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1482 results found

  1. Allow changing real file name during Copy To

    Currently, if I have a document that I might use as a template for a new document and I perform a "Copy To" operation, the base file name will remain the same. This makes it impossible to edit two resulting documents side by side in an editor such as Word or Excel because their base filename is identical.

    Either the file should be opened as the "File Name" index, or the option to change the file name during "Copy To" needs to allow the base file name to be specified.

    Currently, the cumbersome workaround is to download the document, rename…

    6 votes

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    3 comments  ·  Indexing  ·  Admin →
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  2. Keyboard Shortcut To Quick Copy Selection Directly To Default Tray

    In the case of sending invoice multiple invoices in a particular order to a third party for processing, the client needs to search for and select each invoice from the result. The number of clicks and losing track when doing a CTRL select across 100 item limitation the result list is time consuming. The desktop client had this feature.

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  3. Add a search tool to Tasks

    It would be very helpful to be able to search for a task by using index criteria.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  4. Display a scond column in a Select list, other than the one used for the index field

    This would allow a description of the data being chosen by the user, such as GL account name for a GL number, or user name for a UserShortName, or Vendor name for a vendor ID. This would also prevent truncation of a field and violating the new Select List Only configuration.

    2 votes

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  5. Split panes next to each other instead of one above other.

    Is it possible to have split panes next to each other instead of one above the other? With a separate viewer there is a better view of the webbaskets, entries, lists etc.

    3 votes

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  6. Use File Name during Edit the same way as in Download

    The name of the file exported from DocuWare should be consistent whether using Download, Send, or Edit.

    Currently, when I select to edit a document, it opens the originally stored file name. However, selecting Send or Download will result in the document name / file name defined by the index.

    This can cause confusion if you have several documents that are copies of a template document even though their document name is different, the file name used during "Edit" remains the original.

    10 votes

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    0 comments  ·  Exporting  ·  Admin →
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  7. Keep or not keep duplicates of clipped documents

    If Docuware dont make the clip available on documents in the filecabinet, we need a posibility to choose if docuware is going to make/or not make duplicates after clip or check-out documents.

    Check-out to basket for clipping or copy-to basket for clipping would automaticly generate a dublicate of the clipped documents.

    1 vote

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  8. Allow for reset of pre-indexed fields in Document Tray

    When using the autofill indexing to store multiple documents in the document tray to a file cabinet, using the "Reset" button does not clear all fields in the store dialog. Understanding that this may be by design, there should be an option to reset all fields or just the fields that don't apply to the pre-filled index fields.

    5 votes

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    2 comments  ·  Storing  ·  Admin →
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  9. you should be able to cancel document during importing

    While importing document into the web basket, there should be a way you can cancel the document from importing

    2 votes

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  10. mandatory comments

    It would be nice to be able to make comments mandatory ones, when check-in new version of the document to the File Cabinet

    1 vote

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  11. E-Mail by date

    It would be usefull, to get an email because of date not only by event.
    A resubmission is needed on that date or 3 days before.
    In this case there is no event, to get one I Need to build an extra autoindex Job.

    1 vote

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  12. Change icon of unreadable document

    In the result list, when a document is unreadable (profil attribute of the user), having a "crossed" logo, informing the user AND preventing him to any try to open the document. Today (6.7 and more) an error message appear.
    In addition, is it possible to display the index (via Modify index menu) even if the document is not displayable. today it is not.

    1 vote

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    0 comments  ·  Searching  ·  Admin →
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  13. Print Request

    Good, it would be interesting a tool to print multiple files at once a Request.

    thanks

    1 vote

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  14. 2 votes

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  15. ADD DIRECTED HELP! The old Docuware Full Client had help complicated things like FULL TEXT SEARCHES.....The

    ADD Directed HELP for the users as you have in the full client.
    One of the things that made Docuware such a great product was the fact that there was HELP on every page. Users could hit HELP and find out how to structure a FULLTEXT PHRASE search or sort but now help is so difficult to navigate that users just COMPLAIN!

    IF there is help it is also a great reminder to us on certain features as it is not everyday that I dop a search for 2 words in a phrase that are 3 words apart....I have to…

    1 vote

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    0 comments  ·  General  ·  Admin →
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  16. Use 'Tab' same as 'Enter' in search dialog index field selection

    When you enter a value in a search dialog index field, you see automatically the results to choose from. You can walk through results using the cursorbuttons and select a value by ENTER. Would be usefull to make the select also possible by using ALT button.

    2 votes

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  17. Allow printing of multiple items from the Multiple File Cabinet Result list.

    Allow printing of multiple items from the Multiple File Cabinet Result list. You have to copy them to a basket first in order to print them all at once.

    However, you are able to print multiple documents from a standard result list / Task list, just not a Multiple FC result list.

    1 vote

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    0 comments  ·  Exporting  ·  Admin →
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  18. Show Message into Docuware

    When a user archive a new file, Docuware show a user defined message. A possibility to fix into the Platform method.

    1 vote

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  19. 3 votes

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    2 comments  ·  Viewing  ·  Admin →
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  20. Create a shortcut key to enable the filter check mark in select lists

    in 6.6 I can fill out a store dialog only using the keyboard, but if I need to check the filter on a select list it requires me to use the mouse as well. This is slowing down data entry considerably. Please put a shortcut key in to enable the filter check box on a select list.

    Thank you.

    6 votes

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    1 comment  ·  Storing  ·  Admin →
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