Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1414 results found
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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 -
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 -
Pre-fill E-Form Values From An Existing DocuWare Record
It would be very useful if I could right click on a record (from a search result) and click on something like "Send To E-Form", and have certain values on the E-Form to be auto populated from matching index values from the record I initiated the E-Form from. For example, a doctor creating a visit note for a patient does not want to re-key all of the patient information into the form during the visit. If the form could be auto populated based on an already existing record, the doctor will only have to fill in the relevant information pertaining…
6 votes -
Set Global Settings for User Profiles
Can we have Global Settings for User Profiles. This way all user dialogs may be set uniformly.
6 votes -
Index field behaviour when storing a document
Hi,
It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.
Thanks
Regards
Tomas6 votes -
Make it so we can download more than one document without it creating a zip.
When downloading more than one document from DocuWare, we should have the option to download multiple at a time onto the desktop without it creating a zip file with separate folders for each document. It is a waste of time to then drag each one item out of their separate folders and save to the desktop or place in an email.
6 votes -
Show cloud storage by cabinet
Show the storage space used in each cabinet. That way clients can manage Data Storage and quickly identify issues.
6 votes -
OCR date reading
In pharma industry, expiration dates are very important. Some suppliers only state month/year on their documents. The date is now currently read as the first day of the month (01/mm/yy), whereas it should be the last date of the month (eg 30/09/20). A setting defining which logic of date reading is in place, would be a huge benefit for pharma clients.
6 votes -
Customize Cloud Login Page and New User Email
It'd be great to have a way to customize the Cloud login page so users cannot reset their passwords.
Also, the option to customize the "welcome email" new users receive.
6 votes -
Selection list On a form It would be nice to be able to add an entry outside the selection list on a drop-down box.
Form, drop-down list
On a form, in the dropdown box
It would be nice to be able to add an option to be able to add an entry outside the pick list.6 votes -
Allow Workflow Controllers to Move an Item to A Different Node in The Workflow
Would be great for Workflow Controllers to be able to move an item on demand to any node in that workflow. We can reassign or stop, but if we run into a routing problem would be great to move the item where we need for it to be, and then we can work with the design to avoid the problem in the future
6 votes -
Right-Click "Open Document in File Cabinet" for Workflow Tasks
It would be very helpful for Administrators to be able to right-click on a Workflow task and open the document in the File Cabinet. This would make troubleshooting a multi-workflow configuration much simpler and more user-friendly.
6 votes -
Allow export of files to pdf searchable
If non text searchable PDF's are entered into DW and DW performs its own OCR so that we can high light text to enter into Store Dialogs; we should be able to export that same PDF out of DW so that it is in fact text searchable.
6 votes -
allow the size of WebForm attachments to be increased
please allow the size of attachments to web forms to increased. Right now the size limit for attachments is 20 MB. We have a couple departments who are attaching larger reconciliation reports, so far up to 36 MB. It would be nice to increase that when needed to at least 50 MB.
6 votes -
default tray or cabinet when data processing is not recognized from folders
When you import from folders and set data processing and the document is not recognized correctly it is taken to the favorite tray of the user who has executed the data processing, it would be a very good idea to configure a default tray or filing cabinet for when this happens and not be the user's favorite tray.
When you manage many import with folders, it is very useful if the documents that are not correctly recognized are moved to the correct tray or filing cabinet.
Thanks.
6 votes -
Possibility to add individual help text in dialogs
Especially for new employees it would help if you could add help text or bubbles next to the index fields in search and store dialogs, where you can provide useful hints and descriptions what this field is about and if there are some special things to take care...
This would make on-boarding of new employees a lot easier.
6 votes -
Possibility to create a multi cabinet search and share with all users or specific users
It would be helpful for a user/administrator to be able to save multi-cabinet search and share the new dialog with multiple users.
6 votes -
Administrative Push notifications to Docuware Users
Sometimes you may need to alert users of a potential system down time for maintenance, or you have made changes to behaviour in a file cabinet that you would like to communicate, or they need to upgrade Desktop Apps.
It would be nice to send out a push notification as a user task notifying them of the communication.
6 votes -
Retain original file format in merge forms
For example if you use a word doc as the document to accept merge data into then store as a word doc and not convert to a pdf. Thereby enabling edit capability going forward.
6 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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