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  1. Option to replace a stored PDF

    stored a PDF in DocuWare.
    Customer send a new version. Can we get a replace option. Right mouse click: load new version...
    Or drag n drop on a stored document.
    This will also be great for office documents.

    6 votes

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  2. 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.

    6 votes

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  3. 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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  4. Add a property to a storage dialog box to only store data and not documents

    This will avoid the error of storage of an invoice in a list of suppliers for example whan the user wants to create a new supplier

    5 votes

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  5. Allow the example to be optional instead of required for field masks.

    In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.

    5 votes

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  6. 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

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  7. 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 votes

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  8. 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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  9. 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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  10. Store and seach dialog

    I suggest you make store and seach dialogs possible to copy to other file cabinets, because the prosses with ordering the fields is MASSIVE! If you have 50 Field for example, all the pressing on left mouse key is hurting my finger ;)

    5 votes

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  11. Index field behaviour when storing a document

    Hi,

    It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.

    Thanks
    Regards
    Tomas

    4 votes

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  12. 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

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  13. 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 votes

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  14. 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

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  15. 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

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  16. 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 votes

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  17. 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

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  18. Case sensitivity in select lists

    Select lists allow me control exactly what I want my users to input into fields when storing but there is no case sensitivity unless I add a field mask. If I check the box to force the user to only pull from a select list then the formatting should follow. Right now some one could enter ATL, atl, Atl, atL...ect.

    3 votes

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  19. Allow storer to select "store document in black and white" when scanned in color

    Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.

    3 votes

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  20. Processing Profiles - Split into Multiple Documents - Each with own set of indexing values and read out areas

    Transferring from other DMS's - Users normally scanned a pack of documents as a single pdf, it would be useful if we can put this through a processing profile to 'Identify','split',Index each document

    In example Employee onboarding pack
    (may contain a ID document, Bank Account confirmation letter, Employment contract, etc.)

    You would create sub profiles (or main profiles, then link to this profile) for each expected document, those not identified will have default indexes using the original input files' indexes, those that are defined is split / indexed and stored as per the sub profile.

    3 votes

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