Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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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.
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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.
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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.
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Restriction on FTP via Central Gateway Settings
With the Central Gateway Settings in Docuware.
We can declare IP address which can access to the platform.
It works for Docuware webapplication, but not for FTP. Even if i declare authorize IP.
Anyone can still access to the FTP.
Is it possible to add this functionnality to FTP ?4 votes -
Implement the ability to give dynamic names on document relations
When a user opens several time the same document relation, starting from different documents, all the tabs have the same name.
I would be a great addition to have the ability to display different names. For example, we could choose one of the indexes to identify the document that the user was looking at before clicking the relation.
Like, if I'm on the document "Folder 3" and open the relation "Documents", I would like the new tab name to be "Folder 3 - Documents" instead of just "Documents".It's a quality-of-life evolution, but for some configurations, it would be a…
4 votes -
Add SFTP for file uploads
Please add SFTP to the options to receive files. This will enable securely sending files to the cloud. I'm not sure why this is not an option now...
4 votes -
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 -
Workflow fields only display on stamp if populated
If you are putting a stamp on a document, and it has multiple fields in the decision, you are always forced to put those decisions on the stamp. Make a way where if the field is NULL the line/field doesnt populate on the stamp. This would help avoid clutter
4 votes -
Allow users to approve tasks by replying to the email notification.
Our upper management users tend to have many requests that require their approval in DocuWare. It would be more efficient to allow them to approve the task simply by replying to the email notification with "Approve", "Yes", "Y", or something relating to that so that they do not need to log into DocuWare each time.
4 votes -
Generate report of all users who have logged in within a given time frame
Right now, we can go into Audit Reports, export the last year's worth of user info, and manually generate a report in Excel of who's logged in in the last year. This process is time-consuming. For customers with hundreds of users and a limited stock of licenses, it would help to be able to quickly export a list of licensed users that have accessed DocuWare within a given time-frame.
4 votes -
Create a search w/ full text to identify documents from the Recently Deleted area.
Create a search w/ full text to identify documents from the Recently Deleted area. It's nearly impossible to find a specific deleted document.
4 votes -
Add how it was stored to the audit trail, not just "store"
Currently when you audit a document it just shows "store" under the event. To help with troubleshooting for customers that have multiple ingest methods could it get changed to Store- Outlook or Store- Doc Processing or Store-Document Tray ect. this would help isolate and narrow down the problem if there is one.
4 votes -
Live table field calculations in workflow task (like forms)
It would be great if we could do live line item calculations like we see in forms. For instance, on an invoice, we enter the quantity and price each for a line and the next column automatically fills with the subtotal.
4 votes -
Have the ability to edit/manipulate PDF documents from the store dialog area of the web client.
This would allow users to split documents, delete pages, reorder pages etc in the store dialog area.
4 votes -
Prevent Forms from Crashing- "This Configuration Locked..."
It is frustrating when creating a complex form if you forget to save every couple of entries, then are unable to save your progress.
4 votes -
Filter by multiple items in 'Tasks' view
Add way to filter by multiple items in 'Tasks' view, or even allowing search parameters. Currently you can only filter in the 'Tasks' view with one filter per column.
4 votes -
4 votes
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Make it possible to add and remove items from table fields in the workflow
Sometimes its needed to create new lineitems from scratch without copying it from another table field in a workflow. And sometimes there are unneeded lines, it should be possible to remove them in a automated workflow process.
4 votes
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