Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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view more than one document at the same time
View more than one document at the same time and apply annotations to both documents at the same time
2 votes -
Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.
We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...
2 votes -
Separate File Cabinet Creation Permission under functional profile
Once the user added to "Owner" file cabinet profile to manage file cabinet Dialog, Database fields, and permission, the user needs to have "File Cabinets" permission under functional profile.
our client want to give user these permission but without having the ability to create new file cabinet,4 votes -
Allow stamp configuration to be set to a designated layer
Would be nice to be able to designate one of the 5 available layers for particular stamps
4 votes -
purchase order stamping and sending
when creating a purchase order, I would like the order to be stamped in docuware automatically sent to supplier and then docuware allows a blank pop up email with order attached ready to send out to supplier.
initially all we have to do is type the email address and bobs an uncle again..:)
1 vote -
Mobile App
For the sales team, mobile Docuware could be a game changer for providing better customer service! Please add the ability to view my tray, share/send documents, and apply filtering options. The search option is great, but it would be valuable to see a list of documents.
2 votesThank you for your idea.
We are constantly adding functionality to the DocuWare Mobile app.
Document trays is already planned for one of the next releases, sharing documents for one release further down. -
one click indexing off by default
would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.
2 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. -
allow us to control which store dialogs can be seen from a document tray
document trays are used for different things. eg. invoices coming in to one facility go into a particular document tray (from C2Mailor or from DWImport from a hotfolder linked to that facility's MFP, or users at that facility only have access to that C2O configuration, etc). Wouldn't it be great if any of those invoices could only be stored using one particular store dialog (eg. the Invoices one), even if that particular user also had access to a store dialog for contracts or other documents that never ended up in this tray? That would simplify the user's menus, reduce possible…
24 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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Bring back the < (searches below the number) and > (searches above number)
If we've inadvertently missed a number when indexing, we used to be able to find the document by typing in "9xx..." in the search option and it would pull all the numbers that fall under (or above) it and, therefore, would be easier to locate. For example, I'm looking for the account number 2140463374 but obviously we've missed / transposed a number somewhere. So I would enter <2140463999 and have all the indexed numbers UNDER it pull up.
4 votes -
Smart Connect (Search) - unable to append files to the result list
Allow users to append files to result list from Smart Search. Now, the function "clip" is not present, when user is using Smart Search.
2 votes -
Allow to rename a document when sending via email
When sending an email allow the user to rename the file before attaching to email.
1 vote -
Multiple sorting in workflow and / or list
Multiple sorting in workflow and / or list
2 votes -
Allow Drag and Drop when Rearranging Individual Pages in a Document
We often have to add new pages into a document already stored in Docuware. When un-stapling a document it would be nice to be able to drag and drop the pages around to change the order that they are stored in the document.
4 votes -
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
5 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 -
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.
3 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 -
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.
22 votes
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