Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Ability to staple different document formats
We need the ability to staple documents that are different document formats. Currently only pdfs can be stapled; different document formats can only be clipped.
4 votes -
Creating Work Environments
In the profile and settings, users can choose drawers, search masks, lists, etc., to display.
It would be useful, especially for users working across multiple business contexts, to have the ability to create work environments by grouping together the necessary masks based on the type of activity.
Each user could then personalize their work environments and select the one suitable for the task they need to perform.
It would also be nice if, upon logging in, DocuWare asks which work environment the user would like to work with and then opens the client with the associated masks.
4 votes -
When viewing the 'Store' document history, display the cabinet & store dialog that was selected.
In order to investigate reported issues it's important to know which store dialog a document has been stored with.
End users don't always have this information.Currently the history entry shows 'store', the user who stored it and the date it was stored. Hovering reveals all index entries stored, but does not show the store dialog that was selected nor the cabinet it was stored to.
Please make this information visible to admins.
4 votes -
The information of the seconds
The column "created on" would be good to see hour, minute and second of the creation of the file, so it would be easier to group different files added at the same time (invoice + cmr) that come in the same email.
4 votes -
Automatically confirm a Task once the linked form has been saved (click on "Send")
Add the option in the Task settings (e.g. in the WF) for a form generated from a task, to automatically confirm the linked task as soon as the form is filled in and "sent".
For the moment, when I save my form, I have to go back to the task to click on the "Confirm" button for it to disappear from my list.
DocuWare Cloud Client 7.8
4 votes -
Share Files via Email
Provide the ability to select a page range, when exporting a document or sharing it via an email.
4 votes -
Multi-Page Forms and Expressions
Multi-Step / page forms will allow to make extensive forms cleaner, but also, ability to use arithmetic expressions, calculations, database look ups, assign data, just like in a flow, to be presented in next page.
4 votes -
Calculated text in forms
It would be nice if we could have calculated text elements in forms. These elements would appear the same as a fixed text field but instead could be the result of a calculation much like we can with single line text elements.
The benefit would be a more clean and elegant look. Placing data into read only single line text fields are ok but looks a little bit like an afterthought.
4 votes -
Encrypted URL: Return URL should not be allowed to be changed.
When using URL's for integration purposes, it should never be allowed that the user can change values in the return URL and get an answer from DocuWare. (When Username/Password or Token is inside the encrypted URL, this is already working! However, when the users log in with DocuWare credentials or uses SSO the return URL can be changed! In my opinion this is a possible data leak.
4 votes -
Add Failed Login Attempts to Audit Reports
For those using DocuWare authentication, there should be the ability to view failed login attempts in the Audit Report logs.
4 votes -
Ability to add custom font to Docuware cloud
Ability to add custom font to Docuware cloud. We have a lot of Word files stored in Docuware Cloud. Word has out custom company font, which is not recognized in docuware cloud. You can't read from cloud.
See difference in attached pictures.
Word is downloaded from Docuware.4 votes -
Use a filecabinet table as datasource for filling a table field
In DW 7.8 we are able to use a LDS source to fill a table field. Please make this also possible from other sources, such as a FileCabinet.
4 votes -
Automatic Indexing of invoices in XML format
Automatic indexing of invoices in XML format.
Either with Intelligent indexing (Intelligent indexing should be able to read the document properties to assign them to each field or table.) or in a workflow that can read the document properties and assign each property to a field. For example, you can create a loop to index all the lines of the invoice and at the end of the workflow the client has his invoice with all the fields indexed without having to do anything.4 votes -
Add the ability (as an admin) to assume the identity of any user to test permissions & functionality without having to sign in as that user.
While configuring new features, or troubleshooting existing ones, it would be helpful to assume the identity of a user to test and debug different features, such as routes through a workflow, etc. For obvious security and auditing purposes, rather than tasks being logged as that user, it could read something like "Admin as UserName" in the logs.
4 votes -
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every fiel
When manually indexing multiple documents from the inbox, allow repeating index fields be set. This way you do not have to enter every field on each document.
4 votes -
Search in Database Fields
I would like to see the Search available in database fields as well, like in the other menus. This would make it easier to search for a field, especially if there are many database fields.
4 votes -
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down list that appears when the 'Store' button is clicked.
This is to prevent the user who has several 'Document Tray' from having to search or even paginate when there are many.4 votes -
Document Tray custom columns (with Intelligent indexing)
When intelligent indexing enabled for particular Document Tray, please let us select custom columns so we can use Filter / Sort.
If the intelligent indexing knows the value, it should appear in the custom column.
Example: invoice processing - intelligent indexing automatically indexes "Supplier name". I want to be able to see "Supplier name" column in Document Tray and be able to use filter / sort in this column.4 votes -
Add a Multi-Decision workflow component
Presently we have a decision component, basically an If-Then-Else scenario. In order to check for multiple conditions, I end up with two or more cascading decision components until a condition is met, or the workflow falls through to some other state.
It would be very helpful to have a single decision component that would allow for multiple possible decisions and associated outcomes, and allow routing based on one of those decisions.
4 votes -
Signatures in Forms
Signing a form with an external signature pad such a Topaz would be very convenient in many customer-facing situations. Topaz provides integration tools. Signing forms with a mouse is too simple, requires that the customer access a computer or tablet and the result generally does not look good. Adding an electronic signature in a workflow is fine for remote signing but not convenient with a customer present. The Validated ID Biometric option is the best bet now, but a simple Topaz signature device would be easier.
4 votes
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