Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1484 results found
-
add comments to versions
Add the ability to add comments to versions with automatic versioning. Currently, the system automatically adds a comment "Automatic Version Management". We often send documents to clients and would like to have the ability to change the comment to "sent to client on *** day" or something similar
3 votes -
Connect to Word or excel like Outlook, to store the document in a tray or a cabinet
Ability to store an open document like it is done in Outlook
3 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.
-
Email Capture - General Email, Exchange Online
Could the Exchange Online method of capturing email attachments include the ability to mark those emails as Read when moving them to the processed folder?
When email attachments are automatically captured using General Email, Exchange Online, the emails moved into the processed folder are not being marked as "Read".
Previously, when General Email used IMAP, the emails that were moved into the processed folder were marked as "Read".
As a result the folder containing the captures/processed emails is continuously showing a growing number of unread emails which is a frustration as they need to be manually marked as Read each…
3 votes -
Start workflow if Regex match
This could work with the field condition "Contains", so for example we could start the workflow if FIELD contains <Regex>. This would be great for filtering and it would improve workflow stability because only documents matching the regex definiton would initiate the workflow.
Without this I must start the workflow for every document and then handle the condition logic inside the workflow.
3 votes -
3 votes
-
Fill keyword variable and/or table with REST response that contains an array
When using REST/POST to retrieve data from an external system the results frequently contain arrays of data. Allow the capture of the array data in to a keyword or table with the option to concatenate multiple properties of the into a single kw row. Currently if the result contains an array each item in the array or even each property of each item has to be manually mapped to a variable.
3 votes -
smtp server configuration
possibility to choose in workflows when sending mails an smtp server configuration.
3 votes -
Enable a workflow to be stopped following a change in metadata
Once a workflow has been started and a task has been created, the only ways to stop it are : Validation of this task by a user or a manual interruption by a workflow controller
It would be nice to be able to stop a workflow and cancel tasks automatically by changing the metadata.Customer needs may require it
3 votes -
Active Directory Sync Remove DocuWare User Account
Can a user be completely removed from DocuWare based on AD removal
3 votes -
Fill table from other sources that another tables ..
Currently you can only fill a table from data from another table ..
I would be a great idea if you could get data also from external sources ..
and from sources that are not table fields..Because you can still select which fields you want to use..
3 votes -
Document Status Color Indicator based on Field or Field Calculation
Have a color indicator that would show the document status based on a field of field calculation. In Example, Aging Analysis, SLA Risk, etc.
3 votes -
Flatten PDF with REST/.NET API
We can use DocumentAction to merge annotations on the Document. It would be nice if you could provide a method for Flattening all Form Fields on the Document. Right now we have to use 3rd party libraries to get this done.
For all readers: I am using Syncfusion - they have free commercial license for small companies.
3 votes -
Clear selection option in Multiple Choice field in forms.
Currently you can initialize a multiple choice field to a default choice of none. However, a way to reset the field to none after a choice has been made would be greatly beneficial. This way if a choice is not required a user can clear the field without restarting the entire form.
3 votes -
Document Processing - Auto Selection Groups
Right now if we set a Document Processing instance to be automatically selected then processes that use this function have to be evaluated against the full set of templates set for automatic recognition. It would be very useful to be able to create groups of automatic processing templates. Let's say that you have three templates that perhaps a PO might use. Then you might have four that a Sales Order might use. If you could group them then you could have a PO template that triggers on the same values that the Sales Order template would trigger on, but by…
3 votes -
Open web forms in the viewer
Have the option to have Forms open in the viewer.
3 votes -
Allow access to cookies when making a REST request
When making a connection to a REST service, allow access to the cookies both when making the request and from the response. There are web services (ie Docuware) that use auth cookies that are sent to the client that need to be included when making further requests.
3 votes -
Enhance the Overview Pane
In the Overview pane, when the items are showing in the overview, as you move past them, they will say “Page1.1” and so on but people easily get distracted or are interrupted and lose their place. (Me, I’m people. Lol)
I would like the item I am physically on to light up indicating where I am/left off. Perhaps outline in a thick color to stand out or highlight that exact page.
Also, say if I am in Overview, 3rd item down being Page 3.1, instead of having to scroll up to the tools I would like to right click what…
3 votes -
3 votes
-
Allow fields set to retrieve value from database user field to be effected without changing other fields using database values
Allow fields set to retrieve value from database user field to be effected without changing other fields using database values Currently for example, if you have a field set to lastaccessuser and another set to lastmodified user, opening a document will change all of these fields regardless of if the document was modified or not
Because there is a field is set to retrieve its value from LastAccessUser, and because it is a user field modification gets traced for DWMODUSER, DWMODDATETIME, DWFIELDSTAG and DWDOCUMENTTAG. These fields should be able to be changed independently
3 votes -
workflow notifications in history
DocuWare Workflow History on a document shows emails on a reassign of a task but it does NOT show any email activity when a task has notification enabled to send an email to the assigned user of a task. History absolutely needs to include an entry when a task notification email is sent as one of the automated activities.
3 votes
- Don't see your idea?