Client (English)
Please post all ideas that concern the DocuWare client in this forum.
92 results found
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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 -
Autoindex should have an option to execute from the DocuWare client to immediately see results
This is extremely useful and critical for users who are storing thousands of documents based on a single field for Autoindex (Voucher number, for example).
Since Autoindex occurs at the back end, it is difficult for users to say whether they encoded the correct voucher number or not.
By allowing Autoindex to execute prior to storage, they will then be able to immediately see if the Autoindex results match the document being viewed.
I suggest the feature should work similar to the "Autofill Indexing" feature. Click the button and then the Autoindex job will execute. It will then fill up…
25 votes -
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 -
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 -
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 votesThank you for your idea.
Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans. -
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 -
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 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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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 -
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 -
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 votesThank you for your idea.
Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans. -
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 -
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.
12 votes -
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 -
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 -
autofill related Filed
Filling automatically, related field when the result have on filtered values when store a document in Store Dialogs.
44 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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 -
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 option7 votes -
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 -
That we can rename more than one file at a time.
when we load pictures all pictures must have the same file name, but can only rename one on a trime
2 votes -
Allow an option to turn off edit multiple index entries
Many of our clients want to restrict users' ability to specifically edit multiple index entries, while still allowing them to edit a single index entry. The reason being is that they don't want them to select multiple documents and accidentally either delete a field or change it to something incorrect. It's fine if they had the ability to edit index entries for a single document, but currently you either have the option to edit index entries or you don't. You can't break it down to a singular vs. multiple level. I think this would be a useful future if you…
3 votes
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