Client (English)
Please post all ideas that concern the DocuWare client in this forum.
249 results found
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Add, Sort, Filter index data columns to tray
Allow us to add and remove columns from the index tray view. Allow us to add, sort and filter by index data columns to locate documents and identify possible duplicates.
1 voteThank you for your contribution. Sorting and filtering for document trays is available with version 7.7.
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Create a dynamic select list with indexes from a file cabinet
I can easily create a select list from a local data connection. However if for whatever reason the local data connection breaks so does the list. Because of that, I have file cabinets set up with nothing but data records to use for lookups in workflows. It would be nice to use those data records for select lists but that isn't an option.
1 voteThank you for your contribution. Your idea is available.
Sound like DocuWare Cloud.
Just create an "External" select list with a database connection. As database connection do not use Local Data Connector but the second connection (with GUID in it, a long character/number combination). Then you can choose from the database tables for all file cabinets. Then just select the table with your file cabinet name. If you do not exactly now which table you can look up the table name in the File Cabinet administration on Tab "General" at the bottom hidden beneth "More options".
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Incluir listas de selección filtradas
Estará muy bien incluir listas de selección filtradas en los campos de Forms de Docuware similar a los campos en Web Client. Esto ayudaría bastante en llenado de formularios y evitara errores al capturar manual algún dato.
1 voteThank you for your contribution. Your idea is available with version 7.6.
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Nahtlose Integration von Office online
Ein paar Kunden von uns wünschen sich die Funktion, dass wenn ein Dokument mit Office online bearbeitet werden soll, sich nicht zusätzlich über Office 365 anmelden zu müssen.
Wenn man die Docuware Anmeldung mit der Office online Anmeldung verknüpfen könnte, würde dann ein trusted Login zwischen Office online und Docuware entstehen und müsste sich nicht noch zusätzlich bei Office online anmelden.
Beispiel:
Jetzt: Excel Dokument in Docuware öffnen und dann auf den Button Bearbeten> in Office Online > Anmeldedaten für Office eingeben und dann das Dokument bearbeiten.
Mit verknüpften Konten.
Excel Dokument in Docuware öffnen und dann auf den Button…1 voteVielen Dank für Ihre Idee.
Wenn Sie in DocuWare die Authentifizierung über das Maicrosoft Login nutzen, erhalten Sie keinen zusätzlichen Anmeldedialog.
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CSV file for documents with link to stored documents in the file cabinet
It will be better to export documents into a CSV file with links to open the documents right from the CSV file.
1 voteThank you for your contribution. Your idea is available with the new DocuWare module DocuWare Export.
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Track metadata of all documents circulated through DocuWare, including those deleted, into an export file
Once a document is deleted from the DocuWare platform, we loose all information related to the document (meta data).
It would be useful, for audit purpose at least, to track metadata of all documents circulated through DocuWare, including those deleted into a formatted document (CSV), that could be exported.
1 voteThank you for your contribution. You can do this with the new module DocuWare Export.
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Daten-Exportieren Das manipulieren der zu exportierenden Indexfelder sollte möglich sein und es sollten mehr Foramatierungsmöglichkeiten
Der neue Daten-Export steht in der Cloud zur Verfügung, wenn man der Idee folgt in Indexfelder (Insbesondere Table Fields) einen Aufbau nach "Nummer > Bezeichnung" zu wählen, kann das beim Export nicht manipuliert werden. (Nur die Nummer sollte exportiert werden.
D.h. es ist insbesondere bei, auslesen der Table Fields nicht möglich, die erfassten Daten in eine Verarbeitungsfähige csv zu übergeben.
Für Indexfelder kann das umgangen werden, in dem der Eintrag vor dem Export in eine dafür angelegtes Indexfeld geschrieben wird, welches dann exportiert wird.
Da derzeit nicht in Table-Fields geschrieben werden kann, ist es derzeit besonders schädlich, dass nicht wie…1 voteVielen Dank fürIhren Beitrag. Ihre Idee ist mit der Version 7.6 verfügbar.
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Allow turning filters off by default when indexing
In version 7.1 at least, users complain that when indexing they need to turn off filtering every time in order to see the full select lists in fields they need to fill in. Filters cannot be turned off by default. Once they fill in any fields, the remaining fields only display filtered values unless they turn off the filters.
1 voteThank you for your contribution. This setting is persisted from last usage, so if a user does turn off the filter, it is aloso off for the next dialog
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Knowledge Center
Now the knowledge center remembers I speak English but the Table of Contents is in German and the bod of the search is in English and it does not change if I try to click on the language.....ALMOST THERE!
1 voteThank you for your contribution. The Knowledge Center is available in several languages, also the table of content should be the same language. Maybe delete the cache of the browser or try a different browser.
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Create a field in the Store Dialog for Notes
Create a field in the Store Dialog for Notes just like there one for Workflow.
It would be helpful to provide users with some form of instruction at the time of indexing.
1 voteThank you for your contribution. You can accomplish this with a memo field which is prefilled with the store dialog and set as read only.
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Table Fields - Hide Columns On Demand
In the workflow and also in general, it would really help to be able to hide columns in a Table Field on demand just like you can with Fields themselves.
1 voteThank you for your contribution. Your idea is available with version 7.4.
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Page Resizing While Viewing Multi-Page Documents
I've created an E-Form allowing photos to be added as attachments. When it comes into DocuWare, the first page (the form) looks great, but the second page (the photo) is very large. If I resize the photo down, and switch back to the first page, the document is tiny. It would be helpful if you could do something about this, either resize photos to fit the window automatically, or allow each page to be sized independently.
1 voteThis is already possible if you use the viewing options “Fit to width” or “Fit to whole page”
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Add a 'filter' view to the workflow task list (or a second level of grouping for tasks)
This idea was sent to my by a customer: It would be great if we could have 2 level of organization for the task. If you had a primary name and a secondary name DW could display all tasks with the primary name in one tab and when you click on it, you would have a drop down of all secondary names. It could be very useful for us as we do have many offices that have the same task. In this example, we have 2 main tasks (Small Bills and Supplier Invoice) . Most users have access to one…
1 voteThank you for your contribution. Your idea is available since version 7.1.
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I have users that would like to draw circles as well as squares with annotations
Several Users would like to have a circle illustration tool in addition to the rectangle that is already available in annotations
1 voteThank you for your contribution. Your idea is already available. Maybe the circle tool is not visible. Please to got Profile & Settings —> Viewer and look in the annotations area.
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Multiple Choice option in Form Tasks
I.e. A user is tasked with scheduling a delivery/service time with a customer. We schedule blocks of time with our customers (8 AM- 11 AM, 11 AM- 2 PM, or 2 PM- 5 PM). It would be nice to give the user those three options within their form task and select the option that they scheduled with the customer. I can think of a million other uses but this is just one example. Or at least, a block time value field, like date, date & time, etc.
1 voteThank you for your contribution. Your idea is already available. You can use multiple choice with DocuWare forms either as checkboxes (multiple entries possible) or as radio buttons or dropdowns (only one value possible)
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Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge.
Create the ability to merge different vendors. Same vendor named slightly differnet several times, we need to be able to merge since they are the same vendor and combine documents uploaded.
1 voteYou can use DocuWare Index Cleaner for such tasks
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Validated ID eSignature Integration - add ability to automatically update an index when a document has been signed
Add ability to automatically update an index when a document is signed or rejected.
1 voteThank you for your contribution.
Your idea is already availöable for the Signature Service. Please look at “Status Field Name” -
1 vote
Thank you for your contribution. Column order is stored in your local browser storage.
Or can be configured in the file cabinet configuration.
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Make a button to delete all rows from a TABLE variable type
Hello,
When Inteligent Indexing are filling values to TABLE there should be an option to RESET only rows in table, not all inteligent indexing fields.
Reading tables its not easy task to do, there areoften mistakes so when I have like 30 rows I dont want to click "-" in the end of every row
1 voteThank you for your contribution. Your idea is available with version 7.7.
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Make a button to delete all rows from a TABLE variable type
Hello,
When Inteligent Indexing are filling values to TABLE there should be an option to RESET only rows in table, not all inteligent indexing fields.
Reading tables its not easy task to do, there areoften mistakes so when I have like 30 rows I dont want to click "-" in the end of every row
1 voteThank you for your contribution. Your idea is available with version 7.7.
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