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

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1473 results found

  1. Email Notifications - File Cabinet vs Individual Users

    Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

    Please allow the ability to set a notification template at the file cabinet level.

    Regards,
    Bret Messer

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. We Need to have the Ability to View in a Result List or a Task List a Keyword Field. Otherwise what is the point of having the field type?

    We Need to have the Ability to View in a Result List or a Task List a Keyword Field. Otherwise what is the point of having the field type?

    23 votes

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    1 comment  ·  Lists  ·  Admin →
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  3. 9 votes

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    0 comments  ·  Searching  ·  Admin →
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  4. Email Signature

    Allow each user to create an email signature. The ability to copy or import ones outlook email signature would be beneficial.

    5 votes

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    0 comments  ·  Exporting  ·  Admin →
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  5. Share a document with an external (not docuware) user for a restricted period of time

    It would be AWESOME that i could share a big file in my DW system (for example the Docuware Main Brochure - 8 MB that i can't send by email) with prospects through a link. Have them be able to access that document only for a restricted period of time like 3 days, time in which they can download the document (no editing, just viewing and downloading).

    7 votes

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    2 comments  ·  Viewing  ·  Admin →
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  6. User-name Watemarks when viewing sensitive documents

    for the documents that are deemed sensitive and are not allowed to be printed, downloaded or shared in any matter, it would be nice to have also a watermark of the username that is viewing the document printed on the document itself such that, if leaked by using a phone or other capturing device, it can be retraced to the user.

    3 votes

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    1 comment  ·  Viewing  ·  Admin →
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  7. grouping of search dialogs

    Idea from DocuWare Product Blog:
    Docuware should create a menu for search dialogues in a tree form so that grouped automatically showing only dialogs over file cabinet and go as needed. Often that choice is not enough for some users who actually work with many dialogs all the time.

    This was an reply to the following article:
    http://blog.docuware.com/product-news/tip-search-dialog-clarity

    11 votes

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    2 comments  ·  Searching  ·  Admin →
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  8. Apply version control to a document when annotations are added

    When annotations are made to a document they are not saved back as version controlled. This can cause challenges when a business may need to produce original document for legal reasons but still maintain the latest document with annotations for other business purposes. This idea could also address other customer feedback/idea postings relating to the need to print/email documents with or without annotations.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  9. Restore the ability to Attach, Delete, or Skip when pre-indexing

    Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and 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…

    5 votes

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    0 comments  ·  Storing  ·  Admin →
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  10. add bookmarks to the Viewer

    Every time I close a multi-page document in the Viewer I lose my place - it'd be great if I could place a bookmark (with or without a name), especially for those long documents.

    The "Place Bookmark" button could be in the Tools or Navigation section and the Navigation bar could allow you to scroll between multiple bookmarks, the way you scroll between pages and docs.

    14 votes

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    1 comment  ·  Viewing  ·  Admin →
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  11. Allow the 'Create Data Record' option available in the web client to also be available in Workflow Manager

    Allow the Assign Data activity to create data records in a file cabinet. Two use cases where this might be useful; the posting of GL records for invoices, where invoices are in one cabinet and GL records in another as a 1 to many relationship. And the prepopulating of index data for documents that may be added later, such as a PO for an Invoice or a Shipping Manifest or BoL.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  12. Please let "Keep entries” option to be checked by default. It will shorten 1 step for companies who only use that function in their imports.

    Unfortunately, this functionality is not implemented. It’s not posible to set “keep entries” option checked by default.
    I would suggest you develop this function in the upcoming version / patch.

    8 votes

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    2 comments  ·  Storing  ·  Admin →
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  13. Prompt to save when index entries have been changed

    When using the viewer with index entries, any changes are not saved unless you press the save button.
    If you close the document without pressing the save button you are NOT prompted to "Save Changes".

    This could cause problems for users if they
    1. Open the Document
    2. Change the index entries (but not press save)
    3. Make an annotation on the document
    4. Close the Document
    They would be prompted to “Save Changes” this could be very misleading, as they would think they are saving all changes and not just the annotation.

    4 votes

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    0 comments  ·  Viewing  ·  Admin →
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  14. 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 –…

    6 votes

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  15. Allow word wrap in Stamp Text Fields

    Allow word wrap in stamps. We need to add quite long comments in stamps as part of our workflow, but there is no word wrap functionality for longer comments.

    13 votes

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    0 comments  ·  Viewing  ·  Admin →
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  16. move to document tray

    Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
    If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..

    3 votes

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    0 comments  ·  Storing  ·  Admin →
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  17. Allow for higher level of zoom for document overview window

    The maximum level of zoom currently available for the document overview window makes it practically useless when used with a larger monitor.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  18. 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.

    18 votes

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    1 comment  ·  Indexing  ·  Admin →
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  19. Edit Forms CSS/Javascript

    Other competitors to DocuWare that offer Forms solution are graphically very customizable. DocuWare's Forms are not as robust. It would be nice to edit the graphical elements of the Forms more in-depth via CSS and/or JavaScript.

    23 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Connect to Outlook could not view document before storing into Docuware

    It was discovered that when storing documents from C2O, it was only the store dialog that pop up to index the document but the document to be indexed could not be viewed just like in Docuware where we have the store dialog and the document to be stored. Do I need to perform any task before the document to stored is been viewed

    3 votes

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    0 comments  ·  Storing  ·  Admin →
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