Client (English)
Please post all ideas that concern the DocuWare client in this forum.
89 results found
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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.
3 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 -
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...
3 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 -
Convert Document to Template
Create a template from a Document, usable for others. When a user selects edit, it creates a copy of the document, and stores it as a new document (with predefined index information) and then opens the document for editing...
3 votes -
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 -
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 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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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 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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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 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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2 votes
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Possibility to add as a predefined entry of a field the year of storage for the storage dialog
Possibility to add as a predefined entry of a field the year of storage for the storage dialog. You can put the storage date but not just put the year
2 votes -
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 -
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 -
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 -
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 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 -
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 -
2 votes
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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
2 votes -
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
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