Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1483 results found
-
Make the used filters in the dynamic lists to stick after logout/login
Hello,
When using a list, you can filter it on each column, which is great for several users to use the same list with different approaches.
However, when refreshing the page or logging out, the used filters are not saved for the users in the list tab.
It's hard to understand for the users because it's a feature you already implemented on the Tasks tab. Every time you filter your tasks, the filter stays even though you're disconnecting and come back after.
This feature would be a great addition to the Lists, because unlike the searches that are not saved,…3 votes -
Allow disabling of the welcome email in user provisioning
We would like to disable the welcome email that is sent when users are added via SCIM/User provisioning sync
3 votes -
Allow Releasing of a Hold Task in Workflow
We would be interested for an option to release tasks on Hold early. Workflow Tasks that are put on Hold are not seen at all in the Windows Client, not even in Monitor Tasks. The only way to intervene at all is to stop them in the Workflow Designer > Options tab > Active Instances if you can find your Instance ID, which is not intuitive at all. Then they need to be restarted from the beginning.
3 votes -
Make fields in Table fields required based on values from other fields in the row..
Hi. Make fields required dynamically based on values from the same row of fields(or from a lookup into a system/config file cabinet) ex..
in many AP solutions you have rules in the accounting where ex a specific Account requires that ex field purpose/department needs to be filled out.. and on some Accounts its not required. it would be great if you could control this behavior ex via a lookup into a datasource..3 votes -
Anhänge in PDFs automatisch archivieren und/oder extrahieren
Durch E-Rechnungen kommt es immer öfter vor, dass Kunden Tätigkeitsberichte bei ZUGFeRD-Rechnungen im PDF angehangen bekommen. Diese können stand jetzt nicht von DocuWare aus dem PDF extrahiert werden. Die müsste bitte dringend umgesetzt werden.
Wir greifen die Rechungen nämlich automatisiert ab und der Kunde muss die ZUGFeRD-Rechung nochmal herunterladen und die angehangenen Dokumente nochmal aus dem PDF herunterladen und manuell einspielen. Das nimmt sehr viel Zeit in Anspruch. Insgesamt machen das weit über 30 Lieferanten unserer Kunden.3 votes -
Add option to disable scrolling to the next page
Add an option to disable the change made to scrolling in 7.10 that automatically changes the viewed page of the document when the user scrolls to either the very top, or bottom of the page.
3 votes -
Add an area that describes where a desktop app connection is being used
In Profile and Settings there is a place where you can revoke a token. The issue is if more than one Desktop connection is listed, you have no idea of which connection to revoke. Be nice to have some sort of data to be able to tell them apart.
3 votes -
Allow selection of attachments stored with emails with Connect to Outlook
When an email is being stored via Connect to Outlook, not all attachments are needed. It would be great if people can just select only those attachments within an email they want to store. For example, if there are 5 attachments and they want to store three of the attachments, they should be able to check off which ones they want to store.
This saves space because currently, we are paying for both the attachments within an email and then the additional copies DocuWare is extracting of each attachment to show in the preview pane.
3 votes -
introduce the "Store all with the current index entries" in Outlook
This is a feature which is available in DocuWare when selecting multiple documents from a document tray and then selecting the Store button. Ideally when a user is filing multiple emails from outlook using the store feature, the user will be able to enter the index field values once for several documents at once (as can be done from the document tray)
3 votes -
Convert form attachments to PDF
We have a form that employees use to submit credit card receipts. The form itself does come into DocuWare as a PDF. The attachments are in whatever format the employee attached, and this can’t change as they could be many various formats. We are looking for the ability in DocuWare to convert the form attachments to PDF during the form submission process.
3 votes -
Expand Field Behaviors to Allow for Requiring a Minimum/Maximum Number of Entries for Checkboxes
Currently, In DocuWare, there is no easy way to require users to select a minimum or maximum number of boxes in a checkbox field.
This would also be useful for the Table type.
3 votes -
Save User's Viewer Settings after Browser Close
In current versions of DocuWare, any settings a user set in the previous session are often reset when the user closes and opens a browser before logging into DocuWare. It would be helpful if there were a way for users to save their zoom level, font settings, etc.
3 votes -
Cloud version update URL - Allow administrator to not be assigned a client license
It should be allowed for an administrator user that is active but not assigned a user license, that can administer the /settings site, to be able to login and check when the their Cloud account will be updated using the https://update.docuware.cloud/ site.
3 votes -
Recently Deleted - Ability to disable retention for Document trays and specific File Cabinets
Have the ability to disable retention for specific Document trays and specific file cabinets.
We delete on average 3 million documents per month (historic documents and duplicate documents). When deleting this large amount of documents, you have to keep the gui open for days on end and would likely time out. Also, it is unclear when a filter is applied, does permanently delete all only target the filtered list or all documents in the recently deleted folder?
Also add the capability for a deletion workflow to clear these out for specific doctrays/fc's. perhaps also enable quotas specifically for recently deleted…
3 votes -
More functions in folder result view
It would be a great idea if the folder result in web client show the records paginated because if the result list have a lot of documents in a folder, the result take too many time to show it.
Another great funcion is the possibily to filter the results in the colums as in a traditional result view, so you can have the document wanted easiest.
3 votes -
Formulare in Briefkorb ablegen!
Es wäre ein wichtiger Schritt, die Möglichkeit anzubieten, die Formulare in Briefkörbe übermitteln zu können. Die Formulare kann man aktuell zu einem Ablage Dialog zuordnen (was ein Workflow auslöst). Es wird vielles vereinfachen, wenn die Formulare auch in einem Briefkorb gehen können und dann erst durch Mitarbeiter in einem Ablage Dialog indexiert werden kann.
3 votes -
Add document capture datetime as index field
Sometime customer needs to know when document is captured - arrived in Document tray. Now when document is stored this infromation is not accessible and customer not have way to check how long time document was in document tray before stored. In some situations it would ne neccessary to keep this value as system entry data.
3 votes -
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.
3 votes -
Dialog template
In some systems, there are a lot of dialogs. Ordering the fields could be difficult and the technician could make a lot of mistakes. It could be nice to create dialog template, so the new dialogs could be automatically order with that template.
3 votes -
Calculate field in table field
Having a table field with tax base and tax rate, I would like to automatically calculate the total amount.
3 votes
- Don't see your idea?