Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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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…
5 votes -
The ability to index from a table on a form
Indexing from item fields in a table used on a form to be able to use the fields in a Workflow.
We have Purchase Order forms with the new table field type but want to be able to build a workflow based on the items captured in the table. Specifically the Total Sum Amount from one of the table fields. Depending on the Total Amount different workflow decisions need to be made.
5 votes -
Multi-Selection in Drop-Down menus
Add ability to choose multiple options also in drop-down menu.
5 votes -
Create a Dashboard for workflow?
Add the ability to display in a dashboard, not just lists where each document is in a workflow, including wait steps when applicable.
This would need to be available not only by controllers but also additional upper management with Read-Only licenses.5 votes -
Allow disable of Merge Layers in the result dialog.
Add the Merge Layers as an option to enable/disable in the result dialog result list functions. Other features such as print, edit, etc that change the document are listed here but not merge layers.
5 votes -
Allow exporting users information
Allow exporting users information to CSV / XLSX, including groups where they belong and last time they logged in.
5 votes -
Allow the ability to set column size on Table fields
Many times you have columns that always have a set number of characters, but he column is always wider and needs to be resized by each user. Many of my clients would prefer the column size be set to the size needed when the data is a set number of characters.
5 votes -
Ability to look up active / non-active users
I have customers who have lots of users, over a thousand. They have lots of turn around and need a way to pull lists of active users and non-active users in DocuWare.
Need the ability to export the list and filter based on Active or Non-Active.
5 votes -
Allow numeric select lists to index numeric data types in forms
In forms, you can not index a numeric field from a dropdown. This I am sure is for data integrity. The problem with this is that I have an external select list with a local data connector to my accounting database that has a column with an int data type. It recognizes it when I use it for an autoindex. Forms however do not recognize it. For my purposes, a quick solution would be to simply allow a numeric form field to be linked to a multi-column select list. That is what I am trying to do anyway. At DocuWorld…
5 votes -
Multi select filter option in resultview
In the resultview you can use the column filter. But you can only select one of the available entries.
Can we select multiple entries. f.e. filter in country-index in the result I want "Netherlands" and "Germany" lines
5 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.5 votes -
Annotations - Copy Group of Annotations or All Annotations
There are occasions where a user needs to transfer a group of annotations to another page, and much time would be saved if we could copy either a group of annotations or all of the annotations on a page over to a different document or page. Would be a real time saver
5 votes -
Add a recycle bin for any deletions taking place on docuware with a configurable retention date in the bin.
Add a recycle bin for to store anything deleted for x amount of days
(x) admin configurable option, we had an issue where a webform/ merge form were deleted and had to be re designed from scratch, would be nice to restore from somewhere5 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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DATABASE LOOKUP
This issue has been posted a lot of different ways but nothing has happened with it. I know Docuware has come up with their version of autoindexing and don't seem to understand why so many other softwares have standardize how it is done. You create a odbc connection and assign it to a data entry textbox. When someone keys a value and hits enter, it will populate all the other fields. This is the way it has always been done. This version runs after the fact which doesn't let the person indexing compare the results to the image they are…
5 votes -
Provide different sort settings for keyword fields
It seems to be the case, that if an MSSQL Database (DocuWare Cloud) is used, keyword field entries are automatically sorted in an alphabetical order after applying changes to them.
This is not the case for MySQL Databases. Sometimes the order/sorting of the entered values are important for the customer or special use cases. It would be very nice to have possibilites to select how or if the entered values should be sort/ordered.5 votes -
There should be audit logs for trays and a
There should be audit logs for trays and a Recycle Bin type thing in case files get deleted accidentally
5 votes -
the ability to link index fields on a form before the form is completed
Sometimes there is already data in Docuware that should be visual on a form, I'm thinking of a work order, for example. If you could generate the form where the customer data or the work order is already filled in, then that is very clear to the user who then has to fill in the work order with, for example, the materials used or hours worked.
Now you can only folder this after the form is linked back in Docuware.5 votes -
public form security
Public Form protection from bots.
Public Form is very useful but it gives us a bit of unease to use it. it would be super if there would be some security preventive measures that is in place to protect the system when the form is open to public
5 votes -
calculate rows in table fields in a workflow
I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.
5 votes -
Provide the ability to save progress of a docuware form
Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms
5 votes
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