Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1502 results found
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Graphics are outdated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 -
Make a way to change a form from using a text box to a dropdown without having to change all of the merge forms and merge form indexes
I have an enrollment form that I created over a year ago that now needs updating. When I created the form I had no previous data. Now I have data from applications that can pre-fill a lot of the demographics information. So I created a multi-column select list with that information. The problem I have now is that for each field I have to update indexes and merge form fields to match the new dropdown fields. It would be nice if I could click on a text field and say convert to dropdown and not have to change all of…
1 vote -
the ability to create a workflow for a merge form that has not been published.
I have an enrollment form with a whole bunch of merge forms. I am updating it and have added a merge form that has not been published yet. I would like to be able to create a workflow for that merge form but I can't because it is not published.
1 vote -
in a docuware form populate a second table field with data from the first table field
We have a web from that completes multiple merge forms. Docuware does not support table fields in merge forms but I do it anyway with a workflow. Having said that, I have 2 table fields that are almost identical. Emergency contact information and authorized release of child. All the emergency contacts will be authorized for the release of child and shouldn't need to be entered twice. However not everybody that is authorized to pick up the child will be listed as an emergency contact. I can do this in a workflow but it would be nice if the form could…
1 vote -
Give the ability to run a workflow on demand.
It would be a benefit to be able to run a workflow on demand. A workflow doesn't always need to run on schedule but just on a sporadic basis. I would be nice to kick one off manually.
1 vote -
New worfklow systemvariables containing Profile Data
All user accounts contain e-mail, salutation, firstname, lastname as well as out of office dates. This information should be available as system variables in the workflow manager. That would be extremely helpful to create personalized task-notifications and e-mails. (Additionally, a gender-neutral form has to be incorporated into the salutation.)
1 vote -
Provide RSS feeds for DocuWare Cloud service status and incidents
We would like to request the implementation of RSS (or equivalent webhook-based) feeds for DocuWare Cloud service status and incident updates.
Currently, DocuWare Cloud service availability and incident information is published only via the web-based Status Portal. While this page is useful for manual checks, it is difficult to integrate into automated monitoring, alerting, and internal communication workflows used by many customers.
Providing an RSS feed (or webhook / API-based status updates) would allow customers to automatically monitor service status changes and react more quickly to incidents.1 vote -
Custom Actions in Web Client (Toolbar & Context Menu Integration)
Introduce the ability to define and execute custom actions directly from the DocuWare Web Client UI, both in the toolbar (right panel) and in the document context menu (right-click).
Today, integrating external systems or custom logic (e.g. AI processing, OCR correction, data enrichment, or external workflows, whatever ) requires indirect approaches such as workflows, external links, or background automation. These solutions are powerful but not always intuitive for end users and lack a seamless user experience.
The proposed feature would allow administrators to configure custom actions that:
Appear as buttons in the toolbar and/or as items in the right-click context…
1 vote -
Allow select list filtering against system fields
It would be useful to have the ability within Forms, to use multi-column select list filtering against system fields so users cannot see or select data other than their own previously stored data.
For instance, filter the dataset based on the original store user against the 'logged in user' initiating the form thereby eliminating #2 user from displaying the data previously stored by user #1.1 vote -
Request for Bookmark and Page Annotation Features in DocuWare Viewer
We would like to request the addition of bookmark and annotation (sticky note) features in the DocuWare viewer, similar to those available in Adobe viewers.
Customers often work with documents that contain a large number of pages and have a need to quickly navigate to specific sections. Having the ability to add bookmarks or notes would significantly improve usability and efficiency when accessing important pages.
1 vote -
Request for Bookmark and Page Annotation Features in DocuWare Viewer
We would like to request the addition of bookmark and annotation (sticky note) features in the DocuWare viewer, similar to those available in Adobe viewers.
Customers often work with documents that contain a large number of pages and have a need to quickly navigate to specific sections. Having the ability to add bookmarks or notes would significantly improve usability and efficiency when accessing important pages.
1 vote -
Support JWE as a method to encrypt URLs
Currently, Docuware supports a rather .NET specific method for encrypting URLs. We have an application that should retrieve documents from Docuware using URL integration. This application natively supports Java Web Encryption (JWE) to encrypt (parts of) a URL. This is not compatible with the way Docuware expects URLs to be encrypted. Since JWE is a standard (RFC 7516) that is widely used by many applications, I think supporting it could be of real benefit to customers. Ideally, the encryption method should be configurable on the Docuware server.
We had to resort to implementing a URL redirector: this takes a JWE-encrypted…
1 vote -
I understand that DocuWare round the number of files when searching in a cabinet. I think it would be a good idea, when a person imports fi
I understand that DocuWare round the number of files when searching in a cabinet.
I think it would be a good idea, when a person imports files into DocuWare.
It has a static table that has a static number to display. Instead of searching all files/imports every time you run a search.This figure, would incrementally increase or decrease based on adding or deleting files/imports.
1 vote -
document tray
Audit in document tray.
As document tray is a part of Docuware system, we need an audit fonctionnality.
As part of our continuous improvement process, we have identified the need to strengthen your DocuWare configuration regarding audit trail management and supporting document retention.
Currently, some document types arrived in document tray without complete traceability. This creates gaps in the reliable audit trail and limits our ability to retrieve and validate records efficiently during internal reviews or audits.
The objective is to ensure that all incomming documents are fully traceable, properly supported, and compliant with our internal control standards.Could you…
1 vote
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