Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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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 -
Form Only Store Dialogues
Can you please make it so it is possible for people who have permissions to see a form able to store that form without having to assign them the store dialogue that is then visible in the web client. We have loads of customers that want users to be able to save forms but don’t want the user to have a whole load of store dialogues in the web client for the relevant cabinets. I guess the simple way would be to add a tick box to a store dialogue to ask if this was for forms use only so…
4 votes -
Attempts to Logon by Inactive Accounts Notify Administrator
If an User Account is disabled by unchecking the Active checkbox, and the user attempts to logon to DocuWare, the user now gets a message that their account is inactive. We want the Administrator to be notified of the logon attempt.
4 votes -
Improve Field Masks for Correction Replacement
Similar to other requests to automatically insert dashes for SSNs, the United States uses Vehicle Identificaiton Number (VIN). The VIN is composed of 17 characters (digits and capital letters) that act as a unique identifier for the vehicle. The VIN does not include the letters O (o), I (i), and Q (q) (to avoid confusion with numerals 0, 1, and 9). We would like any O (letter) to be dynamically set to 0 (numeral), I (letter) to be set to 1 (numeral), and Q/q (letter) to be set to 9 (numeral).
1 vote -
POP-UP Notification
In addition to E-mail notifications I would like to suggest a pop-up notification using desktop apps letting the users know that they have tasks pending.
E-Mails seem to get lost and don't continually prompt a user to complete their task. Or users might not have access to E-Mail. This should be on option people can mute or turn off.18 votes -
signature that will auto repeat on a multi-page document
when you must sign all pages from document , like contract , and sent it to your customers , some time they ask for sign all pages , but usually this documents are from 5 to 30 pages , and is not posible to stamp signature in all pages at onece
3 votes -
Remove tasks from other controllers when reassigned
Typically the Accounting Team members as well as potentially Department Heads are workflow controllers. It may now happen that tasks which ran into an error or could not be assigned to "normal users for any reason" get assigned to the controllers.
Typically one of the controllers then reassigns the task to another user for them to complete.
The problem is that the other controllers will still see that task in their own task list until the reassigned user finally processes the task. This often leads to other controllers also assigning that task to other users which then causes confusion...
It…
5 votes -
Keep the Copy Text to Clipboard feature when using Fulltext
When you use Fulltext to search the File Cabinet, you lose the Copy to Clipboard feature. It would be nice to be able to keep that feature.
1 vote -
when using the Connect to mail, have an option to automatically split each attachment instead of clipping them all into one single document.
when using the Connect to mail, have an option to automatically split each attachment instead of clipping them all into one single document.
1 vote -
Message when user is disconected
When a timeout is set for sessions.
It would be interesting for users to receive a message when disconnecting (Popup for example).
Currently they have to refresh the page or click on a link.
Impractical when foreclosures are in progress1 vote -
DocuWare Request search with operators AND/OR
In DocuWare Request a search for two words in the same field with operators AND/OR would be helpful.
The search should work for the fulltext search in DocuWare Request as well as for the advanced search in the individual fields e.g. 123456 AND test, 123456 OR test.1 vote -
Add Line #'s to the records list in a search result list.
Add Line #'s to the records list in a search result list.
8 votes -
Display an error message when logging out
When session disconnections are set:Display an error message to inform the user of their disconnection (By popup for example)
1 vote -
Dark Mode
Please provide a Dark Mode option, i have to look at this thing all day and even with monitor adjustments it gets to be a bit much.
thanks!41 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. -
Have the email address show up vs the clients name after the email is stored in docuware
Have the email address show up vs the clients name after the email is stored in docuware. Work around RIGHT CLICK edit is not up to par, if you can show the CLIENTS name , why cant it just display the Users full email address
2 votes -
Specify initial doc version on Store
Provide for a user to choose the initial version number value for the document when storing under Version Management.
When replacing another system, documents may come with existing version numbers and need to progress from that point easily when migrated to DocuWare.
2 votes
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