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DocuWare Feedback

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565 results found

  1. Allow drag and drop to Outlook e-mails for sending documents

    I get a lot of requests from users that would like the option to drag and drop documents from the DocuWare webclient (i.e. from a search result) directly into an Outlook e-mail.

    Currently, the only option is to right click and Send by E-mail. However this option creates a new, empty, e-mail and freezes up the whole Outlook client until the e-mail is sent. This renders our users unable to respond to document requests or to attach documents into ongoing conversations - which is the case most of the time when a document is needed.

    15 votes

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  2. Stamp Digital Certificate

    Would be great to have the Digital Certicate linked to the DopcuWare Stamp same way done in document processing.

    19 votes

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  3. Electronic Signature integration with Adobe Sign

    e-signature support with Validated ID and DocuSign are great, but we need to do this with Adobe Sign. It is a similar process. Adobe provides the API and we can provide technical support and real-world testing.

    14 votes

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    1 comment  ·  E-Signatures  ·  Admin →
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  4. Stamps available for document trays individually

    Currently, you only have the feature all file cabinets/document trays for assigning stamps.

    We had to change from all file cabinets/documents trays to a specific file cabinet, and in doing so the users lost that ability to stamp in their document trays.

    There process is harder to stamp once in the file cabinet do to large volumes of documents being stored and having to handle the document multiple times due to this feature not being able to be assigned only to document trays.

    Please allow for this. Thanks

    1 vote

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  5. Permissions to create and configure user stamps

    When it is marked in the permissions so that the user cannot create or manage stamps that does not appear in the configuration part this option to the user

    2 votes

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  6. Choose if a File Cabinet Document is brought in As Stored or converted to PDF

    Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.

    There are good reasons for both.

    In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.

    In the case of loosing the ability to maintain a records integrity, it should not be allowed.

    If you allowed administration to choose a Trays ability to convert or not would allow both.

    1 vote

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  7. Add the option to select a merge form to send from the email task

    When dealing with a webform with multiple merge forms, DocuWare does not have the function to select between them in order to only send one document out, and later in the workflow to add the second document to send out , lets use the following scenario , a customer needs to pay for a service , thus a invoice needs to be generated and sent out, after proof of payment was received DocuWare workflow needs to generate a receipt of payment, using the same workflow with multiple merge forms.

    2 votes

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  8. "DocuWare_PartnerPortal_Liste_de" im deutschen Format als JSON-Datei bereitstellen

    Es wäre zwecks Automatisierung wünschenswert, wenn die bereits im Partner Portal vorhandene, "Liste der Vertragsprodukte" XLS- als JSON-Datei im deutschen Format zur Verfügung stehen könnte. Ein effizienterer Abgleich der im ERP hinterlegten Daten wäre so möglich.
    Da die Datei ohnehin versteckt gehalten wird, ist der Weg dahin im Anhang beschrieben.

    4 votes

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  9. Detect A Document With Base-64 Encoding And Decode It Before Displaying It

    Many Third Party applications that do API integration want to use Base-64 encoding when transferring documents. Unfortunately, DocuWare does not decode the Base-64 before the document is stored. Therefore, it is desired to have the DocuWare web client support Base-64 and decode a document for display in the web client.

    The specific use case that the client is seeing is a SalesForce implementation. SalesForce can only send the document using Base-64 encoding. In this case it is going through middle-ware that was built on the Oracle Service Bus. The client has decided to implement a workaround where the OSB application…

    4 votes

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  10. Finding and Exporting mass documents based on Excel list to local directories

    For audit purpose, it would be helpful to find some hundreds / thousands of invoices base on an Excel / CSV list, and export the documents found on a directory on a local PC. This is to hand over the document to the auditors or ministry of finance. Today a robot is doing it one by one, and this needs some days quarterly.

    2 votes

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  11. Integration with Acumatica

    We are migrating to Acumatica for our accounting system. There are multiple document management vendors that integrate with them. It would be great if DocuWare had an integration as well.

    1 vote

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  12. Export von Rechnungen in xRechnung/ZUGFeRD Format

    Export von Rechnungen in xRechnung/ZUGFeRD Formaten.
    Da die Ausgangsrechnungen in Docuware mit Indexdaten versehen werden, wäre es ein Leichtes ein Export um xRechnung/ZUGFeRD Format zu erweitern.

    Da dieser Formate in EU Standard sind und Bund bereits ab 27.11.2020 ausschließlich Elektronische Rechnungen akzeptiert ist diese Erweiterung dringend fällig.

    44 votes

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  13. Provide dark mode for all DocuWare client applications

    Especially, if dark mode is activated in Windows 10 it would be really great to be able to switch all DocuWare client applications to dark mode as well.

    19 votes

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  14. Filterlisten von Aufgaben

    Szenario:
    Eine Firma bestitzt 7 Standorte mit Buchhaltungen und Buchhaltungen die auch mehrere Standorte bearbeiten.
    Alle Standorte arbeiten über dem selben Workflow, da die Prozesse genormt sind.

    Problem:
    Für die Mitarbeiter, die für mehrere Standorte zuständig sind, wird die Aufgabenliste schnell unübersichtlich. Man kann zwar nach Standorten sortieren oder filtern, trotzdem wird es eher als mühselig und unübersichtlich gesehen.

    Vorschlag:
    Filterlisten für Aufgaben.
    Es wäre super, könne man, wie bei den Suchen, eigene Aufgabenlisten mit gewissen Filtern erstellen.
    Beispielsweise:
    Aufgaben Bremen
    Filter ( Standort = Bremen)
    Aufgaben München
    Filter ( Standort = München)

    Somit hätte man sofort einen Überblick über…

    2 votes

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  15. 1 vote

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  16. Add manual entry feature to Smart Connect

    In our environment, the OCR portion of Smart Connect has proven to be extremely unreliable. We would like to request a feature where you can enter a Smart Connect key combination and a dialog window pops up into which you can manually enter a search term or phrase (such as a patient ID) and have a search performed using that term.

    1 vote

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    We currently do not plan anything accordingly. Mainly because there will be new funtionality with the next DocuWare Version 7.4 in Smart Connect and I believe this functionality will help you solving your desired use case. There will be a functionality where Smart Connect will not rely on OCR but search for the element you have highlighted in the software.

  17. Additional User Flexibility with the 'Edit' Function

    Instead of 'Edit' button, replace with (or add) 'Edit With...' to allow user to choose which application to use for that particular file/document.

    For example, a PDF file. My default is Acrobat Reader free version but I also have a Pro version of Power PDF aka eCopy (Nuance/Kofax). The DW Viewer works great. "Edit" opens it in Acrobat (default). "Edit With..." could open it in eCopy to apply a signature stamp, watermark or do some document assembly (insert pages, delete pages, etc) then close to save changes in DocuWare instead of having to bring it back into a Tray or…

    2 votes

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  18. Print selected pages option

    Add ability to print or email selected pages or page range. Currently the only option is to print the entire document or the page loaded in the viewer.

    4 votes

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  19. Add abilty to show index value from another document

    show index value from another document (from another filecabinet) in result list/tasks lists/workflows.
    using something link document links otpion maybe ?

    1 vote

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  20. Administation Read-Only

    Um den produktiven Betrieb des DocuWare im RZ nicht durch die Anwender des eigenen Betriebs zu gefährden, sollten die firmeninternen Administratoren im Produktionssystem nur Read-Only-Rechte haben. Alles sehen, nichts anfassen.

    Im DEV-System hingegen kann diese Gruppe alle Vollmachten haben; denn wenn sie das System kaputtspielen, müssen sie es halt im RZ wieder aufbauen lassen.

    Derzeit in Version 6.12 ist ein Administrator immer auch voll schreibberechtigt. Das gilt für den Webclient aber vor allem auch für den leider immer noch nötigen Windows-Client.

    1 vote

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