Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1344 results found
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Add location services to populate Forms in the field
Adding the ability to capture cell phone location on a Form so for use cases where you have remote users filling out forms they can 1) Not have to enter address 2) Be used as "proof" they were at the site.
4 votes -
Date in Folder Dialogs
Let us assing DATE fileds to the Folder Dialogs Hierarchy, and choose what part (or parts) of the date to use (DAY, WEEK, MONTH, YEAR)
4 votes -
intelligent index work with keyword field
It would be nice to have Intelligent Indexing work with Keyword fields the same way it works with Table fields.
Example: I have packing slips with multiple PO numbers that needs to be populated in a Keyword field. I am using a keyword field instead of a table so i can link by that field in Document Relations.
4 votes -
Filter and view unique documents
when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)
The ability to filter/show "different" task would be ideal.
Also the number of pending tasks should always refer to unique tasks.
4 votes -
"Document in workflow" flag in result list
It would be very helpful to have a flag in the result list to see which documents are currently in a workflow. At the moment the users will have to build rather complex searches for various different status entries to identify all documents which are still in a workflow process. If there was a flag like the paper clip for appended pages, it would help the users a lot
4 votes -
Make Emailing a Doc Available Without the Desktop Apps
I install a LOT of DW Desktop Apps only to get the Email a Document function. Would be great to have this made a part of the base web client experience. I would expect that there are probably some pretty good technical considerations to something like this, but would really be great. The web client is just so nice, and adding this functionality would allow a very large group of users to be fully functional with no local installs.
Thanks!
4 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.Currently browsers do not allow to open an email application with an attachment. That´s why we need a local application to download the document and then attaching the document to the email.
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Please bring back the option to Sort By: "Comments"
Please bring back the option to Sort By: "Comments". This allowed us to categorize and prioritize on items that are due asap more efficiently.
4 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.4 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"
4 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.
4 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.
4 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…
4 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.4 votes -
Allow clipping files already in storage
Presently documents that are in the inbox/tray can be only be clipped to a document in storage, or else another document in the inbox/tray. Not sure why that is. I had the idea that one person could be responsible for inputting and indexing AP invoices, and another for inputting and indexing checks. A third person would be responsible for clipping the checks to the invoice, verifying the check(s) match the invoice, then stamping it as Paid. But once a document is in storage it cannot be clipped to another document in storage. This is fairly limiting.
4 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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Check for for unique while entering value
It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.
It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.
4 votes -
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.
4 votes -
4 votes
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Add the ability to use regex expressionsthe print and import template fields are looking for.
When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.
4 votes -
"Scan to FTP" with Auto Rotate
When using Scan to FTP to avoid having to use a local folder to be monitored by Desktop Apps, we cannot enable Auto Rotate when scanning directly to FTP... it would be extremely helpful to have that feature as the user otherwise will have to rotate the document manually either before scanning or afterwards in DocuWare.
4 votes -
Don't allow approval stamps to overlap other stamps
Don't allow users to stamp over another stamp, otherwise they cannot be read.
4 votes
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