Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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expanded use of Table fields
I was excited to see the new table field type in version 7.1. However, it does not appear that I will be able to use it as planned.
Our situation: We will receive a check from one our clients who may have several accounts with us. In the accompanying instructions, the client requests to have the check amount distributed evenly among all of their accounts. The instructions may or may not specify account numbers and amounts.
Once the values have been distributed to each account, we still need to have the capability to search for and retrieve the document using…2 votes -
Adding more document format via the viewer
Hi all,
It will be great to expand DocuWare market in order to add aditonal format to the viewer. See attachment with file I need.
Kind regards
Jean Michel Haine2 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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Set up role or group to have restricted only download in PDF file format
Ability to set users to only be able to download documents in PDF format irrelevant of their original format they was unloaded in
The document will still be stored as it was uploaded however certain groups that are read only would only be able to download PDFs
2 votes -
Add the ability to adjust the layout of the preview pane to be above or below the tray.
To better fit on a Portrait mode monitor, please add a setting to the preview pane to switch it from being next to the tray to being either below or above the tray. This will allow for a much higher density of information in a single window with the preview pane when viewing on a portrait monitor, which is popular for document viewing.
2 votesThank you for your idea. To evaluate this idea more, we need more information on this topic. Please add a comment, explaining your need and use case. Thank you.
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Have the email address show up vs the clients name after the email is stored in docuware
Have the email address show up vs the clients name after the email is stored in docuware. Work around RIGHT CLICK edit is not up to par, if you can show the CLIENTS name , why cant it just display the Users full email address
2 votes -
Specify initial doc version on Store
Provide for a user to choose the initial version number value for the document when storing under Version Management.
When replacing another system, documents may come with existing version numbers and need to progress from that point easily when migrated to DocuWare.
2 votes -
Have a field select list show only accurate choices in store dialog when Intelligent Indexing is enabled.
If I expect to have correct entries displayed in a field’s select list, I cannot use Intelligent Indexing. If I want to use Intelligent Indexing, I cannot expect a field’s select list to display an accurate list.
Docuware support has said this is functioning as designed and working as intended. I would like to have the intended functionality changed so selection lists are accurate when using Intelligent Indexing.
2 votes -
Allow customization to the tab that opens with the RELATED ITEMS feature
Love that we're able to right click in the list view and find related items. Sometimes I have multiple lists based on those related items and if we were able to name it something unique to the original item then it'd be easier to navigate my many open list views. If I right click a document to find related items and it searches by CUSTOMER NAME then the tab that opens could be that customer name instead of the name of the DOCUMENT RELATIONS JOB.
2 votes -
Multi Filtering
Now that we have filtering, next step is to be able to filter multiple fields and not only one. Excel filters work great... also great if the display field would adapt to the size of the content that is being filtered... and lastly, systemwide support for this feature.... every list table needs filtering!!
2 votes -
Time intelligence
Ability to search relative dates! Yesterday, last week, last month, last year etc...
Also the ability to search a specific month and not only a specific date!2 votes -
See how many matches of a Fulltext per document
Results of a fulltext could have a first column indicating how many matches of the text per document...
2 votes -
Create a "document object" variable in Workflow
I would like to add document in a workflow task and store it in a particular file cabinet.
Other idea could be to manage this feature via DocuWare Form.
- validate the task to certify tha the link to the form on workflow task is been executed (and document stored via Form)
- allow the choice to split on DocuWare Form, the registration from its attached.2 votes -
Trigger workflows from the contextual menu
Having the ability to trigger workflows from the contextual menu would be an easy way to allow users send documents to external services.
2 votes -
Archive EML files in Docuware with attachment
Our company wants a very necessary feature. We consider it necessary that if we want to archive an email, this is done completely and thus legally secure. The EML file should be placed with attachment in Docuware and be visible in the Viewer with multiple pages. We ask you to integrate this feature. Sincerely, F. Tasche Himmel u. Papesch Construction Company GmbH and Co. KG
2 votes -
Make tasks "read" only when the image is opened
Currently it only takes a single click to cause the record to be marked as read, even though the image has not been opened with a double-click.
Bolded tasks are those that have yet to be read. Bolded tasks are also viewed by those monitoring the workflows. It is incorrect that the approver has read an invoice if they have not yet opened the image.
2 votes -
add a note tab per file
When you are in a file, there should be a note tab to write a note regarding any recent notes to the file.
2 votes -
Product Overview should be accessible for some users
It would be good to be able to allow certain users to have access to "Product Overview" in the Configuration so that they can reassign user licenses and check the capacity of the system etc. without having to be a full system admin.
2 votes -
improve iconography
For a quick overview, would it be possible to improve the iconography of the results list? To know:
- the icon "document with trombone" already exists.
- The document format also exists.
- Missing the indication of an annotated document.
- Missing the indication of a stapled document.
- Missing the version indication.2 votes -
Automatically fill a "already read" field
Hi,
We need to know directly in a result list if a document has already been read by the current user.
The use case is:
As a user, I need to know if I have already read a documentThanks
2 votes -
Using keyword field in windows explorer client
Hi,
We use Docuware to store a lot of data, and we use windows explorer client to access them. Each document as several Keyword field.
We want to use this keyword field in the windows Explorer. My document being in several virtual directory.
Thanks
Each document have
2 votes
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