Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1483 results found
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Document Processing From Email
Document processing can scan a folder to store but it would be great if this could be intergrated to the Outlook watch folder.
I would like a folder in Outlook, ie "Invoices", to be scanned and automatically stored then document processing detect this and auto-fill and fill the fields and store the document away.
Currently like we have with the "Folder" option in Document Processing.
5 votes -
Use regular expressions in Document Processing conditions
When setting up a template for Document Processing it would be good to have more control over indexing and identification of documents. Using regular expressions would be great for indexing fields where you will not always know what text you want to replace, you could find a pattern and then replace that. It also goes for the identification of a document. When you are looking for something on the document to identify what kind of document you could search for a regex pattern to identify the document for processing.
5 votes -
Allow the example to be optional instead of required for field masks.
In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.
5 votes -
Scan Configs permanently associated with Client scan settings
Clients should have the option to make the scan 'processing configuration' permanently associated with a specific set of scan settings. This would allow users to select, from multiple saved scan settings, a specific scan configuration without having to manually change the processing configuration each time.
5 votes -
use of captcha
Increase the security of the web client by implementing CAPTCHA as part of the authentication process to start a session.
5 votes -
Flag document if workflow has been stopped or errored
Workflow Controllers have the option to stop a workflow instance and, it may happen that a workflow errors and then stops. In both cases the document will retain the current document status and it may go unnoticed by the workflow users to find out that a task simply has disappeared from their list. It would be great to have an ability to catch these documents either in a List or in a system workflow which then sends tasks or email notifications to dedicated members of staff - who are not necessarily workflow controllers
5 votes -
Name of Oganization on browser tab
It can be useful to those who work on multiple systems to provide assistance.
5 votes -
Improve Testing and Add Unit Tests to Workflow
Allow us to create saved unit tests for the workflow system.
That way we can press a button to see if any modifications broke anything in the system.Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.
5 votes -
single click to view documents in the viewer
Instead of double click, make document appear in the viewer with a single click. At a minimum, make it an option to choose between double click and single click.
5 votes -
AutoIndex with Docid
Add the DOCID field in the list of system fields that can be assigned when doing an AutoIndex. To be able to assign this value to a metadata ot fhe document or to be able to use it in BB.DD connections in order to wirtwe it in the local tables.
5 votes -
Number of pages in documents trays when intelligent indexing
When a tray uses intelligent indexing, we can't see the number of pages of the document.
We need it please.5 votes -
allow formatting of numeric values to not include comma separator.
We need certain fields to be numeric, so cannot use the text field "workaround"
5 votes -
Allow pages to be deleted from a document prior to storing in File Cabinet
In some cases documents include a mix of double-sided and single-sided pages. If the document is scanned at a local copier it does not allow you to opt for automatic blank page removal like a scan station might. This means that the scanner picks up the blank side of a single-sided document, making the document larger than necessary. It would be great to have the ability to remove these pages without having to unstaple all the pages to remove them, then to restaple. This opens the opportunity for pages to not be restapled to the correct document versus going into…
5 votes -
More Stamp Colors
We need more stamp color options besides red, green, black, blue, and yellow. Yellow is useless on a white background. When multiple departments are touching the same document, it would be helpful to color code department stamps. Thank you.
5 votes -
Sort documents based on Username in Document Tray
Multiple people scan documents into a Document Tray. I would like the ability to sort documents based on user that submitted them. I need multiple people using the same Document Tray so if one person becomes unavailable, someone else can go in and work on their documents. We don't want each user to have their own Document Tray as we have over 8,000 users.
5 votes -
Remove tasks from other controllers when reassigned
Typically the Accounting Team members as well as potentially Department Heads are workflow controllers. It may now happen that tasks which ran into an error or could not be assigned to "normal users for any reason" get assigned to the controllers.
Typically one of the controllers then reassigns the task to another user for them to complete.
The problem is that the other controllers will still see that task in their own task list until the reassigned user finally processes the task. This often leads to other controllers also assigning that task to other users which then causes confusion...
It…
5 votes -
The max amount of given select list entries
The max amount of given select list entries (SelectListsMaxCount) should be set individual for the cloud organisation.
The maximum standard of 50 entries is reached quickly in normal operation.5 votes -
5 votes
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desktop notification
A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.
5 votes -
Allow field masks in Workflow Form Fields for all data types
Allow field mask in Workflow Form fields
5 votes
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