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How can we improve the DocuWare Client?

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  1. Searching Multiple File Cabinets at Once with Business Server License

    This functionality is available with Professional and Enterprise but not Business. It used to be available in Business with the thick client but it has since been removed. The only option is to upgrade the client from Business to Professional but this is expensive for a small client using Business. We recently upgraded a client on Business and they are very upset that the functionality was taken away.

    1 vote
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      0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
    • link annotations with index fields

      It would be great to give the ability to annotations to auto-populate index fields, like the stamps do. Since stamps are permanent and cannot be edited or deleted, the annotations are more user friendly for "live documents" that are being updated.

      1 vote
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        0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
      • Possibility to create a multi cabinet search and share with all users or specific users

        It would be helpful for a user/administrator to be able to save multi-cabinet search and share the new dialog with multiple users.

        1 vote
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          0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
        • Smart Connect (Search) - unable to append files to the result list

          Allow users to append files to result list from Smart Search. Now, the function "clip" is not present, when user is using Smart Search.

          2 votes
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            1 comment  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
          • control who has access to the change field for all documents - nice option for those that need it, but a bit scary for those that don't.

            control who has access to the change field for all documents - nice option for those that need it, but a bit scary for those that don't.

            1 vote
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              0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
            • Change the max limit of results to more than 10K

              When doing a blank search I want to determine how many documents are in a cabinet, it maxes out at 10K and also provides different numbers every time I search.

              Why does this most basic feature not already exist? Has no one else ever wondered how many docs are in a cabinet?

              3 votes
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                1 comment  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
              • Visual Display of Cabinets during search

                I suggest that you enable a visual display of document categories in folder form. (The same way you can view folders and subfolders plus files)

                1 vote
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                  0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                • Searching multiple values within one field

                  We have a file cabinet called Connections, in Connections we have fields such as Company, Document Type, Installer, Dates, FullText field

                  I would like the option to select multiple companies to search upon.

                  For example: Selecting multiple companies from the drop down of the Company field, then either selecting a certain document type, or a certain fulltext, or none at all, just selecting multiple companies and clicking search to see all the pdfs associated

                  1 vote
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                    0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow multiple key combinations. CTRL, Alt and SHIFT too common. Need to be able to use CTRL-ALT, CTRL-SHIFT, ALT-SHIFT as command modifiers

                    Allow multiple key combinations. CTRL, Alt and SHIFT too common. Need to be able to use CTRL-ALT, CTRL-SHIFT, ALT-SHIFT as command modifiers

                    1 vote
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                      0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add related docs and preferences to mobile client

                      Add a link to related docs in the mobile client.

                      Also add the ability to hide/prioritize lists, searches, etc like you can in the windows explorer client and web client.

                      1 vote
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                        0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                      • Be able to search for documents by what user stored them

                        When I am doing quality data checks on our documents that are stored in Docuware, it would be much easier to be able to search by what user stored the documents, not what what the document is/when it was stored.

                        4 votes
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                          0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                        • When you create a Folder and a Windows Client, the first column is the File Name.

                          Many DocuWare customers, including many customers from older version of DocuWare, have and index for file name, and set as the Document Name.

                          Now, when they create a new Folder, the first column is the file name. But, when documents are scanned into DocuWare, or imported from a network folder, the file name often is repeated, SCAN1.pdf, SCAN2.pdf, and so on. This can be very confusing to new users.

                          There needs to be a setting that will allow you to hide the File Name when you create a Folder, or reorder it to be in different column location.

                          2 votes
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                            0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                          • Check fields authorizations server-side

                            I regularly use fields to filter access to documents in a filecabinet (e.g. : "country = Germany" is set by default and is read-only for users in Germany). Problem being that anyone can just right-click on the field and delete its attribute "disabled" and then delete the filter, thus accessing any documents.

                            1 vote
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                              0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please make it possible to do a word search or number search in the document tray to filter out duplicates.

                              On a daily basis we receive a large amount of Certificate of Analysis (COA) for the raw materials that are delivered. There will be multiple copies of the COA's for the same lot and then there will be other lots attached as well. I am unable to take the time to look through all of them, so we scan everything. Once they are in the document tray I need a solution to filter out the duplicate COA's before I store them. For instance, right now I have 600 COA's I need to store but I know I could get rid…

                              1 vote
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                                1 comment  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add regular expressions / regex to the full text search

                                It would really be useful if you could do a full text search using a regular expression / regex pattern.

                                The need here is to find all the documents containing certain types of personal data, e.g. NHS number, credit card number, National Insurance number etc.

                                7 votes
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                                  1 comment  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                                • Bring back the Print Result List button

                                  Previous versions of the thick client had a Print Result List button that would print a result list directly to a printer. I have customers that use this to report on recently stored documents. Now they have several more steps to work around this missing button.
                                  The older Thick client -
                                  1. Search for documents.
                                  2. Click button to print result list. - - It would be printed directly to a printer. (In a readable format.)

                                  The Web Client.
                                  1. Search for documents.
                                  2. Click button and select copy to CSV.
                                  3. Open CSV in excel.
                                  4. Select first Column. …

                                  4 votes
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                                    0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →

                                    Thank 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.

                                    Currently you can download the resultlist as an csv file and open this in Excel to print it.

                                  • Research in stamps and text annotations thanks to the Fulltext option

                                    We would like to be able to make a research in stamps’ text or in text annotations. This way we could use text annotation to insert anchors.

                                    14 votes
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                                      0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                                    • i suggest you provide a way to search for documents using system field data, such as "Date Modified" or "modified by"

                                      i suggest you provide a way to search for documents using system field data, such as "Date Modified" or "modified by.

                                      4 votes
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                                        1 comment  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                                      • FullText search result list to show summary view of first keyword

                                        In the application of a legal store and retrieval project scenario when doing a FullText search could the result list show a summary of text before and after the first found keyword to give some basic context to the document found. For example; you search for "John Smith litigation" and you can preview a sentence like "in 1975, John Smith company was in a litigation battle because...."

                                        This sentence would appear in a mouse-over bubble in the result list per returned document. Currently having to double click and have the complete first page open up is a slow process when…

                                        1 vote
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                                          0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
                                        • search folders

                                          Folders is a great concept, but when you have a lot of folders it does not work. If you could conduct a search of the folders then get a list of the folders that contain that search - that would be really nice.

                                          13 votes
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                                            2 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
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