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47 results found

  1. 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.

    1 vote

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    0 comments  ·  Document trays  ·  Admin →
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  2. 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

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    0 comments  ·  Document trays  ·  Admin →
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  3. Deletion Policy for Document Trays

    Add the ability to create a Deletion Policy for Document Trays.

    3 votes

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  4. 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

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  5. 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 tray

    1 vote

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  6. 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.

    3 votes

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  7. 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

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  8. 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

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  9. 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

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  10. 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.

    3 votes

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  11. 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

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  12. 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

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  13. 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.

    3 votes

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  14. 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 votes

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  15. 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

    4 votes

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  16. 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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  17. Stamps available for document trays individually

    Currently, you only have the feature all file cabinets/document trays for assigning stamps.

    We had to change from all file cabinets/documents trays to a specific file cabinet, and in doing so the users lost that ability to stamp in their document trays.

    There process is harder to stamp once in the file cabinet do to large volumes of documents being stored and having to handle the document multiple times due to this feature not being able to be assigned only to document trays.

    Please allow for this. Thanks

    1 vote

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  18. Ability to send a document in a document tray to an import config

    When a document is in a Document tray, It would be nice if we could process the document against a specified import configuration. In example, select the document, right click, send to ==> <import config>. (for splitting and indexing). Only way I am aware, is to download the file from the document tray, using Import from Desktop Apps. or manually split/index/store the document

    8 votes

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  19. Choose if a File Cabinet Document is brought in As Stored or converted to PDF

    Docuware has been inconsistent with Trays. Some versions convert all documents going into the tray from the file cabinet to PDF and current versions do not.

    There are good reasons for both.

    In the case of a legacy system that was once all TIFF images this is very helpful to bring them up-to-date.

    In the case of loosing the ability to maintain a records integrity, it should not be allowed.

    If you allowed administration to choose a Trays ability to convert or not would allow both.

    1 vote

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  20. Option to copy document to tray without index data.

    We would like an option to copy a document from a cabinet to a tray without copying all index data.

    4 votes

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