Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1483 results found
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Allow progress to be saved on a workflow task
It would be nice to be able to save work on a workflow task for completion at a later time.
For instance, when filling out GL account information on an invoice with a lot of line items, it would be nice to be able to save the progress to be completed later. Let's say I have an invoice with 50 line items that all need to be coded to a different account. Maybe I get to line 30 and need to go to a meeting. There isn't any way to save my progress so I can finish later.
1 vote -
Verify and remove the check digit on barcode
it would be helpful that in the barcode reading configuration there is the possibility to remove the barcode check digit.
thanks1 vote -
Add a behavior to index fields in the search dialog
For instance, say that the top index field is called "Department" and there are 10 departments listed. Each department will have different documents and index fields that are unique to them.
When someone selects "Human Resources" as the Department, then a set of index fields will appear based upon that selection. Like an eForm "behavior".
1 vote -
Result List Based on Field Value
Would be very useful if we could define which result list is rendered based on a field value, like Document Type. In this manner an Edit Index Entries for document type Invoice would only show the pertinent index values and not the values for all the other document types in that file cabinet.
1 vote -
GroupBy in results, views, wordkflows...
GROUP (and subgroup...) results or Taks or lists by the desired field... This should be able to be configured by admin for each result list or workflow view, but also modified and personalized by the users.
1 vote -
Conditional Formatting when Assigning.
For example:
I may want to assign to a department depending on an outcome or responsibility. At the moment I have to create multiple conditional formats and assigns for it to go to the correct person.
I would like it so you could go, if field equals finance then assign finance manager, if field equals sales then assign to sales manager, etc
1 vote -
Connect to Desktop Apps from Configurations page
If all the user licences are assigned and you need to connect the administration account to desktop apps, you have to reassign a licence and login to the front end, then connect desktops apps and then reassign the licence again. It would be much easier if you could connect the desktop apps from the configuration page.
1 vote -
Remove authentication prompt when testing workflows
It would be more efficient if testing workflow did not prompt for credentials each time a workflow is tested. You have to authenticate when creating the trigger.
1 vote -
workflow email list
In the workflow designer there is a variable for user of a group and a checkbox for a list variable. I would like to have a list variable for email addresses. I would also like to be able to fill that list with more than 100 results from a file cabinet query
1 vote -
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 -
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
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