Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1483 results found
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User-name Watemarks when viewing sensitive documents
for the documents that are deemed sensitive and are not allowed to be printed, downloaded or shared in any matter, it would be nice to have also a watermark of the username that is viewing the document printed on the document itself such that, if leaked by using a phone or other capturing device, it can be retraced to the user.
3 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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Email Notifications - File Cabinet vs Individual Users
Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.
Please allow the ability to set a notification template at the file cabinet level.
Regards,
Bret Messer5 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Email Signature
Allow each user to create an email signature. The ability to copy or import ones outlook email signature would be beneficial.
5 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. -
Add a search tool to Tasks
It would be very helpful to be able to search for a task by using index criteria.
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.
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Allow Documents To Be Placed in the Tray In The Order In Which They Were Selected
When adding files to a tray from a result view or importing, the documents will not keep the order in which they entered the tray.
This was a feature of the Windows client. They were added to the Basket Synchronously. With the web client they are added Asynchronously and if a larger file takes more processing in the queue it will go in later. Also the modification time seems to be based on minutes rather than the "milliseconds since Epoch to date". This also throws them out of order.7 votesWe are currently not considering your idea.
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Keyboard Shortcut To Quick Copy Selection Directly To Default Tray
In the case of sending invoice multiple invoices in a particular order to a third party for processing, the client needs to search for and select each invoice from the result. The number of clicks and losing track when doing a CTRL select across 100 item limitation the result list is time consuming. The desktop client had this feature.
3 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Clip Documents Directly in Results
Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.
8 votesYour idea has been added to our backlog. We are now further investigating the idea.
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I suggest that you add an option to have live hyperlinks.
I am wondering if it was possible to be able to click on a hyperlink which gets stored as one of the index fields. We would like some of our users to be able to click either on the result list or the DocuWare viewer and whatever the link has is where the users will be re-directed to.
Can that be done? We tried saving a couple of links on the result list and even on the document but the links are not clickable.
I have the URL for google.com but I would have to select edit index entries and…
32 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Restore the ability to Attach, Delete, or Skip when pre-indexing
Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to…
5 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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Prompt to save when index entries have been changed
When using the viewer with index entries, any changes are not saved unless you press the save button.
If you close the document without pressing the save button you are NOT prompted to "Save Changes".This could cause problems for users if they
1. Open the Document
2. Change the index entries (but not press save)
3. Make an annotation on the document
4. Close the Document
They would be prompted to “Save Changes” this could be very misleading, as they would think they are saving all changes and not just the annotation.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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Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager
Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.
5 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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Display a scond column in a Select list, other than the one used for the index field
This would allow a description of the data being chosen by the user, such as GL account name for a GL number, or user name for a UserShortName, or Vendor name for a vendor ID. This would also prevent truncation of a field and violating the new Select List Only configuration.
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.
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Allow changing real file name during Copy To
Currently, if I have a document that I might use as a template for a new document and I perform a "Copy To" operation, the base file name will remain the same. This makes it impossible to edit two resulting documents side by side in an editor such as Word or Excel because their base filename is identical.
Either the file should be opened as the "File Name" index, or the option to change the file name during "Copy To" needs to allow the base file name to be specified.
Currently, the cumbersome workaround is to download the document, rename…
6 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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workflow copy objects in workflow.
you can copy workflow objects one at a time but that still requires me to attach them and get them on the right place. I would like to select a group of objects in workflow design at one time and copy them to another workflow.
28 votesYour idea has been added to our backlog. We are now further investigating the idea.
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9 votes
We are currently not considering your idea.
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Share a document with an external (not docuware) user for a restricted period of time
It would be AWESOME that i could share a big file in my DW system (for example the Docuware Main Brochure - 8 MB that i can't send by email) with prospects through a link. Have them be able to access that document only for a restricted period of time like 3 days, time in which they can download the document (no editing, just viewing and downloading).
7 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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Place Hoders for Signatures
When opening a document that needs stamping/signing, it would be great if stamp go automatically go to a predefined location on the document (signature field).
16 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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move to document tray
Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..3 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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Keep or not keep duplicates of clipped documents
If Docuware dont make the clip available on documents in the filecabinet, we need a posibility to choose if docuware is going to make/or not make duplicates after clip or check-out documents.
Check-out to basket for clipping or copy-to basket for clipping would automaticly generate a dublicate of the clipped documents.
1 voteThank 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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Allow for higher level of zoom for document overview window
The maximum level of zoom currently available for the document overview window makes it practically useless when used with a larger monitor.
3 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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