Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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Use PDF Keyfields for indexing
The system does not recognize or utilize any of the fields already available created and available in a PDF document nor will docuware display any of that information that is contained in the document. This will be a huge shortcomming for any system. It is critically important that we find a way to pickup the meta data from the PDF and display the metadata found within the PDF or we will at some time have a competitor that will and they will have an distinct advantage.....Docuware does not at this time apply all of the PDF standards correctly for viewing…
1 vote -
Bring back sorting of Memo type fields
Previous versions allowed users to sort memo fields in a result dialog/view. This seems to have been removed or partially removed in 6.12 and v7, and does not exist in 7.1.
1 vote -
Workflow Dashboard for Reporting / Monitoring / Analysis
Provide a dashboard for the workflow that would allow an administrator or department manager the ability to view the status of all the documents in the workflow, see who has the document, how long they have had the document and provide the outputting of a full report on documents in the workflow with this information in a format that would allow the user to review the workflow activity to determine if there are bottlenecks, people not doing their jobs, more accurate tracking of time to process documents, etc.
159 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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Filtering option of my tasks so user can choose which workflows to view
When multiple companies use Docuware cloud and all access is granted to the administrators or trainers, there should be a way to filter for which company tasks you would like to see. Currently when I go to my tasks i see both companies multiple tasks and is hard to accomplish work.
1 vote -
Select a role as a select list for drop down lists in DocuWare Forms
I want to be able to populate a drop down list with users from a role, without having to create a select list that mirrors the role.
4 votes -
Add Conditional Merge Form Templates
It would be useful to only Merge onto specific templates based on a condition.
I have a client that has variations on some of their PDF templates used for Merge Forms (usually between 2 and 6 variations). For example, headers and footers may differ between departments, but the information being merged is generic.
Currently I give each Merge Form a unique fixed entry (i.e. department name) which gets matched against the department selected in a drop down list. When the forms enter a workflow, the documents where the selected entry does not match the fixed entry get marked for deletion.
13 votes -
API create group and role
Hi,
I wish I could add / remove groups and roles from the Docuware API
Thanks
4 votes -
3 votes
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The max amount of given select list entries
The max amount of given select list entries (SelectListsMaxCount) should be set individual for the cloud organisation.
The maximum standard of 50 entries is reached quickly in normal operation.5 votes -
stamping idea
I suggest that you improve stamping as to you can highlight a lot of of documents at once(ctr+a) and be able to stamp them at one go than to open first then stamp, time consummation.
thank you, Xolani at ALLIED PUBLISHING
3 votes -
Have a field select list show only accurate choices in store dialog when Intelligent Indexing is enabled.
If I expect to have correct entries displayed in a field’s select list, I cannot use Intelligent Indexing. If I want to use Intelligent Indexing, I cannot expect a field’s select list to display an accurate list.
Docuware support has said this is functioning as designed and working as intended. I would like to have the intended functionality changed so selection lists are accurate when using Intelligent Indexing.
2 votes -
Allow users to Rotate Multiple Pages in the Document Overview
There are many occasions that multiple pages or whole documents are rotated in DocuWare.
We would like a function where we can select and rotate pages in the Document Overview in the DocuWare Document Viewer.
12 votes -
Share to DocuWare from all text based iOS Apps
Need to have DocuWare added as a share location in text apps. This way a doctor/lawyer etc. could dictate his notes, and then send into DocuWare tray (like you can currently in the PaperScan app.) This would be an extremely helpful addition. The attached screen shot shows were I would like it to appear in all apps. Thank you
1 vote -
Allow a storage dialogue prompt when printing to docuware
When printing to Docuware, sometimes there's not the full indexing information available on the document (account numbers sometimes are not allowed on certain documents but still should be stored by account number). The ability to choose Print to Docuware from a website/PDF and it recognizes the Document and prompts a storage dialogue box like it does in "Connect to Outlook" to let you fill in the prompted indexing dialogue so that it can store straight to the File Cabinet and not the just the In-tray.
1 vote -
Allow customization to the tab that opens with the RELATED ITEMS feature
Love that we're able to right click in the list view and find related items. Sometimes I have multiple lists based on those related items and if we were able to name it something unique to the original item then it'd be easier to navigate my many open list views. If I right click a document to find related items and it searches by CUSTOMER NAME then the tab that opens could be that customer name instead of the name of the DOCUMENT RELATIONS JOB.
2 votes -
Ability to customize the names of signatures on stamps
When a name is long, Have the possibility to leave the choice of the display select the display of the name on a stamp signature.
For example :
Firstname name
P. Name
...
To be able to adapt the font
...1 vote -
Multi Filtering
Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!
2 votes -
Ability to apply Result List dialogs to a List dialog's results
Currently docuware lists allows for only manual selection of fields for results of a list. We have dozens of lists that would follow the same fieldsm. Having the ability to select a result dialog for list's result would make this process much easier at scale.
3 votes -
keywords in forms and workflows
Ability to have KEYWORD field type in forms and workflows.
Also the table field types!! consistency between cabinet fields and forms and workflows would be great!9 votes -
Support forms in REST/.Net API
Support the forms in the REST/.Net API, for the following use cases:
- Create/Edit the definition of a form (fields, layout...)
- Fill a form and submit
That would be helpful when docuware is not exposed directly to a certain group of end users that still contribute to the workflows/forms.29 votes
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