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Please post all ideas that concern the DocuWare client in this forum.

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…

    11 votes
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      0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
    • 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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        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
      • 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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          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
        • autofill related Filed

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

          28 votes
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            0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
          • 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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              0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
            • 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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                0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
              • 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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                  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                • 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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                    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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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                      0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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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                        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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'.

                        17 votes
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                          2 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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

                          22 votes
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                            1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                          • 'Store Automatically' function should use dialog settings such as 'Fixed Entries' and others

                            When 'Store Automatically' is used from a Tray, all dialog settings such as 'Fixed Entries' and 'Predefined Entries' fields and 'Automatic Numbering' are ignored.
                            Having the latter work when using 'Store Automatically' would be especially useful when Intelligent Indexing used in the Tray, and all 'green' documents are stored using this option.

                            2 votes
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                              0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                            • autocomplete a field based on another field

                              autocomplete a field based on another field
                              when storing in storage dialog box, to add a field, automatically extract the value of a second field from a table or list selection

                              Example identification number autocomplete the name of a person

                              16 votes
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                                2 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow formatting of numeric fields in the admin tool to exclude the thousands separator.

                                This would allow the use of numeric fields for PO numbers and the like and provide the range search capability in the search dialog, as well as proper numeric sorting.

                                7 votes
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                                  1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                • 9 votes
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                                    4 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Bring back the "Keep Entries" checkbox on the storage dialogs in 6.6.

                                    I see where we can choose to Keep Entries in the drop down settings box, but it no longer resides as a check box on the storage dialog. Big time waster to have to click that gear and then keep entries each time I wasn't to store multiple documents.

                                    44 votes
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                                      3 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Importing from web basket

                                      DocuWare Import from web basket:

                                      allow import from web tray using dw import

                                      3 votes
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                                        Added to Ideas Backlog  ·  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

                                        When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

                                        3 votes
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                                          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Calculate Index Data using index field values

                                          Be able to calculate fields by other fields index data. Example:
                                          Invoice Amount: 36.00
                                          Invoice Payment: 20.00
                                          Then be able to put an equation in a field called:
                                          Invoice Amount Due: =(Invoice Amount - Invoice Payment)

                                          16 votes
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                                            1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
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