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  1. Locking an open document in the Document Tray

    Our customer often work on shared document tray to which a many people have access to.
    Unfortunately very common happened that the same document is opened in Document Tray by two or more persons and they try to store it in Docuware.
    The one who is faster will store it and the other one will receive an error message that such document does not exist anymore.

    So we ask to add functionality of locking an access to the document in Document Tray if someone opens such a document in Document Tray.

    2 votes

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    0 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  2. Prevent import of documents with expired digital certificates

    Applying digital certificates to imported documents is possible (also when scanning). If a certificate is expired there is a warning but the documents are imported to a tray anyway. It would be preferable to prevent those documents from being imported at all. Note: other posts request more functionality from the import module. this could be tied to those requests.

    1 vote

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  3. Allow import job-only trays (no drag and drop, no individual importing by users)

    A client in biomedical manufacturing wants to require that new documents be imported to a tray exclusively by an import process on a server so that they can be sure that no other documents are captured. Users would not be able to import or scan into the tray.

    1 vote

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  4. Set custom boxes background

    Some users have differents research boxes in the same tray. But these boxes are very similar (sames fields with 1 or 2 prefilled fields).
    They often don't see they are not in the right box for their research.
    If we could set a background color for the differents boxes in a same tray it would be helpfull for users.

    1 vote

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  5. There should be audit logs for trays and a

    There should be audit logs for trays and a Recycle Bin type thing in case files get deleted accidentally

    2 votes

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  6. Alert for a Global Tray when documents get added

    Would be super helpful if you can send an email alert to a specific address when new files were added to the tray. we have a an assigned employee that files our docs for us and an alert would be helpful to know files have been added to files, rather than having to keep checking the tray every 1/2 hour manually.

    1 vote

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  7. Ability to send a document in a document tray to an import config

    When a document is in a Document tray, It would be nice if we could process the document against a specified import configuration. In example, select the document, right click, send to ==> <import config>. (for splitting and indexing). Only way I am aware, is to download the file from the document tray, using Import from Desktop Apps. or manually split/index/store the document

    4 votes

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  8. Stamps available for document trays individually

    Currently, you only have the feature all file cabinets/document trays for assigning stamps.

    We had to change from all file cabinets/documents trays to a specific file cabinet, and in doing so the users lost that ability to stamp in their document trays.

    There process is harder to stamp once in the file cabinet do to large volumes of documents being stored and having to handle the document multiple times due to this feature not being able to be assigned only to document trays.

    Please allow for this. Thanks

    1 vote

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  9. Choose if a File Cabinet Document is brought in As Stored or converted to PDF

    Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.

    There are good reasons for both.

    In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.

    In the case of loosing the ability to maintain a records integrity, it should not be allowed.

    If you allowed administration to choose a Trays ability to convert or not would allow both.

    1 vote

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  10. Choose if a File Cabinet Document is brought in As Stored or converted to PDF

    Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.

    There are good reasons for both.

    In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.

    In the case of loosing the ability to maintain a records integrity, it should not be allowed.

    If you allowed administration to choose a Trays ability to convert or not would allow both.

    1 vote

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  11. Option to copy document to tray without index data.

    We would like an option to copy a document from a cabinet to a tray without copying all index data.

    1 vote

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  12. disable the enter key when storing documents

    I want the enter key to only be used to add index entries; not store the document. I click the data on the scanned documents and press enter to add it as an index entry--sometimes I will think I have clicked the data but my mouse wasn't all the way on the data and I will, out of habit, press enter and the whole document is stored when it wasn't ready to be stored. Just make it a user option so each user can decide what they want the enter key to do. You should encompass more keyboard shortcuts.

    2 votes

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  13. Display number of document in document trays

    Hello,

    It would be very helpful if the number of documents in each trays was display in the list of the document trays (see picture).

    When a user have to deal with a great number of document trays, it will help to increase his productivity.

    See also this idea : https://docuware.uservoice.com/forums/230570-client-english/suggestions/19059898-docuware-trays-dropdown-needs-to-show-number-of-fi
    It's from 2 years now, is this idea will be implemented soon ?

    Thank you.

    7 votes

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    2 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make Drag and Drop Email Attachments to Document Tray a Supported Action

    Many users like to drag and drop attachments from Outlook to a Document Tray. Most of the time this works fine but some users get an Unsupported Drag & Drop error. Turns out that while this might work, it's not a supported functionality. I'd like to see this common action become supported as a system function.

    3 votes

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  15. Add Modified By and Entered By fields to fields visible in docTray.

    Add Modified By and Entered By fields to fields visible in docTray. This would allow users who use a shared document tray to see which documents they are responsible for.

    8 votes

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  16. PLEASE add a dialog to confirm commit of change to multiple index entries

    We had a client that mistakenly committed three index changes to over 2,000 entries. She intended just to update 1 record. She had no warning that this was about to happen. Please(!) DocuWare add a warning that the Save will affect X number of records. Or allow Admin to turn off the ability to edit multiple entries. Thank you.

    2 votes

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  17. One import configuration for monitoring scan folders of many users

    It would be good to have an option to only configure one single import configuration to monitor a folder structure of Scan folders (Scans\Username) to then import the documents directly into the default Intray of the user of that username folder.

    Currently, if you have 50 users with scan folders for their documents and you want to configure that centrally, you have to create 50 import configuration and 50 import jobs.

    2 votes

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  18. Number of pages in documents trays when intelligent indexing

    When a tray uses intelligent indexing, we can't see the number of pages of the document.
    We need it please.

    2 votes

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  19. 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…

    12 votes

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  20. autoindex document tray

    Document Trays should have the ability to autoindex when documents come in and either automatically store to File Cabinet or Pre-Index the documents as they arrive. This would alleviate the need to setup folder imports for the most part.

    2 votes

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