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

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1524 results found

  1. Attachments in Workflow Decisions

    Add possibility of adding attachments in any point of a workflow decision. This should staple it to the document, as it happens in forms! This can help us complete a document though the different steps of a workflow.

    9 votes

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    1 comment  ·  Workflow  ·  Admin →
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  2. Force stamp location

    Allow us to force certain stamps/decisions to go on specific pages or areas.

    9 votes

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  3. Add something that hides stamps/annotations for certain users when they have to open the document outside of DocuWare via links

    Whenever users open documents in the DocuWare view, they always see all the stamps and annotations. There should be a feature that hides users from seeing these annotations/stamps/notes.

    9 votes

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    0 comments  ·  Annotations  ·  Admin →
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  4. Searching multiple values within one field

    We have a file cabinet called Connections, in Connections we have fields such as Company, Document Type, Installer, Dates, FullText field

    I would like the option to select multiple companies to search upon.

    For example: Selecting multiple companies from the drop down of the Company field, then either selecting a certain document type, or a certain fulltext, or none at all, just selecting multiple companies and clicking search to see all the pdfs associated

    9 votes

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    2 comments  ·  Searching  ·  Admin →
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  5. Please let see Digital Signature on DocuWare Visor

    Please let see Certified Digital Signature of a document on DocuWare Visor.

    Now if you want to know if a document is Certified, you must download and open with a PDF visor to look the Valid signature.

    9 votes

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    0 comments  ·  Signing  ·  Admin →
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  6. Add regular expressions / regex to the full text search

    It would really be useful if you could do a full text search using a regular expression / regex pattern.

    The need here is to find all the documents containing certain types of personal data, e.g. NHS number, credit card number, National Insurance number etc.

    9 votes

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    1 comment  ·  Searching  ·  Admin →
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  7. Tasks: undo button

    It sometimes happen to approve a document in a task too hastily; it would be nice to have an "undo" button to come back to the document in question.

    9 votes

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    0 comments  ·  Lists  ·  Admin →
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  8. Allow the ability to delete stamps and leave the data in the log.

    We have operating procedures that get modified monthly and have to go through an approval process. We are accumulating pages and pages of approval stamps on the end of our procedures. Also, when we check out a document to insert a photo, for example, it pushes the pages down and the stamps stay in place and cover the text of the document. It looks sloppy and unprofessional to auditors and customers. We need a better solution for multiple stamps on documents in file cabinets that use revision control.

    Mark Perkins

    9 votes

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  9. Add ability to save your desktop setup as Workspace's

    Concerning the general layout of the two possible desktop areas (where you choose two panes or one) of DW.

    We all use trays, searches, lists and task in certain layouts but it tends to get busy especially as a system admin or someone with access to multiple Filing Cabinets.

    It would be nice to save a layout and name it. I like to have both areas set up on different Trays so I can drag and drop items back and forth to hit certain Intelligent Indexing/Storage configs. Then I have another view that shows a list of recently stored documents…

    9 votes

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  10. Clip Documents Directly in Results

    Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.

    9 votes

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    1 comment  ·  Storing  ·  Admin →
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  11. 9 votes

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    0 comments  ·  Searching  ·  Admin →
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  12. 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

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  13. Allow Document Name field be populated even if the field is not visible

    Currently Index field which is set as DocumentName is populated with the filename being stored ONLY the field is visible in the store dialog,
    This should be happening even if the field is not visible. There is really no need for the user to see the field, but it still needs to be populating.

    9 votes

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  14. Restore the ability to do an "OR" search in the web client when searching more than one index

    The windows client had radio buttons for "And" and "OR" on the search dialog when entering values on more than one index. Example: Email file cabinet has a To index and a From index. I want to search for emails To or From an individual.

    9 votes

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    0 comments  ·  Searching  ·  Admin →
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  15. Documents in the basket ?

    When you have many baskets, you don't know in which one you have documents. It would be perfect to have a symbol to see which basket is empty and which not

    9 votes

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    0 comments  ·  Viewing  ·  Admin →
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  16. Item count on Result List

    Add to 6.5 - We previously had an indicator on the tab showing how many items were in the result list.

    9 votes

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    0 comments  ·  Lists  ·  Admin →
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  17. I suggest to allow opening multiple selected documents in tabs

    I suggest to offer a possibility to open documents as a new tab. The opened documents would be shown as tabs within the viewer and allow fast switching between documents and allow opening multiple documents that are selected in a result list with just one click.

    9 votes

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  18. Show the index field name on the mouse cursor when indexing with one-click indexing

    I suggest that you show the name of the index field which has the focus in the store dialog on the mouse cursor when I am indexing with one-click indexing. That allows me to click on the values one after another without having to look at the store dialog.

    9 votes

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    0 comments  ·  Indexing  ·  Admin →
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  19. The “Validation” tab in DocuWare v7.14 should be hidden by default unless it is configured.

    Background:
    - The “Validation” tab is currently displayed in the user interface without prior announcement or feature explanation, which may cause some confusion for users.
    - In DocuWare, elements such as “Lists” and “Folders” are typically not shown in the user interface unless they are configured.
    - However, the “Validation” tab appears to be visible even when it is not configured, which feels different from the behavior users are familiar with.
    - In addition, DocuWare IDP is not currently available in the Japanese market, so having a non-usable feature constantly visible may lead to misunderstandings or unnecessary inquiries.

    Request:
    Based…

    8 votes

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    1 comment  ·  Admin →
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  20. MAPI - Enable multi-windowing when sharing documents by email from DocuWare WebApp

    Dear all,

    Currently, the window opened by DocuWare when sharing documents by email blocks all use of Outlook, which is extremely frustrating and restrictive for our customers.

    According to the documentation in the link below, MAPI allows you to activate or deactivate this modal usage mode. This is what Microsoft describes in the note below, using available constants such as ‘DIALOG_MODAL’.
    https://learn.microsoft.com/en-us/office/client-developer/outlook/mapi/mapi-constants

    The solution should be upgraded to allow :
    - multi-windowing
    - copy documents directly into DcW WebApp and paste them into a manually opened email
    - Drag and drop documents from a DocuWare WebApp window into the email…

    8 votes

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