Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1517 results found
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Revision History for Forms
Version history for forms similar to the workflows on the Workflow Designer Desktop app. Having a built in revision history would help keep track of changes made to forms.
1 vote -
make it possible to mass delete inactive accounts
When our users are hired our HR department enters all of the users into the accounting system and then they run a script that pulls that information to create active directory and email accounts. Then we sync active directory with Docuware. Then when they leave we delete the account from active directory and the Docuware account doesn't get deleted it gets deactivated. That is fine until they decide to come back and work for us again and the Docuware account doesn't get reactivated. If I reactivate it manually the next time users are synced with AD it deactivates it again.…
1 vote -
See which user(s)/role is/are assigned to workflow tasks even for non-Controllers
It would be great to be able to access task assignments in an index field so that you can use Lists to see where and with whom tasks are currently sitting in a workflow.
1 vote -
allow rows of an excel file to be copied to a table field in a workflow
We use excel timesheets and the top of the timesheet has rows with the accounting code, the time type, employee number, and hours. Those are then imported into our accounting system. I am trying to make a workflow that will have employees do their timesheets in docuware and then when payroll is done simply export everything in one shot with an odbc sql query. It would make payroll a little easier. As it is people do their timesheets and then all of them are downloaded and each one is then imported individually into our accounting system. If Docuware could get…
1 vote -
Implement AI-based natural language search functions to browse documents
AI offers the possibility to search among documents in natural language. This would be valuable, because we observe that users tend to request expert-users for help in searching theirs documents, that they struggle to find.
Of course, non-generative AI (e.g. Prisme.AI) that would be able not to find, instead of inventing / creating.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
1 vote -
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 -
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 -
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 -
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 -
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 -
Request for Automatic Completion of Assigned Workflow Tasks upon Index Changes
We would like to request a feature that automatically completes workflow tasks already assigned to users when an index change or similar action occurs. This would help streamline operations and reduce manual intervention in cases where the task becomes irrelevant due to updated document data.
1 vote -
Original e-invoices are turned into regular PDFs by adding a letterhead
Currently, it is already possible to add a letterhead to e-invoices (XML or PDF with embedded XML). However, this turns the original invoice into a PDF without the e-invoice component (XML).
The desired behavior should be that when downloading an original, the original is returned.1 vote -
add support for .VSDX files
Since Process Planner is being discontinued...visio files should be back on the list of supported file types.
Even if you only show a snapshot of the file in the viewer, the important feature would be the ability to 'Edit in Microsoft 365 for the web'.
1 vote
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