DocuWare Feedback
Share your ideas and suggestions for improving DocuWare here.
4239 results found
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Prevent confirmation of a task until the linked form has been saved ("send")
When using tasks, it is currently impossible to set a condition on the "Confirm" button for the task (yellow and accessible by default).
This can be very inconvenient, especially if you need the user to fill in a form (link in the task dialogue box) before confirming the task.- Context: task, created with the Workflow manager, containing a link in the dialog box to a form to be filled in.
- Procedure: the task is assigned to a specific role. the user attached to this role must complete and save the form before validating the task.
- Limitation: currently, there are no…
2 votes -
Feldtyp Bemerkungen in Workflow Aufgabe
In einer Workflow Aufgabe ist es aktuell nicht möglich ein Datenfeld vom Typ Bemerkung zu befüllen. kann.
4 votes -
Hinweis bei Ablage größerer Dateien
Gerade in der Cloud würde es Sinn machen, wenn man bei der Ablage von großen Dateien einen Hinweis bekommt, ob man sich sicher ist, dass man diese Datei ablegen möchte.
Es passiert oft, dass man unbewusst große Dateien ablegt und so der begrenzte verfügbare Cloud-Speicher immer schneller schrumpft.
Es wäre gut, wenn man das Limit bei dem der Hinweis erscheint auch über die Konfiguration selbst bestimmen könnte. Vor allem bei der Connect to Outlook Ablage spielt das eine große Rolle.
3 votes -
More and more customers ask not to display the annotations because they give DocuWare access to "visitors".
More and more customers ask not to display the annotations because they give DocuWare access to "visitors". They want to give them read access to see invoice type documents (Statutory auditor, chartered accountant). My clients do not want them to have access to annotations.
2 votes -
Connect to Outlook - add Explorer Client Frame to Drag-n-drop emails/attachments to store documents
Add a Explorer Client frame in outlook, where you can navigate to your particular file cabinet with defined structure, allowing you to drag-n-drop an email and/or attachment directly onto it - with a store dialog being presented for indexing.
2 votes -
When viewing the 'Store' document history, display the cabinet & store dialog that was selected.
In order to investigate reported issues it's important to know which store dialog a document has been stored with.
End users don't always have this information.Currently the history entry shows 'store', the user who stored it and the date it was stored. Hovering reveals all index entries stored, but does not show the store dialog that was selected nor the cabinet it was stored to.
Please make this information visible to admins.
4 votes -
Move or delete documents with Workflow Manager
Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.
2 votes -
Löschregel mit der Option "Unwiderruflich Löschen" erweitern
Mit einer Löschregel gelöscht Dokumente werden immer noch 30 Tage im "Papierkorb" kürzlich gelöscht aufbewahrt.
In den Löschregeln sollte schon beim erstellen der Regel definiert werden können, ob sie in diesen Papierkorb sollen oder nicht. Vor allem wenn Datensätze (also reine Indexeinträge) gelöscht werden. Dies machen den Papierkorb unübersichtlich.4 votes -
Include the ability to access a particular Branding configuration in a DocuSign workflow
In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.
3 votes -
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.
2 votes -
Text, der in die Zwischenablage kopiert wurde, im Dokument markiert bleibt.
Beispiel: Ich habe eine Rechnung mit vielen Artikelzeilen (eng untereinander aufgelistet). Aus diesen Zeilen kopiere ich Text mit dem Werkzeug "Text in Zwischenablage kopieren". Dann gehe ich in meine Zieldatei (bzw. Word, Excel etc) und füge den Text dort ein. DocuWare löscht dann aber die Markierung, was zur Folge haben kann, dass ich nicht mehr weiß, in welcher Zeile auf der Rechnung ich war. Aktuell behelfe ich mit den DocuWare Rechteckrahmen, Linien etc. Es ist sehr mühsam, längere Zeilen auf Dokumenten zu bearbeiten, wenn Docuware immer die Markierung aufhebt. Das sollte eigentlich Standard sein und ist für mich ein großer…
1 vote -
Allow workflows to be viewed between DocuWare versions
As a DocuWare engineer I often go back and forth between different customer exploring workflow issues.
As such I have to re-install DocuWare workflow designer several times a day to avoid the 'mismatch versions' error.I don't want to change the workflow, just view it; couldn't we make that backwards compatible?
3 votes -
Option to prevent documents deleted by a deletion policy, going to the trash (v7.8 >)
The new trash feature is very nice! But in some cases unwanted. Especially when (larger) volumes are deleted, that are not needed anymore, it makes no sense to put them into a trash record. A feature to have a checkbox in the 'Deletion policy configuration' which decides if the documents need to go to the trash or not.
11 votes -
The information of the seconds
The column "created on" would be good to see hour, minute and second of the creation of the file, so it would be easier to group different files added at the same time (invoice + cmr) that come in the same email.
4 votes -
Tabellen inkl. Positionen in den Request-Body der Webservices übernehmen
Aktuell ist es nicht möglich via den Webservices & Webhooks Daten aus Tabellen inkl. Positionen beim Versand innerhalb des Request-Bodys mitzuliefern. Das erhöht die Komplexität für externe Validierungsservices, da zwei Requests notwendig sind, um eine Validierung auszuführen.
4 votes -
Add a table variable to workflow designer
A table variable is very usefull. For now we have to create a table field index to work with in WF. That's not a good workaround and lack flexibility.
4 votes -
csv Dateien aus jeder AUfgabe gezogen werden könnnen, nicht nur aus den Kontierungsvorlagen!!!
Derzeit sehen wir die Möglichkeit eine csv Datei aus den Kontierungsvorlagen zu erzeugen. Dies hilft in der Unternehmensabstimmung. Warum werden in den einzelnen Aufgaben keien Möglichkeiten zur Erzeugung von csv Dateien angeboten. Es wäre viel einfacher im Monitoring!!!
1 vote -
Provide permanent deletion tickbox within Deletion Policy
I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.
6 votes -
I suggest adding Export to Folders view
In Web Client add Export feature to Folders view similar to Export feature from Result List.
1 vote -
option to put clip without blocking
222 / 5.000
Resultados de traducción
Resultado de traducción
When I want to add a document to an existing record using the option (put clip) without the need to block, being able to choose the order, where I want to place it and not just at the end of each pdf, that would help a lot.2 votes
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