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

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181 results found

  1. Link Connect to Outlook config to import config

    Allow Connect to Outlook configs that are set to store attachments first to be linked to an import configuration.

    2 votes

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  2. 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.

    39 votes

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  3. Create barcode in forms merge

    It would be helpful to be able to generate a 2D barcode which combines multiple index values while generating a PDF form from a web form. This way you could embed all the index values into a single barcode for simple index capture if the form needs to be printed and re-scanned.

    37 votes

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    4 comments  ·  Forms  ·  Admin →
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  4. Possibility to open the full DocuWare Webclient from a resultlist

    When a ResultList is open, the ability to transfer the resultlist to a full webclient would be good. Many users are missing the viewer and also the inconvenience of closing the result list window and opening a new DocuWare webclient.

    10 votes

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    0 comments  ·  Viewing  ·  Admin →
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  5. Field setting changes on all result views

    If we have 15 result views and if we need to change the select list of an specific field, we need to manually change each single result view. We suggest to have a method to adjust all the fields at the same time. The tool might show a pop up to select the result views we want to change.

    33 votes

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    0 comments  ·  Viewing  ·  Admin →
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  6. 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

    121 votes

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    9 comments  ·  Indexing  ·  Admin →
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  7. 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'.

    80 votes

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    8 comments  ·  Indexing  ·  Admin →
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  8. When sorting a list with the "Sort by" button, the "reset sorting" option may not be accessible.

    In presence of a long sort field list, as such list is not scrollable, the "reset sorting" option, figuring at the bottom of the list, may not be accessible.

    2 votes

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    0 comments  ·  Lists  ·  Admin →
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  9. 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.

    11 votes

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    0 comments  ·  Indexing  ·  Admin →
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  10. Add ability to save your desktop setup as Workspace's

    Concerning the general layout of the two possible desktop areas (where you choose two panes or one) of DW.

    We all use trays, searches, lists and task in certain layouts but it tends to get busy especially as a system admin or someone with access to multiple Filing Cabinets.

    It would be nice to save a layout and name it. I like to have both areas set up on different Trays so I can drag and drop items back and forth to hit certain Intelligent Indexing/Storage configs. Then I have another view that shows a list of recently stored documents…

    9 votes

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  11. Have csv file output from DocuWare with keyword index field data entries

    keyword values are not listed in CSV file output and these entries are lost in this report.

    29 votes

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    1 comment  ·  Exporting  ·  Admin →
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  12. Versioning - Replace document

    An option 'Replace Document' using with Versioning should be interesting. Actually, versioning allows to modify index entries and modify or attach documents to the original one, but not to replace (delete) the original one.

    This is usefull for versioning when a new document becomes the latest needed documents.

    This is done by lot of competitors

    43 votes

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    7 comments  ·  Storing  ·  Admin →
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  13. 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.

    24 votes

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  14. 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.

    23 votes

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    2 comments  ·  Indexing  ·  Admin →
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  15. A way to Search for empty or null numbers and dates.

    I suggest you provide a way to search for empty or null numbers and dates in index fields.

    59 votes

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    6 comments  ·  Searching  ·  Admin →
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  16. Add additional page for stamps

    Reviewing the invoices can be difficult as there is not enough room for the stamps, so the stamp and the underlying text becomes illegible. Another seperate sheet solely for stamps might be an idea.

    9 votes

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    1 comment  ·  Viewing  ·  Admin →
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  17. 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.

    5 votes

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  18. URL integration to allow the pre-population of an Eform

    Ability to a customer to convert their pre-printed forms into digital forms but not have to manually capture all of the field information when it is already available from a 3rd party data source.

    57 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. The clients have requested a better way to attach or replaces pages to an existing document than having to copy to a document tray

    The clients have requested better way to replace a page in an existing document than having to copy and then select the order and clip or staple and store back.

    11 votes

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    1 comment  ·  Storing  ·  Admin →
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  20. Be able to assign Stamps to only be availalbe for particular Task Lists.

    Sometimes it can get quite confusing when a user has like 10 stamps assigned for a particular file cabinet. It would be nice to be able to assign certain stamps to only be available within a particular task list or index field value. This would eliminate issues where users are applying the wrong stamps at various stages of the Task List workflow .

    For example, if a document is in the "Pending Approval" Task list, only show the Approved and Rejected stamp, rather than all 10 stamps assigned for this workflow.

    13 votes

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    0 comments  ·  Workflow  ·  Admin →
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