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92 results found

  1. Allow us to create dynamic store dialogues

    I think it would be great if you could allow us to create dynamic store dialogues which could alter their layout depending on the document type chosen (or any other pre defined field for that matter).

    For example, lets define a "key" field of a file cabinet store dialogue and lets say its the "document type" and we also give this a predefined select list. Then we may have many other fields of this cabinet but not all of these other fields may relate to each of the possible document types. It would be very useful and help guide the…

    5 votes

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    1 comment  ·  Indexing  ·  Admin →
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  2. Bring back the ability to Attach, Delete, or Skip a page when pre-indexing in a tray

    The Windows Client allowed the user to essentially staple pages to a document when pre-indexing in the Storage Mask. You could select a group of scanned pages in a Basket, drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to accomplish the same…

    7 votes

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  3. autocomplete a field based on another field

    autocomplete a field based on another field
    when storing in storage dialog box, to add a field, automatically extract the value of a second field from a table or list selection

    Example identification number autocomplete the name of a person

    30 votes

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    3 comments  ·  Indexing  ·  Admin →
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  4. 'Store Automatically' function should use dialog settings such as 'Fixed Entries' and others

    When 'Store Automatically' is used from a Tray, all dialog settings such as 'Fixed Entries' and 'Predefined Entries' fields and 'Automatic Numbering' are ignored.
    Having the latter work when using 'Store Automatically' would be especially useful when Intelligent Indexing used in the Tray, and all 'green' documents are stored using this option.

    2 votes

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  5. Allow formatting of numeric fields in the admin tool to exclude the thousands separator.

    This would allow the use of numeric fields for PO numbers and the like and provide the range search capability in the search dialog, as well as proper numeric sorting.

    15 votes

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  6. Make it possible to rename values in keyword fields

    In the Windows client a user could go to the Info box and select a keyword value and rename it very easily. In the Web client a user must delete and recreate a value. This can be very difficult if there are several keyword values associated to the field and they have several characters.

    6 votes

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  7. 11 votes

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  8. Bring back the "Keep Entries" checkbox on the storage dialogs in 6.6.

    I see where we can choose to Keep Entries in the drop down settings box, but it no longer resides as a check box on the storage dialog. Big time waster to have to click that gear and then keep entries each time I wasn't to store multiple documents.

    54 votes

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  9. 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.

    2 votes

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  10. When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

    When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

    4 votes

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  11. Importing from web basket

    DocuWare Import from web basket:

    allow import from web tray using dw import

    3 votes

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  12. 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...

    64 votes

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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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