Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Make dropdowns depending of each other (cascading) in Forms
In DW7.9, it's possible to configure a table field in Forms. Please make it possible to configure dependent dropdowns (cascading) as in the webclient
6 votes -
Multi Person/Stop forms
Sometimes forms need to be filled by multiple parties and it would be nice to be able to accomplish this simply in the form filler interface instead of having to build a workflow to fill in the remainder of the form.
6 votes -
Add a captcha into the public forgot password section, so hackers will not be able to try a brute force atack
Add a captcha into the public forgot password section, so hackers will not be able to try a brute force atack
6 votes -
Allow attachments to be stored as different documents instead of clipped to the form
Allow attachments to be stored as different documents instead of clipped to the form. Example. I have a vendor application, and they attach multiple documents, have each attachment stored as it's own document with the data from the Form as index values.
6 votes -
Option to auto rename a document's filename to select index criteria, when downloading or emailing from system
When downloading or emailing a document the ability to name the file as the index criteria or elements of it would be nice.
PDFs export out as the filename which is normally a unique number or MFD number. These have to then be renamed outside of the system.
it would be nice to have an option to auto-rename the files by selected fields.6 votes -
improve username options for creating/linking accounts with SSO
Currently, Azure sync only allows for email or upn prefix to be synced as a user name. This is the same for linking current users during SSO sign in.
With many large organizations, a prefix may not be unique across an entire forest, only full email or full upn is unique (prefix@domain.com). It is necessary to provide more options for linking or creating of DW users during these SSO processes
6 votes -
Implement *.P7M preview in WebClient
Implement *.P7M preview in WebClient
Documents digitally signed with CADES P7M are not previewed by WebClient. Nowadays the digital signing of documents is a matter of fact, Docuware cannot ignore this feature.6 votes -
Reprocess workflow items after a task change is made
Provide ability to reprocess workflow tasks when a change to an activity is made so tasks already in flight will see the change. Currently all documents affected by the activity change must be copied to the tray, deleted from the cabinet and then pushed back through the new version of the workflow. This is painful when dealing with a large number of documents and also creates duplication in work if the changed task is towards the end of the workflow.
6 votes -
DW Platform login with JWT token
Since we have the option to use REST services, it would be nice to be able to use DocuWare platform with REST requests in Workflow Designer. This is not possible at the moment. If we could create API users or just be able to retrieve token > store in GV and use it for next request. This would extend the possibilities in workflow designer and in some cases it would not be necessary to program and host own Web service.
6 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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Allow storer to select "store document in black and white" when scanned in color
Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.
6 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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Processing Profiles - Split into Multiple Documents - Each with own set of indexing values and read out areas
Transferring from other DMS's - Users normally scanned a pack of documents as a single pdf, it would be useful if we can put this through a processing profile to 'Identify','split',Index each document
In example Employee onboarding pack
(may contain a ID document, Bank Account confirmation letter, Employment contract, etc.)You would create sub profiles (or main profiles, then link to this profile) for each expected document, those not identified will have default indexes using the original input files' indexes, those that are defined is split / indexed and stored as per the sub profile.
6 votes -
In Workflow Task Escalations add reroute in Out of office settings
Using substitution rules is a hassle. Please just add a reroute option if the assigned user to a task is set to "out of office". This way a task can be reassigned easily directly in the Work Flow Designer.
6 votes -
Make it possible to create a document relation with values from table field
Please make it possible to create a document relation to a certain column in a table field.
6 votes -
Highlight Search
The new Highlight Search feature added to SmartConnect has a major design flaw. You specify a search dialog and one field to search but Highlight Search IGNORES all the specific criteria set in the selected search dialog which means it returns way more documents then the user expects. Example: I have an Accounting Documents - Purchase Order search that searches Doctype = Purchase Order and PO Number is the field that Highlight Search is configured to use. I highlight a PO Number in my accounting software and DocuWare Highlight Search returns the PO, Invoice, Check, Packing List, etc. even though…
6 votes -
Workflow: Remove active instances immediately from Tasks if User is removed from a Role
Workflow: Remove active instances immediately from a user's Tasks if user is removed from a role that is part of the workflow. Currently the active instances that were assigned to the user while they were part of the role stay in the user's Tasks until they are completed.
6 votes -
Implement a test button for autoindex, deletion policy and transfer
Add a test or simulation feature to Autoindex, Deletion policy and transfer with a counter or viewer of what documents are being affected by the rule we are creating. Easy way to prevent making a bad mistake.
6 votes -
Possibility to change the variables order for stamps
In earlier versions, when stamps were configured by Administration utility, it was possible do define the order of variables of the stamp.
Since the introduction of web client for stamps defining, this feature is no more available.
It could be usefull to restore this functionality for old customers that know the previous behaviour and for new ones that ask for fixed text of the stamp to preceed any other variable text.
This is the desired and "no more supported" configuration:
Fixed Text
AutoCurrentDate
AutoCurrentUser6 votes -
Pre-fill E-Form Values From An Existing DocuWare Record
It would be very useful if I could right click on a record (from a search result) and click on something like "Send To E-Form", and have certain values on the E-Form to be auto populated from matching index values from the record I initiated the E-Form from. For example, a doctor creating a visit note for a patient does not want to re-key all of the patient information into the form during the visit. If the form could be auto populated based on an already existing record, the doctor will only have to fill in the relevant information pertaining…
6 votes -
Set Global Settings for User Profiles
Can we have Global Settings for User Profiles. This way all user dialogs may be set uniformly.
6 votes -
Index field behaviour when storing a document
Hi,
It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.
Thanks
Regards
Tomas6 votes
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