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Please post all ideas that concern the DocuWare client in this forum.

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1483 results found

  1. Ability to color code lines in the Invoice Search Dialog Box

    To provide the user(s) the ability to color code specific line items. there are line items that are not being worked due to various reasons however one has to continuously go back into the invoice to see notes as opposed to being able to highlight a line to know it can not be worked at this time, etc.

    1 vote

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    0 comments  ·  Searching  ·  Admin →
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  2. Add additional page for stamps

    Reviewing the invoices can be difficult as there is not enough room for the stamps, so the stamp and the underlying text becomes illegible. Another seperate sheet solely for stamps might be an idea.

    9 votes

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    1 comment  ·  Viewing  ·  Admin →
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  3. FC Folders: Indicate which fields require a select list and which are free form

    When creating a folder view for a File Cabinet, there no indication which text fields are pulled from a closed select list and which accept any text input. This is annoying when you then try to create a new folder, only to find out when storing a file that the folder name does not match the select list.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  4. merge layers in a workflow

    add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.

    10 votes

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    0 comments  ·  Workflow  ·  Admin →
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  5. 5 votes

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    0 comments  ·  Exporting  ·  Admin →
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  6. Change the default file cabinets when searching multiple file cabinets

    Our client would like the ability to change the default file cabinets that are selected when performing a search across multiple file cabinets. Whenever you do a multi-file cabinet search, the same file cabinets are always selected. In an instance that you say want to select the same 4 file cabinets every time, you would have to add the same 2 file cabinets every time and couldn't change it to default to 4 file cabinets. This has been tested by DW support and confirmed not to be a function of DocuWare currently.

    3 votes

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  7. In versions 5 when it was digitized with electronic certificate a symbol was shown in the display.

    In versions 5 when it was digitized with electronic certificate a symbol was shown in the display. Currently no longer displayed.
    The client can not distinguish documents with certificates from those that do not.

    1 vote

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  8. show number of full text results within a document

    Hi, When using full text search for key word(s), it would be really useful to know how many results with the document there are. We can see the number of documents it exists in but not the number of times within that document

    4 votes

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  9. Add a Send Request action icon to the Viewer Tools area

    When opening a document in viewer only the option of using the "Send Request" feature without requiring a search result would be very beneficial. This would also allow a quick method from Explorer Client by selecting "Open in Viewer" and then performing a Send Request.

    3 votes

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  10. 6 votes

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  11. Make more options global

    This list of enhancements is not related to task lists only. Of course, this is the perspective of one user but I do believe some of these enhancements would make user and file cabinet administration much simpler.

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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  12. Calendar Invite for workflow

    We have many workflows where the process is sending the date and time of an event in an automated e-mail through workflow manager using the date / time feature. It would be wonderful if we could have the option in workflow designer to generate a calendar invite.

    25 votes

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    4 comments  ·  Workflow  ·  Admin →
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  13. I suggest that you allow rearranging index fields on the "edit index field" screen.

    Currently, the list of index fields shown on the "edit index field" screen are in order of when they were created. It would be great to allow rearranging of the list so they are in a more user friendly order, and not just "this is how I added them into Docuware" order.

    4 votes

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    1 comment  ·  Indexing  ·  Admin →
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  14. possibility to disable the new function "send request" from the contextual menu and / or the possibility to choose the rights of visualizati

    possibility to disable the new function "send request" from the context menu and / or the possibility to choose the rights of visualization of the roles and users

    6 votes

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  15. documents a lock state of a document that won't allow two users to modify.

    I have several customers that would like for the user experience to include a lock state of a document that won't allow two users to modify the same document. A user may make a change to an index field and another user has the same document open and can change the same field and nullify the changes of the user...

    1 vote

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    0 comments  ·  General  ·  Admin →
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  16. Add the ability to see the Bookmarks on the Viewer

    We work with multi-page technical documents that have pre-defined bookmarks to ease the section navigation. The viewer within Docuware doesn't allow for bookmarks to be displayed and users have to surf through 600+ pages in order to find the content. It would be ideal if it could show the contents the same way Adobe Reader does.
    We implemented a workaround where users would download the content and open it in it's native application but it is very inefficient and causes a high level of unnecessary network traffic.

    4 votes

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    1 comment  ·  Viewing  ·  Admin →
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  17. Store document by drag and drop on workflow task

    Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
    The only option for now is to append a document to a document in a workflow.
    But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
    This option is already available in taskmanager but not in workflow manager.

    7 votes

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    0 comments  ·  Workflow  ·  Admin →
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  18. Allow the user to see differences in the document between versions

    The users I'm working with need to see where are the differences between two versions of the same document. Would it be any way to implement something like the diff command ?

    3 votes

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  19. The clients have requested a better way to attach or replaces pages to an existing document than having to copy to a document tray

    The clients have requested better way to replace a page in an existing document than having to copy and then select the order and clip or staple and store back.

    11 votes

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    1 comment  ·  Storing  ·  Admin →
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  20. Allow users to create their own Custom Searches.

    Users should be able to create their own search lookup. That way they can customize their lookup and not have to manually enter search criteria or have the Admin create their own custom lookup. It would also be nice if the user had the ability to pin and rename favorite searches. I know there is similar option called Recent searches but it is not ideal and you can't rename them.

    1 vote

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    0 comments  ·  Searching  ·  Admin →
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