Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1198 results found
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DW Cloud - Local Data Connector - 1000 Line Limit is BAD THING
It's common to reference a Local Data Connector data source and have the Autoindex routine be set to create a data record if there is no matching record. Especially common in verifying a migration to find items that got missed. It's invariable that some docs won't come over, and this is a great way to find them. It's common for these to sometimes be a ton of records(often > 1,000,000). In 7.3 the system will only use 1,000 records from the remote data at a time, even if the query limit in the LDC config file is set to 10,000…
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 -
Keyword filds in result list dialog
Possibility to show keyword fields in result list dialog as comma separated string
15 votes -
Show where missing required field is on the form, not just at the bottom, above the Submit button
You show users that fields are required above the Submit button, but for long forms, it is often difficult for users to find that ONE field that is still required but missing.
Can we have an option to have the field area around the required field be highlighted (red border, yellow background, etc.)?
15 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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Improve keyword string splitting mechanism
When you put a string inside a keyword field/variable, the system split the string in separate keyword entries at each space or comma in the string wich is simply horrible to handle.
You have a dirty workaround solution by putting your string in a text variable concatenated with quotes and then assign the text variable in the keyword field.
Plus, currently, if there is quotes inside the string itself (for example, french words and/or expressions are using quotes), your trick with the intermediate string variable doesn't work at all...
You should add the possibility, in the data assignations inside the…
15 votes -
edit entries
Hello,
When the user edit index entries of a document, it would be much more easier if this document were automatically opened in the viewer.
Indeed, when the user processes invoices that are all similar but different, he can easily have an invoice opened in the viewer that is not the one he is modifying and do not realize it. This is a source of error.Thank you.
15 votes -
Bring back the ability for field masks to auto format data.
As an example if the mask is for a SSN, allow typing of 123456789 without the dashes. This needs to be for storing as well as searching and also point and shoot indexing
15 votesYour idea has been added to our backlog. We are now further investigating the idea.
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change/hide workflow history tabs
It would be useful to have options to modify/configure the Workflow History, for example to change the order or hide some tabs. Because sometimes the most important history tab for users is the last one and it could be useful to hide technical/system workflow tabs
15 votesThank you for your idea. We are planning to implement this idea for the next release of DocuWare.
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Add the ability to use an index field to pre-populate forms in a stamp
It would be beneficial to be able to add predefined values from an index field when creating a stamp with form fields. Currently, if you set a form field in a stamp to "Predefined Entry" you only receive the basic options like currentusershortname, currentdate, etc.
15 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Stamp locations
My idea would be to have the option with Tasklist to be able to set a specific location on a document for the a stamp to be placed automatically. Individual stamp configuration would be idea. Mobile clients don't seem to be able to get the stamp in the same spot as the web client.
15 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. -
Table Fields - Default Box Size Options
It is fairly common for me to have a case where I need to present a user with more than one table field, and sometimes a few of them. In most cases the row count for the table fields is small, resulting in a lot of wasted white space in the table field boxes. This makes for a lot of scrolling to get to what a user needs to see or act on. While this would have value anywhere, it would have special importance in workflow tasks. The best handling that I can think of would be to be able…
14 votes -
Make the option "Add wildcard to the search" also available for Select Lists.
It would be useful to have this option as for search masks.
This would make it easier to filter the values in the list.
Would be extremely useful on Web Forms14 votes -
enter and use URLs in the DocuWare index fields.
Being able to enter and use URLs in the DocuWare index fields would be a huge help. This way users could potentially access other platforms, website, etc . directly from Docuware once the url is saved in an index field.
I have also received this request from a customer.Thanks
14 votes -
Allow formatting of numeric fields in the admin tool to exclude the thousands separator.
This would allow the use of numeric fields for PO numbers and the like and provide the range search capability in the search dialog, as well as proper numeric sorting.
14 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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Edit Forms CSS/Javascript
Other competitors to DocuWare that offer Forms solution are graphically very customizable. DocuWare's Forms are not as robust. It would be nice to edit the graphical elements of the Forms more in-depth via CSS and/or JavaScript.
14 votesWe are currently not considering your idea.
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Give the ability to drag and drop from the results list into an email
When I get emails asking for documents I don't want to have to start a new email chain to be able to email someone a document. I would like to be able to pick a document from the results list and drag and drop into an existing email chain.
14 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow users to edit after checking out/checking in a document
Allow users to edit after checking out/checking in a document. Version control should be able to be manual and automatic not limited
14 votesYour idea has been added to our backlog. We are now further investigating the idea.
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When using 'Keep Entries' have an option NOT to carry over field which is 'FileName'
When Multiple documents with similar Index data are stored, an option should be available to have the 'File Name' field come from the next document, not carried over from previous one. Would be even better if a selection can be made which fields are carried over and which are not.
14 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Assign workflow controllers via roles
Typically there are many different workflows where for example the Accounting users should be workflow controllers so that they can keep an eye on everyone's tasks. It would be very helpful to be able to assign a Role in to be the workflow controllers so that User Management becomes much easier with staff changes...
13 votes
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