Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1340 results found
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4 votes
Thank 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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Prompt to save when index entries have been changed
When using the viewer with index entries, any changes are not saved unless you press the save button.
If you close the document without pressing the save button you are NOT prompted to "Save Changes".This could cause problems for users if they
1. Open the Document
2. Change the index entries (but not press save)
3. Make an annotation on the document
4. Close the Document
They would be prompted to “Save Changes” this could be very misleading, as they would think they are saving all changes and not just the annotation.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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Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager
Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.
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.
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Open Linked Documents in new viewer by defualt
Need the ability to have linked documents open in a new viewer by default. I know it is possible to right click and open the linked document in a new viewer but this is inefficient.
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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FIX THE ERROR MESSAGE THAT SAYS I'VE LOCKED MYSELF FROM MY OWN DOCUMENT
I have to re-do too many things, too many times because of this glitch. Please fix it.
4 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Utilize one of the Intelligent Index fields to name the documents in the tray
Many documents land in the tray to be indexed but sorting through them to find a specific document would be simplified if one of the Intelligent Indexing fields was displayed as the doc name.
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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Right Click on a value to search for all related documents based on this value
From the file cabinet, right click on any of the values and have ability to search for all related documents based on this value in this category. For example if Status = Indexed and I wanted to quickly search for all documents with this same value even though my search dialog had be set to another search type, then i can initiate a new search dialog from the right click and a drop down option.
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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When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.
When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.
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. -
Reset on Store Dialog keeps previous index entries ... Add a clear all option
Reset in DW6 resets changes made to preindexed index entries (this is a good feature) -- Reset in DW5 removed all of the data in the index fields. Suggest adding the option to do the same in DW6 ... such as adding a clear entries button.
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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4 votes
Thank 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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Access Rights
Access Rights to be determined in relation to layers on the document. Take the case of a document with bank details on it. Allow certain users to see Layer with bank details. Redact the bank details on layer 2 and give other users access to that. I can see this being beneficial for a number of different objectives
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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4 votes
Thank 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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Expand the Keep Entries dialog to the field level so that users can store multiple documents of similar type
It looks like DocuWare 6.6 allows users to Keep Entries in the Windows Explorer store dialog in a way that the File Name field changes with each file. The web client does not function in the same way (i.e. if Keep Entries is checked, then all fields will be remain the same. Could you make Keep Entries more modular/precise by having a check box next to each field so that users could choose which entries they want to keep and which they'd like to input different values? I mostly think users would like to uncheck the File Name field and…
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.
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Allow Scrolling to "Next Document" on Non-document File Formats
The Web Client shuts down or displays an error and will not allow scrolling to the next file if a audio or video is stored. This was not the case in the Full Client.
4 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow unstapling of multiple documents in web basket
In 6.5 web basket, would be nice to be able to unstaple multiple documents. Current naming convention is "Unstapled Document (X)" where (X) is page #. Could be redone as something like "Unstapled Document 'original name here' (X)"
4 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Make it so that when creating a workflow for a document created with a merge form you can use it for multiple forms.
I have several merge forms that create the same document. For example employee benefits. When a new employee is hired they fill out a form and choose what benefit packages they want, 401(k) investment options and everything. But then I have a merge form for each option individually like just health insurance because an employee might want to make a change to just one of those benefits like the birth of a child. There wouldn't be any reason to fill out the 401(k) part for that. The problem I have is that I need to create multiple workflows that are…
3 votes -
Unclip using DocuWare Platform API Webservice
The webservice currently allows you to "Clip" documents. We would like the ability to "Unclip" and restore individual documents.
Currently, we are clipping several documents in workflow designer with the DW Platform API (Cloud system), Sending the clipped document to DocuSign for multiple signatures. We would like to unclip after DocuSign returns the packet, index each document accordingly and store as individual documents again.
3 votes -
Generate report of licensed users
If a customer wants a list of licensed users, we need to manually write them down from the list of sometimes hundreds of licensed users in Configurations. We can't copy paste the users, and we can't generate a spreadsheet of them either.
3 votes -
Create a search w/ full text to identify documents from the Recently Deleted area.
Create a search w/ full text to identify documents from the Recently Deleted area. It's nearly impossible to find a specific deleted document.
3 votes -
Workflow tasks migration
When a change is made on a workflow, a new version is created. A lot of documents are in an older version. It could be nice to migrate those tasks into the new workflow version.
3 votes
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