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Please post all ideas that concern the DocuWare client in this forum.

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1431 results found

  1. 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
    How important is this to you?
  2. 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
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?
  3. 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
    0 comments  ·  Storing  ·  Admin →
    How important is this to you?
  4. 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
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  5. Able to add Stamps without decisions

    Able to add Stamps without decisions being stamped as well.

    Ie FIELD = COMMENTS

    Stamp just posts
    USER AND TIME

    but the field will still copy to comments.

    1 vote
    0 comments  ·  Stamps  ·  Admin →
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  6. 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
    How important is this to you?
  7. 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
    0 comments  ·  Viewing  ·  Admin →
    How important is this to you?
  8. 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
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
  9. 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
    0 comments  ·  Workflow  ·  Admin →
    How important is this to you?
  10. 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
    0 comments  ·  Workflow  ·  Admin →
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  11. 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
    0 comments  ·  Viewing  ·  Admin →
    How important is this to you?
  12. 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
    How important is this to you?
  13. 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
    1 comment  ·  Workflow  ·  Admin →
    How important is this to you?
  14. 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 vote
    0 comments  ·  Storing  ·  Admin →
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  15. 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
    0 comments  ·  Viewing  ·  Admin →
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  16. 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
    How important is this to you?
  17. Be able to modify type (Word, Excel, PDF, etc.) during the life of a document

    It would be interesting to be able to change the type of a document during its lifetime.
    For example the first version of the document created in word, the second version in PDF, the third version in excel,...

    1 vote
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  18. Improve Field Masks for Correction Replacement

    Similar to other requests to automatically insert dashes for SSNs, the United States uses Vehicle Identificaiton Number (VIN). The VIN is composed of 17 characters (digits and capital letters) that act as a unique identifier for the vehicle. The VIN does not include the letters O (o), I (i), and Q (q) (to avoid confusion with numerals 0, 1, and 9). We would like any O (letter) to be dynamically set to 0 (numeral), I (letter) to be set to 1 (numeral), and Q/q (letter) to be set to 9 (numeral).

    1 vote
    0 comments  ·  Indexing  ·  Admin →
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  19. Keep the Copy Text to Clipboard feature when using Fulltext

    When you use Fulltext to search the File Cabinet, you lose the Copy to Clipboard feature. It would be nice to be able to keep that feature.

    1 vote
    How important is this to you?
  20. when using the Connect to mail, have an option to automatically split each attachment instead of clipping them all into one single document.

    when using the Connect to mail, have an option to automatically split each attachment instead of clipping them all into one single document.

    1 vote
    How important is this to you?
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