Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Group related storage dialogs
When you click on "store" the user is provided a list of dialogs they have access to. I would like to suggest the ability to group dialogs. For example, maybe there are 5 dialogs for Customer Documents and 8 for Vendor Documents. When you click on "store" you would at the top of the list see "category" Customer, Vendor. When hover over Customer or Vendor, another level opens with just dialogs relevant to the particular category.
1 vote -
Task sort default to multiple columns
Add secondary and third columns for sorting in a workflow Task. I know you can shift click multiple columns but having it default to the multiple column sort would save time.
1 vote -
DocuWare Clipping - Add ability to delete/remove files from the file cabinet
Currently there isnt a way to delete one of the clipped documents from the file cabinet unless version management is turned on, and even then you must keep the first file.
1 vote -
Add a Store from desktop/folder integration like the Store from Outlook
Please add the ability to right click a document on the desktop or in a folder and store it in DocuWare just like the Outlook integration where I can right click on an email, select the store dialog I want to use, and send the item directly to DocuWare with the proper indexing without having to drag it to the tray first. Just like Outlook, I'd like to be able to select if the item will be copied or moved when setting up the store dialog.
1 vote -
Change the workflow configuration so that if you change a data assignment it doesn't clear the previous configuration
I have a workflow that takes data from a table field and enters it into a document from a merge form. The workflow loops through the rows in the table field and then depending on what is in the first column it determines where to put the rest of the data. The arithmetic expression is the same for everything but it is cleared out when I change the form field to be entered. Then I have to re-enter it for each condition. That is a time consuming pain.
1 vote -
put a button to create a new form tab
With 7.3 there is a forms tab next to tasks and searches. From that tab you can go to any form or edit any form for which you have rights. It would be nice if you have the rights to create a form to have a button to create a new form from that page rather than going into configurations.
1 vote -
Desktop Apps Import - Import Jobs - Ability to categorize/sort/filter/search
We have more than 50 import configurations, Some times the import fails, sometimes it stops, it would be nice to display the import jobs by a category, show stopped/failing jobs at the top of the list, being able to sort/filter/search import jobs, (condense the job list), export the job list to CSV for documentation, export the job list for re-import on another pc.
1 vote -
Choose if a File Cabinet Document is brought in As Stored or converted to PDF
Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.
There are good reasons for both.
In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.
In the case of loosing the ability to maintain a records integrity, it should not be allowed.
If you allowed administration to choose a Trays ability to convert or not would allow both.
1 voteThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases.
DocuWare does not convert document types during import or storage. A document is only converted to PDF when annotations are merged to an image file in the Viewer.
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Create a datetime column in a table field
I have a table field with two columns when I should only need 1. I have a date field and a time field. There is no option for a datetime field.
1 vote -
With New LDAP Synchronization, add more options for Loginname.
With New Synchronization, add more options for Loginname. Currently only samaccountname, userpricipalname, and userpricipalprefix can be used. We suggest also allowing the "mail" property because it provides consistency with the Email address used.
1 vote -
Workflow Manual Reassigns - Capture Email Message in Addition to Subject
This comes directly from a client, and he claims that this is quite important to him. So, it's also very important to me.
In the workflow history when someone manually reassigns a task and chooses to have an email sent only the Subject is captured. In our case the message was quite important and not having it in the history caused quite the bad situation.
Can we get the Message added to the workflow history for the reassign, too?
Thanks!
1 vote -
Add workflow activity to run scripts or exe.
It would be nice if there were a workflow activity that allows a script or exe to be called along with the ability to provide parameters. This could be very powerful and would provide more options for integrations.
1 vote -
Automatic creation of new storage disk should be in the system again.
Just because no one uses DVD anymore, it is still a good feature who may of us uses In order to be able to store disk o less expansive media.
1 vote -
Document Count for File Cabinet in Cloud
In the Administration Information of the File Cabinet details, include a field that gives the number of documents in the File Cabinet.
1 vote -
Please add a permission for changing user e-mailaddress
A user can edit his e-mail address via the user menu: profile & settings.
It's company policy that a personal e-mail address is forbidden. There is no permission to prevent users to change their own e-mailadress?
1 vote -
form table
Allow the ability to assign field information to Worksheets/Cells in a spreadsheet.
For Example "Customer" field to goto Worksheet"Data" then C1.
1 vote -
Switch sides of WebClient
I have a customer who likes to view the documents on the left side of the screen and have the workspace on the right.
Please introduce a setting to switch sides of the workspace and the document viewer pane in the webclient, just like the already existing option to always open the viewer in a new window.1 vote -
Intelligent Indexing Stand Alone Service
Create a stand alone module for intelligent indexing, allowing for documents in a folder to be ingested, read/processed/indexed as usual, and drop the image + csv resulting from the process into an output folder. Charge by volume of documents processed.
1 vote -
Storing larger files in Docuware
Introduce a feature to delay the upload of the document in the Windows Explorer Client until Word has finished processing the document. We have had instances of users saving '0kb' files - which has caused significant issues in terms of confidence in the solution and re-work
1 vote -
Add Employee Number in Name Search
Is there any way to add the employee number next to the name drop down when searching an employee? If I search Bob Smith, it will pull the files for all Bob Smiths in our system, but if you have the employee number next to the name it will be easier to populate just that one Bob Smith when searching.
1 vote
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