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  1. Dokumente aus der Suchliste direkt auf den Desktop per Drag and Drop ziehen

    Hallo Zusammen, unser Kunde wünscht sich, Dokumente aus der Suchleiste per Drag and Drop direkt in einen Ordner oder auf den Desktop seines Clients zu ziehen. Derzeit ist dies nur mit der Funktion "Herunterladen" möglich.

    3 votes

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  2. DocXporter redesign and GUI interface.

    DocXporter is horrid. Its a needed function, but needs redesign and stability. Errors in logs are useless. System stops in middle of downloading. My network is full fiber. Its not my network. Very very slow on output. You MUST design a front end GUI interface. Non programmers can t figure any of this out without paying EXTRA fees from tech support to set up. even the sample you provided me was just some other customers file. Was even more confusing because it had fields, functions that wont pertain to my needs. So you dont now if it needed to stay…

    3 votes

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  3. Retain the Tray Stored On Date as a System Date

    The date a document is captured, before stored in the cabinet, needs to be saved as a new System Date.

    3 votes

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  4. Es sollte möglich sein Tabellen über Workflow zu exportieren

    Es sollte möglich sein Tabellen (z.B. ein Kontierungsblock) über den Workflow zu exportieren, bzw. in einer autom. EMail mit auszugeben

    3 votes

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  5. Allow Releasing of a Hold Task in Workflow

    We would be interested for an option to release tasks on Hold early. Workflow Tasks that are put on Hold are not seen at all in the Windows Client, not even in Monitor Tasks. The only way to intervene at all is to stop them in the Workflow Designer > Options tab > Active Instances if you can find your Instance ID, which is not intuitive at all. Then they need to be restarted from the beginning.

    3 votes

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  6. Individuelle Spaltenkonfiguration serverseitig speichern.

    Wenn man nach Dokumenten sucht, dann lassen sich für jeden Benutzer die Spalten individuell verschieben.
    Diese Verschiebung bleibt auch erhalten, bis man sein Browserzwischenspeicher/-cache löscht oder löschen muss.
    Daher ist mein Vorschlag, diese Informationen nicht im Browser, sondern auf dem Server zu speichern.

    3 votes

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  7. Anpassen der Sortierung von Auswahllisten

    Es sollte in DocuWare möglich sein, Auswahllisten mit einer eigenen Sortierung zu versehen. Aktuell ist die Sortierung immer streng numerisch oder alphabetisch. In einer mehrspaltigen Auswahlliste könnte ich mir das über eine Spalte vorstellen, die numerisch eine Reihenfolge vorgibt und von der die zu verwendende Spate abhängt.
    Auch häufig von Kunden gefordert, ist die Sortierung nach Häufigkeit des Aufrufs.

    3 votes

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  8. Add an area that describes where a desktop app connection is being used

    In Profile and Settings there is a place where you can revoke a token. The issue is if more than one Desktop connection is listed, you have no idea of which connection to revoke. Be nice to have some sort of data to be able to tell them apart.

    3 votes

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  9. smarte Suche in mehrspaltigen Auswahlliste

    eine enorme Verbesserung in den Ablagedialogen - oder auch in den Workflow-Dialogen wären eine Suche über mehrere Spalten einer Auswahlliste.

    Aktuell kann man nur in der Spalte suchen, die dann auch in den Dialog / Indexfeld übernommen wird.

    Viel besser wäre, wenn man in mehreren Spalten suchen könnte - und das Ergebnis der Auswahl dann aus einer als Zielwert definierten Spalte gezogen wird.

    In der Auswahlliste müsste man definieren können in welchen Spalten das Suchwort gesucht werden soll. Zudem müsste man definieren, welche der Spalten bei Auswahl der "Zielwert" bzw. das Ergebnis der Suche sein soll.

    Bsp.:
    1.)
    Suche nach…

    3 votes

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  10. Ich schlage vor dass es eine Filterfunktion auch in den Ordnerstrukturen gibt.

    Wir nutzen bei zwei Archiven "Ordnerstrutkuren". In der Überschrift "Name" kann man nicht filtern.

    Bei "Listen" kann man innerhalb der Überschriften filtern. Dies funktioniert bei der "Ordnerstruktur" nicht. Das ist sehr sehr hinderlich für den Workflow.

    Wir bitten daher, auch in den Ordnerstrukturen "Filter" oder "Suchfunktionen" in den Überschriften einzufügen, um dort schneller den Ordner des richtigen Kunden bzw. den Ordner des richtigen Mitglieds zu finden.

    3 votes

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  11. bei Indexfilter bestimme Begriffe ausschließen

    Wenn man im Suchergebnis z.b. den Filter bei Dokumentenart benutzt kann man nur eine bestimmte Dokumentenart auswählen. Hier wäre es schön, wenn man auch mehrere Dokumentenarten ausschließen könnte. Das gilt natürlich für alle Indexfelder.

    3 votes

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  12. Separate Variable für Uhrzeit im Workflow Designer

    Wir erstellen einen Workflow für das Bewerber Management. U.a. werden auch E-Mails für die Terminfindung versendet. Der aktuelle Typ Datum/Uhrzeit ist optisch in der E-Mail wirklich nicht ansprechend - Bsp: 28.06.2024 08:00:00

    Sollte es nicht geplant werden: Gibt es via html Formatierung einen Workaround?

    3 votes

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  13. Cloud version update URL - Allow administrator to not be assigned a client license

    It should be allowed for an administrator user that is active but not assigned a user license, that can administer the /settings site, to be able to login and check when the their Cloud account will be updated using the https://update.docuware.cloud/ site.

    3 votes

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  14. Übersichten / Ergebnislisten (Suchdialoge, Aufgaben) übersichtlicher gestalten

    Es wäre echt super, wenn man die Ergebnisse (Aufgaben, Suche DokPools) nach Suchkriterien/Werten in den Reitern zusammenfassen könnte um die Ansicht übersichtlicher zu gestalten (– analog der Gruppierfunktion in DATEV-REWE). Per Drag and Drop wäre klasse.
    (so ähnlich ist es schon in der Ordneransicht, jedoch sind diese nicht variabel und vom Nutzer anpassbar)
    Schön wäre auch noch eine Anzeige, wie viele Elemente enthalten sind und dass unter den Betragsfeldern Summen gebildet und angezeigt werden.
    Die jetzige Filterfunktion ist eher mäßig, da alle anderen Ergebnisse ausgeblendet werden
    Die Option es per CSV zu exportieren, um dann Summen zu rechnen oder die…

    3 votes

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  15. Index-Tabellenfelder sollten sortiert und gefiltert werden können

    es würde den Arbeitstag enorm erleichtern, wenn geöffnete Indextabellenfelder gefilternt und/oder sortiert werden könnten (siehe Bildbeispiel).

    Aktuell ist es so, dass der neueste Eintrag ganz unten an die Tabelle angefügt wird, unabhängig von den Zelleninhalten.

    3 votes

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  16. Configuring a third party IdP for Oauth 2 API Authentification

    It would be nice to be able to configure the third party authentifcation software which is trusting the connection while connecting in Oauth 2.
    Instead of using Docuware Identity the token could be release from an IdP like Ping Federate.
    Also, it would be nice to be able to use clientcredentials instead of password for the granttype method.

    3 votes

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  17. Calculate field in table field

    Having a table field with tax base and tax rate, I would like to automatically calculate the total amount.

    3 votes

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  18. Worklfow-Stempel: Feld im Stempel nur anzeigen, wenn ein Wert dazu erfass ist

    Die Worklfow-Stempel werden teilweise sehr gross. Vor allem wenn optionale Felder durch die Benutzer nicht erfasst werden. Dann wird immer auch der "Feldname" angezeigt. In den Feldeigenschaften des angezeigten Feldes gibt es nur die Option "Sichtbarkeit von Stempeln - Auf Dokument anzeigen". Wünschenswert wäre eine zusätzliche Option "Sichtbarkeit von Stempeln - Auf Dokument anzeigen wenn erfasst".

    3 votes

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  19. postman & api training

    please create a training option in the academy to explain how to get started using the postman examples and the new api options in the workflows.

    Thank-you!

    3 votes

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  20. Keep the document viewer overview thumbnail images maximized at all times when a document is being displayed

    Currently the document overview is minimised by default when a document is open in the viewer. Please provide the option to keep this maximised by default.

    3 votes

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