Client (English)
Please post all ideas that concern the DocuWare client in this forum.
89 results found
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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 -
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
4 votes -
2 votes
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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 -
Have Desktop client check status occasionally of Desktop service and auto-restart it if stopped.
I frequently get tickets from users getting "DocuWare Desktop Service is unavailable". This is almost always caused by the service being stopped for some reason and the user doesn't know how to restart it. Since the Desktop client can't do anything without the service running, it should automatically make sure the service is running every once in awhile.
13 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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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 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 -
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 -
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 -
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
38 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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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 -
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.
10 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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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:
123456789We 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 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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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.
5 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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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 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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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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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 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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 votesYour idea has been added to our backlog. We are now further investigating the idea.
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