Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1414 results found
-
allow Users to set their own default values for fields
We currently have the ability to set default values for fields in the store dialogs. These defaults are tied to the store dialog itself though so if you wanted to set up different defaults for different users you'd have to create separate store dialogs. It would be great if Users could set their own defaults.
One way that could work is to add a "Set Defaults" menu item to the context menu for the store dialog (see attached screenshot). To use it the user would fill out the store dialog with their desired defaults in some (or all) of the…
5 votes -
Restore function "Open in plugin"
If you need to edit stored documents from Web Client using a different software instead the default software associated to the documents file extension.
5 votes -
Allow entering a description when scanning batches of documents to a tray
Users are accustomed to entering a description when scanning multiple documents to a tray and this later helps them select them for indexing. This description may be a batch number, a date, a location from where the documents were received, the operator's name or any text at all that helps organize the documents. The current functionality only allows editing the document name after it is already in the tray and only one document at a time.
5 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.
-
Be able to suppress "Please Complete My Profile" bubble without filling all fields
in 6.11, users now see "Please Complete My Profile" every time they log in. Please add a way for the admin to remove this pop up. The user shouldn't be forced to add their name, email and salutation if they do not want to.
5 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.
-
5 votes
Thank 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.
-
Allow us to create dynamic store dialogues
I think it would be great if you could allow us to create dynamic store dialogues which could alter their layout depending on the document type chosen (or any other pre defined field for that matter).
For example, lets define a "key" field of a file cabinet store dialogue and lets say its the "document type" and we also give this a predefined select list. Then we may have many other fields of this cabinet but not all of these other fields may relate to each of the possible document types. It would be very useful and help guide the…
5 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.
-
Email Notifications - File Cabinet vs Individual Users
Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.
Please allow the ability to set a notification template at the file cabinet level.
Regards,
Bret Messer5 votesYour idea has been added to our backlog. We are now further investigating the idea.
-
Email Signature
Allow each user to create an email signature. The ability to copy or import ones outlook email signature would be beneficial.
5 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. -
Restore the ability to Attach, Delete, or Skip when pre-indexing
Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and 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…
5 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.
-
Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager
Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.
5 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.
-
Allow for reset of pre-indexed fields in Document Tray
When using the autofill indexing to store multiple documents in the document tray to a file cabinet, using the "Reset" button does not clear all fields in the store dialog. Understanding that this may be by design, there should be an option to reset all fields or just the fields that don't apply to the pre-filled index fields.
5 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.
-
Add .ptx files as a supported file
Adding .ptx file format would be beneficial to Docuware because there are law firms and court systems that use this type of file format for their records. This is a standard form of file type for law firms, attorneys and court houses across the nation.
5 votesYour idea has been added to our backlog. We are now further investigating the idea.
-
Add the ability to set a stamps max width/height
Currently, stamps with lots of text in Form Fields for notes, long names, etc flow off the page and are difficult to view as the stamp text is placed on one single line. If the user enters 255 characters of text to the field of the stamp, they cannot place stamp on document.
Suggestion is to to allow for a Max Width and Max Height options when creating a stamp. This will allow a user to enter as much text as desired and the content of the stamp will still be visible on the page.
5 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.
-
Customize the CSV export from the DocuWare WebClient
It would be great if we the admins or even the users can customize the order and the fields that are displayed when they use the export to CSV file option in DocuWare.
As of right now it is showing all the fields that the user has access to. and the order is also not the same as the task list/result list the user is looking at.
5 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.
Please use the modulke DocuWare Export for configurable exports.
-
Utilize one of the Intelligent Index fields to name the documents in the tray
Many documents land in the tray to be indexed but sorting through them to find a specific document would be simplified if one of the Intelligent Indexing fields was displayed as the doc name.
5 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.
-
Right Click on a value to search for all related documents based on this value
From the file cabinet, right click on any of the values and have ability to search for all related documents based on this value in this category. For example if Status = Indexed and I wanted to quickly search for all documents with this same value even though my search dialog had be set to another search type, then i can initiate a new search dialog from the right click and a drop down option.
5 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.
-
I suggest Docuware restore some features lost with the last upgrade
When uploading new documents, the "pre-upgraded" version would show a window with the number of documents that it was uploading. This was helpful because it would help me keep track of what documents I uploaded and what I had left in my folder. It was a double check to make sure I didn't miss anything.
The other thing that is new that is NOT a good thing - when multiple documents are uploaded and unstapled, the document name changes and all unstapled documents are now labels "split document". This is awful as you can no longer find a document in…
5 votesYour idea has been added to our backlog. We are now further investigating the idea.
-
Ability to clear table field in Assign Data WF activity.
I need the ability to easily reset a table field to be empty.
4 votes -
Add option when setting out of office for the user to choose who their back up should be
Using substitution rules is a challenge to manage and eliminates the ability to use variable assignments. It would be nice if an end user could choose who their back up should be and then have the workflow route accordingly.
4 votes -
Form table option to add different custom predefined entries and make them read only.
I have a travel expense form with 14 items that can be submitted for reimbursement listed in rows with dates/day of the week as column headers. I currently cannot build a table with this layout. The table is limited to 10 columns. I can add rows with a drop down of available options but that is not as user friendly. Please see example.
4 votes
- Don't see your idea?