Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Allow only data records in file cabinet
As it is now common practise to use file cabinets as hidden databases for workflow assignments (i.e. Approval Matrix, Supplier List, etc.) it would be good to have an option in the file cabinet settings to prevent users from accidentally storing documents into those cabinets.
In many cases the local DocuWare Admins who need to maintain those file cabinets are normal users and therefore may make mistakes...
4 votes -
Allow us to disable the "Send reminder email" as the default option when reassigning workflow tasks
When reassigning tasks in the workflow monitor window, the controller must un-check the "Send reminder email" option, if no email is to be sent. It would be better if this option was off by default (or could be changed in configuration) to prevent too many emails being sent.
4 votes -
Number of pages in documents trays when intelligent indexing
When a tray uses intelligent indexing, we can't see the number of pages of the document.
We need it please.4 votes -
Attempts to Logon by Inactive Accounts Notify Administrator
If an User Account is disabled by unchecking the Active checkbox, and the user attempts to logon to DocuWare, the user now gets a message that their account is inactive. We want the Administrator to be notified of the logon attempt.
4 votes -
Select a role as a select list for drop down lists in DocuWare Forms
I want to be able to populate a drop down list with users from a role, without having to create a select list that mirrors the role.
4 votes -
Will we ever have the capability of having line items in a web form?
Would be really nice if we could define line items in the database, and allow multiple lines to be filled in a form...
David
4 votesThank you for your idea. We are planning to implement this idea for release 7.9 of DocuWare, which will be in September 2023.
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Allow clipping files already in storage
Presently documents that are in the inbox/tray can be only be clipped to a document in storage, or else another document in the inbox/tray. Not sure why that is. I had the idea that one person could be responsible for inputting and indexing AP invoices, and another for inputting and indexing checks. A third person would be responsible for clipping the checks to the invoice, verifying the check(s) match the invoice, then stamping it as Paid. But once a document is in storage it cannot be clipped to another document in storage. This is fairly limiting.
4 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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Check for for unique while entering value
It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.
It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.
4 votes -
4 votes
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Add the ability to use regex expressionsthe print and import template fields are looking for.
When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.
4 votes -
"Scan to FTP" with Auto Rotate
When using Scan to FTP to avoid having to use a local folder to be monitored by Desktop Apps, we cannot enable Auto Rotate when scanning directly to FTP... it would be extremely helpful to have that feature as the user otherwise will have to rotate the document manually either before scanning or afterwards in DocuWare.
4 votes -
Ability to remove commas
We have several clients that are migrating and in their Fortis setup they have check numbers or other numerical fields set as an INT field. These fields do no have a comma in them, in Fortis, but when they are migrated there is a comma. We would like to have the ability to turn off the commas in DocuWare for specific INT fields. Seeing as how SQL stores the data without commas, this has to be something that is being done on the website side.
4 votes -
Don't allow approval stamps to overlap other stamps
Don't allow users to stamp over another stamp, otherwise they cannot be read.
4 votes -
Separate File Cabinet Creation Permission under functional profile
Once the user added to "Owner" file cabinet profile to manage file cabinet Dialog, Database fields, and permission, the user needs to have "File Cabinets" permission under functional profile.
our client want to give user these permission but without having the ability to create new file cabinet,4 votes -
Allow stamp configuration to be set to a designated layer
Would be nice to be able to designate one of the 5 available layers for particular stamps
4 votes -
Bring back the < (searches below the number) and > (searches above number)
If we've inadvertently missed a number when indexing, we used to be able to find the document by typing in "9xx..." in the search option and it would pull all the numbers that fall under (or above) it and, therefore, would be easier to locate. For example, I'm looking for the account number 2140463374 but obviously we've missed / transposed a number somewhere. So I would enter <2140463999 and have all the indexed numbers UNDER it pull up.
4 votes -
Allow Drag and Drop when Rearranging Individual Pages in a Document
We often have to add new pages into a document already stored in Docuware. When un-stapling a document it would be nice to be able to drag and drop the pages around to change the order that they are stored in the document.
4 votes -
Replacing attached file
Sometimes we need to replace a file totally with other format file. For example, we search and find one document and after that we want to replace the attached file totally. we want to replace for example jpg file with word file.
With check-in and check-out and clip may be it is possible but it is not easy and complicated.
How we can replace attached file?Best Regards
4 votes -
Speed Up Cloud Imports
When uploading to the Cloud, there isn't a way to prevent OCR process occurring. Only with On-Premise, is there a selection for "RUN AUTOMATIC TEXT AND BARCODE RECOGNITION ONLY IF REQUIRED". It is seen if this is not checked for On-Prem, imports are slowed. DocuWare has stated by default, Cloud always performs this task and slows the process.
Please provide the option for Cloud.
4 votes -
Ability to type in multiple index entries to a keyword field at once
There should be a way to add multiple entries separated by a delimiter when adding entries to a keyword field. Currently you have to add them one by one hitting the + in between. This is horrible for the user when they have 50 plus entries. There are ways to do this in the background with a comma delimited load file so there should be a way to do this via the Web Client.
4 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.
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