Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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you should be able to cancel document during importing
While importing document into the web basket, there should be a way you can cancel the document from importing
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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Field Mask
In the field mask option, there is not the possibility to set a configuration about a "password type". This means the user can digit a password (for stamps for example) and the data are display as "******".
In workflow step I can set several condition where I ask a password, but in this case it's write in visible way.
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
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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Use 'Tab' same as 'Enter' in search dialog index field selection
When you enter a value in a search dialog index field, you see automatically the results to choose from. You can walk through results using the cursorbuttons and select a value by ENTER. Would be usefull to make the select also possible by using ALT button.
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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Option to delete old versions of a document
It would be interesting to implement an option to delete old versions of a document. the case is that the user is doing versions of a document until thinks that the newest versión is the definitive. Therefor the user needs to be able to delete all the old versions of the document. Free disk space could be a reason.
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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Ability to change colors in web viewer, result lists...
Highlighted rows in the result list changed from blue to grey when we updated to 6.7. Allow admins to control style colors or have alternative style sheet themes.
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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Export costumer data into WORD forms for a letter out
Many users like to export the name, subject and other data into a WORD forms so they can write an letter out to customers. At this moment they have to work with to screens
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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One click copy
While indexing, would like ability to click index field name and copy the information in the field. This would eliminate the need to double click and press "Ctrl+V," speeding copying of long transaction numbers, difficult-to-spell names, etc.
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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Graphics are outdated
Very boxy and basic looking. Tool bars and tabs would be easier to use.
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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Show both the Approve and Disapprove stamp on the toolbar avoiding having to click on the stamp down arrow to get to one or the other.
It saves time (minimal), but wrist motion to move the mouse. It is unnecessary.
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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hidden option "change password", if the user does not have permissions to change, in webclient
hidden option "change password", if the user does not have permissions to change,in webclient.
2 votesWe are currently not considering your idea.
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Crop (through) document in the web basket
If you scan a document in the webbasket, it's note possible to crop it if the document is skewed. We the old Windows Client, we had a special fonction the make it right, to adjust it
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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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 -
Import CSV into Index Table
We use DocuWare to manage our incoming invoice process. As part of the workflow, accountants must populate the allocation lines in an index table, see the attached screenshot. In some cases, an invoice may require more than 80 allocation lines.
Manually entering these lines is very time-consuming and prone to errors.
As a result, in such cases users bypass the DocuWare process and enter the invoice directly into the finance system, which reduces process consistency and traceability.We would like the ability to import CSV files directly into an Index Table, automatically creating and populating the table rows. This would…
1 vote -
Add Stamps to Multiple Documents in workflow (not using API)
We would like an option in Workflow Designer and standard stamping to apply a workflow stamp either to the first page only or to all pages of a document. For example, when a user approves a batch of invoices, the stamp is currently applied only to the first page. If the document contains multiple pages, we need the ability to apply the same stamp, including workflow comments and user information, to every page without using an API. This is important because, in a four-page invoice or document, stamping only the first page creates a risk that someone could print the…
1 vote -
Offer a key command to open in offfice 365 for the web
If you highlight a document and hit ctrl+alt+I it will edit index entries ctrl+alt+w will bring up document history. There are several of these key commands. It would be helpfull if there was a key command to edit the document in office 365 for the web.
1 vote -
Request for Improved Aura Response Performance
Generating a response in Aura currently takes approximately 60 seconds, even when searching and comparing only about three single-page documents.
For practical business use, this response time is considered too long and negatively impacts usability.
We would like to request improvements to Aura's response time so that the feature can be used more effectively and efficiently in daily operations.
1 vote -
Transfer Jobs - Native Index Field Update Capability in Source and Target File Cabinets
Transfer Jobs currently allow the transfer of documents between two file cabinets and now, in Cloud, between two organizations. However, tracking these transfers is an operational challenge due to the absence of a built-in option to update an index field in the source system upon completion.
Today, we are forced to rely on cumbersome workarounds—scripts, AutoIndex rules, and other manual processes—just to enable basic transfer tracking. This includes creating new fields to capture the destination DocID, adding status flags to identify which documents have been transferred, and maintaining these solutions over time. These workarounds quickly become unmanageable, error-prone, and extremely…
1 vote
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