Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1340 results found
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Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.
We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...
2 votes -
Mobile App
For the sales team, mobile Docuware could be a game changer for providing better customer service! Please add the ability to view my tray, share/send documents, and apply filtering options. The search option is great, but it would be valuable to see a list of documents.
2 votesThank you for your idea.
We are constantly adding functionality to the DocuWare Mobile app.
Document trays is already planned for one of the next releases, sharing documents for one release further down. -
one click indexing off by default
would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.
2 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. -
Smart Connect (Search) - unable to append files to the result list
Allow users to append files to result list from Smart Search. Now, the function "clip" is not present, when user is using Smart Search.
2 votes -
Multiple sorting in workflow and / or list
Multiple sorting in workflow and / or list
2 votes -
Be able to copy text boxes
A great time saver would be to be able to copy text boxes and be able to edit them with a double click
2 votes -
give workflow designers the ability to customize font styles in workflow tasks
It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.
2 votes -
Restore "*Required" Field Errors Back To Webforms
Our DocuWare Cloud instance was recently upgraded to v.7. Since the upgrade, our webforms no longer display errors above the Submit button when *Required fields are incomplete.
In v.7, the descriptive language regarding fields that are incomplete (e.g. "errors") do not appear on webforms. Rather, the "Submit" button remains greyed out and cannot be clicked until the errors are corrected.
Sorry to say, without the helpful errors actually displaying on screen, our users cannot figure out why the Submit button won't light up. One of our webforms is very long and contains many *Required fields. The users simply cannot intuit…
2 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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2 votes
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index select
Most sites, when you start typing in a field will show the top field in the entry box with selection list below. It would be so much easier to simply hit enter or tab when the top item is reached rather than having to click or use the arrow to move down to the line. It would speed up indexing enormously.
2 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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Choose different inbox when autoarchive fails
When the import fails, the documents go to the default inbox, and it would be fine, we could choose a different inbox for each kind of documents
2 votes -
Add a Shortcut key for Store All to index multiple documents more quickly
Add a Shortcut key for Store All to index multiple documents more quickly. The current method requires marking the documents, selecting Store, the Store dialog, the three vertical dots and finally Store All
2 votes -
Date Format. Can format be set at system level as opossed to each user . European format rather than US
We have found that the date is set to US format. We are in Europe so want to have the format set to European. Support tell us that this can be done locally for each user. Would it be possible to set this at a system level rather than relying on the user to do it.
2 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.The DocuWare Web Client determines regional settings automatically by using the browser settings. If the users browser is set to englisch (US) then the user will automatically see US formatted dates.
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create inbox when creating user
You can't create a document tray when creating new user, if a file cabinet has not been assigned to user.
With DocuWare's emphasis on using roles instead of individual assignments, this causes problems.
2 votes -
allow filters on stamp configuration
Currently, some of my customers have a ton of stamps with no way to sort other than get into the admin tool.
Would like to maybe add a filter such as the ones allowed for Related Docs. That way you can tie the appearance of particular stamps to rely on the metadata of the document. (INVOICE doctype would show AP related stamps)
2 votes -
Would like to be able to do a Search & Replace on all docs in DocuWare by searching on a specific field.
It would be nice to be able to do a Search & Replace on all docs in DocuWare by searching on a specific field and typing first what your looking for and then replacing it with.
2 votes -
Info(help) icon that tells user(s) that the a field is necessary
While configuring the file cabinet field, is there a way where the administrator can have an info(help) icon that tells user(s) that the said field is important because of some reasons.
2 votes -
Link Connect to Outlook config to import config
Allow Connect to Outlook configs that are set to store attachments first to be linked to an import configuration.
2 votes -
Re-index selected store documents if an import configuration is changed
In some cases, Import configuration indexing doesn't work as well as expected, perhaps due to improper setting, or incorrect anchor, It would be nice to be able to re-index selected misindexed documents once the import configuration is changed
2 votes -
Add related docs and preferences to mobile client
Add a link to related docs in the mobile client.
Also add the ability to hide/prioritize lists, searches, etc like you can in the windows explorer client and web client.
2 votes
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