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4239 results found

  1. Change Magnifying Glass Icon

    I suggest in the main UI changing the magnifying glass icon to either the file cabinet icon, or the file cabinet icon with a small magnifying glass in the upper corner. This could help people better understand how the trays and cabinets are different, since searching a tray happens by clicking the tray icon to the left. It could still say "Search" when you hover over the icon.

    2 votes

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  2. Ein zugriff auf die Lokale Datenbank auch im Workflow-Manager möglich ist.

    Aktuell ist es nicht möglich, über die externe Datenbankverbindung auf die lokale DocuWare Datenbank im Workflow-Manager zuzugreifen. Das macht es unmöglich abfragen betreffend den Positionsdaten zu machen. im Auto Index ist es hingegen möglich.

    2 votes

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  3. 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

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  4. 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

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  5. 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

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  6. 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

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  7. 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

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  8. option to put clip without blocking

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    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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  9. Papierkorb für Briefkörbe / Archive einschränken

    Mit der neuen Option des Papierkorbs in der Version 7.8 sehe ich das riesige Problem, dass der wirklich teure DocuWare Cloudspiecher bei uns demnächst nicht monatlich, sondern viel eher nachbestellt werden muss, da wir noch zusätzlich das Kontengent von 30 Tagen "Löschbelege" nachhalten müssen - die wir bisher über Löschworkflows aus den Archiven tatsächlich gelöscht haben wollten.

    Grundsätzlich ist diese Option natürlich nicht verkehrt. Manchmal ist es ärgerlich, wenn man ein Dokument aus dem BK löscht, oder ein neu eingerichteter Autoindex falsch konfiguriert war. Aber über ein ordentliches Berechtigungskonzept sollte ein löschen von mehreren hunderten Belegen auf einmal durch einen…

    2 votes

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  10. Seiten nach dem Klammern, vor der Freigabe noch entfernt werden können, es kommt vor, dass falsche Seiten/Dokumente geklammert wurden

    Die Dokumente sollten noch bearbeitet werden können, bevor sie endgültig freigegeben werden. Geklammerte Dokumente können leider nicht mehr bearbeitet werden

    2 votes

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  11. Fix Index entries in Info Dialog to trigger workflow after manual index change

    If a user changes index information via the result list, they could potentially change any field available there. However, trying to trigger a workflow based on that index change might be difficult if there are many fields.

    It would be great if we could use the "custom entry" and "read only" option in the info dialog to fill a Status field with a fixed value if a user changes index information via the info dialog. That way we can then trigger the workflow based on the status change

    2 votes

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  12. DWForms: Verwenden von mehreren Vorlagen und Auswahl Formular anhand Filter

    Zurzeit bilden wir dynamische Bestellungen in Forms mit einem Formular ab, dadurch kommt es jedoch zu verschiedenen Problemen, zum Beispiel bei der Berechnung des Gesamtpreises da hier ja alle Felder für die Berechnung gefüllt sein müssen und das in unserem dynamischen Formular nicht der Fall ist, funktioniert die Berechnung nicht.

    2 votes

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  13. If a user is set as Organization Administrator, give them full access.

    If a user is set as Organization Administrator, give them full access. currently must make them owner of file cabinets and other objects.

    2 votes

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  14. intelligent indexing reset

    We need a way to reset the Intelligent Indexing from the Configuration Page. We need a way to retrain a system if documents were trained incorrectly.

    2 votes

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  15. When searching user management for 'active', return all active users. When searching for 'inactive' return inactive users.

    DocuWare admins need this kind of data returned quickly and reliably to prevent the need for any sort of user deletion policy, functionality which DocuWare does not have.
    Recently I was asked for an export (yes an export) of inactive users, so great was their need for a quick and easy way to search for this info.

    2 votes

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  16. Improve the display time of Error Message : Workflow Validation Error message

    The currently displayed error message disappears immediately after it appears.
    Users need time to review error messages. They can't even take screenshots.

    We would like this display time to be a little longer.

    2 votes

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    Thank you for your idea. Currently error messages are displayed until a user clicks on them. Only warning messages  appear after a certain amount of time (but it should be OK for creating screenshots). Could you please add, what kind of messages you are referring.

  17. Vorausgefüllte Dropdown in Workflow Aufgaben Auswahl vereinfachen

    Will man in einer Aufgabe aus einem Workflow ein vorausgefüllten Indexeintrag ändern, muss zum Zugriff auf die gesamte Auswahlliste erst der Eintrag gelöscht werden.

    Die Dropdown-Funktionalität sollte so verbessert werden, dass ein Klick ins Dropdown die ganze Auswahlliste anzeigt. Ich also nicht erst den Eintrag löschen, dann auf den Pfeil und dann auf den neuen Eintrag klicken muss.

    Das aktuelle Verhalten sind mind. 2 Klicks zu viel. Es führt bei den Usern regelmässig zu Verwirrung, da sie das Gefühl haben, im Dropdown nicht mehr Einträge zur Auswahl zu haben.

    2 votes

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  18. Workflow Eskalation: Unabhängige Variablen für die Erinnerungs- und Fälligkeitseinstellungen

    Es wäre von Vorteil, wenn man bei den Workflow Eskalationsstufen unabhängige Variablen für die Erinnerung und Fälligkeit hinterlegen könnte (momentan kann sich die Fälligkeit lediglich auf die Variable bei der Erinnerung beziehen).

    Use Case: Kunde möchte immer nach x Arbeitstagen eine Erinnerung haben, aber fällig soll diese Aktivität erst nach einem zuvor berechneten Datum werden (bspw. 2 Tage vor Fälligkeitsdatum).

    2 votes

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  19. Duplicate assign data fields

    Ability to clic and duplicate a line in Assing Data

    2 votes

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  20. Easy Copy/Duplicate Decisions

    Ability to duplicate a decision and all the configuration. Often only few parameters change.

    2 votes

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