Custom Actions in Web Client (Toolbar & Context Menu Integration)
Introduce the ability to define and execute custom actions directly from the DocuWare Web Client UI, both in the toolbar (right panel) and in the document context menu (right-click).
Today, integrating external systems or custom logic (e.g. AI processing, OCR correction, data enrichment, or external workflows, whatever ) requires indirect approaches such as workflows, external links, or background automation. These solutions are powerful but not always intuitive for end users and lack a seamless user experience.
The proposed feature would allow administrators to configure custom actions that:
Appear as buttons in the toolbar and/or as items in the right-click context menu
Can call external APIs (REST endpoints)
Automatically pass document metadata (e.g. DocID, CabinetID, index fields)
Optionally receive a response and update document index fields
Support permission control and role-based visibility
Provide user feedback (success, error, processing state)
Example use cases:
“Analyze with AI” → sends document to an AI service and writes back extracted data
“Send to external system” → integrates with ERP/CRM or document validation services
“Fix OCR” → triggers a custom OCR correction service
“Export / Sync” → pushes document to external repositories
This feature would significantly improve extensibility, reduce reliance on complex workflows for simple actions, and enable a more modern, interactive user experience aligned with current integration needs.
This would align DocuWare with modern platforms that allow UI extensibility and would unlock many integration scenarios without requiring workaround implementations.