Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1414 results found
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Filter in columns of a table field
I would like to filter the rows of a table field (with a filter on the column name), as on a result list.
6 votes -
Add more options to table-type field in forms
In forms: enable validation and make a table-type field (or the columns that make it up) mandatory or not.
Dans les formulaires : rendre possible le validation et rendre obligatoire ou non un champ de type tableau (ou sur les colonnes qui le composent).
Thanks and Regards,
Mathieu SENECAL6 votes -
docusign webservice option for let the user where to put the signature
There is not possibilities let the user decide where to place the signature when using Docusign method call AddNewDocumentMultiSigners (when we need more than one signature).
With this method the only options we have are to send each X,Y positions otherwise an anchor system is possible.
But when we have multi signer like 5,6 or even 10 person to sign this is difficult to find the right place with those options.
And i know that is something exist on Docusign.6 votes -
Empty() in Date Field
It should be possible to search for empty date fields (Search Dialogue). Currently, this function is only possible as a list.
6 votes -
Allow task assignment to all users from group
Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.
I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.Except for their use as targets in workflows they…
6 votes -
OCR mode / switch for selected document from webbasket
Sometimes on the PDF file is an OCR layer (not only image).
If OCR/text layer exist on PDF document, then Docuware uses this layer instead of direct OCR from an image.It would be useful for the end user to be able to change option that for some particular document Docuware will force use OCR from image instead of OCR/text layer from PDF.
6 votes -
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 -
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 -
image stamp additional settings
Image stamp additional settings.
Date Format
Time Format
Text entry alignment: Vertical alignment and Horizontal alignment
- to give more options, especially for Japanese chop required by Japanese companies, I think this one is quite useful and easy to implement and needs to include asap.
Please see the attachment.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
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