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How can we improve the DocuWare Client?

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  1. Store Automatically Currently ignores the settings in the selected store dialog. It should still default values in fields etc.

    Personally I think this is a bug. Currently Store Dialog settings like preloaded default values are ignored. If you select multiple documents in a tray and use the Store Automatically the settings of the store dialog are not processed. This causes huge issues if a status field for instance was preloaded to kick off a particular workflow. The user is allowed to do it but the documents get stored without the necessary default index values and the user has no idea the fields were not filled in as they are if they store one at a time with the store…

    7 votes
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    0 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  2. allow us to control which store dialogs can be seen from a document tray

    document trays are used for different things. eg. invoices coming in to one facility go into a particular document tray (from C2Mailor or from DWImport from a hotfolder linked to that facility's MFP, or users at that facility only have access to that C2O configuration, etc). Wouldn't it be great if any of those invoices could only be stored using one particular store dialog (eg. the Invoices one), even if that particular user also had access to a store dialog for contracts or other documents that never ended up in this tray? That would simplify the user's menus, reduce possible…

    2 votes
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  3. Add additional permissions to document trays

    It would be nice to be able to break out the 'use' permission on a document tray to be two separate permissions: View and Modify. Currently, personnel have full access to another persons working tray when they have the Use permission applied, but they have requested the ability to lock down their own trays where others on the team have visibility (View / Read Only), but not edit.

    14 votes
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    0 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →

    Thank 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.

    Document trays are meant for individual temporary storage. If you want more security you should consider using a file cabinet.

  4. Enable searches for document trays

    If I scan 50 documents to my document tray and none of the sort options are suitable then I have to manually scan the tray for the document I want to find.

    If I scan documents in a certain order they are imported to the tray in a random order 9.5/10 times. Using the created on or modified on filter doesn't do the job of helping me find what i'm looking for.

    Printer/Import configs help give documents names to help identify instead of a printer scanner meaningless name but you should be able to search for something specific instead of…

    2 votes
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  5. Create a mass delete within the "temp" document tray due to the fact if you have an issue during import all the files get placed there.

    Create a mass delete within the "temp" document tray due to the fact if you have an issue during "import" all the files get placed there. I have had to manual go in and delete over 5,000 document multiple times, perhaps add where deletion workflows can be done to document trays

    4 votes
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  6. have a number pop up on the document trays tab when you have items in your inbox.

    Just like there is a number for when you have tasks in your task list

    5 votes
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  7. Docuware Trays Dropdown needs to show number of files in tray

    It would be nice to have the number of files in each tray display on the drop down. This way I don't have to open the tray to see if anything needs to be processed. Please see attachment for example.

    9 votes
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  8. Allow entering a description when scanning batches of documents to a tray

    Users are accustomed to entering a description when scanning multiple documents to a tray and this later helps them select them for indexing. This description may be a batch number, a date, a location from where the documents were received, the operator's name or any text at all that helps organize the documents. The current functionality only allows editing the document name after it is already in the tray and only one document at a time.

    2 votes
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    1 comment  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Ability to Remove Blank Pages

    Would be nice to have the ability to remove blank pages from the web basket and also from the stored documents in the cabinet. This feature should be available from the task list as well.

    Would also be nice to have the ability to automatically detect and remove blank pages with the import feature.

    9 votes
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    1 comment  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is should be possible for the admin to reset/pre-define the default tray for a user

    When creating a new tray for a user, the admin should have the option to make that new tray the new default tray of the user. At the moment it seems random which tray of a user become the default tray. The decision should initially lie with the admin as there might be import jobs or printer configurations which forward the processed documents to the default tray of the user

    6 votes
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  11. Restore Side by Side Web Baskets and Indexing Fields

    Previous versions of Docuware allowed baskets to be organized side by side in columns. The current (v6.7) split view window is a poor substitute and uses space much less efficiently than did the old version's columns.

    Further, having the indexing fields completely overtake the basket view is a phenomenal waste of space and deprives the user of valuable information. There is no need to have index fields that extend the entire width of the monitor.

    Please restore a view option that approximates the old (v5) column view. It was far more information dense and vastly more useable.

    4 votes
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    1 comment  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  12. Web Basket Recycle Bin

    The Windows client had a trash can that would save documents deleted from a basket. Can you implement a web basket recycle bin that would act as a failsafe for the user?

    52 votes
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    7 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  13. Be able to set a folder dialog for documents in a tray

    A folder dialog is simply a method of viewing whats already there but sorting it in a pre-defined way. We can already sort a tray with very limited options so why can't we set up a folder dialog to show documents in a tray in a certain format? Or at the very least give us the capability to set our own custom filtering options.

    1 vote
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  14. Trays icons on the desktop showing nb of documents in it (like trashbin empty/full)

    As explained in the title, and as shown on the screenshots ; easy to see if you have documents and how many in each of the document trays you have access to. Really cool feature for an improved user experience. (no need to go in DW or to receive a notification)

    1 vote
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  15. Hide Document Trays

    the ability to hide Document Trays tab globally or by user/group if not in use.

    1 vote
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  16. Allow Documents To Be Placed in the Tray In The Order In Which They Were Selected

    When adding files to a tray from a result view or importing, the documents will not keep the order in which they entered the tray.
    This was a feature of the Windows client. They were added to the Basket Synchronously. With the web client they are added Asynchronously and if a larger file takes more processing in the queue it will go in later. Also the modification time seems to be based on minutes rather than the "milliseconds since Epoch to date". This also throws them out of order.

    5 votes
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    1 comment  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  17. Select "all" choice

    Need a “select all” button so I can clear out/delete my tray after I’m done working. For example: I had to copy an entire file section for the state. I had to go through the file page by page to separate out the different documents so only the pages that belonged together were in that document. I split out the next one and so on. I did this because I needed to print them as 2-sided and this was the only way I could think of that wouldn’t put a page that didn’t belong (i.e. 1 of 3 pgs –…

    4 votes
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  18. you should be able to cancel document during importing

    While importing document into the web basket, there should be a way you can cancel the document from importing

    2 votes
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  19. Allow users to edit after checking out/checking in a document

    Allow users to edit after checking out/checking in a document. Version control should be able to be manual and automatic not limited

    10 votes
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  20. Provide utility to show/delete a user's private web basket

    Provide utility to show and/or delete a user's private web basket contents or the web basket itself.

    1 vote
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