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  1. Allow to select multiple field to name a document

    Today only one field can be used to name a document. but very often a good name is composed with two or more field (type of document + customer reference or date ) etc...

    51 votes

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    Added to Ideas Backlog  ·  1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Selecting Index Entries

    When entering index entries - if the drop down items could be selected with the TAB key in addition to Selecting with your cursor or Entering it would speed up the selection process.

    9 votes

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  3. When using 'Keep Entries' have an option NOT to carry over field which is 'FileName'

    When Multiple documents with similar Index data are stored, an option should be available to have the 'File Name' field come from the next document, not carried over from previous one. Would be even better if a selection can be made which fields are carried over and which are not.

    14 votes

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    4 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have field filled with substring or concatenation of other field

    Hello,
    It could be nice if we can extract a substring of a field to fill another field. I.E.: Invoice has a date as an index. Have the possibility to create 2 index (year and month) for extracting the year and the month. This two new fields could be use in the Windows Explorer view to group invoice by year and month for example.
    It could be substring or the concactenation of several fields.

    5 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  5. provide the currentlonguser() command in the custom query of SelectList So it will be possible to obtain SelectList dynamic per-user

    provide the CURRENTUSERLONGNAME() command in the custom query of SelectList
    So it will be possible to obtain SelectList dynamic per-user

    9 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show the index field name on the mouse cursor when indexing with one-click indexing

    I suggest that you show the name of the index field which has the focus in the store dialog on the mouse cursor when I am indexing with one-click indexing. That allows me to click on the values one after another without having to look at the store dialog.

    9 votes

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  7. 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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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Editing

    I would like to be able to make multiple edits within one cabinet (multiple fields) instead of one field at a time.

    3 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    1 vote

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  10. Info(help) icon that tells user(s) that the a field is necessary

    While configuring the file cabinet field, is there a way where the administrator can have an info(help) icon that tells user(s) that the said field is important because of some reasons.

    2 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Re-index selected store documents if an import configuration is changed

    In some cases, Import configuration indexing doesn't work as well as expected, perhaps due to improper setting, or incorrect anchor, It would be nice to be able to re-index selected misindexed documents once the import configuration is changed

    2 votes

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  12. CHECK DATES FOR SIGNATURES

    I would like that you improve the programm with an option to check the dates of the signatures.
    For example, if you made a signature in a date, that I could check the signatures between, for example, two dates.
    For example, for the "contabilized signature", it can be useful to know the month where one invoice have been contabilized, and informed to the administration.
    Thank you very much for your interest. Best regards,

    1 vote

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  13. I suggest that you allow rearranging index fields on the "edit index field" screen.

    Currently, the list of index fields shown on the "edit index field" screen are in order of when they were created. It would be great to allow rearranging of the list so they are in a more user friendly order, and not just "this is how I added them into Docuware" order.

    4 votes

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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  14. FC Folders: Indicate which fields require a select list and which are free form

    When creating a folder view for a File Cabinet, there no indication which text fields are pulled from a closed select list and which accept any text input. This is annoying when you then try to create a new folder, only to find out when storing a file that the folder name does not match the select list.

    2 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Extension Administrator for 6.10

    Prior to 6.10 there was a Power Tool called the Extension Administrator. This has been removed (probably because of GAPI). It would be nice to have a similar power tool for 6.10+.

    1 vote

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  16. Allow Tiff's to be used as sample documents in DW Import

    A client has requested to allow TIFF's to be used as Import samples in DW Import Configurations.

    2 votes

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  17. Copy the value of a field, from result list or index info dialog

    An index value stored first in DW, need to set in a third party application. When the value is a long reference, the best to prevent typing error is to copy the value from DW to third party.

    it can be available from Search result , copying the text, (in version 6.1 it was possible, no more in newer version) or from display info index particularlywhen index modification is not allowed by administrator on the field (tested and not possible from version 6.7 and above )

    3 votes

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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow changing real file name during Copy To

    Currently, if I have a document that I might use as a template for a new document and I perform a "Copy To" operation, the base file name will remain the same. This makes it impossible to edit two resulting documents side by side in an editor such as Word or Excel because their base filename is identical.

    Either the file should be opened as the "File Name" index, or the option to change the file name during "Copy To" needs to allow the base file name to be specified.

    Currently, the cumbersome workaround is to download the document, rename…

    6 votes

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    3 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Display a scond column in a Select list, other than the one used for the index field

    This would allow a description of the data being chosen by the user, such as GL account name for a GL number, or user name for a UserShortName, or Vendor name for a vendor ID. This would also prevent truncation of a field and violating the new Select List Only configuration.

    2 votes

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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  20. One click copy

    While indexing, would like ability to click index field name and copy the information in the field. This would eliminate the need to double click and press "Ctrl+V," speeding copying of long transaction numbers, difficult-to-spell names, etc.

    1 vote

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