Client (English)

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

How can we improve the DocuWare Client?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Multiple file documentation

    It would be great if you could check mark several deals and be able to title complete all at once. The same thing with printing, if you could place a check mark next to the one you want to print and then print that would be great. Kind of the same way one would share documents on a Android Phone.

    2 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      Added to Ideas Backlog  ·  1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.

      Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.

      Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…

      2 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

        You can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.

      • Allow more complex conditions for email notification triggers

        We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:

        Status = "Needs approval" AND
        Department = "Accounting" OR Department = "Billing"

        One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.

        2 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
        • API access to Email Notifications

          We have ran into several install requiring customized email notifications. Several have resulted in flaky at best alternative methods. Access to the api would give us more customization to offer to the client.

          2 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • In the Task List Designer

            Docuware would implement much effientcy by adding basic mathmatical excel funtion in the tasklist Designer,Since a good amount of users are also using this in there accounting process to approve invoices, this would provide a valuable feature and purpose. Please see my example attached.

            2 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • Massapproval

              Mass approval or Massengenehmigung im Workflow erwünscht. Wenn eine Reihe von Dokumente zur Genehmigung anstehen und diese ausreichend bekannt sind, wäre eine Massengenehmigung erwünscht.

              1 vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
              • Index value fields

                Die Userrolleneinstellung bei Index Fields funktioniert im Workflow nicht, weil es die Option "Can be empty" oder "new entry" nicht gibt. Der User hat im Workflow nicht die Berechtigung etwas zu genehmigen, falls er seine Rolle im Index Value Field angelegt wurde.

                Nur wenn man eine neue Rolle im Custom anlegt, dann funktionert workflow. Hier gibt es Anpassungsbedarf bzw. ich sehe das als Bug von Docuware an.

                File Cabinet / Archive / Permissions / Index Value Profiles / Index Fields
                "can be empty", "new entry"

                1 vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • desktop notification

                  A client is requesting the option to have a desktop notification pop-up in the standard Windows notification bar in the lower right when there is a new task for them to review in DocuWare.

                  1 vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add TLS encryption to e-mails sent from workflows

                    If a workflow is set to send a receipt to the person uploading a document and the e-mail includes the uploaded document then it would be great is the e-mail was encrypted. The risk is that the e-mail will include personal information that requires encryption due to GDPR legislation.

                    1 vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow field masks in Workflow Form Fields

                      Allow field mask in Workflow Form fields

                      1 vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        1 comment  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow end users to reorder and delete clipped items while a document is in workflow without having to turn on version management.

                        We have end users that clip documents in workflow all day. They make mistakes. There is not easy way to fix this without turning on version management and checking out the document. This also balloons the cabinet size for no reason...

                        1 vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • Workflow Controller tasks in separate tabs, please

                          In DocuWare 7 the tasks which ran into an error (assigned to deleted user, or so) now pop up as tasks for the workflow controllers! That is really good, but it would be nice to have those tasks in a separate tab so that the controllers, who are usually rather busy users on the workflows (accounts payable team, etc) can easily differentiate between their normal tasks and the ones they have been assigned to because of their "Controller" role.

                          1 vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • give workflow designers the ability to customize font styles in workflow tasks

                            It would be great if we could customize the font that displays Descriptions in workflow tasks. I'm using those to give users additional information so they can make the proper decision (eg. error messages or data validation messages like "DocuWare has detected a duplicate invoice with such-and-such information", etc) and it would make these much more effective if we could make the more critical pieces of information stand out a bit, either by making them boldface, a larger font size, or a different font colour.

                            1 vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please give us a pop up menue when new work flow is uploaded.

                              When we upload a new document to the workflow it go into the normal que an does not alert us to there is a new document that is uploaded. can we get a alert or alarm to say new document uploaded?

                              1 vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • Purge WF history instances

                                It would be nice to select WF history instances and purge them, leaving only the most recent.
                                Useful to clean up WF history list instances for WF's that run multiple times on a document.

                                1 vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • add Notes pane to workflow task view

                                    The only way users currently have of adding comments to a document as it goes through a workflow is to use the "edit text annotation" function, which is not very visible and can easily be missed. A good idea may be to add a Notes pane to the task area in the bottom-left. In the same way that the users can flip between the various decisions they have as part of the task by clicking the decision buttons on the left side, a couple of buttons can be put on the top: one saying "Task" and the other saying "Notes".…

                                    1 vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • With email notifications it would be nice if it could send a message to an address read directly from the document.

                                      With email notifications it would be nice if it could send a message to an address read directly from the document

                                      1 vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • E-Mail by date

                                        It would be usefull, to get an email because of date not only by event.
                                        A resubmission is needed on that date or 3 days before.
                                        In this case there is no event, to get one I Need to build an extra autoindex Job.

                                        1 vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                        1 3 Next →
                                        • Don't see your idea?

                                        Client (English)

                                        Feedback and Knowledge Base