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Please post all ideas that concern the DocuWare client in this forum.

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96 results found

  1. Improve Field Masks for Correction Replacement

    Similar to other requests to automatically insert dashes for SSNs, the United States uses Vehicle Identificaiton Number (VIN). The VIN is composed of 17 characters (digits and capital letters) that act as a unique identifier for the vehicle. The VIN does not include the letters O (o), I (i), and Q (q) (to avoid confusion with numerals 0, 1, and 9). We would like any O (letter) to be dynamically set to 0 (numeral), I (letter) to be set to 1 (numeral), and Q/q (letter) to be set to 9 (numeral).

    1 vote
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  2. Check for for unique while entering value

    It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.

    It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.

    4 votes
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  3. Company name change or mergers

    If a company merges or completely changes its name have some sort of notification pop up when you search for what no longer exists and tells you it was changed.

    1 vote
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  4. Add the ability to use regex expressionsthe print and import template fields are looking for.

    When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.

    4 votes
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  5. autofill related Filed

    Filling automatically, related field when the result have on filtered values when store a document in Store Dialogs.

    47 votes
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  6. Modify index entries directly within result list

    It would save some clicks if you can modify index entries of a document directly within the result list, instead of hitting right click > change index entries.
    Similar to renaming a file in the document trays via key "F2".

    1 vote
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  7. Indexing Pulls More Than Needed

    When storing a document into a cabinet using Web Client, the user is not able to highlight text from the document if the text is spread over two lines. The behaviour of the indexing is that it grabs the entire text on both lines rather than the required words.

    1 vote
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  8. remove default select lists from dates and other fields

    Select lists make no sense on some fields. Dates, decimals, integers, etc. These fields may have some uses for select lists but the majority of the time I end up removing the default select list.

    It would be good to turn off the default select list for fields that do not have the need the majority of the time they are used.

    1 vote
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  9. Allow processing import configurations via an autoindex workflow

    Sometimes when mass importing you find an import template needed to allow for changes in labeling or location of data. It may be that an entirely new template needs to be created.

    It would be amazing if you were able to send documents that already exist in DocuWare into a processing queue that would run another recognition on the document(s). By applying a filter you would limit it to only run on documents that you want to process.

    3 votes
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  10. one click indexing off by default

    would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.

    2 votes
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  11. Auto selection when there is only one option in multi colum list

    When in a multi-column list there is only one option to select which auto selects.

    13 votes
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  12. Enable Flagging for stored files

    It would be very helpful to be able to Flag stored files.For example, We store files (Jobs) by Job number. If there was a way to Flag a specific job that has special needs so that upon any future inquiries on this Job , it would immediately be apparent that it needs special handling. This could be part of the indexing process. Also any files added to a stored Job that has been flagged already would prompt a Popup that would warn the user that the specific Job being added to, demands special handling. Similar to the Popup that appears…

    1 vote
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  13. Have an Import Configuration that can identify multiple document types

    Currently you can create a printer configuration for different document types and when you print a document it will try and identify with one of the printer configurations. I suggest doing the same thing with the import configurations, or be able to create an import configuration that can then allow for multiple document type to be identified.

    Ex. I create an Import Configuration for bank statements. When it comes to the Identify tab you are then able to create multiple document types with separate importable documents to create templates from. So when you imported bank statements from different backs it…

    3 votes
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  14. Ability to type in multiple index entries to a keyword field at once

    There should be a way to add multiple entries separated by a delimiter when adding entries to a keyword field. Currently you have to add them one by one hitting the + in between. This is horrible for the user when they have 50 plus entries. There are ways to do this in the background with a comma delimited load file so there should be a way to do this via the Web Client.

    4 votes
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  15. index select

    Most sites, when you start typing in a field will show the top field in the entry box with selection list below. It would be so much easier to simply hit enter or tab when the top item is reached rather than having to click or use the arrow to move down to the line. It would speed up indexing enormously.

    2 votes
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  16. Add a Shortcut key for Store All to index multiple documents more quickly

    Add a Shortcut key for Store All to index multiple documents more quickly. The current method requires marking the documents, selecting Store, the Store dialog, the three vertical dots and finally Store All

    2 votes
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  17. close the activity with the Enter key on the keyboard

    If I have to validate multiple documents and modify indexes, it wolud be nice that after last index entry I can close the activity with the enter key.

    knowing that it could be dangerous in approval flows,
    you could implement a function in workflow manager where you can enable/disable this option

    7 votes
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  18. More than one field shown in Select Lists

    Enable to have select list with two columns, one for ID and another for description (for example list of partners). It is easier for user to select among description that among 8000 partner IDs.

    5 votes
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  19. Multi Column Select List - Auto-Populate Data Once a Feld Is Selected

    Hi,

    Is this possible......

    Multi-Column select lists.......

    If a user selects an entry in a field using a multi column select list, it auto populates the data in the other fields that are configured in that store dialog using the multi-column select list.

    I think this could be a very powerful feature that would eliminate a lot of processing time. If configured and programmed correctly, using a database connection select list, it could enhance DocuWare considerably.

    Many thanks

    Sam Bangert

    118 votes
    9 comments  ·  Indexing  ·  Admin →
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  20. ability to hide or disable 'create data record'

    end users are confused easily. I highly recommend adding the ability to hide or disable 'create data record' option in the web client. could be permissions driven or just a check box. I've had many users select this option when they really wanted 'store'.

    72 votes
    7 comments  ·  Indexing  ·  Admin →
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