Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1365 results found
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Deny users to create a "Personal Stamp".
Currently, Any user can create a personal stamp and update the document(s) metadata without any validation.
From the Configuration page, "Configure Stamp" permission under functional profile doesn't affect "Personal Stamps", and the user will still have the permissions to create stamps and use it.
In the case we have a workflow process with one task contain two decisions (Approved, Rejected), the decision will affect "status" filed to be updated as (approved, rejected).
Users need to have the permission of (write, modify) on the "status" field to take the decisions, at the same time user can create a personal stamp with…
17 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.
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If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray
Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document
17 votes -
enter and use URLs in the DocuWare index fields.
Being able to enter and use URLs in the DocuWare index fields would be a huge help. This way users could potentially access other platforms, website, etc . directly from Docuware once the url is saved in an index field.
I have also received this request from a customer.Thanks
17 votes -
Stamping multiple documents in a single step be restored to the web client
Stamping of multiple documents/pages were available in the Windows client. We have a customer with a urgent need for this feature in the web client after using this in the Windows client
17 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.
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Associate different SMTP configurations to specific Workflows
Currently you can create multiple SMTP configurations to be used as the sender for workflow email notifications. Is a big mistake to not be able to associate this to different Workflows.
A good option could be selecting the SMTP configured account via a dropdown select box.16 votes -
Date calculation in Form
Request to include Date calculation in field calculations in form designer. Example of Leave Application. When Employee applies for Leave and fills in Start Date and End Date Total Leave Days to be calculated based on End Date - Start Date. Another example could be Travel Request form when Employee fills Start Date and End Date.
16 votes -
Stamp Digital Certificate
Would be great to have the Digital Certicate linked to the DopcuWare Stamp same way done in document processing.
16 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.
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Make the option "Add wildcard to the search" also available for Select Lists.
It would be useful to have this option as for search masks.
This would make it easier to filter the values in the list.
Would be extremely useful on Web Forms16 votes -
Select a sender when I send an e-mail through workflow activity
At the work flow when there is an activity with an e-mail, I can send the e-mail to differents addressee but if I want to change the sender or select the sender who have to send the e-mail it's impossible, isn't it, because always choose the sender from e-mail service, and as I see always have to be the same, so please how can I change the sender when I program to send an e-mail through activity from the workfrow. I think it will be very interesting to have the oportunity to select the sender because not always the e.-mail…
16 votes -
Keyword filds in result list dialog
Possibility to show keyword fields in result list dialog as comma separated string
16 votes -
Ability to store a Form in Document Tray or File Cabinet
Currently you can only store a Form directly into a File Cabinet with a store dialog. Need ability to store into a Document Tray as well. When storing with Import, Printer or email you have option to store document into Document Tray or File Cabinet
16 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.
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edit entries
Hello,
When the user edit index entries of a document, it would be much more easier if this document were automatically opened in the viewer.
Indeed, when the user processes invoices that are all similar but different, he can easily have an invoice opened in the viewer that is not the one he is modifying and do not realize it. This is a source of error.Thank you.
16 votes -
Place Hoders for Signatures
When opening a document that needs stamping/signing, it would be great if stamp go automatically go to a predefined location on the document (signature field).
16 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.
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Link documents manually
Add a function to link manually two or more documents. We have a lot documents from different areas (Finance, Sales, Production etc.) but for the same product (movie trailer etc.). We want to search for the Trailer and want to see all documents about it.
All the documents itself are indexed in docuware. Clipping is not a solution, because all the documents are indexed in the System.16 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.
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Our customers have to have the Placeholder function of the Field Masks included in the Web Client
According to your FAQ #1858, Because of technical reasons it is not possible to display in Web Client placeholders in fields with field masks. Only in Windows Client placeholders can be displayed.
A large portion of our customer base is comprised of County Clerk’s Office within the State of Indiana. The primary field that they use to look up documents is a 24-character Cause Number, which includes numbers and letters separated by dashes in a state-defined format. In the Windows Client, we create a field mask which not only eliminates input errors but speeds data entry. The first 2 digits…
16 votes -
Remember the last used annotation after moving to next/previous document
In the web client when you choose an annotation such as the "Write text on overlay" it does not remember the last used annotation function after changing pages. The windows client would remember the last function and not require the user to continually click the same function over and over again. This becomes very frustrating when working on a large batch of files. Please see the attached file for a detailed walk through of the problem.
16 votes -
Allow drag and drop to Outlook e-mails for sending documents
I get a lot of requests from users that would like the option to drag and drop documents from the DocuWare webclient (i.e. from a search result) directly into an Outlook e-mail.
Currently, the only option is to right click and Send by E-mail. However this option creates a new, empty, e-mail and freezes up the whole Outlook client until the e-mail is sent. This renders our users unable to respond to document requests or to attach documents into ongoing conversations - which is the case most of the time when a document is needed.
15 votesThank you for your idea.
Right now, there is no possibility to change this behavior. DocuWare is using a system functionality from Windows to send an email. Outlook is blocking access to the main window when using this system functionality.
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Import users to DW cloud from CSV
HI, sometimes we get cloud cases with many users Without the possibility to import users from AD.
It is tiresome to create 100 users+ from scratch.
It should really be possible to do a batch import of users with name and email from CSV.15 votes -
link annotations with index fields
It would be great to give the ability to annotations to auto-populate index fields, like the stamps do. Since stamps are permanent and cannot be edited or deleted, the annotations are more user friendly for "live documents" that are being updated.
15 votes -
add keyboard short to confirm task
I'm surprised that you can't confirm a task without using the mouse. Customers confirm a lot invoices everyday and don't wanna use the mouse every time.
15 votes
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