Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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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.3 votes -
Can we integrate the "Cloud Status" page of each customer to our CRM
Hi, is it possible to integrate the "Cloud Status" page of each customer's to our CRM system so in just one click, we can see the status of our customer's system and their utilization rate.
3 votes -
Notification
We have the possibility to put a notification for
:
- the new documents
- modified index fieldsBut not for all the documents which would correspond to a filter at a time T.
That's a shame.
For example I cannot create a notification for all unsigned invoices which will return the same list every day as long as they are not signed...
It would be so easy with this option!!!
In order to have this possibility, we had to create a special cabinet, a Workflow and 2 Autoindexes... it's complicated for nothing.
3 votes -
Save form changes without publishing the form.
We should be able to save any changes made to a form without publishing it. This should work exactly like DocuWare workflows.
3 votes -
3 votes
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Search on Forms Tab
Please give us a spot to search for the form name on the Forms Tab. Being able to sort by name and save would also be helpful. For those of us with many forms, it can be really difficult to find the needed form on this tab.
3 votes -
Select a table as required in a workflow task
Currently you can mark fields of a table as required but it allows you to confirm the task without writing any fields, to avoid this you have to validate that the counter of a field in the table is greater than 0. It would be interesting if the tables in the workflow have an option as that table is required and the user has to fill data, thus avoiding having to configure additional validation.
3 votes -
Connect to Word or excel like Outlook, to store the document in a tray or a cabinet
Ability to store an open document like it is done in Outlook
3 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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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.3 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.3 votes -
Email Capture - General Email, Exchange Online
Could the Exchange Online method of capturing email attachments include the ability to mark those emails as Read when moving them to the processed folder?
When email attachments are automatically captured using General Email, Exchange Online, the emails moved into the processed folder are not being marked as "Read".
Previously, when General Email used IMAP, the emails that were moved into the processed folder were marked as "Read".
As a result the folder containing the captures/processed emails is continuously showing a growing number of unread emails which is a frustration as they need to be manually marked as Read each…
3 votes -
Start workflow if Regex match
This could work with the field condition "Contains", so for example we could start the workflow if FIELD contains <Regex>. This would be great for filtering and it would improve workflow stability because only documents matching the regex definiton would initiate the workflow.
Without this I must start the workflow for every document and then handle the condition logic inside the workflow.
3 votes -
3 votes
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Create public link of document
A possibility to create a public link of document in the client, so you can easily and quickly share a document with a third party. Maybe also add a possibility for public link expiration date.
3 votes -
Fill keyword variable and/or table with REST response that contains an array
When using REST/POST to retrieve data from an external system the results frequently contain arrays of data. Allow the capture of the array data in to a keyword or table with the option to concatenate multiple properties of the into a single kw row. Currently if the result contains an array each item in the array or even each property of each item has to be manually mapped to a variable.
3 votes -
smtp server configuration
possibility to choose in workflows when sending mails an smtp server configuration.
3 votes -
Enable a workflow to be stopped following a change in metadata
Once a workflow has been started and a task has been created, the only ways to stop it are : Validation of this task by a user or a manual interruption by a workflow controller
It would be nice to be able to stop a workflow and cancel tasks automatically by changing the metadata.Customer needs may require it
3 votes -
Active Directory Sync Remove DocuWare User Account
Can a user be completely removed from DocuWare based on AD removal
3 votes -
Fill table from other sources that another tables ..
Currently you can only fill a table from data from another table ..
I would be a great idea if you could get data also from external sources ..
and from sources that are not table fields..Because you can still select which fields you want to use..
3 votes -
Document Status Color Indicator based on Field or Field Calculation
Have a color indicator that would show the document status based on a field of field calculation. In Example, Aging Analysis, SLA Risk, etc.
3 votes
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