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How can we improve the DocuWare Client?

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  1. filter multi-column select lists in the new table field based on the value of another field

    Really happy to see the new table field. It would be great to add the capability to filter the select lists that are in the table based on the value of another field in the dialog. eg. The user picks "Accounting" from the department field and DocuWare filters the GL codes in the select lists in the table field to only show the GL codes tied to the accounting department. Adding this capability to the new table field would provide a more consistent user experience across the platform.

    2 votes
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  2. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    3 votes
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  3. Check for for unique while entering value

    It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.

    It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.

    2 votes
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  4. Modify index entries directly within result list

    It would save some clicks if you can modify index entries of a document directly within the result list, instead of hitting right click > change index entries.
    Similar to renaming a file in the document trays via key "F2".

    1 vote
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  5. 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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  6. 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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  7. 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…

    14 votes
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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.

    3 votes
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  16. 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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  17. 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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  18. 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.

    1 vote
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  19. 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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  20. 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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