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4239 results found

  1. Delete documents and not values

    Abitily to have a policy that deletes only documents and not values.

    2 votes

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    0 comments  ·  General  ·  Admin →
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  2. 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

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  3. Controller Ansicht im WF-Manager: Option die Userinstanzen zusammenzufassen

    in der Controller-Ansicht vom Workflow werden leider immer alle Userinstanzen angezeigt - ggf. definiert man in den persönlichen Einstellungen die Option ob diese zusammengefasst dargestellt werden (distinct in Bezug auf die "ID der WF-Instanz").

    Hintergrund: 9 Nutzer in der Buchhaltung haben über 800 Rechnungen im Prozess liegen. Hier eine Rechnung wiederzufinden ist kompliziert, weil jede Rechnung 9x in der Liste auftaucht..

    2 votes

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  4. Autoindex mit Scan von archivierten Dokumenten

    Ziel:
    Möchte aus bereits eingescannten und archivierten Dokumenten NACHTRÄGLICH zusätzliche Felder auslesen.

    Beim Autoindex eine Registerkarte 'Verarbeitung' könnte dies lösen.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  5. 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

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  6. 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

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  7. 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

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  8. Cloud Backup

    The Cloud is not infallible and no retention rules can satisfy requirements for all tenants. There should be a method to back up a tentant's own Docuware Cloud database and metadata for safekeeping.

    We use Datto SaaS Protection to preserve Office365 data via API. Docuware should offer something similar, but even a period FTPS dump or some such thing would be better than nothing

    2 votes

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  9. Nicht alle Stichwort-Felder in DocuWare Request anzeigen

    Nicht standardmässig alle Stichwortfelder im DocuWare Request mitgeben.
    Heute werden standardmässig alle im Archiv verwendeten Stichwortfelder in der Detailsuche im Request angezeigt. Es sollte eine Funktion (z.B. Suchmaske) mitgegeben werden können, damit nur die ausgewähtlen Felder im DocuWare Request angezeigt werden.

    2 votes

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  10. Preview Windows capability in WEC

    For documents stored on a local machine, users are able to preview the document by hitting the 'View' option in File Explorer and then selecting 'Preview plane'. Once a document is selected, a preview is displayed, which allows the user to now have to open the document to read it.

    This would be a nice feature for WEC if users didn't have to:
    1) Download and open the file
    2) Open the file in Web Viewer

    2 votes

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  11. Autoindex Ereignisprüfung mit Dokumentenverknüpfung

    Es wäre hilfreich, bei dem Tool Autoindex die Ereignisprüfung auch auf Verknüpfungen zu existierenden anderen Dokumenten prüfen zu lassen.
    Beispiel:
    Ich suche nach Dokumenten im Register Angebote, mit Belegdatum > 6 Monate, die eine Vorgangsnummer enthalten.
    Diese Vorgangsnummer darf jedoch über die Dokumentenverknüpfung nicht im Register Auftrag enthalten sein.
    Wenn dies der Fall ist, dann setzt den Status [zu löschen], da hier zum Angebot nie ein Auftrag abgelegt wurde.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  12. Scanreihenfolge im Briefkorb beibehalten

    Wenn man mehrere Dokumente mit einem mal scannt, kommen diese nicht in der Reihenfolge im Briefkorb an, in der man sie in den Scanner gelegt hat. Da diese Dokumente im Allgemeinen zu einem Vorgang gehören und entsprechend vorsortiert sind, ist dieses Verhalten mehr als Ärgerlich, da alle Dokumente im Nachgang einzeln gesichtet und umsortiert werden müssen. Das kostet enorm Zeit + Nerven und macht die Optimierung des schnelleren Erscheinens der Dokumente im Briefkorb mehr als wett!

    2 votes

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  13. Workflow Historie auch in der Apple APP

    Vor einer Entscheidung per Stempel in der App z.B. Zahlungsfreigabe, müsste es die Möglichkeit geben, die Workflowhistorie mit allen Einträgen durchzugehen. Nur so können Einzelheiten der Vorentscheidungen herausgefunden werden, da die vom System aufgeberachten Stempel in der App noch schwerer zu lesen sind als im Web-Client.

    2 votes

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    0 comments  ·  Mobile apps  ·  Admin →
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  14. Suche nach Ablagedatum ohne Zeitangabe (Android)

    In der DocuWare Mobile App (Android) ist es nicht möglich nur nach dem Ablagedatum zu suchen. In einem zweiten Feld muss immer eine Uhrzeit ausgewählt werden. Es sind also immer zwei Controls auszufüllen um nur nach einem Datum zu suchen. Bitte als Default einfach 00:00 Uhr annehmen.
    Unter iOS ist das Ablagedatum ein Date-Time-Control, sodass mit der Datumsauswahl automatisch auch eine Zeit angenommen wird.

    2 votes

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    0 comments  ·  Mobile apps  ·  Admin →
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    Vielen Dank für Ihre Idee.
    Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.

  15. URL aus Fremdsystem in neuem Fenster öffnen -

    Der ERP Hersteller liefert eine codierte URL, diese zeigt ein Dokument dann im Standard-Browser an . jedoch im bislang geöffneten DocuWare Reiter. D.h. mit dem "Browser-Zurück" kommt der Anwender in die eigentlich DocuWare Anwendung zurück. Öffnet der Anwender jedoch nacheinander 10 Dokumente, ist das nicht mehr handhabbar. Daher wäre es gut, wenn der URL noch eine Info mitgegeben werden kann, dass diese in einem neuen Fenster / Reiter geöffnet werden soll.

    2 votes

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  16. Bei Nutzung der Anzeige eines Dokuments im separaten Viewer - dieses Fenster nicht immer in den Vorderungrund geht, wenn ich Beispielsweise

    Bei Nutzung der Anzeige eines Dokuments im separaten Viewer - dieses Fenster nicht immer in den Vorderungrund geht, wenn ich Beispielsweise ein anderes Dokument aus dem Basket heraus ablegen möchte.
    Denn sonst wird bei der Ablage immer das separat geöffnete Dokument angezeigt, welches mit der ABlage nichts zu tun hat.

    2 votes

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  17. 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

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  18. 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

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    0 comments  ·  Storing  ·  Admin →
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  19. Connect to Outlook / überwachte Unterordner können vom Benutzer nicht gelöscht werden

    Ein Benutzer kann einen neuen Unterordner im Outlook selbst erstellen. Allerdings kann dieser überwachte Unterordner nicht mehr vom Benutzer gelöscht werden. (bzw. nur mit Hilfe eines Administrators)

    Das ist schlecht in der Administration

    2 votes

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  20. 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

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