Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1533 results found
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How can I convert multiple EML files to PDF without doing them one by one?
I have a fairly large collection of EML files that I need to archive as PDFs. I initially thought about opening each email in an email client and using Print > Save as PDF, but that seems impractical once you have hundreds or thousands of messages. Similar questions come up in forums because bulk processing is much more convenient than handling every email individually.
I’m currently looking at the DRS Softech EML to PDF Converter because it supports bulk conversion, so multiple EML files or complete folders can be processed together. It also keeps the email formatting, metadata, and folder…
1 vote -
How do you migrate only selected PST data to Office 365?
I’m planning a PST migration where we don’t want to move every historical email into Microsoft 365. Some users have years of archived messages, and importing everything would add unnecessary data.
Microsoft 365’s Import Service now provides filtering options for PST imports, including filtering by item age and message type.
I’ve also been looking at DRS Softech PST to Office 365 Migration Tool. It provides date filters and additional filtering options so you can select the data that actually needs to be migrated. There’s also a preview option, which seems useful for checking the PST contents before committing to the…
1 vote -
Best way to migrate large IMAP mailboxes to Microsoft 365?
I'm working on an IMAP-to-Microsoft 365 project involving several fairly large mailboxes. The initial migration works, but as the mailbox size increases, I'm seeing migration batches take much longer and occasionally finish with skipped folders or missing items.
Microsoft's own troubleshooting material acknowledges that IMAP migrations can encounter missing folders and missing individual items.
For anyone who has dealt with this, what is your preferred approach to Migrate IMAP to Office 365 for larger mailboxes? Would you continue retrying the native migration batches, or move to a dedicated migration utility?
I came across the DRS Softech IMAP to Office365 Migration…
1 vote -
I suggest that you increase the number of fields available for the "Custom Text Selection Only" option in Intelligent Indexing.
The current limit of two fields is often insufficient for our usage. Since OCR results are not always accurate, users frequently need to correct index values manually or select them from predefined lists before storing documents. As a result, there are cases where suggested values appear to be influenced by previously entered data rather than the actual text contained in the document.
To avoid this issue, multiple fields may need to be configured to learn only from One Click Indexing selections. However, the current limit of two fields does not provide enough flexibility to support these requirements.
Therefore, I would…
1 vote -
Could a Thunderbird filter be hiding my missing Inbox messages?
I had an interesting Thunderbird problem where certain emails seemed to disappear from my Inbox, but searching for them still produced results. That made me wonder whether the messages were actually deleted or simply being hidden or moved.
I found a recent Mozilla support discussion with a very similar situation. The user could locate messages with Thunderbird's quick filter even though they weren't appearing normally in the Inbox, and folder repair was eventually suggested.
It seems filters are worth checking before assuming there is serious corruption. Thunderbird's Message Filters can automatically move, delete, or otherwise process incoming messages, and an…
1 vote -
Create an index field search tool in the Dialogs and Database Fields tab of the file cabinets
We have file cabinets with many index fields, and I think an index field search function in the dialogs and on the Database Fields tab would be very helpful.
1 vote -
Index fields appear or disappear.
When we archive a document, depending on the value entered in an index field, we can make other index fields appear or disappear.
1 vote -
Allow for Duplicate Detection from the Tray
Intelligent Indexing already captures information like the Vendor and Invoice Number. Why not allow for Duplicate Detection starting with the Tray. Even if the Related link is made available, that would be helpful
4 votes -
add a way to change the download location when downloading from within the viewer
(optional separate button that offers full Windows file structure, in addition to the "quick download" button that defaults to the download folder)
1 vote -
Import CSV into Index Table
We use DocuWare to manage our incoming invoice process. As part of the workflow, accountants must populate the allocation lines in an index table, see the attached screenshot. In some cases, an invoice may require more than 80 allocation lines.
Manually entering these lines is very time-consuming and prone to errors.
As a result, in such cases users bypass the DocuWare process and enter the invoice directly into the finance system, which reduces process consistency and traceability.We would like the ability to import CSV files directly into an Index Table, automatically creating and populating the table rows. This would…
2 votes -
Add Stamps to Multiple Documents in workflow (not using API)
We would like an option in Workflow Designer and standard stamping to apply a workflow stamp either to the first page only or to all pages of a document. For example, when a user approves a batch of invoices, the stamp is currently applied only to the first page. If the document contains multiple pages, we need the ability to apply the same stamp, including workflow comments and user information, to every page without using an API. This is important because, in a four-page invoice or document, stamping only the first page creates a risk that someone could print the…
1 vote -
Offer a key command to open in offfice 365 for the web
If you highlight a document and hit ctrl+alt+I it will edit index entries ctrl+alt+w will bring up document history. There are several of these key commands. It would be helpfull if there was a key command to edit the document in office 365 for the web.
1 vote -
Request for Improved Aura Response Performance
Generating a response in Aura currently takes approximately 60 seconds, even when searching and comparing only about three single-page documents.
For practical business use, this response time is considered too long and negatively impacts usability.
We would like to request improvements to Aura's response time so that the feature can be used more effectively and efficiently in daily operations.
1 vote -
Transfer Jobs - Native Index Field Update Capability in Source and Target File Cabinets
Transfer Jobs currently allow the transfer of documents between two file cabinets and now, in Cloud, between two organizations. However, tracking these transfers is an operational challenge due to the absence of a built-in option to update an index field in the source system upon completion.
Today, we are forced to rely on cumbersome workarounds—scripts, AutoIndex rules, and other manual processes—just to enable basic transfer tracking. This includes creating new fields to capture the destination DocID, adding status flags to identify which documents have been transferred, and maintaining these solutions over time. These workarounds quickly become unmanageable, error-prone, and extremely…
1 vote -
Improve Layout Preservation During Workflow Migration
When workflows created in the Desktop Apps version of Workflow Designer are migrated to the Web Workflow Designer, the layout and positioning of activities, branches, and connections can become significantly distorted.
This issue is particularly noticeable in complex workflows and can result in the following challenges:
- Activity positions are substantially altered after migration.
- The overall flow becomes difficult to follow due to reduced visual clarity.
- The original design intent and process structure are harder to understand.
- Considerable effort is required to manually reorganize the layout after migration.
To improve migration efficiency and maintainability, we would appreciate your consideration of enhancements…
2 votes -
We need a faster way to clear the recently deleted from the "recycle bin"
When doing a transfer with delete or a deletion workflow the recycle bin fills faster than you can clear it causing the storage to max out. There needs to be a faster way to clear the recently deleted from the system.
1 vote -
Ability to hide or disable Out of Office
The IP Preconfigured Solution does not use the built-in Out of Office feature found within each users' Profile & Settings. Please allow the ability to disable or hide this feature.
5 votes -
Allow form fields that are marked hidden to be visible in the viewer when prefilled
Currently, if you have a form field set to a behavior of hidden, they do not show on a merge form. It would be good to allow these fields to show in the viewer so prefilled data will show up on in the viewer instead of just in the index entries
1 vote -
Provision of a Support Account
We would appreciate it if you could provide a dedicated support account with administrator privileges and access to the web client, so that our support team can collect logs and investigate issues when problems occur in the customer environment.
Currently, the customer shares the ID and password of an administrator account that was purchased under the customer’s license and is used for daily operations.
However, sharing IDs and passwords poses a security risk. For this reason, we kindly ask that you provide a dedicated account for support purposes only, which would not be used for normal day-to-day operations.
This would…
1 vote -
Allow Control of Filing Dialogs by Screen and Operation
Please add the ability to control which filing dialogs are shown depending on the screen or operation.
Currently, the filing dialogs available to users are controlled by their access permissions for each filing dialog. However, in addition to permission-based control, we would like to control which filing dialogs are displayed for each screen or function.
For example:
・when storing documents from the Document Tray
・when using the “Copy” function from the right-click menu on the search results screen or list screen
This would allow more detailed and flexible control based on actual business workflows.1 vote
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