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Desktop Apps (English)

Please post all ideas that concern DocuWare Desktop Apps (Connect to Outlook, Scan, Import, Printer, Smart Connect, Windows Explorer Client) in this forum.

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142 results found

  1. The "Force SSO" options should actually force SSO

    When you setup a user to the option "force SSO" then it should automatically use SSO and not just "force" them to click on "use microsoft" .. if the option is force then it should automatically try to use SSO first..

    2 votes

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  2. User Sync functionality in DocuWare Cloud

    As of now, the User Sync Tool necessitates installation on a server, especially when integrating DocuWare with Azure AD. To enhance flexibility and simplify the process, I suggest implementing a feature that allows User Sync to operate directly from the DocuWare Cloud platform, eliminating the requirement for a separate server installation.

    This enhancement could significantly improve the user experience and streamline the implementation process for DocuWare Cloud users.

    4 votes

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    0 comments  ·  System  ·  Admin →
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  3. Make the edit app more robust in detecting changes in files

    Currently, the edit app only detects changes to the file if it's locked, but some older applications do not keep the file locked after loading it, and only save back over the file after changes have been made. This doesn't seem necessary, since it's also looking for when the modification date changes for the file. An option to make the requirements less strict would allow the edit app to be compatible with a larger range of applications.

    1 vote

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  4. Store Gmail Directly to Docuware

    Storing information from Outlook is easy with Desktop Apps. We need something just as easy for Gmail. Many K-12 and other business are making the switch to Gmail and Chrome books, sometimes MAC OS. We need an easier way to store documents. At the moment the cloud is a big movement, and customers don't want to use local storage, or print documents and then scan them in just to store to Docuware. Please consider providing easy storage from Gmail to Docuware. (explored IMAP, but for security reasons customers are turning this feature off) Thank-you!

    4 votes

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  5. Training Module

    Have a Basic Training setting up the software and how to scan. Short cut manual that one can down load and also have a you tube video as well.

    1 vote

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  6. Allow Connect to Outlook to use Document Processing on Email Body, not just attachments.

    Currently you can only use a Document Processing configuration to capture OCR indexing zones and anchors on attachments. If the email is converted to a PDF when stored, we should be able to capture values from the email body as well.

    5 votes

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    0 comments  ·  Indexing  ·  Admin →
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  7. 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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  8. allow a data assignment to a table field in a workflow

    I have a table field that has therapy evaluations and dates that need to be filled in by individual therapists. Unfortunately, I can not make the field required because then the first therapist would have to enter the dates for all the other evaluations that may not have been done yet by other therapists. So then I have therapists that just hit confirm on the workflow and the date is never entered. I would like to be able to automatically enter the current date if that field is blank but in the assign data to indexes table fields are not…

    3 votes

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  9. Instant execution of a scheduled workflow

    A possibility to execute a scheduled workflow instantly. This could be an option in the Workflow Designer. It is not very optimal when you have to reschedule a workflow again and again when testing the workflow functionality. Apart from testing, the instant execution button would be beneficial in many other cases as well.

    2 votes

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  10. Notes for Workflow changes

    Each time you (save and) publish a workflow you should be able to enter what has changed in a textfield. If multiple people give support for a client and they have to check the workflow designer to see what has changed, it'd be nice to know what happened in each version instead of manually checking the current and previous version.

    If the 'shape' of the workflow is the same but the contents of some activities have changed, you have to check all activities of both versions one by one to find the difference.

    3 votes

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  11. Change where the SID is stored for Desktop Apps when using the Cloud version

    Would it be possible to change the “secure” user folder area that contains the SID folders from %programdata%\Docuware\Desktop\Secure and move that into a user area maybe under %appdata%\Roaming? The reason to do this is because the user data ends up being placed outside of areas that can be virtualized, leading to the docuware software not retaining the connection when utilizing fresh desktops.

    1 vote

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  12. reassign workflow

    Being able to change/save the default settings in the Reassign Workflow window would be beneficial. Every time we reassign a task, the email reminder needs to be unchecked. We would like to be able to adjust/save the default settings for this window in the user preferences.

    4 votes

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  13. Incompatibility with citrix multiple vda

    In our company we have implemented Citrix for desktops with multiple servers that are responsible for offering sessions to users in a balanced way. The problem comes from saving the user data in %programdata% and not in the user profile. When the user logs in to another machine or it is regerated, we have to reconnect the desktop apps and configure the folder imports. It is impossible to work this way. The "easy" solution would be to bring the user information to your profile.

    1 vote

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  14. Add ability to import the contents of .ZIP files.

    If you receive an email that is automatically set to import attached pdfs, it would be helpful to import the contents within a ZIP file, if they are pdfs. Client receives invoices from vendor in ZIP format as they receive a lot of invoices at the same time.

    2 votes

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    0 comments  ·  Importing  ·  Admin →
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  15. Ability to lock positions for form fields

    I would like the ability to lock positions for form fields. I have some hidden fields and when I run the form one of the visible fields moves over the location where the hidden fields are. I want it in a specific place and not to move.

    3 votes

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  16. Insert or Append

    I believe it would be very useful to have the ability to open an existing document and have the option to Insert (Before or After) a page and the ability to Append files. This would easily allow a user to replace an outdated or incorrectly scanned page or Append additional files to a document. Having to unclip, scan, insert, resort, and clip files is VERY annoying to all of our users.

    6 votes

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    0 comments  ·  Scanning  ·  Admin →
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  17. Backward Compatibility

    If you support multiple DW environments, you're bound to get caught in between versions of Cloud. Half your customers on the older version, half on the newer version, and whichever one you're working on will inevitably be the wrong version of Desktop Apps. Wouldn't it be great if the latest version was backward compatible? I think so.

    14 votes

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    3 comments  ·  System  ·  Admin →
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  18. Clean Wipe Tool

    Be great to have a clean wipe tool to help with upgrade/reinstallation problems due to corrupted installs on client machines. This can often be very time consuming when problems arise and be great to have a tool to fully do a clean uninstall of the Desktop Apps (remove all file locations and registry items).

    9 votes

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  19. edit&send : upload files when they are closed

    If you open multiple Excel files (stored in a file cabinet) through the edit option in the viewer they are updated in DocuWare only when you close excel app but not when you close the file. We often lose data. It would also be interresting to upload the files not only when we close the app but also when we save changes just like when the file is in the document tray.

    1 vote

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  20. Enable Outlook Signature to attach automatically when sending from Docuware Web app opposed to manually attaching.

    Enable Outlook Signature to attach automatically when sending from Docuware Web app opposed to manually attaching with the Signature button. Even if you have a signature enabled it will not attach your signature when sending from Docuware.

    4 votes

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