Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1524 results found
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Add an area that describes where a desktop app connection is being used
In Profile and Settings there is a place where you can revoke a token. The issue is if more than one Desktop connection is listed, you have no idea of which connection to revoke. Be nice to have some sort of data to be able to tell them apart.
3 votes -
Allow selection of attachments stored with emails with Connect to Outlook
When an email is being stored via Connect to Outlook, not all attachments are needed. It would be great if people can just select only those attachments within an email they want to store. For example, if there are 5 attachments and they want to store three of the attachments, they should be able to check off which ones they want to store.
This saves space because currently, we are paying for both the attachments within an email and then the additional copies DocuWare is extracting of each attachment to show in the preview pane.
3 votes -
Adding a new document version in one step - upload new version
DocuWare is greatly lacking the option to directly add a new document version - upload new version (select document, confirm). This would significantly enhance the system's usability in certain cases and greatly simplify its use.
3 votes -
introduce the "Store all with the current index entries" in Outlook
This is a feature which is available in DocuWare when selecting multiple documents from a document tray and then selecting the Store button. Ideally when a user is filing multiple emails from outlook using the store feature, the user will be able to enter the index field values once for several documents at once (as can be done from the document tray)
3 votes -
Convert form attachments to PDF
We have a form that employees use to submit credit card receipts. The form itself does come into DocuWare as a PDF. The attachments are in whatever format the employee attached, and this can’t change as they could be many various formats. We are looking for the ability in DocuWare to convert the form attachments to PDF during the form submission process.
3 votes -
Please create a DocXporter version for users not code programmers
With DocuWare API we have developed code that will display a list of file cabinets, and allow the user to select one from the list. Then browse to the desired target storage location. Finally select a cvs file with the fields desired.
Can't figure out how to open a DW search dialog to enter parameters.
Tried the DocXporter trial and was greatly disappointed! Hopefully DocuWare didn't pay too much for this technology. DocuWare has always prided themselves on code-free or low-code applications, but this is not an application, just some clunky code!
3 votes -
Expand Field Behaviors to Allow for Requiring a Minimum/Maximum Number of Entries for Checkboxes
Currently, In DocuWare, there is no easy way to require users to select a minimum or maximum number of boxes in a checkbox field.
This would also be useful for the Table type.
3 votes -
Save User's Viewer Settings after Browser Close
In current versions of DocuWare, any settings a user set in the previous session are often reset when the user closes and opens a browser before logging into DocuWare. It would be helpful if there were a way for users to save their zoom level, font settings, etc.
3 votes -
Cloud version update URL - Allow administrator to not be assigned a client license
It should be allowed for an administrator user that is active but not assigned a user license, that can administer the /settings site, to be able to login and check when the their Cloud account will be updated using the https://update.docuware.cloud/ site.
3 votes -
Formulare in Briefkorb ablegen!
Es wäre ein wichtiger Schritt, die Möglichkeit anzubieten, die Formulare in Briefkörbe übermitteln zu können. Die Formulare kann man aktuell zu einem Ablage Dialog zuordnen (was ein Workflow auslöst). Es wird vielles vereinfachen, wenn die Formulare auch in einem Briefkorb gehen können und dann erst durch Mitarbeiter in einem Ablage Dialog indexiert werden kann.
3 votes -
Add document capture datetime as index field
Sometime customer needs to know when document is captured - arrived in Document tray. Now when document is stored this infromation is not accessible and customer not have way to check how long time document was in document tray before stored. In some situations it would ne neccessary to keep this value as system entry data.
3 votes -
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.
3 votes -
Ability to store a memo in a variable
Ability to store a memo in a variable so you could set a termplate of email in html in a memo and call it from a workflow to a variable to use it.
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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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 -
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
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