Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1414 results found
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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
3 votes -
Alphabetical sort of licensed users
While managing user licensing, it would help to be able to alphabetically sort the list of licensed users in Configurations. Right now, the list seems to be essentially random. We have to scan the entire list of sometimes hundreds of users manually to find a user.
3 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.
3 votes -
Dialog template
In some systems, there are a lot of dialogs. Ordering the fields could be difficult and the technician could make a lot of mistakes. It could be nice to create dialog template, so the new dialogs could be automatically order with that template.
3 votes -
Calculate field in table field
Having a table field with tax base and tax rate, I would like to automatically calculate the total amount.
3 votes -
Set internal lists as Multi-column lists
Make the "internal lists" of the "indexing assistance" multi-column
in order to be able to store additional information relating to users, roles and groups, and cross-reference this data.This would be a practical and useful function in forms, workflows, etc.
3 votes -
3 votes
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Configure Export Data to allow the export of more than one table.
I have a need to create an export which includes data from two different tables. Right now, I can select only one table to include in my export configuration. It would be nice if I could selected multiple tables to build my export file.
3 votes -
postman & api training
please create a training option in the academy to explain how to get started using the postman examples and the new api options in the workflows.
Thank-you!
3 votes -
Have the ability to delete our own stamp if placed by error
It would be nice to be able to delete our own stamp if we place on a document by error or on the wrong page in the document. Or even have the ability to move it after it been placed.
3 votes -
Implement the ablility to upload a document in a task decision
I know you can clip a document in a task. I'm saying within a task decision, provide an "upload documents" option that would automatically clip the upload to the current task document.
3 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.
3 votes -
Stamps - Permissions Loophole
By allowing all users the ability to create a stamp, you're allowing them to set any field to any value they want. Yes there are permissions you can lock down on fields, but if it's a field they normally can change, for example a Status field, they're no longer limited to select list options. They could mark an invoice "Approved" for example when they're not supposed to, potentially kicking off workflows, etc. This is a loophole that needs to be closed. Simply putting back Stamp creation in the functional profile would fix this.
3 votes -
Add font color option to fillable form field in workflow
I would like to have the option to change the font color of fill areas on forms from a workflow when the field data is changed.
The form is completed and all items are entered onto the form in black. Then a workflow is triggered. The workflow dialog asks for information that can change what is on the form, then the workflow is configured with Assign Data to update that fill area on the form. It would be nice if the updated data could be placed on the form in a different font color, making it quick and easy to…3 votes -
create a single-line or multi-line text field linked to a selection list
It would be very interesting to be able to associate a single-line or multi-line text field with a selection list. We might have the ability to make some great form.
3 votes -
Overview panel anchored to view all document pages
Anchor Overview panel: The idea is that the anchor view will appear when clicking on the document, maximized, so the user can view all the pages of the document.
3 votes -
Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed
Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.
3 votes -
Add the same buttons in WorkflowTasks than in filecabinet results
Hi,
Currently, in all filecabinet's results (List, result, folders) we are able to add buttons for some DocuWare tools such as "Extract to revise", "print", "send as PDF", "update index entry",... (see on screenshot 1).In workflow tasks, only two buttons are available : "History" and "Reassign" (see on screenshot 2).
For some clients, other tools are part of the workflow process. For example "extract to revise" option, is not available either on the viewer toolbox and it represents at least 3 clicks for the user to perform. So it would be great to have the possibility to have those…3 votes -
Create a search function in license overview
Create a search function in license overview. In a system with much users Its nearly unpossible to find a user in the Full or workflow users list
3 votes -
Global Workflow JSON object variable type
Make it possible to create a JSON object in the workflow, which can be modified (add, modify, delete node) by JSONPath. This can be used to build a JSON string for a webservice request, or be used after a webservice request to copy the response in such a JSON object.
3 votes
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