Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1398 results found
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Add ability in DocuWare Tasks and WorkFlow to create a task without having a document already created.
Sometimes users need to be assigned a task to do a specific function such as create documents. Currently, a user would need to create a document to request a new task to create a new document. Once the task has been submitted and workflow started the original "request" document is not needed or useful.
Adding the ability to Create a task that includes data fields that are customizable by administrators and for specific users to see would solve many issues. I envision that there would be a button under tasks that would say Create a task and based on the…
3 votesYou can accomplish this currently by creating a database entry from a document tray. Just unselect all documents and the store button will be a “Create database entry” button. Then enter index entries that would trigger a workflow. The workflow will just start like with a document and you have the possibility to add a document at any later time.
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3 votes
Thank 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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Document Names stop use of AutoFill indexing
For some compliance reasons, the file name of the document being stored must be included as an index.
In 6.5 and 6.6, when you attemp to use Autofill Indexing with this file name as an index, Autofill will no longer work as it will not match the origional document's file name.
There needs to be a method where any index can be disabled for filtering to allow AutoFill to work on multiple documents.
3 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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Allow more complex conditions for email notification triggers
We would like to be able to generate triggers based on conditions that contain a combination of AND and OR such as the following:
Status = "Needs approval" AND
Department = "Accounting" OR Department = "Billing"One solution would be to have the ability to reference a task list to obtain the conditions for the email trigger since many times there is a related task list and the task lists allow for more complex conditions.
3 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Norwegian Date/Time Format
Alot of norwegian customers want norwegian Date/Time Format in the web client
3 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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Index image file properties
It would be great to be able to index the file properties of image (or all) files. This will allow our clients to store image files with properties coming from the camera or publishing apps and be able to search them through the Full Text search.
3 votesWe are currently not considering your idea.
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3 votes
Your idea has been added to our backlog. We are now further investigating the idea.
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STAMP FIELD COLORS
I believe that it would e very beneficial to provide the ability to set color options for specific fields within a stamp for the foreground color. And allowing there to be a criteria based on IF, AND, ONLY statements.
I believe this would be very useful in a very redundant accounting enviroment to ensure that something new on a stamp catches the eye of an individual without opportunity to be missed.
3 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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Support Contact Details on license file
Hi There, it would be handy if we could add our details as a support company into the login screen/about page of DocuWare.
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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UTC Time Stamp VS. Actual Time Zone
We have a client that handles claim records and they just noticed that the time stamps are all recorded as UTC. While we understand that UTC is universally suitable, there are times where actual time stamps are required. It would be beneficial if there was a built-in time zone offset in the administration console to record time stamps based on a specific time zone or utilize the server time.
3 votesUTC is universally suitable, For users it is always translated into their specific time zone settings. This way the timestamp is always valid.
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Add option to disable loading icon in viewer
When switching between pages in DocuWare's viewer, the loading icon that frequently pops up can be visually disruptive to some users. This effect has become more noticeable with the introduction of scrolling to change pages in 7.10. Additionally, the icon frequently persists shortly after the next page to be viewed is already loaded.
Disabling this icon will allow these users to view these documents more clearly while quickly reading them.
2 votes -
Anhänge in PDFs automatisch archivieren und/oder extrahieren
Durch E-Rechnungen kommt es immer öfter vor, dass Kunden Tätigkeitsberichte bei ZUGFeRD-Rechnungen im PDF angehangen bekommen. Diese können stand jetzt nicht von DocuWare aus dem PDF extrahiert werden. Die müsste bitte dringend umgesetzt werden.
Wir greifen die Rechungen nämlich automatisiert ab und der Kunde muss die ZUGFeRD-Rechung nochmal herunterladen und die angehangenen Dokumente nochmal aus dem PDF herunterladen und manuell einspielen. Das nimmt sehr viel Zeit in Anspruch. Insgesamt machen das weit über 30 Lieferanten unserer Kunden.2 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.
2 votes -
Send Cloud Storage Notifications at 80%
Send out Cloud Storage Notification to the Organization Administrator and ADP Contact upon reaching 80% of the storage limit.
2 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.
2 votes -
Allow the Use of the Sync Configuration with Version Management Enabled
Currently, there is no way to perform a file cabinet synchronization job if Version Management is enabled. While there is a workaround by using the Transfer config for moving files out of the cabinet, this is an inconvenience to the customer if version management was enabled years ago and the file cabinet is filled with thousands of files.
2 votes -
List the database connection in autoindex
In the auotindex configurations page, list the database or file connection the configuration is using.
2 votes -
Introduce a Brief Course on the Business Use Cases of Workflow
The LMS provides several courses for DSC's on the components of DocuWare Workflow and in fact a pre-requisite for the course is a DSC certification. It would be ideal that a short business course is designed for DSAs to aid them with understanding several business uses of workflow and mention them during their engagements with prospects. The business uses of workflow are indeed embedded in the various case studies listed on the DocuWare website . it would be ideal to so as to say extract such cases and centralize them. Such data would surely be appreciated for competitive advantage and…
2 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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Keep My Tasks in the order the user puts them
When a document enters a workflow and the tab appears in My Tasks, can these be kept in the order that the user puts them even when the tabs disappear and reappear?
2 votes -
Be able to have documents translated and saved back as another PDF
It would be nice to be able to submit a DocuWare from say "Spanish", but then have that document translated to English and saved back to DocuWare as another PDF.
2 votes
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