Client (English)
Please post all ideas that concern the DocuWare client in this forum.
145 results found
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Customize the CSV export from the DocuWare WebClient
It would be great if we the admins or even the users can customize the order and the fields that are displayed when they use the export to CSV file option in DocuWare.
As of right now it is showing all the fields that the user has access to. and the order is also not the same as the task list/result list the user is looking at.
5 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.
Please use the modulke DocuWare Export for configurable exports.
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Store and seach dialog
I suggest you make store and seach dialogs possible to copy to other file cabinets, because the prosses with ordering the fields is MASSIVE! If you have 50 Field for example, all the pressing on left mouse key is hurting my finger ;)
5 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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Have field filled with substring or concatenation of other field
Hello,
It could be nice if we can extract a substring of a field to fill another field. I.E.: Invoice has a date as an index. Have the possibility to create 2 index (year and month) for extracting the year and the month. This two new fields could be use in the Windows Explorer view to group invoice by year and month for example.
It could be substring or the concactenation of several fields.5 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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Print selected pages option
Add ability to print or email selected pages or page range. Currently the only option is to print the entire document or the page loaded 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.
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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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Ability to type in multiple index entries to a keyword field at once
There should be a way to add multiple entries separated by a delimiter when adding entries to a keyword field. Currently you have to add them one by one hitting the + in between. This is horrible for the user when they have 50 plus entries. There are ways to do this in the background with a comma delimited load file so there should be a way to do this via the Web Client.
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. -
Be able to suppress "Please Complete My Profile" bubble without filling all fields
in 6.11, users now see "Please Complete My Profile" every time they log in. Please add a way for the admin to remove this pop up. The user shouldn't be forced to add their name, email and salutation if they do not want to.
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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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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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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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. -
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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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.
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Ability to e sign documents with Adobe Sign
Like DocuSign and VIDSigner integration, Docuware must have an integration with Adobe Sign. It's a big esignature provider in the world and a lot of customers have a subscription with they and they don't want change of provider. We've lost a lot of bussiness for this reason.
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.
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Allow storer to select "store document in black and white" when scanned in color
Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.
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.
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Move document trays configuration to User Management
Add a tab for Document Trays in User management so it is consolidated in one place. This would make managing document tray permissions much easier.
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.
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Make the highlighter tool like the one in Word or Google Docs.
The current highlighter tool covers up the word it is highlighting to much. Also it should not be a freestyle highlighter, but used like that in Word or Google Docs.
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.
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Allow the user to see differences in the document between versions
The users I'm working with need to see where are the differences between two versions of the same document. Would it be any way to implement something like the diff command ?
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.
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Direct Access to Files Within a Document
The current version of Docuware relies on PDF file structures but there are a great number of clients that have TIFF and DWTIFF images that are all each treated as a single clipped file in a Document. This creates a big problem for the users who wish to go directly to an image within a file with a large number of pages.
There are 2 solutions both of which I think need to be applied to Docuware as they both solve multiple problems.
1: Build a Pre 6 DW document to PDF file conversion workflow. This would allow clients with…
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.
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move to document tray
Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..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.
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Save search criteria in multi cabinet saved searches
It would be helpful for a user/administrator to be able to save search criteria in multi-cabinet saved searches/task list.
3 votesWe are currently not considering your idea.
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