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88 results found

  1. 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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    1 comment  ·  Storing  ·  Admin →
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  2. 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

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    1 comment  ·  Storing  ·  Admin →
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  3. 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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  4. 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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  5. Keep or not keep duplicates of clipped documents

    If Docuware dont make the clip available on documents in the filecabinet, we need a posibility to choose if docuware is going to make/or not make duplicates after clip or check-out documents.

    Check-out to basket for clipping or copy-to basket for clipping would automaticly generate a dublicate of the clipped documents.

    1 vote

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  6. 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

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    3 comments  ·  Storing  ·  Admin →
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  7. 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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  8. 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

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    1 comment  ·  Storing  ·  Admin →
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  9. mandatory comments

    It would be nice to be able to make comments mandatory ones, when check-in new version of the document to the File Cabinet

    1 vote

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  10. 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

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    2 comments  ·  Storing  ·  Admin →
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  11. Allow for reset of pre-indexed fields in Document Tray

    When using the autofill indexing to store multiple documents in the document tray to a file cabinet, using the "Reset" button does not clear all fields in the store dialog. Understanding that this may be by design, there should be an option to reset all fields or just the fields that don't apply to the pre-filled index fields.

    5 votes

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  12. 2 votes

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  13. Document tray page limit

    Increasing the allowed limit per page for a document tray which is 100 Have client that needs to be able to select documents over 100 which she is not allowed to do right now because of the page limit in a document tray

    10 votes

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  14. Keep entires in dw Import

    It would be helpful If DW Import supported keep entries when processing a batch of documents. The use case for this is when a user scans a batch of documents with a batch separation sheet and each document in the batch would have its own document separation sheet. The batch sheet would would map to field (like batch number) and the document sheet would contain document level information. I have seen in other software this can be accomplished by using keep entries (from previous document) when processing a batch in DW import.

    1 vote

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  15. 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?

    18 votes

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    2 comments  ·  Storing  ·  Admin →
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  16. 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

    177 votes

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    13 comments  ·  Storing  ·  Admin →
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  17. Link documents manually

    Add a function to link manually two or more documents. We have a lot documents from different areas (Finance, Sales, Production etc.) but for the same product (movie trailer etc.). We want to search for the Trailer and want to see all documents about it.
    All the documents itself are indexed in docuware. Clipping is not a solution, because all the documents are indexed in the System.

    16 votes

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    3 comments  ·  Storing  ·  Admin →
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  18. Disable Annotations when viewing Documents in a Document Tray/Web Basket.

    Annotations rights are only controlled at the File Cabinet Profile level. Some users would like to be able to the ability to use annotations on documents in a Document Tray/Web Basket.

    1 vote

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  19. Create a shortcut key to enable the filter check mark in select lists

    in 6.6 I can fill out a store dialog only using the keyboard, but if I need to check the filter on a select list it requires me to use the mouse as well. This is slowing down data entry considerably. Please put a shortcut key in to enable the filter check box on a select list.

    Thank you.

    6 votes

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    1 comment  ·  Storing  ·  Admin →
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  20. Document Sections

    It would be nice if it was possible to make divisions within a file (i.e. in Personnel Documents you can have sections that can be sorted by items like absences or applications).

    1 vote

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