Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1502 results found
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Create an annotation function allowing a drawn shape (rectrangle for example) to hold text which could be used for searching related docs.
Use Case: A cemetery needs to store cemetery and grave records. They are doing this with paper cards with subsets of cemetery lots. I would like the ability to scan a map as a document, and be able to draw individual grave locations on the map, similar to what they're doing on paper. I would like to be able to click on that annotation and store additional information, text at the very least, perhaps some index values from a store dialog. This would allow me to click on a areas of the map and see the related documents stored in…
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 -
add comments to versions
Add the ability to add comments to versions with automatic versioning. Currently, the system automatically adds a comment "Automatic Version Management". We often send documents to clients and would like to have the ability to change the comment to "sent to client on *** day" or something similar
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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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 -
When Connect to Mail is configured to import only attachments have it ignore emails with no attachments
When Connect Mail is configure for import attachments only, it will not ignore email with no attachments. Connect to Mail will import all email and those with no attachments will considered a failure and be routed to the default tray, or, have a rule in out look to move email to a different folder and it monitored.
Connect to mail should ignore email with no attached if only attachments are needed. This will help with improving deployment and eliminate clean up maintenance for support people.
3 votes -
3 votes
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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 -
Flatten PDF with REST/.NET API
We can use DocumentAction to merge annotations on the Document. It would be nice if you could provide a method for Flattening all Form Fields on the Document. Right now we have to use 3rd party libraries to get this done.
For all readers: I am using Syncfusion - they have free commercial license for small companies.
3 votes
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