Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Improve the ability to find documents after a name change has occurred.
When a vendor or client has a name change, we would like to be able to retrieve the documents that are indexed with the old name, using the new name.
For instance, Company is ABC and there are 100 documents indexed using ABC as the index in the Client Name field. Company ABC has a name change to company XYZ. When retrieving a document using XYZ, it should also retrieve the documents indexed as ABC.2 votesVielen Dank für Ihre Idee. Im Augenblick konzentrieren wir uns auf andere Themen, deshalb planen wir diese Idee nicht für zukünftige Veröffentlichungen. Wenn die Nachfrage nach diesem Thema steigt, werden wir diese Idee eventuell wieder aufgreifen.
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Intelligent Indexing Expand Into Checks
As intelligent indexing is essentially only available on vendor invoices, it would seem the logical next place to allow for intelligent indexing would be customer checks.
Reading a check number and customer name would be desirable, along of course with the auto-identification of the document type of check.2 votesYour idea has been added to our backlog. We are now further investigating the idea.
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In the Task List Designer
Docuware would implement much effientcy by adding basic mathmatical excel funtion in the tasklist Designer,Since a good amount of users are also using this in there accounting process to approve invoices, this would provide a valuable feature and purpose. Please see my example attached.
2 votes -
stop importing when cloud storage is full
Can we have the DocuWare Desktop Apps import/scanner feature Stop importing when the storage is full. Customer was trying to add documents with the import tool, and all the documents were deleted, and nothing made it to the cloud because the storage was full. Now they have to re-scan all the documents. This should not happen, the document may be unique and if it is deleted after the import processes, and nothing is in the cloud, then the document is lost forever. This should a priority in the next release.
1 vote -
Allow URL's to be put into the results/list dialogues so we can link to web pages or video links
We use video clips as part of our documentation to support areas of our business such as property inspections and surveys, these are stored obviously outside of DocuWare, but it would be really useful to allow live hyperlinks as a field type in the results and/or list views so we can link a video/s to a record in DocuWare - alternatively a storage method in DocuWare to allow video format files
0 votes -
E-Invoice bei mehreren Anhängen verarbeiten
Wenn eine e-Invoice aus Emails ankommt, so wird sie nur verarbeitet, wenn es nur einen Anhang gibt. Oft werden aber auch AGB als PDF mitgesendet oder weitere Nachweisdokumente z.B. Lieferschein. in einem solchen Fall sollte der erste Anhang der Email untersucht werden auf E-Invoice Merkmale. Für den Fall dass eine Mail mehrere E-Invoices enthalten sollte, könnte man dann das Dokument aufteilen und alle E-Invoices als einzelnes Dokument ablegen.
1 vote -
Request to Display Past Incident Information on the Cloud Status Page
Please make it possible to view details of past incidents.
Currently, only recent incidents are available on the Cloud Status page, so we would like past incident information to be included as well.1 vote -
Improved Incident Notification: Clarifying Details, Impact, and Scope
Request for Improvement
Please make incident notifications easier to understand based on the following points:
① Clarification of information
② Clear indication of impact
③ Clear explanation of the affected scopeExample (Current Description)
We are currently investigating an issue when saving emails using the DocuWare for Outlook Add-In. There are currently some limitations and delays.Improved Version (Proposal)
Issue:
We are currently experiencing a problem when saving emails to DocuWare using the Web version of the Outlook Add-In.
Even if the save operation appears to be completed, the document may not actually be stored in DocuWare.Confirmed occurrence time:…
1 vote -
add files via a button in the viewer
Hello,
it would be very practical to be able to add files to a document very quickly from the viewer without having to go through a tray. a button to add in front or behind which simply opens the file explorer.
for example, for workflow users, who receive a link to a direct task, it is complicated to add a file.
1 vote -
Export - Removal of spaces
Hello, would it be possible to update the data export with an option that preserves spaces, in order to configure a PNM file (SAGE type)? As far as I know, this is the only missing feature to make it work.
1 vote -
Prefill table rows on store dialog
Add possibility to add multiple rows with different prefilled entries to a table field on a store dialog.
1 vote -
Form image as URL
We would like to have option to add image in form as URL. Or how to change easily logo in several forms at once. Dynamically.
1 vote -
The line breaks from memo-type indexes in workflow email
The line breaks from memo-type indexes must be preserved when they are used in the body of an email sent via the workflow engine.
Currently, it is necessary to manually insert <br> tags to keep the formatting.1 vote -
Discussion feed associated with documents
It would be helpful if there were a discussion feed associated with a document, perhaps something in a side panel of the document viewer. Something like a chat feed, where users who have access to the document can add conversation entries. This would be great in workflows where documents may get passed back and forth. The chat feed would exist outside of the document, rather than text annotations on top of the document. This would also be easier than trying to pass messages back and forth in workflow using index values.
1 vote -
Optionally restrict the model space per cabinet and / or document type
When documents are imported into an intelligent indexing tray and the option for restricting the model space per cabinet and / or document type is configured, intelligent indexing should only take already processed documents into account, which are from the same cabinet (as the cabinet defined for the tray) and /or documents, which have the same document type as preset by the import configuration, respecitvely.
Background: In praxis, often documents are presorted by file cabinet and / or document type before they are scanned or when an individual mail inbox is configured per document type (invoices, e. g., have their…1 vote -
Sum in result lists
It would be nice to be able to have a sum of some index at the bottom of a result list : use case is, thare are invoices in validation, a reulst list gives the list of all invoices in the flow, the footer of the list displays the overall amount of amount to be paid in the list
1 vote -
Table index in Result Lists for export to Power BI
Hi, further the https://docuware.uservoice.com/forums/230570-client-english/suggestions/39185665-csv-export-of-table-data-type-from-result-list idea for Export, clients suggest to have the ability to have result list being able to export CSV with table index, so that they can be worked by Power BI
1 vote -
Enable indexing and searching of data from Form Tables
It would be very useful if data entered into tables within DocuWare Forms could be indexed into searchable fields in the file cabinet (or used in merged forms).
Currently, table data can only be stored in a table field and cannot be indexed or searched. Allowing table data to be mapped to normal index fields (e.g. text or keyword) would make it possible to search for and filter documents based on the information entered in the form table.
1 vote -
Keep the opened page when reloading document after update
When a document preview is open, and the document gets updated, the view resets and goes back to the first page. It would be very useful that the open document would automatically go back to the page/clipped document where the preview was left off before the document update.
1 vote -
Searching for a negated value
Searching for a negated value, meaning that in DocuWare we want to find documents whose metadata does NOT contain a specific value.
1 vote
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