Client (English)
Please post all ideas that concern the DocuWare client in this forum.
168 results found
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Add Audit Trail for Workflow Designer
Add an audit trail in the Workflow Designer to see what changes were made between the different versions.
10 votes -
You need to be able to assign a specific SENDER email address within a workflow
When setting up a workflow you should be able to choose a sender email address BY WORKFLOW. Example:
AP invoice workflow send emails from AP@MYCOMPANY.COM
Order workflow sends emails from ORDERS@MYCOMPANY.COMThese should be selectable IN THE WORKFLOW
10 votes -
Provide this option in Workflow to auto open or not the next record
Create a setting allowing any user to enable/disable whether the next invoice in the approval task list automatically pops open when you are completed with your 1st one.
This is currently an option for Stamps, but not for Workflow. Why not? In the configuration of Stamps, it is possible to select when the next record is opened, or when the current document is closed. It is assumed in Workflow that the next record should be automatically opened.
10 votes -
Sending several documents in an email (workflow)
The email to workflow allows us to attach a single document.
It would be interesting to be able to attach several documents in the same email.
10 votes -
Add the ability to run workflows on web baskets
Since web baskets are technically cabinets in the background, I'd like the ability to run workflows on them. For example, I'd like to run a deletion workflow at the end of each week on some of the baskets to purge the remaining documents that users didn't delete when they were finished.
10 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Download activity in workflow. Similar to emailing the document
We need a new activity in the workflow designer. The ability to download a file to a UNC path or FTP site, in original format, PDF with or without annotation.
Example: After DocuWare has processed, and users have approved it in a workflow, the document needs to be saved externally to be ingested into another system. common for lawyers and court systems, also banking applications.9 votes -
Add SMTP send configuration option to point to a specific workflow instead of all workflows
Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.
9 votes -
Allow customization of the workflow documents view per user
Currently the workflow documents view can not be customized per user. Event the end user change the column width or swap columns - these settings are not saved between logins. Additionally we need to have an ability to define different workflow view per user per task.
9 votes -
Workflow E-Mail function don´t use the concatenated docname
When I set up the e-mail function in a workflow and try to attach the concerned document with it everything works fine besides that the attached document does not use the correct document name.
It use the original name before it was imported to the archive. Our scanner name the documents like docxxxxxxxxxxx.
When I try to send the same document manually with the sending button of the tool bar in the document viewer (web client) everything works fine and the attached item is named with the index field which is configured as docname.
The problem is that I want…
8 votes -
merge layers in a workflow
add an option to be able to merge layers as part of a workflow so I don't have to create a task for someone to manually click the 'merge layers' button.
8 votesThank 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. -
Allow clipping and copying from the WF_TASKLIST_LINK tasklist view
When opening DocuWare full webpage view, there is a possibility of clipping (or copying to a different location) files to the tasks. See first screenshot.
When opening DocuWare "truncated view" (the one which we can generate through
[WF_TASKLIST_LINK]in a workflow task cube's notifications tab or through DocuWare URL Creator) there is no such possibility. See second screenshot.This makes for some very awkward conversations with clients, since DocuWare's feature list changes because of the mode of accessing the task list.
It is especially jarring for users who are not using DocuWare constantly, but only sporadically (i.e. they are not…
7 votes -
Workflow - Allow Operators in Filtering
I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.
7 votes -
allow html email notifications
The email notifications generated from workflows allow for quite a bit of customization with verbage and data fields, but they're plaintext. Nowadays people are accustomed to getting quite attractive email notifications from their various services so it would be great if you could add the ability to use html formatting and images in the emails - it would add to the professional look and feel of DocuWare.
7 votes -
Send Request should show on document when sent
Currently it's possible to see the responses to a "Send Request" as a stamp on the document. This is brilliant for auditing, but it would very helpful to also have the fact who requested the response visible as a stamp on the document.
At the moment you can't see easily that a request is running on a document if there was no response to the request yet.
7 votes -
Integrate DocuWare's Out of Office setting with Exchange
It would make the jobs of both users and workflow controllers easier if the Out of Office setting in DocuWare could match a user's Out of Office settings in Exchange/Outlook
7 votes -
Store document by drag and drop on workflow task
Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
The only option for now is to append a document to a document in a workflow.
But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
This option is already available in taskmanager but not in workflow manager.7 votesThank you for your idea.
We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
Stamps need too many clicks
When I try to add a stamp incl. selection of Content from a select list I have to click twice "Confirm" and then I have to place the stamp! Automatic stamping and only once "Confirm" would improve the customer experience.
7 votes -
Reprocess workflow items after a task change is made
Provide ability to reprocess workflow tasks when a change to an activity is made so tasks already in flight will see the change. Currently all documents affected by the activity change must be copied to the tray, deleted from the cabinet and then pushed back through the new version of the workflow. This is painful when dealing with a large number of documents and also creates duplication in work if the changed task is towards the end of the workflow.
6 votes -
Dynamic Select List in Workflow Task
Add a select list type field to Workflow Tasks that can be filled with values in the workflow. This is in contrast to the normal select lists that are fixed values. Something like a keyword variable could be filled with workflow then displayed to the user as a select list.
6 votes -
Workflow: Remove active instances immediately from Tasks if User is removed from a Role
Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.
6 votes
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