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How can we improve the DocuWare Client?

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  1. Indexing Pulls More Than Needed

    When storing a document into a cabinet using Web Client, the user is not able to highlight text from the document if the text is spread over two lines. The behaviour of the indexing is that it grabs the entire text on both lines rather than the required words.

    1 vote
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      0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
    • remove default select lists from dates and other fields

      Select lists make no sense on some fields. Dates, decimals, integers, etc. These fields may have some uses for select lists but the majority of the time I end up removing the default select list.

      It would be good to turn off the default select list for fields that do not have the need the majority of the time they are used.

      1 vote
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        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
      • Autoindex should have an option to execute from the DocuWare client to immediately see results

        This is extremely useful and critical for users who are storing thousands of documents based on a single field for Autoindex (Voucher number, for example).

        Since Autoindex occurs at the back end, it is difficult for users to say whether they encoded the correct voucher number or not.

        By allowing Autoindex to execute prior to storage, they will then be able to immediately see if the Autoindex results match the document being viewed.

        I suggest the feature should work similar to the "Autofill Indexing" feature. Click the button and then the Autoindex job will execute. It will then fill up…

        11 votes
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          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
        • Add the ability to use regex expressionsthe print and import template fields are looking for.

          When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.

          2 votes
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            0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
          • Enable Flagging for stored files

            It would be very helpful to be able to Flag stored files.For example, We store files (Jobs) by Job number. If there was a way to Flag a specific job that has special needs so that upon any future inquiries on this Job , it would immediately be apparent that it needs special handling. This could be part of the indexing process. Also any files added to a stored Job that has been flagged already would prompt a Popup that would warn the user that the specific Job being added to, demands special handling. Similar to the Popup that appears…

            1 vote
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              0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
            • one click indexing off by default

              would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.

              2 votes
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                0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow processing import configurations via an autoindex workflow

                Sometimes when mass importing you find an import template needed to allow for changes in labeling or location of data. It may be that an entirely new template needs to be created.

                It would be amazing if you were able to send documents that already exist in DocuWare into a processing queue that would run another recognition on the document(s). By applying a filter you would limit it to only run on documents that you want to process.

                1 vote
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                  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                • index select

                  Most sites, when you start typing in a field will show the top field in the entry box with selection list below. It would be so much easier to simply hit enter or tab when the top item is reached rather than having to click or use the arrow to move down to the line. It would speed up indexing enormously.

                  1 vote
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                    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Have an Import Configuration that can identify multiple document types

                    Currently you can create a printer configuration for different document types and when you print a document it will try and identify with one of the printer configurations. I suggest doing the same thing with the import configurations, or be able to create an import configuration that can then allow for multiple document type to be identified.

                    Ex. I create an Import Configuration for bank statements. When it comes to the Identify tab you are then able to create multiple document types with separate importable documents to create templates from. So when you imported bank statements from different backs it…

                    3 votes
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                      0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Editing

                      I would like to be able to make multiple edits within one cabinet (multiple fields) instead of one field at a time.

                      3 votes
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                        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to type in multiple index entries to a keyword field at once

                        There should be a way to add multiple entries separated by a delimiter when adding entries to a keyword field. Currently you have to add them one by one hitting the + in between. This is horrible for the user when they have 50 plus entries. There are ways to do this in the background with a comma delimited load file so there should be a way to do this via the Web Client.

                        2 votes
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                          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add a Shortcut key for Store All to index multiple documents more quickly

                          Add a Shortcut key for Store All to index multiple documents more quickly. The current method requires marking the documents, selecting Store, the Store dialog, the three vertical dots and finally Store All

                          1 vote
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                            0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Introduce a way to incorporate system data into an index field so that it appears in the column view

                            Our customers are regularly asking for a way of being able to see system field data in the column view in both the Document Tray and for stored documents.

                            3 votes
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                              0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Auto selection when there is only one option in multi colum list

                              When in a multi-column list there is only one option to select which auto selects.

                              0 votes
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                                0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Info(help) icon that tells user(s) that the a field is necessary

                                While configuring the file cabinet field, is there a way where the administrator can have an info(help) icon that tells user(s) that the said field is important because of some reasons.

                                2 votes
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                                  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Re-index selected store documents if an import configuration is changed

                                  In some cases, Import configuration indexing doesn't work as well as expected, perhaps due to improper setting, or incorrect anchor, It would be nice to be able to re-index selected misindexed documents once the import configuration is changed

                                  2 votes
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                                    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • autofill related Filed

                                    Filling automatically, related field when the result have on filtered values when store a document in Store Dialogs.

                                    28 votes
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                                      0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • CHECK DATES FOR SIGNATURES

                                      I would like that you improve the programm with an option to check the dates of the signatures.
                                      For example, if you made a signature in a date, that I could check the signatures between, for example, two dates.
                                      For example, for the "contabilized signature", it can be useful to know the month where one invoice have been contabilized, and informed to the administration.
                                      Thank you very much for your interest. Best regards,

                                      1 vote
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                                        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • close the activity with the Enter key on the keyboard

                                        If I have to validate multiple documents and modify indexes, it wolud be nice that after last index entry I can close the activity with the enter key.

                                        knowing that it could be dangerous in approval flows,
                                        you could implement a function in workflow manager where you can enable/disable this option

                                        6 votes
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                                          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Unique key into File Cabinet

                                          Into the File Cabinet the user have the possibility to mark the fields that the values must be unique. This will avoid duplicate data (eg invoices with the same number)

                                          2 votes
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                                            0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
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