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How can we improve the DocuWare Client?

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  1. Autoindex should have an option to execute from the DocuWare client to immediately see results

    This is extremely useful and critical for users who are storing thousands of documents based on a single field for Autoindex (Voucher number, for example).

    Since Autoindex occurs at the back end, it is difficult for users to say whether they encoded the correct voucher number or not.

    By allowing Autoindex to execute prior to storage, they will then be able to immediately see if the Autoindex results match the document being viewed.

    I suggest the feature should work similar to the "Autofill Indexing" feature. Click the button and then the Autoindex job will execute. It will then fill up…

    14 votes
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  2. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    3 votes
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  3. filter multi-column select lists in the new table field based on the value of another field

    Really happy to see the new table field. It would be great to add the capability to filter the select lists that are in the table based on the value of another field in the dialog. eg. The user picks "Accounting" from the department field and DocuWare filters the GL codes in the select lists in the table field to only show the GL codes tied to the accounting department. Adding this capability to the new table field would provide a more consistent user experience across the platform.

    2 votes
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  4. Check for for unique while entering value

    It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.

    It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.

    2 votes
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  5. Modify index entries directly within result list

    It would save some clicks if you can modify index entries of a document directly within the result list, instead of hitting right click > change index entries.
    Similar to renaming a file in the document trays via key "F2".

    1 vote
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  6. Indexing Pulls More Than Needed

    When storing a document into a cabinet using Web Client, the user is not able to highlight text from the document if the text is spread over two lines. The behaviour of the indexing is that it grabs the entire text on both lines rather than the required words.

    1 vote
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  7. Add the ability to use regex expressionsthe print and import template fields are looking for.

    When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.

    2 votes
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  8. autofill related Filed

    Filling automatically, related field when the result have on filtered values when store a document in Store Dialogs.

    29 votes
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  9. remove default select lists from dates and other fields

    Select lists make no sense on some fields. Dates, decimals, integers, etc. These fields may have some uses for select lists but the majority of the time I end up removing the default select list.

    It would be good to turn off the default select list for fields that do not have the need the majority of the time they are used.

    1 vote
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  10. one click indexing off by default

    would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.

    2 votes
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  11. Enable Flagging for stored files

    It would be very helpful to be able to Flag stored files.For example, We store files (Jobs) by Job number. If there was a way to Flag a specific job that has special needs so that upon any future inquiries on this Job , it would immediately be apparent that it needs special handling. This could be part of the indexing process. Also any files added to a stored Job that has been flagged already would prompt a Popup that would warn the user that the specific Job being added to, demands special handling. Similar to the Popup that appears…

    1 vote
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  12. Ability to type in multiple index entries to a keyword field at once

    There should be a way to add multiple entries separated by a delimiter when adding entries to a keyword field. Currently you have to add them one by one hitting the + in between. This is horrible for the user when they have 50 plus entries. There are ways to do this in the background with a comma delimited load file so there should be a way to do this via the Web Client.

    3 votes
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  13. Introduce a way to incorporate system data into an index field so that it appears in the column view

    Our customers are regularly asking for a way of being able to see system field data in the column view in both the Document Tray and for stored documents.

    3 votes
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  14. Auto selection when there is only one option in multi colum list

    When in a multi-column list there is only one option to select which auto selects.

    1 vote
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  15. Edit several index fields when selecting a group of documents

    When you select a group of documents to edit an index field, it could be usefull the posibility to modify more tan one field. Right now, there is only the posibility to modify one index field at once.

    10 votes
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  16. That we can rename more than one file at a time.

    when we load pictures all pictures must have the same file name, but can only rename one on a trime

    2 votes
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  17. ability to hide or disable 'create data record'

    end users are confused easily. I highly recommend adding the ability to hide or disable 'create data record' option in the web client. could be permissions driven or just a check box. I've had many users select this option when they really wanted 'store'.

    18 votes
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  18. Multi Column Select List - Auto-Populate Data Once a Feld Is Selected

    Hi,

    Is this possible......

    Multi-Column select lists.......

    If a user selects an entry in a field using a multi column select list, it auto populates the data in the other fields that are configured in that store dialog using the multi-column select list.

    I think this could be a very powerful feature that would eliminate a lot of processing time. If configured and programmed correctly, using a database connection select list, it could enhance DocuWare considerably.

    Many thanks

    Sam Bangert

    26 votes
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  19. Allow more than one field display in select list

    Allow the select list to display more than one field from text file or DB connection, so that you could have a field for the value to be selected and a description of that field's value.

    I.E a GL Number to be selected and the description of the account that number represents.

    13 votes
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  20. Bring back the ability to Attach, Delete, or Skip a page when pre-indexing in a tray

    The Windows Client allowed the user to essentially staple pages to a document when pre-indexing in the Storage Mask. You could select a group of scanned pages in a Basket, 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 accomplish the same…

    5 votes
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