Client (English)
Please post all ideas that concern the DocuWare client in this forum.
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We Need to have the Ability to View in a Result List or a Task List a Keyword Field. Otherwise what is the point of having the field type?
We Need to have the Ability to View in a Result List or a Task List a Keyword Field. Otherwise what is the point of having the field type?
18 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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View attachments within Outlook .msg files
90% of our documents are Outlook .msg files, most with embedded attachments (mostly pdf's). They are inserted using an automated Active Import process. The embedded attachments look like a clickable link in the web client, but of course they don't open. It would be great to be able to click that link and open those embedded documents (see attached for example).
18 votes -
Stamp Restriction
Enabling Stamp restrictions not just to file cabinet but also to certain Tasklist would allow for a work flow to stay conistant withou breaking out of the workflow process by Stamping something "Entered" for example before it should be. Such as being stamped entered before the document has been approved or verified.
18 votes -
search folders
Folders is a great concept, but when you have a lot of folders it does not work. If you could conduct a search of the folders then get a list of the folders that contain that search - that would be really nice.
17 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. -
Add Ability to Remove Blank Pages
Would be nice to have the ability to remove blank pages from the web basket and also from the stored documents in the cabinet. This feature should be available from the task list as well.
Would also be nice to have the ability to automatically detect and remove blank pages with the import feature.
17 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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I suggest that you add an option to have live hyperlinks.
I am wondering if it was possible to be able to click on a hyperlink which gets stored as one of the index fields. We would like some of our users to be able to click either on the result list or the DocuWare viewer and whatever the link has is where the users will be re-directed to.
Can that be done? We tried saving a couple of links on the result list and even on the document but the links are not clickable.
I have the URL for google.com but I would have to select edit index entries and…
17 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow a single document within a clipped document to be removed or copied.
We clip multiple files together for a workflow and store the document, however we need the ability to copy one of those files, modify it, then re-store it as a separate document without affecting the clipped file.
17 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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Stamp Digital Certificate
Would be great to have the Digital Certicate linked to the DopcuWare Stamp same way done in document processing.
16 votes -
Deny users to create a "Personal Stamp".
Currently, Any user can create a personal stamp and update the document(s) metadata without any validation.
From the Configuration page, "Configure Stamp" permission under functional profile doesn't affect "Personal Stamps", and the user will still have the permissions to create stamps and use it.
In the case we have a workflow process with one task contain two decisions (Approved, Rejected), the decision will affect "status" filed to be updated as (approved, rejected).
Users need to have the permission of (write, modify) on the "status" field to take the decisions, at the same time user can create a personal stamp with…
16 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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POP-UP Notification
In addition to E-mail notifications I would like to suggest a pop-up notification using desktop apps letting the users know that they have tasks pending.
E-Mails seem to get lost and don't continually prompt a user to complete their task. Or users might not have access to E-Mail. This should be on option people can mute or turn off.16 votes -
restore the ability to filter select lists in the cloud using SQL statements
I'm building a pretty standard AP setup using cloud 7.1 and just want the users to pick from a list of open purchase orders that are stored in DW. can't do it! why not? can't filter select lists using SQL statements in the cloud! wtf? bring it back.
16 votes -
Place Hoders for Signatures
When opening a document that needs stamping/signing, it would be great if stamp go automatically go to a predefined location on the document (signature field).
16 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 page deletion after a document has been stored into the file cabinet.
It would be nice if you could delete and organize pages after they have been stored into the file cabinet. This function should be available in your tray as well.
16 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Our customers have to have the Placeholder function of the Field Masks included in the Web Client
According to your FAQ #1858, Because of technical reasons it is not possible to display in Web Client placeholders in fields with field masks. Only in Windows Client placeholders can be displayed.
A large portion of our customer base is comprised of County Clerk’s Office within the State of Indiana. The primary field that they use to look up documents is a 24-character Cause Number, which includes numbers and letters separated by dashes in a state-defined format. In the Windows Client, we create a field mask which not only eliminates input errors but speeds data entry. The first 2 digits…
16 votes -
Stamping multiple documents in a single step be restored to the web client
Stamping of multiple documents/pages were available in the Windows client. We have a customer with a urgent need for this feature in the web client after using this in the Windows client
16 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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Remember the last used annotation after moving to next/previous document
In the web client when you choose an annotation such as the "Write text on overlay" it does not remember the last used annotation function after changing pages. The windows client would remember the last function and not require the user to continually click the same function over and over again. This becomes very frustrating when working on a large batch of files. Please see the attached file for a detailed walk through of the problem.
16 votes -
Improve Intelligent Indexing
Increasing number of fields and precision on large documents (lots of pages and tables).
15 votes -
Connector Microsoft Flow / Power Automate
Please create a connector for Connector Microsoft Flow / Power Automate.
15 votes -
link annotations with index fields
It would be great to give the ability to annotations to auto-populate index fields, like the stamps do. Since stamps are permanent and cannot be edited or deleted, the annotations are more user friendly for "live documents" that are being updated.
15 votes -
If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray
Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document
15 votes
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