Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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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 -
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 -
allow signatures in workflows
I have a long form that we use for enrollments with multiple merge forms. We would like to fill in the form ahead of time and then when the parent comes in review it and sign it. Unfortunately you can't sign a form signature box in a workflow.
7 votes -
Show cloud storage by cabinet
Show the storage space used in each cabinet. That way clients can manage Data Storage and quickly identify issues.
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 -
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 -
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 -
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 -
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 -
Print the user authorisations directly from DW.
Please add a function to print the user authorisations directly from DW. A requirement from auditors is to get that print directly from the application. As a SOX company were are audited every 3 months on authorisations set up. Auditors always ask to get that list directly from our applications
7 votes -
Have scheduled email notifications
Have scheduled email notifications that don't rely on the trigger being new documents being stored or an index field changing.
If you do it using a scheduled workflow, it will send one email per document that matches the conditions.
7 votes -
Allow to search documents with new TABLE Index field (7.1 version)
It is not possible to retreive documents using TABLE index.
It should be.7 votes -
To bypass an empty line in the table field with mandatory field at storage
When we store a document with a table field contains required fields, if we have a line empty, we have to delete the line to be able to store because fields are missing. it would be useful that docuware bypass the empty lines and deletes them
7 votes -
Add ability to filter multi column select lists on a fixed entry
A Multi Column select list should have the option to set the filter field to a fixed value. For instance I wan't the select list locked down to only show field Document Number that have a Status = 'complete'. Please make this available in forms as well.
7 votes -
close the activity with the Enter key on the keyboard
If I have to validate multiple documents and modify indexes, it wolud be nice that after last index entry I can close the activity with the enter key.
knowing that it could be dangerous in approval flows,
you could implement a function in workflow manager where you can enable/disable this option7 votes -
Store document by drag and drop on workflow task
Would be nice if a document could be stored when dragging this document from a doctray to a workflow task (workflow manager).
The only option for now is to append a document to a document in a workflow.
But in several occasions you want to store a document as a new doctype but with a lot of index information from a document in the workflow task.
This option is already available in taskmanager but not in workflow manager.7 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. -
Bring back the ability to Attach, Delete, or Skip a page when pre-indexing in a tray
The Windows Client allowed the user to essentially staple pages to a document when pre-indexing in the Storage Mask. You could select a group of scanned pages in a Basket, drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to accomplish the same…
7 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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Versioning with drag / drop from a tray
It would be convenient to make a rise of revision of a document by dragging the new version from the tray on the document involved (in the same way to attach a document with paperclip).
7 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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