile App
For the sales team, mobile Docuware could be a game changer for providing better customer service! Please add the ability to view my tray, share/send documents, and apply filtering options. The search option is great, but it would be valuable to see a list of documents.
2 votesThank you for your idea.
We are constantly adding functionality to the DocuWare Mobile app.
Document trays is already planned for one of the next releases, sharing documents for one release further down. -
one click indexing off by default
would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.
2 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. -
allow us to control which store dialogs can be seen from a document tray
document trays are used for different things. eg. invoices coming in to one facility go into a particular document tray (from C2Mailor or from DWImport from a hotfolder linked to that facility's MFP, or users at that facility only have access to that C2O configuration, etc). Wouldn't it be great if any of those invoices could only be stored using one particular store dialog (eg. the Invoices one), even if that particular user also had access to a store dialog for contracts or other documents that never ended up in this tray? That would simplify the user's menus, reduce possible…
16 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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Bring back the < (searches below the number) and > (searches above number)
If we've inadvertently missed a number when indexing, we used to be able to find the document by typing in "9xx..." in the search option and it would pull all the numbers that fall under (or above) it and, therefore, would be easier to locate. For example, I'm looking for the account number 2140463374 but obviously we've missed / transposed a number somewhere. So I would enter <2140463999 and have all the indexed numbers UNDER it pull up.
3 votes
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