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92 results found

  1. Edit several index fields when selecting a group of documents

    When you select a group of documents to edit an index field, it could be usefull the posibility to modify more tan one field. Right now, there is only the posibility to modify one index field at once.

    11 votes

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    0 comments  ·  Indexing  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. 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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  6. Allow more than one field display in select list

    Allow the select list to display more than one field from text file or DB connection, so that you could have a field for the value to be selected and a description of that field's value.

    I.E a GL Number to be selected and the description of the account that number represents.

    21 votes

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    2 comments  ·  Indexing  ·  Admin →
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  7. 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'.

    63 votes

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    6 comments  ·  Indexing  ·  Admin →
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  8. '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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  9. 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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  10. 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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  11. 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

    107 votes

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    7 comments  ·  Indexing  ·  Admin →
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  12. 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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  13. 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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  14. 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  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. 11 votes

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    5 comments  ·  Indexing  ·  Admin →
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  19. 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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  20. Importing from web basket

    DocuWare Import from web basket:

    allow import from web tray using dw import

    3 votes

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