Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1332 results found
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Allow attachments to be stored as different documents instead of clipped to the form
Allow attachments to be stored as different documents instead of clipped to the form. Example. I have a vendor application, and they attach multiple documents, have each attachment stored as it's own document with the data from the Form as index values.
4 votes -
Perform Workflow Task Items in System Emails
A fantastic functionality would be for recipients of workflow task emails to be able to select an option for that task directly from the system's email. Many users are able to receive and respond to emails even though it could quite some time before they're able to access a computer. In a large environment having all required users install the mobile app isn't always practical and with table fields being part of many workflows the mobile app is out anyways.
4 votes -
Add the ability (as an admin) to assume the identity of any user to test permissions & functionality without having to sign in as that user.
While configuring new features, or troubleshooting existing ones, it would be helpful to assume the identity of a user to test and debug different features, such as routes through a workflow, etc. For obvious security and auditing purposes, rather than tasks being logged as that user, it could read something like "Admin as UserName" in the logs.
4 votes -
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every fiel
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every field on each document.
4 votes -
Search in Database Fields
I would like to see the Search available in database fields as well, like in the other menus. This would make it easier to search for a field, especially if there are many database fields.
4 votes -
enable logging for webhooks
Implement logging for webhooks.
There is no way to find out whether the webhook has run or not, and there is no history.4 votes -
Add a Multi-Decision workflow component
Presently we have a decision component, basically an If-Then-Else scenario. In order to check for multiple conditions, I end up with two or more cascading decision components until a condition is met, or the workflow falls through to some other state.
It would be very helpful to have a single decision component that would allow for multiple possible decisions and associated outcomes, and allow routing based on one of those decisions.
4 votes -
Signatures in Forms
Signing a form with an external signature pad such a Topaz would be very convenient in many customer-facing situations. Topaz provides integration tools. Signing forms with a mouse is too simple, requires that the customer access a computer or tablet and the result generally does not look good. Adding an electronic signature in a workflow is fine for remote signing but not convenient with a customer present. The Validated ID Biometric option is the best bet now, but a simple Topaz signature device would be easier.
4 votes -
Add option to export csv to display table data and document data in same row with only one column header row.
It would be nice if the report export could display all column headers (table and document record) on the same row and only display once. Having a column header for each row of data makes it difficult to manipulate the data in the csv file. The extra column headers must be deleted.
4 votes -
Edit index data in a tray
Add the ability to edit index data in a tray. We can view it today but not edit. We should have same ability as in the Search Results Dialog.
4 votes -
Add the functionality to put stamp only on document that match some index rules
Can you add the functionality to put stamp only on document that match some index rules ?
For exemple :
If Document Type = "Invoice" the i can put a stamp.
If not, the stamp doesn't appear in the list of stamp, or An error message is displayed to explain that i can't put stamp on the document because of the value of the index.4 votes -
Introduce a compression solution for PDF files archieved via Outlook Plugin
Introduce a compression solution for incoming PDF files archieved via Outlook Plugin to limit storage usage when archieving bigger PDF files.
4 votes -
Workflow Task Search
Provide a search box for workflow tasks for users to quickly and easily find a particular task/document within that workflow as task lists can get very lengthy.
4 votes -
Allow Document Processing by Index Value Change
There are many times that it would be very useful to be able to send a document in a file cabinet out for run in a Document Processing instance. Let's say we have some data presented on a document in both barcode and plain text. First we try to capture by the barcode, and sometimes that doesn't work. We could then set a field value and send the document off for a shot at a Document Processing instance that tries for the text instead. In a similar way, sometimes an anchor won't read right and that throws off the capture.…
4 votes -
DW Platform login with JWT token
Since we have the option to use REST services, it would be nice to be able to use DocuWare platform with REST requests in Workflow Designer. This is not possible at the moment. If we could create API users or just be able to retrieve token > store in GV and use it for next request. This would extend the possibilities in workflow designer and in some cases it would not be necessary to program and host own Web service.
4 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.
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Allow search on multiple file cabinets via Web Client to show the correct amount of entries
Allow search on multiple file cabinets via Web Client to show the correct amount of entries. Or allow users to change the maximum result in the cloud
https://support.docuware.com/en-us/knowledgebase/article/KBA-359044 votes -
Add a recycle bin for any deletions taking place on docuware with a configurable retention date in the bin.
Add a recycle bin for to store anything deleted for x amount of days
(x) admin configurable option, we had an issue where a webform/ merge form were deleted and had to be re designed from scratch, would be nice to restore from somewhere4 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.
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There should be audit logs for trays and a
There should be audit logs for trays and a Recycle Bin type thing in case files get deleted accidentally
4 votes -
Index field behaviour when storing a document
Hi,
It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.
Thanks
Regards
Tomas4 votes -
Allow signatures on a prefilled form
I would like to be able to prefill forms with information and allow users to select the forms and obtain a signature using the signature control. For example, I want a dispatcher to fill out all of the delivery information onto a delivery ticket, which a driver will receive through DocuWare. Upon delivery, the driver can open the delivery ticket form and allow the recipient to apply their signature acknowledging delivery.
4 votes
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