Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1340 results found
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Workflow Controller tasks in separate tabs, please
In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.
3 votes -
Add Glow option in text boxes
Be able to add a glow surrounding text in text box, making them easier to read with a busy backdrop
4 votes -
Be able to copy text boxes
A great time saver would be to be able to copy text boxes and be able to edit them with a double click
2 votes -
Expand on the "Send Request" feature
The "Send Request" feature seems to already contain a lot of functionality, but for some reason the access has been made limited. The ability to export "Send Requests" with user, decision, and show everyone who still needs to make a decision would be extremely valuable. It appears all the data is collected in the database, we just don't have access to it.
5 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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control who has access to the change field for all documents - nice option for those that need it, but a bit scary for those that don't.
control who has access to the change field for all documents - nice option for those that need it, but a bit scary for those that don't.
1 vote -
give workflow designers the ability to customize font styles in workflow tasks
It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.
2 votes -
Allow processing import configurations via an autoindex workflow
Sometimes when mass importing you find an import template needed to allow for changes in labeling or location of data. It may be that an entirely new template needs to be created.
It would be amazing if you were able to send documents that already exist in DocuWare into a processing queue that would run another recognition on the document(s). By applying a filter you would limit it to only run on documents that you want to process.
3 votes -
Allow Wildcard (*) Searching in Workflow Task Form Field Select List
When filling in a field in a store or search dialogue, the user can use the wildcard character * to search for a sub-string. For instance, if a field's select list contains the value "Test Field Value 12345", the user can type "*12345" and the select list dropdown will return all values that contain 12345 within them.
This does NOT work on select lists for workflow task form fields. It would be helpful if we could use wildcards to narrow down select lists on workflow task form fields and not just the dialogues.
20 votes -
add a configurable stamp activity to Workflow Designer
Add a specific activity in the Workflow Designer that places a configurable stamp. Give the designer the ability to pick the location of the stamp (either have DocuWare automatically place it, as it does now, or have the workflow creator input X and Y coords), and let the workflow creator pick the global variables or index fields or text for the stamp. We have several workflows that have a lot of fields in the decision tasks and the resulting stamp is huge and contains a lot of info that isn't required.
21 votes -
3 votes
Thank 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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have the ability to reorder pages in docuware easier
Reordering a document that is in docuware is cumbersome and very difficult. Especially if it is a large document. There is no way to check out a document and check it back in if the first page of the document you are reordering isn't the same. What if we didn't want page 1 to be page 1?
10 votes -
Allow "regular" standard select lists in Forms rather than always doing the filtering thing.
When filling out a form, it is now possible to type arbitrary text into select list entry fields. This filtering behavior is not commonly found on webpages and has caused some consistent confusion and frustration for our customers and their clients when forms won't submit.
Not all users of these forms are super savvy, especially for public forms, where users are not familiar with the concept of filtering. They type something in, and say "i'm done with that one" and move on.
Regular drop down lists that you click a choice and that's it should be allowed as an option.…
1 vote -
Keep viewer open when clipping a new document
Users would like to be able to see the original document when clipping a new one. Currently the viewed document closes as soon as the tray opens for selecting a document to clip. The stored documents have a number and the new ones in the tray have that same number. All the numbers look similar, so currently behavior requires that the user memorize which number is to be selected. With many documents in the tray and frequent phone calls and interruptions they can make mistakes, which then are hard to fix because clipped documents cannot be easily edited.
3 votes -
Restore "*Required" Field Errors Back To Webforms
Our DocuWare Cloud instance was recently upgraded to v.7. Since the upgrade, our webforms no longer display errors above the Submit button when *Required fields are incomplete.
In v.7, the descriptive language regarding fields that are incomplete (e.g. "errors") do not appear on webforms. Rather, the "Submit" button remains greyed out and cannot be clicked until the errors are corrected.
Sorry to say, without the helpful errors actually displaying on screen, our users cannot figure out why the Submit button won't light up. One of our webforms is very long and contains many *Required fields. The users simply cannot intuit…
2 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Make the transfer of a message to approvers of invoices an automatic feature.
Program the system in a way that once invoices are loaded the approvers receive and email. Also that once the first approver exercises his duty the invoices are automatically forwarded to the next approver.
1 vote -
Ability to store a Form in Document Tray or File Cabinet
Currently you can only store a Form directly into a File Cabinet with a store dialog. Need ability to store into a Document Tray as well. When storing with Import, Printer or email you have option to store document into Document Tray or File Cabinet
15 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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I suggest that you provide a way to find duplicate document in Docuware
Hi,
To help find duplicate document, i suggest that docuware creates a checksum of each stored document and provides a way to find the duplicates.
Thanks
4 votes -
Provide complete list of dialog users
In dialog configurations, the first ten directly assigned users appear when the mouse hovers over the dialog's user column. I'm looking at systems with more than 10 users in respective search and result lists but with hundreds of users in the system. I'm having a terrible time finding number 11 and greater in the lists and corresponding them. Please find a way to show all the users for a particular dialog. Thanks
1 vote -
Log annotations/stamps correctly in document history
When a document is stamped or annotated, an entry is created in the document history that is titled "Edit Annotations" but it doesn't say what was edited. We would like it to say what stamp was applied or if a text annotation was performed. Additionally, if a stamp is applied that changes index data, the index change is not logged at all. We want to see all index data change events in the document history.
11 votes -
Replacing attached file
Sometimes we need to replace a file totally with other format file. For example, we search and find one document and after that we want to replace the attached file totally. we want to replace for example jpg file with word file.
With check-in and check-out and clip may be it is possible but it is not easy and complicated.
How we can replace attached file?Best Regards
4 votes
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