Client (English)
Please post all ideas that concern the DocuWare client in this forum.
101 results found
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Allow storer to select "store document in black and white" when scanned in color
Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.
6 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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Processing Profiles - Split into Multiple Documents - Each with own set of indexing values and read out areas
Transferring from other DMS's - Users normally scanned a pack of documents as a single pdf, it would be useful if we can put this through a processing profile to 'Identify','split',Index each document
In example Employee onboarding pack
(may contain a ID document, Bank Account confirmation letter, Employment contract, etc.)You would create sub profiles (or main profiles, then link to this profile) for each expected document, those not identified will have default indexes using the original input files' indexes, those that are defined is split / indexed and stored as per the sub profile.
6 votes -
deleted archived document outlook connect
delete a single attachment after it has been stored individually from an email in outlook connect.
at the moment it only allows us to delete all the documents instead of a single one.1 vote -
I suggest that you change the behavior of date fields when stocking a document.
I suggest that you change the behavior of date fields when storing a document.
On the current behavior, on starting filling "DD", it automatically fills "MM/YYYY" with the current month and year. Awesome, don't change that.
But if by mistake we fill "15/11/201" (instead of "15/11/2021"), we change the line, then come back on the date field, delete all the value and start filling with "15", it automatically completes with the previous wrong information "11/201" instead of the initial behavior (current month and year).2 votes -
Index field behaviour when storing a document
Hi,
It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.
Thanks
Regards
Tomas6 votes -
Remove Highlight Selections if Store Operation is Cancelled
Hello Everyone and please vote for this enhancement!
It would be a great enhancement to operations if the highlighted set was NOT still highlighted in the document tray if the Store operation is cancelled. An important client just lost a couple hundred documents due to the fact that after cancelling the Store operation the highlighted group was still highlighted when they attempted to delete a single document. I can't picture a scenario where keeping the highlighted set is a benefit, but can see (and have seen) how keeping the highlight can cause trouble.
Thanks Everyone!
1 vote -
add gl assignments to recurring invoices
I have multiple invoices that we pay each month (some having multiple GL assignments). Each month I have to re-enter the GL assignments and $ amounts. There should be a "memorized" function for these types of recurring invoices so I do not have to enter each month.
1 vote -
I would like to suggest strongly that you add an option in the docuware desktop app...
I highly suggest you add a check box in the settings in the docuware apps setting under "import" that allows a sub folder to get deleted as well after it sends up the files to store. Currently, If you set up files to automatically go to docuware that are dropped in a watch folder, using a subfolder that gets dragged in... all files within the sub folder gets automatically deleted after the files get sent. That is perfect.. however... the sub folder that the files were sent from remains in the watch folder and stays there. I cant have hundreds…
1 vote -
Document Processing From Email
Document processing can scan a folder to store but it would be great if this could be intergrated to the Outlook watch folder.
I would like a folder in Outlook, ie "Invoices", to be scanned and automatically stored then document processing detect this and auto-fill and fill the fields and store the document away.
Currently like we have with the "Folder" option in Document Processing.
5 votes -
Option to replace a stored PDF
stored a PDF in DocuWare.
Customer send a new version. Can we get a replace option. Right mouse click: load new version...
Or drag n drop on a stored document.
This will also be great for office documents.8 votes -
Zoom while storing documents
While storing a document when using document processing, or intelligent indexing, have the viewer zoom into the area where the data is being extracted for an easier visual validation of the data on the page compared to what has been extracted. This would be particularly useful when validating long strings of numbers such as automobile VIN numbers.
1 vote -
Group related storage dialogs
When you click on "store" the user is provided a list of dialogs they have access to. I would like to suggest the ability to group dialogs. For example, maybe there are 5 dialogs for Customer Documents and 8 for Vendor Documents. When you click on "store" you would at the top of the list see "category" Customer, Vendor. When hover over Customer or Vendor, another level opens with just dialogs relevant to the particular category.
1 vote -
Add a Store from desktop/folder integration like the Store from Outlook
Please add the ability to right click a document on the desktop or in a folder and store it in DocuWare just like the Outlook integration where I can right click on an email, select the store dialog I want to use, and send the item directly to DocuWare with the proper indexing without having to drag it to the tray first. Just like Outlook, I'd like to be able to select if the item will be copied or moved when setting up the store dialog.
1 vote -
Allow the example to be optional instead of required for field masks.
In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.
5 votes -
Automatic creation of new storage disk should be in the system again.
Just because no one uses DVD anymore, it is still a good feature who may of us uses In order to be able to store disk o less expansive media.
1 vote -
Validation Before Store and return corrected data in awnser
The validation option should also be anble to be done before storage. In this way customers can correct index data to their specs. Or add index data to sthe store option.
2 votes -
Storing larger files in Docuware
Introduce a feature to delay the upload of the document in the Windows Explorer Client until Word has finished processing the document. We have had instances of users saving '0kb' files - which has caused significant issues in terms of confidence in the solution and re-work
1 vote -
Being able to make a selectlist via an API CALL
BEcause more and more applications are SaaS application, it is harder and harder to make a select list from data from other applications or databases. This is because SaaS applications like finance application, protect access to their database directly. The only way to do this is via API calls. In this way the customer can control the API reguest and manipulate, alter, or adjust the return awnser that fills the select list.
This is a must have for Docuware to be able to integrate with other applications which databases are not reachable.2 votes -
read only select list
Select Lists are not case sensitive
1 vote -
Create Blank Store Dialogs
It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.
2 votes
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