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4239 results found

  1. Allow for Duplicate Detection from the Tray

    Intelligent Indexing already captures information like the Vendor and Invoice Number. Why not allow for Duplicate Detection starting with the Tray. Even if the Related link is made available, that would be helpful

    5 votes

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    1 comment  ·  General  ·  Admin →
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  2. The “Validation” tab in DocuWare v7.14 should be hidden by default unless it is configured.

    Background:
    - The “Validation” tab is currently displayed in the user interface without prior announcement or feature explanation, which may cause some confusion for users.
    - In DocuWare, elements such as “Lists” and “Folders” are typically not shown in the user interface unless they are configured.
    - However, the “Validation” tab appears to be visible even when it is not configured, which feels different from the behavior users are familiar with.
    - In addition, DocuWare IDP is not currently available in the Japanese market, so having a non-usable feature constantly visible may lead to misunderstandings or unnecessary inquiries.

    Request:
    Based…

    8 votes

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    1 comment  ·  General  ·  Admin →
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  3. Assign variable role/list of roles to list of users

    Ability to assign workflow global variable "role/list of roles" to global variable "list of users" in order to resolve role users.
    It would simplify workflow design for us.

    4 votes

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  4. Manual Adjustment of Connector Lines in Web Workflow Designer

    In the current Web Workflow Designer, connector lines between activities are automatically routed. However, users cannot manually adjust the shape of these lines, such as bend points, curves, or routing paths.
    This limitation makes it difficult to maintain clear and readable workflows,
    especially in complex scenarios where multiple activities and connections overlap.

    It would be highly beneficial to allow users to manually adjust connector lines (e.g., moving bend points or customizing routing paths), or provide an option to switch between automatic and manual routing.
    This enhancement would improve workflow readability, design flexibility, and overall usability.

    9 votes

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  5. Ability to hide or disable Out of Office

    The IP Preconfigured Solution does not use the built-in Out of Office feature found within each users' Profile & Settings. Please allow the ability to disable or hide this feature.

    5 votes

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  6. Validierungsbericht der E-Rechnungsvalidierung durch Connect to Mail als PDF verfügbar machen und an E-Rechnung heften oder klammern

    Bei der Validierung einer E-Rechnung durch Connect to Mail wird der Validierungsbericht aktuell nur über eine URL in DocuWare bereitgestellt.
    Um den Rechnungssteller über einen Fehler oder eine Warnung in der E-Rechnung zu informieren, sollte die Möglichkeit geschaffen werden den Validierungsbericht mit Hilfe des Workflow Designers an den Rechnungssteller zu versenden. Durch die Information wird der Rechnungsteller in die Lage versetzt Fehler in der E-Rechnung zu beseitigen, damit zukünftige E-Rechnungen nicht mehr abgelehnt werden müssen und sich der Rechnungsprüfungsprozess dadurch nicht ständig verzögert.

    In der Workflow Designer Aktion "E-Mail" sollte für Anhänge eine weitere Option geschaffen werden: "Originaldokument mit Validierungsbericht"

    3 votes

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    0 comments  ·  E-Invoicing  ·  Admin →
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  7. Enable clickable URLs in index fields other than text-type fields

    Currently, URLs in text-type index fields can be recognized as links and clicked to open the target page.

    We would like the same functionality to be available in index fields other than text-type fields, especially table-type and keyword-type fields, so that users can click URLs directly in those fields as well.

    5 votes

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  8. Allow administrators to set default column widths for table-type index fields

    We would like to request a feature that allows administrators to preconfigure the width of each column in table-type index fields.

    At present, users can manually resize the columns on the index editing screen and similar pages, and their settings are preserved after reloading the browser. However, administrators cannot define the default column widths in advance.

    For better usability and consistency across users, we would appreciate the ability for administrators to set the initial width of each column beforehand.

    4 votes

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    2 comments  ·  General  ·  Admin →
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  9. Bulk import / Import de masse

    Bulk import of documents, using files, accompanied by an xls or csv with the document indexes.
    Import de masse de documents via des fichiers accompagnés d'un xls ou csv avec les index des documents

    2 votes

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    0 comments  ·  Storing  ·  Admin →
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  10. eRechnung - in der Ablage sollte ein Kennzeichen "eRechnung" (Ja/ Nein) implementiert werden

    Mit Blick auf die gesetzlichen Anforderungen sollte/ muss bei der Ablage/ der Indexierung von Belegen das "Dateiformat" ausgelesen werden, um eine klare Differenzierung zwischen eRechnung (Ja/ Nein) zu ermöglichen. Darüber hinaus wäre die Differenzierung der möglichen eRechnungsformate (als extra Spalte) wünschenswert, bspw. ZUGFeRD oder XRechnung, da hieran das Automatisierungspotential der Buchhaltung abgeleitet werden kann.

    3 votes

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    1 comment  ·  E-Invoicing  ·  Admin →
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  11. Funktion „Zur aktuellen Version machen (nur Datei)“: Vorherige Dateiversion wiederherstellen ohne Zurücksetzen der Indexdaten

    GEWÜNSCHTE FUNKTIONALITÄT

    Es sollte möglich sein, in der Versionsübersicht eine frühere Version nur in Bezug auf die Datei(en) zur aktuellen Version zu machen, ohne dass dabei die aktuellen Indexdaten verändert oder überschrieben werden.

    Idealerweise sollte es dafür eine der folgenden Möglichkeiten geben:

    a) Eigene Funktion wie "Zur aktuellen Version machen (nur Datei)"
    b) Auswahl beim Wiederherstellen:
    - Datei + Indexdaten zurücksetzen
    - nur Datei zurücksetzen
    c) Konfigurationsmöglichkeit für Administratoren zur Steuerung dieses Verhaltens

    WARUM DAS WICHTIG IST

    In der Praxis besteht häufig der Bedarf, einen älteren Dateistand wiederherzustellen, zum Beispiel weil:

    • eine Datei versehentlich falsch geändert wurde
    • ein früherer Dokumentinhalt…
    6 votes

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    0 comments  ·  General  ·  Admin →
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  12. Currently, “Forms” can only be used when creating a new entry, but I would like them to be available when editing or changing the index as w

    Currently, “Forms” can only be used when creating a new entry, but I would like them to be available when editing or changing the index as well.

    I’m having a very hard time because people keep saying, “This was possible in HCL Notes/Domino.”

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Import CSV into Index Table

    We use DocuWare to manage our incoming invoice process. As part of the workflow, accountants must populate the allocation lines in an index table, see the attached screenshot. In some cases, an invoice may require more than 80 allocation lines.

    Manually entering these lines is very time-consuming and prone to errors.
    As a result, in such cases users bypass the DocuWare process and enter the invoice directly into the finance system, which reduces process consistency and traceability.

    We would like the ability to import CSV files directly into an Index Table, automatically creating and populating the table rows. This would…

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  14. Option to store attached documents only (without the Web Form itself)

    Feature Request: Option to store attached documents only (without the Web Form itself)

    Feature / Area: DocuWare Forms & Archiving

    Description:
    Currently, when a user submits a Web Form with an attached file, DocuWare stores the form as the main document and attaches the uploaded file to it.

    To archive only the attachment, we currently need to set up a post-processing Workflow (or manually unstaple documents in a tray), which adds unnecessary complexity for a standard use case.

    Proposed Solution:
    Add a toggle/checkbox in the Form Designer settings (under the Submission / Destination tab):

    Option: « Store attachment(s) as standalone…

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Improve user notification when Desktop Apps stop unexpectedly

    Currently, when Desktop Apps stop unexpectedly, for example due to DocuWare login issues, no notification is sent to users by the system. As a result, users become aware of the issue only after job failures have occurred.

    Even if the system cannot directly detect whether Desktop Apps have stopped, it would be very helpful to provide some form of notification or guidance to users. For example, when a login error occurs, displaying a message such as:
    “Desktop Apps may not be running. Please check the status and manually restart Desktop Apps if necessary.”

    This kind of notification would help users…

    6 votes

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  16. Improve Layout Preservation During Workflow Migration

    When workflows created in the Desktop Apps version of Workflow Designer are migrated to the Web Workflow Designer, the layout and positioning of activities, branches, and connections can become significantly distorted.

    This issue is particularly noticeable in complex workflows and can result in the following challenges:

    • Activity positions are substantially altered after migration.
    • The overall flow becomes difficult to follow due to reduced visual clarity.
    • The original design intent and process structure are harder to understand.
    • Considerable effort is required to manually reorganize the layout after migration.

    To improve migration efficiency and maintainability, we would appreciate your consideration of enhancements…

    2 votes

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  17. Allow Editing of Local Data Connector Connection Details Through the UI

    According to KBA-35754, connection details cannot be edited and users must delete and recreate the connection.
    However, the Local Data Connector UI allows users to edit and save connection details. This creates confusion because the documented behavior does not match the actual UI.
    In a recent customer case, updating connection settings would have required reviewing nearly 100 workflows if the connection had to be recreated, resulting in significant administrative effort.
    Our testing showed that editing connection details directly in the LDC UI worked successfully without issues.
    We would like DocuWare to officially support editing connection details through the LDC UI…

    2 votes

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  18. Navigating Documents

    In Classic DW, the "View in New DocuWare" button is blocking the arrows that allow a user to navigate through a document. Please shrink down this button.

    1 vote

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    0 comments  ·  Admin →
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    Received  ·  System responded

    Thank you for sharing your idea with us. We have received it, and our product team will review it soon. Votes and comments from other users help us understand how much it matters, so feel free to share it with your colleagues.

  19. Task Overview

    In new DW, clicking on a task brings up an AI overview. This is, frankly, useless. I don't need an overview. I need to see the document itself. The AI overview should be an opt in feature or removed altogether.

    1 vote

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    0 comments  ·  Workflow & Tasks  ·  Admin →
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    Received  ·  System responded

    Thank you for sharing your idea with us. We have received it, and our product team will review it soon. Votes and comments from other users help us understand how much it matters, so feel free to share it with your colleagues.

  20. Organization

    Our organization uses a tray that is visible to several users. In new DW, other users are unable to see documents sitting in the shared tray. The only person who can see them is the person who put them there. This is a critical problem.

    1 vote

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    0 comments  ·  Document trays  ·  Admin →
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    Received  ·  System responded

    Thank you for sharing your idea with us. We have received it, and our product team will review it soon. Votes and comments from other users help us understand how much it matters, so feel free to share it with your colleagues.

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