Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
-
Create a way to add a DocuWare document to an existing email thread
When responding to an email, if you want to attach a DocuWare document, you have to save it onto your desktop and then attach it. Can DocuWare be configured to allow for attaching a document in a thread.
1 vote -
DocuWare Import - Splitting Critiera - An OR Option
Would be great to have an OR option for spiitting criteria. Now you can only define AND criteria but the system would be much more flexible with the addition of an OR capability.
1 vote -
Allow keywords to be displayed and filtered on in the task view
You currently are not able to display keywords in the task list. A workaround is to populate them into a global text variable and they will be separated by commas. The issue with that is that they cannot be filtered on as the filter does not parse through the entire string to find matches.
1 vote -
Disableling the enter button when rejecting an invoice
When an approver wants to reject an invoice, he has to fill in some remark in de 'rejection reason' line. When this remark is long, the approver tends to touch the enter button to get a new line for comment. This entering activates the 'submit' button. To prevent this, the enter button should be deactivated and only 'submit' should be done with a mouse click
1 vote -
Within Tasks, Add Conditions To Assign
Within Tasks, Add Conditions To Assign.
For example, if Workfield = "Escalate" or Value = Exceeds Value then assign to this person, otherwise continue. etc.
1 vote -
processor
When stored the processor is the tray that you are in rather than the person that has created the document. This would make more time available to do other things in the long run.
1 vote -
Invoice date
Only the invoice date from intelligent indexing should be processed not the created on date. It has taken up a lot of my time going in and changing this for almost everything when our system crashed.
1 vote -
Able to add Stamps without decisions
Able to add Stamps without decisions being stamped as well.
Ie FIELD = COMMENTS
Stamp just posts
USER AND TIMEbut the field will still copy to comments.
1 vote -
Allow users that have access to several select lists to modify some lists but not others.
When users use more than one select list, it may be necessary for them to edit some lists but not be permitted to edit others. Right now, this is an either/or situation They can either edit all lists or no lists.
1 vote -
It would he helpful to be able to request another user to close a document that is open for editing on their client. Similar to MS WORD
It would he helpful to be able to request another user to close a document that is open for editing on their client. Similar to MS WORD and Excel.
1 vote -
Add shortcut to download selected file from clipped documents
With document which contains several clipped files we can not download selected clipped file (which preview is currently displayed) using any shortcut - we can only download complete document set as ZIP.
1 vote -
Background image for the sign field
Instead of just having a white background for the sign field, allow using a background image in order to make a diagram.
Included, one example of a bus background image on which user can simply draw where the problem is located for instance.
1 vote -
version field in task
Please allow to add the WF Version field as a column. This would allow users to filter or order by that field, when doing multiple tasks. Currently it is only visible as supervisor.
1 vote -
Change trade to non-trade
When you switch the invoice from trade to non-trade, it should show up in non-trade list. This is not happening at this moment. I then have to go and find said invoice if I didn't copy it to my personal file. It would be a much cleaner list and no duplicates vouched and stored. This would just be for convenience, not really needed. Also the other way around doesn't do anything. It keeps the invoice in the non-trade list.
1 vote -
Swap to Acrobat Reader for PDF in order to see the digital signature or the PDF/A version
in acrobat you can see the detail in a left pane of the digital signature as well as the version of the PDF/A (2b, 3u, etc) or the content of the PDF/X which is the next norm for digital invoices (xml embedded in the pdf)
1 vote -
Display an error message with a reason when editing multiple index entries
When you edit multiple index entries at once via a resultlist and for example it needs to be a value from a selectlist it simply displays failed to update x amount of documents." I would propose you show the reason why it failed.
i.e. "Failed to update x out of x documents. the value was not in the selectlist"
1 vote -
Add the ability to archive emails sent via a workflow
Currently you can send emails via a workflow. It would be nice to be able to archive those emails based on settings saved to the task in the workflow responsible.
1 vote -
make data validation use graphical editor tools
we currently have the ability to validate data by hooking a web service into a store dialog but that requires either JS or C# coding. It'd be great if we could use the graphical editor tools to build these validations (eg. the data validation builder that's part of workflow tasks)
1 voteThank 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.
-
Add a feature to choose a certain page to scroll to when viewing instead of just the arrows.
Allow the user to choose a page number to scroll to in the same manner as available in Adobe.
1 vote -
System# oder Organisation in Fehler-Mails anzeigen
In den E-Mails, die die Cloud bei Fehlern versendet fehlt ein Hinweis um welchen Kunden es sich handelt.
Ohne diese ist es mühsam den betroffenen Kunden zu finden um Support zu leisten.
Die System#, der Name der Organisation oder wenigstens die URL der betroffenen Cloud-Instanz würde hier enorm helfen.
Bitte einbauen!
1 vote
- Don't see your idea?