Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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include supporting autodesk inventor files on docuware
include supporting autodesk inventor files on docuware
1 vote -
Allow preindexing in an Intelligent Indexing document tray
When you are bulk storing docs via Intelligent Indexing, you still want them stored in the file cabinet in the order they were captured.
So the user will want to 'Store Automatically' the entire group. However, a couple may have to have index fields fixed first. Should be able to preindex them without having to store them out of order
6 votes -
Allow clipping files already in storage
Presently documents that are in the inbox/tray can be only be clipped to a document in storage, or else another document in the inbox/tray. Not sure why that is. I had the idea that one person could be responsible for inputting and indexing AP invoices, and another for inputting and indexing checks. A third person would be responsible for clipping the checks to the invoice, verifying the check(s) match the invoice, then stamping it as Paid. But once a document is in storage it cannot be clipped to another document in storage. This is fairly limiting.
4 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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Display ALL of the select list options even if a value is present
When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.
8 votes -
message bus
Is there any way to separate DocuWare from needing to depend on the Windows Message Bus? We are getting so tired of having to constantly needing to clear the message bus for our customers.
1 vote -
Possibility to add individual help text in dialogs
Especially for new employees it would help if you could add help text or bubbles next to the index fields in search and store dialogs, where you can provide useful hints and descriptions what this field is about and if there are some special things to take care...
This would make on-boarding of new employees a lot easier.
6 votes -
Check for for unique while entering value
It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.
It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.
4 votes -
Modify index entries directly within result list
It would save some clicks if you can modify index entries of a document directly within the result list, instead of hitting right click > change index entries.
Similar to renaming a file in the document trays via key "F2".1 vote -
Add an 'autosave' feature to annotated docs
Fortis 'autosaves' any markups on documents. Would be great to pull over that feature as an option in the client viewer settings. "Automatically save annotations on document close - Yes/No"
3 votes -
Indexing Pulls More Than Needed
When storing a document into a cabinet using Web Client, the user is not able to highlight text from the document if the text is spread over two lines. The behaviour of the indexing is that it grabs the entire text on both lines rather than the required words.
1 vote -
Index value fields
Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.
Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.
File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
"can be empty", "new entry"1 vote -
Make tasks "read" only when the image is opened
Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.
Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.
2 votes -
Provide this option in Workflow to auto open or not the next record
Create a setting allowing any user to enable/disable whether the next invoice in the approval task list automatically pops open when you are completed with your 1st one.
This is currently an option for Stamps, but not for Workflow. Why not? In the configuration of Stamps, it is possible to select when the next record is opened, or when the current document is closed. It is assumed in Workflow that the next record should be automatically opened.
10 votes -
add a note tab per file
When you are in a file, there should be a note tab to write a note regarding any recent notes to the file.
2 votes -
Optional Cloud Expiration Countdown Login Dialog
Please provide an optional count down for clients so they know when their DocuWare Cloud will expire. This should be enabled by the reseller on a case by case basis. I believe it should be offered when the client logs on with 30 days to go. Each time they log on with 30 or less days of service, a dialog could come up presenting the number of days remaining.
1 vote -
Possibility to click hyperlink inside document viewer
Possibility to click link inside the stored document. For example, if you have www.google.com inside your stored document, at the moment is not possible to click this link by document viewer.
15 votes -
desktop notification
A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.
5 votes -
Allow wildcard to monitor multiple folders for monitoring in Connect to Outlook
When using monitored folders for storage in Connect to Outlook allow for wildcard monitoring to monitor subfolders of the monitored folder. We have users that store emails to DocuWare as well as using Archiving in Outlook. MOST of the time the user has subfolders in their email which need to be monitored for storage to DocuWare. Currently having to setup individual monitored folders to obtain this objective.
1 vote -
Product Overview should be accessible for some users
It would be good to be able to allow certain users to have access to "Product Overview" in the Configuration so that they can reassign user licenses and check the capacity of the system etc. without having to be a full system admin.
2 votes -
improve iconography
For a quick overview, would it be possible to improve the iconography of the results list? To know:
- the icon "document with trombone" already exists.
- The document format also exists.
- Missing the indication of an annotated document.
- Missing the indication of a stapled document.
- Missing the version indication.2 votes
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