Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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Please bring back the option to Sort By: "Comments"
Please bring back the option to Sort By: "Comments". This allowed us to categorize and prioritize on items that are due asap more efficiently.
4 votes -
Create new document in Workflow
I would like the ability to create a new document within an existing workflow.
For example, I have a document going through the workflow to highlight user error.
We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.
I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.
The document "Credit Note.pdf" would be added to the merge forms section in forms.
Please see attached.
8 votes -
Allow to hide store dialog for a user group without disable access
Possibility to hide a specific store dialog for a specific user group/role without disable access.
3 votes -
processor
When stored the processor is the tray that you are in rather than the person that has created the document. This would make more time available to do other things in the long run.
1 vote -
Invoice date
Only the invoice date from intelligent indexing should be processed not the created on date. It has taken up a lot of my time going in and changing this for almost everything when our system crashed.
1 vote -
Please consider providing a group stamp that will stamp all highlighted documents in a result list.
need to stamp a group of documents with one stamp
7 votes -
Able to add Stamps without decisions
Able to add Stamps without decisions being stamped as well.
Ie FIELD = COMMENTS
Stamp just posts
USER AND TIMEbut the field will still copy to comments.
1 vote -
Add a print option to the DocuWare Workflow
Add a print option to the DocuWare Workflow so that they can be viewed in PDF format. This would be ideal for process mapping.
3 votes -
Allow only data records in file cabinet
As it is now common practise to use file cabinets as hidden databases for workflow assignments (i.e. Approval Matrix, Supplier List, etc.) it would be good to have an option in the file cabinet settings to prevent users from accidentally storing documents into those cabinets.
In many cases the local DocuWare Admins who need to maintain those file cabinets are normal users and therefore may make mistakes...
4 votes -
Give the view of both pages on screeen instead of clicking the second page to see it
right now you see one page but can you change to layout to show 2 pages?
2 votes -
Allow users that have access to several select lists to modify some lists but not others.
When users use more than one select list, it may be necessary for them to edit some lists but not be permitted to edit others. Right now, this is an either/or situation They can either edit all lists or no lists.
1 vote -
Admin should have the ability to take ownership of configurations like printers, import jobs, etc...
Users can create their own configurations for trays, printers etc. However, the Admin can't even see those configurations which makes the system rather difficult to administrate. It would be much better if the Admin can see all the different configurations and, also, if needed take ownership. This could be linked with an automated email to the original owner of the configuration so that they are aware.
2 votes -
It would he helpful to be able to request another user to close a document that is open for editing on their client. Similar to MS WORD
It would he helpful to be able to request another user to close a document that is open for editing on their client. Similar to MS WORD and Excel.
2 votes -
table field search
Ability to SEARCH by table fields is important!
23 votes -
Have the ability for a workflow to write data to different merge forms
When a document is submitted from a Form to a Workflow, currently you can only write back to a single merge form. However if the eForm has multiple merge forms you cannot write the data to multiple merger form.
it would be helpful if a workflow could write back data to multiple merge forms that are part of a single web form.
2 votes -
Add shortcut to download selected file from clipped documents
With document which contains several clipped files we can not download selected clipped file (which preview is currently displayed) using any shortcut - we can only download complete document set as ZIP.
1 vote -
Allow us to disable the "Send reminder email" as the default option when reassigning workflow tasks
When reassigning tasks in the workflow monitor window, the controller must un-check the "Send reminder email" option, if no email is to be sent. It would be better if this option was off by default (or could be changed in configuration) to prevent too many emails being sent.
4 votes -
Add Instructions to Store Dialogs
I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.
7 votes -
Background image for the sign field
Instead of just having a white background for the sign field, allow using a background image in order to make a diagram.
Included, one example of a bus background image on which user can simply draw where the problem is located for instance.
1 vote -
version field in task
Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.
1 vote
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