Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1502 results found
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Date in Folder Dialogs
Let us assing DATE fileds to the Folder Dialogs Hierarchy, and choose what part (or parts) of the date to use (DAY, WEEK, MONTH, YEAR)
4 votes -
intelligent index work with keyword field
It would be nice to have Intelligent Indexing work with Keyword fields the same way it works with Table fields.
Example: I have packing slips with multiple PO numbers that needs to be populated in a Keyword field. I am using a keyword field instead of a table so i can link by that field in Document Relations.
4 votes -
Filter and view unique documents
when supervising a flow, you see the document X times depending on how many people have the task assigned.... this clutters and fills the view, and gives silly numbers of pending tasks. (in our case most tasks are available to 10-15 peopler, therefore multiplying the list by that number...)
The ability to filter/show "different" task would be ideal.
Also the number of pending tasks should always refer to unique tasks.
4 votes -
"Document in workflow" flag in result list
It would be very helpful to have a flag in the result list to see which documents are currently in a workflow. At the moment the users will have to build rather complex searches for various different status entries to identify all documents which are still in a workflow process. If there was a flag like the paper clip for appended pages, it would help the users a lot
4 votes -
Make Emailing a Doc Available Without the Desktop Apps
I install a LOT of DW Desktop Apps only to get the Email a Document function. Would be great to have this made a part of the base web client experience. I would expect that there are probably some pretty good technical considerations to something like this, but would really be great. The web client is just so nice, and adding this functionality would allow a very large group of users to be fully functional with no local installs.
Thanks!
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.Currently browsers do not allow to open an email application with an attachment. That´s why we need a local application to download the document and then attaching the document to the email.
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Please bring back the option to Sort By: "Comments"
Please bring back the option to Sort By: "Comments". This allowed us to categorize and prioritize on items that are due asap more efficiently.
4 votes -
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 -
Form Only Store Dialogues
Can you please make it so it is possible for people who have permissions to see a form able to store that form without having to assign them the store dialogue that is then visible in the web client. We have loads of customers that want users to be able to save forms but don’t want the user to have a whole load of store dialogues in the web client for the relevant cabinets. I guess the simple way would be to add a tick box to a store dialogue to ask if this was for forms use only so…
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 -
API create group and role
Hi,
I wish I could add / remove groups and roles from the Docuware API
Thanks
4 votes -
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 -
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 -
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
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