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96 results found

  1. 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

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  2. 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

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  3. 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

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  4. 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

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  5. 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

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  6. 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

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  7. 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.

    7 votes

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  8. 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

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  9. 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

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  10. 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

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  11. 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

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  12. 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

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  13. 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

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  14. read only select list

    Select Lists are not case sensitive

    1 vote

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  15. 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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  16. Allow documents storage in batches instead of having to store each individual document.

    After you drag multiple documents to the Inbox simultaneously, they are all highlighted and you can select the "STORE" box, but the next step forces you to select STORE once again individually for each item needing to be stored, which is completely redundant. They were already all highlighted and STORE was selected, at which point a "group store" would be adequate. After all, there is always the option of deleting a document later on, if this was a mis-step.

    3 votes

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  17. Add Instructions to Store Dialogs

    I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.

    7 votes

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  18. Store Dialog Validation should use same license as current user

    Currently an additional license is needed to run a Validation on document storage. The logged in user license should be able to be passed through to enable the validation. Alternatively making a validation run without a license would work too.

    It doesn't make sense to need an additional license just to run validations.

    1 vote

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  19. Please bring back the option to Sort By: "Comments"

    Please bring back the option to Sort By: "Comments". This allowed us to categorize and prioritize on items that are due asap more efficiently.

    4 votes

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  20. Allow only data records in file cabinet

    As it is now common practise to use file cabinets as hidden databases for workflow assignments (i.e. Approval Matrix, Supplier List, etc.) it would be good to have an option in the file cabinet settings to prevent users from accidentally storing documents into those cabinets.

    In many cases the local DocuWare Admins who need to maintain those file cabinets are normal users and therefore may make mistakes...

    4 votes

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