Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1336 results found
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Stamps need too many clicks
When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.
7 votes -
docusign webservice option for let the user where to put the signature
There is not possibilities let the user decide where to place the signature when using Docusign method call AddNewDocumentMultiSigners (when we need more than one signature).
With this method the only options we have are to send each X,Y positions otherwise an anchor system is possible.
But when we have multi signer like 5,6 or even 10 person to sign this is difficult to find the right place with those options.
And i know that is something exist on Docusign.6 votes -
Add selectlist sorting
Add selectlist sorting (in store/edit dialogs} so we are able to sort items in a select list from A-Z or Z-A or from old to new.
6 votes -
OCR mode / switch for selected document from webbasket
Sometimes on the PDF file is an OCR layer (not only image).
If OCR/text layer exist on PDF document, then Docuware uses this layer instead of direct OCR from an image.It would be useful for the end user to be able to change option that for some particular document Docuware will force use OCR from image instead of OCR/text layer from PDF.
6 votes -
Need notification/pop-up when Connect to Mail credentials about to expire
We understand that the token for Connect to Mail expire no less than 45 days, and as long as 90 days. But there isn't any warning to let the administrator know their C2M configuration is about to expire and fail without updating the credentials.
6 votes -
Multi Person/Stop forms
Sometimes forms need to be filled by multiple parties and it would be nice to be able to accomplish this simply in the form filler interface instead of having to build a workflow to fill in the remainder of the form.
6 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>"
6 votes -
Add a property to a storage dialog box to only store data and not documents
This will avoid the error of storage of an invoice in a list of suppliers for example whan the user wants to create a new supplier
6 votes -
Docuware cloud - add ablility to sort licenses by name
In Product Overview it would be nice to have the ability to sort the licenses by name or reorder the licenses so they are in alphabetical order. Currently it is hard to find licenses if you have more that 20.
6 votes -
Implement *.P7M preview in WebClient
Implement *.P7M preview in WebClient
Documents digitally signed with CADES P7M are not previewed by WebClient. Nowadays the digital signing of documents is a matter of fact, Docuware cannot ignore this feature.6 votes -
Reprocess workflow items after a task change is made
Provide ability to reprocess workflow tasks when a change to an activity is made so tasks already in flight will see the change. Currently all documents affected by the activity change must be copied to the tray, deleted from the cabinet and then pushed back through the new version of the workflow. This is painful when dealing with a large number of documents and also creates duplication in work if the changed task is towards the end of the workflow.
6 votes -
Annotations - Undo/Ctrl+Z Function
It would be very helpful if there were an Undo or Ctrl+Z function for annotations. A quick Undo action would save a lot of time when corrections are needed as opposed to selecting the pointer, selecting the specific annotation and deleting it.
6 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.
6 votes -
Allow autoindex jobs to automatically refresh lists
Currently autoindex does not auto update the lists and requires you to refresh the browser entirely to see the documents that were added to lists. This should be changed to allow AIX to update the lists so users can immediately see the documents that they need to see
6 votes -
Highlight Search
The new Highlight Search feature added to SmartConnect has a major design flaw. You specify a search dialog and one field to search but Highlight Search IGNORES all the specific criteria set in the selected search dialog which means it returns way more documents then the user expects. Example: I have an Accounting Documents - Purchase Order search that searches Doctype = Purchase Order and PO Number is the field that Highlight Search is configured to use. I highlight a PO Number in my accounting software and DocuWare Highlight Search returns the PO, Invoice, Check, Packing List, etc. even though…
6 votes -
Workflow: Remove active instances immediately from Tasks if User is removed from a Role
Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.
6 votes -
User Last Login Date - Spotting Unused Accounts
It would be great to have a Last Login Date shown for the users. Once a system grows beyond a certain point it can be a real challenge to sort out what accounts are not in use anymore. This simple tag would make that task a breeze.
Thanks Guys!
6 votes -
Implement a test button for autoindex, deletion policy and transfer
Add a test or simulation feature to Autoindex, Deletion policy and transfer with a counter or viewer of what documents are being affected by the rule we are creating. Easy way to prevent making a bad mistake.
6 votes -
Possibility to change the variables order for stamps
In earlier versions, when stamps were configured by Administration utility, it was possible do define the order of variables of the stamp.
Since the introduction of web client for stamps defining, this feature is no more available.
It could be usefull to restore this functionality for old customers that know the previous behaviour and for new ones that ask for fixed text of the stamp to preceed any other variable text.
This is the desired and "no more supported" configuration:
Fixed Text
AutoCurrentDate
AutoCurrentUser6 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.
6 votes
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