Client (English)
Please post all ideas that concern the DocuWare client in this forum.
100 results found
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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 -
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 -
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 -
Allow to hide store dialog for a user group without disable access
Possibility to hide a specific store dialog for a specific user group/role without disable access.
2 votes -
processor
When stored the processor is the tray that you are in rather than the person that has created the document. This would make more time available to do other things in the long run.
1 vote -
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 -
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 -
make data validation use graphical editor tools
we currently have the ability to validate data by hooking a web service into a store dialog but that requires either JS or C# coding. It'd be great if we could use the graphical editor tools to build these validations (eg. the data validation builder that's part of workflow tasks)
1 voteThank 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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Allow a storage dialogue prompt when printing to docuware
When printing to Docuware, sometimes there's not the full indexing information available on the document (account numbers sometimes are not allowed on certain documents but still should be stored by account number). The ability to choose Print to Docuware from a website/PDF and it recognizes the Document and prompts a storage dialogue box like it does in "Connect to Outlook" to let you fill in the prompted indexing dialogue so that it can store straight to the File Cabinet and not the just the In-tray.
1 vote -
Allow clipping files already in storage
Presently documents that are in the inbox/tray can be only be clipped to a document in storage, or else another document in the inbox/tray. Not sure why that is. I had the idea that one person could be responsible for inputting and indexing AP invoices, and another for inputting and indexing checks. A third person would be responsible for clipping the checks to the invoice, verifying the check(s) match the invoice, then stamping it as Paid. But once a document is in storage it cannot be clipped to another document in storage. This is fairly limiting.
4 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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add a note tab per file
When you are in a file, there should be a note tab to write a note regarding any recent notes to the file.
2 votes -
Allow wildcard to monitor multiple folders for monitoring in Connect to Outlook
When using monitored folders for storage in Connect to Outlook allow for wildcard monitoring to monitor subfolders of the monitored folder. We have users that store emails to DocuWare as well as using Archiving in Outlook. MOST of the time the user has subfolders in their email which need to be monitored for storage to DocuWare. Currently having to setup individual monitored folders to obtain this objective.
1 vote -
If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray
Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document
17 votes -
I suggest that you provide a way to find duplicate document in Docuware
Hi,
To help find duplicate document, i suggest that docuware creates a checksum of each stored document and provides a way to find the duplicates.
Thanks
5 votes -
2 votes
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all fields capitalized
Please bring back the ability to force all fields being capitalized!
This kind of practice of removing features that users have grown to depend on, almost caused a revolt in one of tech sessions at DocuWorld.
Here's an example of what happens when changes aren't thought through completely and/or actual users aren't consulted first:
The select list consists of Townships with only the first letter capitalized. Since upgrading to 6.12 this week, the user must type exactly in the case format of the select list, or they can't store doc.
For instance, typing 'elkhart' brings up 'Elkhart' in the select…
30 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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Choose different inbox when autoarchive fails
When the import fails, the documents go to the default inbox, and it would be fine, we could choose a different inbox for each kind of documents
3 votes -
Numerical Fields have a Value Limit
The numerical fields have a limit of 2,147,483,647 and -2,147,483,647, so when you try to make an entry with a higher value, you get an error. When this is converted to currency, then limit becomes 21,474,836.47 and -21,474,836.47, so multi-million (dollar) transactions can not be recorded.
My request is to have this limit increased.1 voteThank 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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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 -
Allow Intelligent Indexing Tray backup for Import Configurations
Allow the option to designate an Intelligent Indexing tray for anything that is not recognized as a valid Import Config. Would be good when used with an AutoIdentify import folder.
3 votes
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