Client (English)
Please post all ideas that concern the DocuWare client in this forum.
51 results found
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Connect a resultdialog to a Document Tray
If you store a document via de Connect 2 outlook for instance (or copy form a file cabinet) and you have indexes entered (manually or intelligent indexing) you want to see the indexes in the listview. Is it possible to assign a result dialog to a Document Tray? This will give a confguration option that will help de users to process the documents faster.
1 vote -
Filter by names of document trays (or also file cabinets)
A customer - accounting company - has hundreds of customers and each has it´s own doc. tray. It would be helpful if they were able to search by name in document tray list.
1 vote -
Send Request - use users first and last name
My client uses a numeric code to identify its users. This involves more than 1,000 employees able to work on DocuWare in the medium term. So the possibility of using the recipients' first and last names instead of their identifier is more than necessary for them.
1 vote -
automatic creation of documents trays when creating a user via the Workflow API platform
it is strongly desired to add the option of automatic creation of document trays when creating a user via the Workflow API platform
1 vote -
Add document capture datetime as index field
Sometime customer needs to know when document is captured - arrived in Document tray. Now when document is stored this infromation is not accessible and customer not have way to check how long time document was in document tray before stored. In some situations it would ne neccessary to keep this value as system entry data.
3 votes -
Give the ability/option to import nested attachments on email for General Email
Give the ability for an option in the General Email to handle/separate nested attachments. When an email is attached to an email with the invoice attached, it will only import the email and not the invoice. The imported email will be blank.
1 vote -
Deletion Policy for Document Trays
Add the ability to create a Deletion Policy for Document Trays.
3 votes -
unmatched OCR autoidentification
Can you create a notification when OCR auto identification fails, for "no matching configuration for certain documents" would there be a way to notify end users?
Is there a way to send it to another tray?
2 votes -
Allow to link a document tray with a storage dialog box without activating Intelligent indexing
Allow to link a document tray with a storage dialog box without activating Intelligent indexing
So the user will a have the light symbol attached to the right dialog box to indicate wichone he should use from one document tray1 vote -
Document Tray custom columns (with Intelligent indexing)
When intelligent indexing enabled for particular Document Tray, please let us select custom columns so we can use Filter / Sort.
If the intelligent indexing knows the value, it should appear in the custom column.
Example: invoice processing - intelligent indexing automatically indexes "Supplier name". I want to be able to see "Supplier name" column in Document Tray and be able to use filter / sort in this column.4 votes -
Edit index data in a tray
Add the ability to edit index data in a tray. We can view it today but not edit. We should have same ability as in the Search Results Dialog.
4 votes -
Only allow storage box in relation with a file cabinet
For a document in a document tray, the user must be allow to use only storage box define for the file cabinet choosed while the cration of this document tray.
That could be more confortable in use of th tray, non possibilities to store the document in a wrong file cabinet.2 votes -
file name in document Tray
When downloading, Docuware shall alert if the same file name is downloaded/imported. This will avoid the duplication of files or will make separating files easier.
1 vote -
Move document trays configuration to User Management
Add a tab for Document Trays in User management so it is consolidated in one place. This would make managing document tray permissions much easier.
4 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Prevent import of documents with expired digital certificates
Applying digital certificates to imported documents is possible (also when scanning). If a certificate is expired there is a warning but the documents are imported to a tray anyway. It would be preferable to prevent those documents from being imported at all. Note: other posts request more functionality from the import module. this could be tied to those requests.
1 vote -
Allow import job-only trays (no drag and drop, no individual importing by users)
A client in biomedical manufacturing wants to require that new documents be imported to a tray exclusively by an import process on a server so that they can be sure that no other documents are captured. Users would not be able to import or scan into the tray.
1 vote -
Locking an open document in the Document Tray
Our customer often work on shared document tray to which a many people have access to.
Unfortunately very common happened that the same document is opened in Document Tray by two or more persons and they try to store it in Docuware.
The one who is faster will store it and the other one will receive an error message that such document does not exist anymore.So we ask to add functionality of locking an access to the document in Document Tray if someone opens such a document in Document Tray.
4 votes -
Set custom boxes background
Some users have differents research boxes in the same tray. But these boxes are very similar (sames fields with 1 or 2 prefilled fields).
They often don't see they are not in the right box for their research.
If we could set a background color for the differents boxes in a same tray it would be helpfull for users.2 votesThank you for your idea. To evaluate this idea more, we need more information on this topic. Please add a comment, explaining your need and use case. Thank you.
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There should be audit logs for trays and a
There should be audit logs for trays and a Recycle Bin type thing in case files get deleted accidentally
6 votes -
Alert for a Global Tray when documents get added
Would be super helpful if you can send an email alert to a specific address when new files were added to the tray. we have a an assigned employee that files our docs for us and an alert would be helpful to know files have been added to files, rather than having to keep checking the tray every 1/2 hour manually.
1 vote
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