Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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We need a faster way to clear the recently deleted from the "recycle bin"
When doing a transfer with delete or a deletion workflow the recycle bin fills faster than you can clear it causing the storage to max out. There needs to be a faster way to clear the recently deleted from the system.
1 vote -
Allow form fields that are marked hidden to be visible in the viewer when prefilled
Currently, if you have a form field set to a behavior of hidden, they do not show on a merge form. It would be good to allow these fields to show in the viewer so prefilled data will show up on in the viewer instead of just in the index entries
1 vote -
Provision of a Support Account
We would appreciate it if you could provide a dedicated support account with administrator privileges and access to the web client, so that our support team can collect logs and investigate issues when problems occur in the customer environment.
Currently, the customer shares the ID and password of an administrator account that was purchased under the customer’s license and is used for daily operations.
However, sharing IDs and passwords poses a security risk. For this reason, we kindly ask that you provide a dedicated account for support purposes only, which would not be used for normal day-to-day operations.
This would…
1 vote -
Allow Control of Filing Dialogs by Screen and Operation
Please add the ability to control which filing dialogs are shown depending on the screen or operation.
Currently, the filing dialogs available to users are controlled by their access permissions for each filing dialog. However, in addition to permission-based control, we would like to control which filing dialogs are displayed for each screen or function.
For example:
・when storing documents from the Document Tray
・when using the “Copy” function from the right-click menu on the search results screen or list screen
This would allow more detailed and flexible control based on actual business workflows.1 vote -
When a URL is stored in an index field that is configured as read-only on the Index Edit screen
I would like to request a feature enhancement for the Index Edit screen.
When a URL is stored in an index field that is configured as read-only on the Index Edit screen, I would like users to be able to click the URL link and access the destination directly from that field.
Currently, URLs are displayed as clickable links only in the Result dialog. If clickable URL links were also available in read-only index fields on the Index Edit screen, users would be able to work more conveniently and efficiently.
1 vote -
Validate a date entered in a task
In a task we use a table of orderlines. One of the columns is a confirmation date. Sometimes a user is entering a wrong year in the date field. For example 0226 in stead of 2026.
Can we validate on entering OR on confirming the task decision that is at least 2026 or 2027 as a date1 vote -
Form calculations should exclude hidden fields
When using behaviours in forms with pre-filled fields, calculations are shown using those fields regardless on them being used or not which skews the results and defeats the purpose of having pre-filled fields to make more dynamic forms for users and reduced keying errors.
1 vote -
docXporter integrating the index file into zip file
We have established a contract with a central purchasing agency and need to export accounting documents—including the journal entries—in ZIP format. This zip file must include the exported document and the index file.
For now, we need to combine the ZIP export with a powershell script to include the index file in the ZIP.
It would be a really plus to be able to integrate this feature directly into the docxporter settings.1 vote -
Allow a form with multiple merge forms to export only 1 of the merge forms.
I have a form with multiple merge forms. I can use onbording as a good example. The onboarding form sets up direct deposit and the w4 tax from. However, direct deposit and w4 tax withholdings may be changed later. It would be nice if I could export just the direct deposit or the w4 portions to create new forms just to complete those forms.
1 vote -
Provide the ability to sort merge forms
I would like the ability to provide a sort order for merge forms. I have a form that filles out 15 merge forms. I have a workflow that then copies them all to a new document and gives a task to somebody to look at them all to make sure there are no errors. If I could give Docuware a store order so that the document ID numbers were in the correct order I wouldn't need to add another index field to use to sort them.
1 vote -
Option to attach a document with a paperclip only on one side of the original document
Hello,
When attaching a document from the file cabinet with a paperclip to a document in the tray, we have the option to choose whether the document from the tray should be placed before or after the original document.
For the functional needs of some clients, it would be helpful to be able to restrict one of these two options for end users (for example, only allowing a document to be clipped AFTER the original document).
This would prevent having to review each document to put them in the correct order.
Thank you!
1 vote -
Expose document processing metrics for external analytics
We store around 200k documents a year across six cabinets and management wants to see trends — how many invoices come in per week, what's the average time from receipt to approval, which departments are slowest at indexing. DocuWare's built-in views don't really do trend analysis or cross-cabinet comparisons. It'd be great to have an analytics-ready data feed or even a pre-built data mart we could query. For now we worked with a team we found when looking to hire power bi consultant and they set up an ETL job against our SQL backend, but that breaks every time DocuWare…
1 vote -
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
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