Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Annotations - Undo/Ctrl+Z Function
It would be very helpful if there were an Undo or Ctrl+Z function for annotations. A quick Undo action would save a lot of time when corrections are needed as opposed to selecting the pointer, selecting the specific annotation and deleting it.
7 votes -
DocuWare Cloud - Export User Lists with License Type
It is common for clients to want a list of their users by license type for cloud systems. There is no good way to provide this list to clients. The Product Overview page does not print in a way that delivers all of the page's content and in most cases clients would prefer a CSV export anyways. In the API there isn't a flag that I've found to indicate Named or Workflow seats, either, so not able to develop my own process to do this job. After a system goes above a small number of users managing the seats in…
7 votes -
Allow autoindex jobs to automatically refresh lists
Currently autoindex does not auto update the lists and requires you to refresh the browser entirely to see the documents that were added to lists. This should be changed to allow AIX to update the lists so users can immediately see the documents that they need to see
7 votes -
Add the ability to select checkboxes on a fillable document through the workflow
For example, the document has checkbox fields that need to be marked. The only way I can figure out how to do it is make a field for each checkbox and instruct the users to enter "X" in the text field if they would want it selected.
7 votes -
User Last Login Date - Spotting Unused Accounts
It would be great to have a Last Login Date shown for the users. Once a system grows beyond a certain point it can be a real challenge to sort out what accounts are not in use anymore. This simple tag would make that task a breeze.
Thanks Guys!
7 votes -
intelligent indexing field filter - add option to use Local Data Connector for dynamic lists
Currently you need to use a text file to update the Vendor field filter. Every time a new Vendor is added a new file needs to be uploaded. If you add the ability to use Local Data Connector this will update automatically.
7 votes -
Stamps to use One Click Indexing
Currently when a Stamp is used, one-click-indexing is not an option.
Additionally the image is completely grayed out, making the image less accessible for seeing the data needed to fill in.
7 votes -
intelligent index ordinal indicators on date
Add the ability for Intelligent Indexing to interpret ordinal indicators in date indexes i.e. 1st January 2021 (st not recognised).
7 votes -
please implement possibility to export long lists(user/filecabinets etc.,) to excel
please implement possibility to export long lists(user/filecabinets etc.,) to excel
7 votes -
Configurable Output and Indexing settings for each Attach File field
Make it possible to store file attachments separately, instead of always clipping them to the main form(s). For example, in a W-9 Vendor Signup form, we may prompt the vendor to attach their Certificate of Liability Insurance. Instead of clipping this attachment to the W-9 form, we would like to store this document separately with a document type of "Certificate of Liability Insurance".
Currently, every attachment for every File Attach field gets clipped to the Web Form or to EVERY merged form that is configured. This is rarely the desired behavior and results in duplicate documents.
Instead, being able to…
7 votes -
Conditional forms merge based on values entered by user
Choose to fill a form or not based on values entered by user. Example: onboarding for a multi state HR department. If the user works in Illinois only the Illinois state tax form is filled and stored, the other states are not filled nor stored.
7 votes -
Workflow - Allow Operators in Filtering
I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.
7 votes -
Add table field on stamp
Include the possibility to add table field to stamp
7 votes -
Comment Marker on workflow steps
Especially during the creation of more complex and lengthy workflows, it would be good to have an option for a comment on the different workflow step-tools. Similar to the red circle with the !, there could be a little marker, showing the admin that there is a comment on that box. The comment could then be used to leave hints on what needs to be changed in future versions of the workflow.
7 votes -
Adjust parallel activity in workflow so it allows workflow to split into two separate and distinct paths
It would be helpful to have a workflow activity that splits the workflow into two branches. For example branch A could have its own activities, user assignments, notifications, etc. and then branch B could have its own activities. Once all activities in both branches were complete the paths would merge and the workflow would resume in a serial manner.
7 votes -
Option to replace a stored PDF
stored a PDF in DocuWare.
Customer send a new version. Can we get a replace option. Right mouse click: load new version...
Or drag n drop on a stored document.
This will also be great for office documents.7 votes -
ADD AUTOINDEX JOBS TO DOCUMENT HISTORY
PLEASE ADD THE AUTOINDEX JOB HISTORY TO THE DOCUMENT HISTORY INFORMATION. ATTACHED THE SIMPLE IDEA.
THERE IS NO WAY OF KNOW IF/WHAT/WHEN AUTOINDEX HAS RAN, AND WHAT IT HAS DONE.
7 votesThank you for your contribution.
Index changes from Autoindex just show up in the standard document history as index change. -
Make workflow dialog field behaviors like form behaviors
In docuware forms you can set up field behaviors based on other fields and such for example you could have a checkbox for a married status that reveals or hides a field for maiden name. I would like to do that with workflow dialogs. For example If I have a document that was created with a form and has keywords indexed I would like to hide items in the workflow dialog that don't apply to that document. In my case I have a form to request therapy evaluations. There are 7 check boxes on the form and there is no…
7 votes -
Please consider providing a group stamp that will stamp all highlighted documents in a result list.
need to stamp a group of documents with one stamp
7 votes -
Add Instructions to Store Dialogs
I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.
7 votes
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