Client (English)
Please post all ideas that concern the DocuWare client in this forum.
96 results found
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Expand the Keep Entries dialog to the field level so that users can store multiple documents of similar type
It looks like DocuWare 6.6 allows users to Keep Entries in the Windows Explorer store dialog in a way that the File Name field changes with each file. The web client does not function in the same way (i.e. if Keep Entries is checked, then all fields will be remain the same. Could you make Keep Entries more modular/precise by having a check box next to each field so that users could choose which entries they want to keep and which they'd like to input different values? I mostly think users would like to uncheck the File Name field and…
4 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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introduce the "Store all with the current index entries" in Outlook
This is a feature which is available in DocuWare when selecting multiple documents from a document tray and then selecting the Store button. Ideally when a user is filing multiple emails from outlook using the store feature, the user will be able to enter the index field values once for several documents at once (as can be done from the document tray)
3 votes -
3 votes
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By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down list that appears when the 'Store' button is clicked.
This is to prevent the user who has several 'Document Tray' from having to search or even paginate when there are many.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 -
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 -
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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Allow selection of attachments stored with emails with Connect to Outlook
When an email is being stored via Connect to Outlook, not all attachments are needed. It would be great if people can just select only those attachments within an email they want to store. For example, if there are 5 attachments and they want to store three of the attachments, they should be able to check off which ones they want to store.
This saves space because currently, we are paying for both the attachments within an email and then the additional copies DocuWare is extracting of each attachment to show in the preview pane.
2 votes -
Adding a new document version in one step - upload new version
DocuWare is greatly lacking the option to directly add a new document version - upload new version (select document, confirm). This would significantly enhance the system's usability in certain cases and greatly simplify its use.
2 votes -
Add an option to specify store location when automatic import fails
This is a critical feature that I'm amazed DocuWare does not have. I have hundreds of failed document imports sitting in the dwadmin tray because we have centralized our import processes - we import thousands of documents per minute. The dwadmin tray is unmonitored and even if it were, the people with permission to view that tray would have no idea how to store those documents as admins are separate from the accounting, credit, and other departments whose documents are being imported.
It would be one thing if this were a massive feature that needed to be added, but DocuWare…
2 votes -
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.
2 votes -
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
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