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101 results found

  1. Link Connect to Outlook config to import config

    Allow Connect to Outlook configs that are set to store attachments first to be linked to an import configuration.

    2 votes
    Added to Ideas Backlog  ·  0 comments  ·  Storing  ·  Admin →
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  2. allow Users to set their own default values for fields

    We currently have the ability to set default values for fields in the store dialogs. These defaults are tied to the store dialog itself though so if you wanted to set up different defaults for different users you'd have to create separate store dialogs. It would be great if Users could set their own defaults.

    One way that could work is to add a "Set Defaults" menu item to the context menu for the store dialog (see attached screenshot). To use it the user would fill out the store dialog with their desired defaults in some (or all) of the…

    5 votes
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  3. documentcreation tool

    most document management software offers the possibilities to extract stored document data and export it into a Word template. From there you can complete the document and store it as a new document in DocuWare. I guess this issue has been asked a few years ago and i don't see it comming. Most of my prospects are asking for this feature.

    2 votes
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  4. Versioning - Replace document

    An option 'Replace Document' using with Versioning should be interesting. Actually, versioning allows to modify index entries and modify or attach documents to the original one, but not to replace (delete) the original one.

    This is usefull for versioning when a new document becomes the latest needed documents.

    This is done by lot of competitors

    41 votes
    6 comments  ·  Storing  ·  Admin →
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  5. Right Click Capability to store files

    We would like to enhance the windows integration by adding right click capabilities. Multiple files can be selected and when right clicked a Docuware sub-menu would be available with the storing dialogues the user connected has access to which would copy the files into Docuware.

    4 votes
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  6. Same document being stored twice

    Prevent the user from storing document twice if the store button is pressed a second time while the document is in the process of being stored.

    3 votes
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  7. The clients have requested a better way to attach or replaces pages to an existing document than having to copy to a document tray

    The clients have requested better way to replace a page in an existing document than having to copy and then select the order and clip or staple and store back.

    11 votes
    1 comment  ·  Storing  ·  Admin →
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  8. Remove preceding/trailing/in-between spaces in Store dialog fields

    We having issues with certain fields (eg VAT numbers) in Intellix Store Dialog, these fields are used in conjunction with Filtered Select Lists.
    Problem is - different companies write VAT fields different ways:
    GB123456789
    123456789
    GB 123 4567 89
    which is completely break our filtered select lists, since we query customer CRM for that VAT number, where all of it kept uniform, like:
    123456789

    We need ability to format post-Intellix fields in store dialogs - remove spaces, or certain characters using Regex or just list of characters to be removed, like:
    GB| |VAT (second item is blank space)

    Thank you

    11 votes
    4 comments  ·  Storing  ·  Admin →
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  9. same filecabinet dialog

    I want the ability to share dialog configuration in Search, Store, Result view (index dialog).

    For example, whenever I assign a select list to a field, I have to configure in every single dialog. Same when configuring other kind of restrictions and field ordering.

    Current way of configuring allows administrator to commit mistakes when creating or updating dialogs configurations when they want to have them all alike.

    6 votes
    1 comment  ·  Storing  ·  Admin →
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  10. Versioning with drag / drop from a tray

    It would be convenient to make a rise of revision of a document by dragging the new version from the tray on the document involved (in the same way to attach a document with paperclip).

    7 votes
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  11. Store automatically should be available to use a dialog of user choice

    Currently, the 'Store automatically' functionality is only available to use store dialog that is set up as default in Docuware Administration.
    Would be great if user could choose which dialog is to be used for 'Store Automatically' function. This is especially helpful using when various dialogs have additional functionality such as fixed fields values or fields with automatic increment for different document types.

    3 votes
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  12. Bring back the ability for field masks to auto format data.

    As an example if the mask is for a SSN, allow typing of 123456789 without the dashes. This needs to be for storing as well as searching and also point and shoot indexing

    15 votes
    3 comments  ·  Storing  ·  Admin →
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  13. We need to be able to delete a specific page from a store document. There should be an easy way to remove a incorrectly clipped page

    When a user clips a page to a stored document by mistake, there is no way to remove that clip page once the clipping process is completed. We need an easy way to remove/delete/drop a specific page from a store document

    193 votes
    13 comments  ·  Storing  ·  Admin →
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  14. Clip Documents Directly in Results

    Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.

    8 votes
    1 comment  ·  Storing  ·  Admin →
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  15. Restore the ability to Attach, Delete, or Skip when pre-indexing

    Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and 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…

    5 votes
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  16. Please let "Keep entries” option to be checked by default. It will shorten 1 step for companies who only use that function in their imports.

    Unfortunately, this functionality is not implemented. It’s not posible to set “keep entries” option checked by default.
    I would suggest you develop this function in the upcoming version / patch.

    8 votes
    2 comments  ·  Storing  ·  Admin →
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  17. move to document tray

    Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
    If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..

    3 votes
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  18. Connect to Outlook could not view document before storing into Docuware

    It was discovered that when storing documents from C2O, it was only the store dialog that pop up to index the document but the document to be indexed could not be viewed just like in Docuware where we have the store dialog and the document to be stored. Do I need to perform any task before the document to stored is been viewed

    3 votes
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  19. Field Mask

    In the field mask option, there is not the possibility to set a configuration about a "password type". This means the user can digit a password (for stamps for example) and the data are display as "******".

    In workflow step I can set several condition where I ask a password, but in this case it's write in visible way.

    2 votes
    1 comment  ·  Storing  ·  Admin →
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  20. Can you add a Skip feature when storing documents?

    After selecting a group of documents from a tray and dragging them to the store dialog, if I find I have an issue with a document and I want to leave it in the tray and not store it, I have to press cancel and re-select the remaining documents and again dragto the dialog. Can a skip icon be added so we can stop doing this and instead after storing the final document the screen returns to the documents I skipped?

    20 votes
    2 comments  ·  Storing  ·  Admin →
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