Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1335 results found
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Documents in the basket ?
When you have many baskets, you don't know in which one you have documents. It would be perfect to have a symbol to see which basket is empty and which not
9 votesYour idea has been added to our backlog. We are now further investigating the idea.
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provide the currentlonguser() command in the custom query of SelectList So it will be possible to obtain SelectList dynamic per-user
provide the CURRENTUSERLONGNAME() command in the custom query of SelectList
So it will be possible to obtain SelectList dynamic per-user9 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Item count on Result List
Add to 6.5 - We previously had an indicator on the tab showing how many items were in the result list.
9 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Show the index field name on the mouse cursor when indexing with one-click indexing
I suggest that you show the name of the index field which has the focus in the store dialog on the mouse cursor when I am indexing with one-click indexing. That allows me to click on the values one after another without having to look at the store dialog.
9 votes -
Folder structure enhancements
Ability to assign a different result list for each subfolder.
for example if I have a File cabinet that has several document types, this would allow that to each document type I have associated its result list and index dialog box.
It would also be useful to have the ability to filter the results as is already possible for result lists
8 votes -
Table fields - Webhooks/Loops/API requests
DocuWare enabled table fields a few years back but never included a better work with table fields. For example there is no way to export table fields to external database without creating a data record from internal DW database. There also is not any solution to send the table field data through API request in workflow or webhooks.
Generally it would be nice to have the same possibility with table fields as with regular type fields.
8 votes -
Allow clipping and copying from the WF_TASKLIST_LINK tasklist view
When opening DocuWare full webpage view, there is a possibility of clipping (or copying to a different location) files to the tasks. See first screenshot.
When opening DocuWare "truncated view" (the one which we can generate through
[WF_TASKLIST_LINK]in a workflow task cube's notifications tab or through DocuWare URL Creator) there is no such possibility. See second screenshot.This makes for some very awkward conversations with clients, since DocuWare's feature list changes because of the mode of accessing the task list.
It is especially jarring for users who are not using DocuWare constantly, but only sporadically (i.e. they are not…
8 votes -
Export/Extract Users and Select Lists from Configurations
Many are times that we are needed to extract some of the key administration data from the system, e.g users, select lists etc sometimes for security, audit or documentation purposes or general organization reporting. This function is however missing on cloud version 7.5. Kindly consider including this function which will go a long way in addressing system needs and expectations.
8 votes -
Edit web form during multiple steps of a workflow before submitting to a merge form
For example on an Employee Injury Report form it would be nice for the employee to fill the top half of the form and then submit it to step 2 where a manager finishes filling out the form by utilizing the form itself and not a task dialog (no signature box is available in a task dialog). Then the form is submitted to a merge form which formats all the data into a pdf.
Currently you cant sign a form in multiple steps like this without using a stamp. This makes the workflow look very rudimentary.
8 votes -
Ability to send a document in a document tray to an import config
When a document is in a Document tray, It would be nice if we could process the document against a specified import configuration. In example, select the document, right click, send to ==> <import config>. (for splitting and indexing). Only way I am aware, is to download the file from the document tray, using Import from Desktop Apps. or manually split/index/store the document
8 votes -
Integration with SharePoint Online
Many clients use Microsoft 365, formerly Office 365, including SharePoint Online. We have the requirement that documents processed in DocuWare workflows eventually be stored in SharePoint Online, to be accessed by non-DocuWare users. Storing to OneDrive may be an intermediate option.
8 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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Make Table fields open to work with Auto Index
We have a customer who would like to import their table data from their Database into the new table field. We let them know that this is still not possible.
8 votes -
Outlook Email Modern Component
Please buid a Outlook Email component for Office365, so it works accross all devices. Outlook for windows, mac, ios, android web!
Also, most IMPORTANT: ability to choose the attachments to store and in what order.
8 votes -
allow html email notifications
The email notifications generated from workflows allow for quite a bit of customization with verbage and data fields, but they're plaintext. Nowadays people are accustomed to getting quite attractive email notifications from their various services so it would be great if you could add the ability to use html formatting and images in the emails - it would add to the professional look and feel of DocuWare.
8 votes -
Create a data record from a form
I use forms as a down and dirty data collection tool. I don't necessarily need to keep the form I just want the data. I also have a case where I have a merge form and one of the merge forms is a blank page that I use for the data record. The problem with this is that I can't just double click on the data record in search results to edit it I have to edit indexes. It would be nice if there was a third option with forms for create data record. Or in Merge forms have an…
8 votes -
audit trail/ reporting
Increased functionality with audit reporting. Add the ability to add criteria (other then date) the search parameters. Be able to search by event, user and then be able to sort the results A to z or z to a.
8 votes -
Add Modified By and Entered By fields to fields visible in docTray.
Add Modified By and Entered By fields to fields visible in docTray. This would allow users who use a shared document tray to see which documents they are responsible for.
8 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!8 votes -
Attachments in Workflow Decisions
Add possibility of adding attachments in any point of a workflow decision. This should staple it to the document, as it happens in forms! This can help us complete a document though the different steps of a workflow.
8 votes -
Add something that hides stamps/annotations for certain users when they have to open the document outside of DocuWare via links
Whenever users open documents in the DocuWare view, they always see all the stamps and annotations. There should be a feature that hides users from seeing these annotations/stamps/notes.
8 votes
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