Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
-
Allow Document Name field be populated even if the field is not visible
Currently Index field which is set as DocumentName is populated with the filename being stored ONLY the field is visible in the store dialog,
This should be happening even if the field is not visible. There is really no need for the user to see the field, but it still needs to be populating.9 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.
-
Restore the ability to do an "OR" search in the web client when searching more than one index
The windows client had radio buttons for "And" and "OR" on the search dialog when entering values on more than one index. Example: Email file cabinet has a To index and a From index. I want to search for emails To or From an individual.
9 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.
-
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.
-
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.
-
I suggest to allow opening multiple selected documents in tabs
I suggest to offer a possibility to open documents as a new tab. The opened documents would be shown as tabs within the viewer and allow fast switching between documents and allow opening multiple documents that are selected in a result list with just one click.
9 votes -
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 -
Option to prevent documents deleted by a deletion policy, going to the trash (v7.8 >)
The new trash feature is very nice! But in some cases unwanted. Especially when (larger) volumes are deleted, that are not needed anymore, it makes no sense to put them into a trash record. A feature to have a checkbox in the 'Deletion policy configuration' which decides if the documents need to go to the trash or not.
8 votes -
Within Specify Text, be able to Split AND Retain the Charactor
Within Document Processing, where text may be captured, there is a control called SPECIFY TEXT, which includes "AFTER KNOWN CHARACTER(S)". We need to keep those known charactors. Can you add "AFTER KNOWN CHARACTERS AND RETAIN THEM". For example we need to split the following at the T and keep the T too. <VARIABLE DATA IN LENGTH>T<VARIABLE DATA IN LENGTH> will result in "T<VARIABLE DATA IN LENGTH>"
8 votes -
In Merge Form Designer include "Wrap Text" and "Vertical Alignment" to text fields
There is no option to wrap text or align text vertically in Merge Form Designer, it would be very useful to include this feature.
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 -
email with all open tasks
Kind of more of a luxury item but it still would be nice - The ability to set up a "daily digest" email. Users with open tasks get an email with their open tasks every morning. For users that don't log into DocuWare everyday.
8 votes -
Support for password protected files
I suggest you add support for password protected PDF and office files. Sometimes we receive files that are password protected which cannot be opened in the viewer. It creates work for the end user to download the file, unlock it and then reupload it.
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 -
Cloud Upgrades
Major releases do not offer any possibility for the customer to test with customer software before it is updated. This software is not using industry standards or best practices. There must be a method for the customer to test a major release on a smaller subset of client machines before the major release is put into effect.
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.
-
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 -
Search for search dialogs..
I have 160 file cabinets and most of them have multiple dialogs. It would be really helpful to group the dialogs by cabinet or to be able search for dialogs when you click on "Searches"
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
- Don't see your idea?