Client (English)
Please post all ideas that concern the DocuWare client in this forum.
96 results found
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Currently charged for double space for attachments stored within email chain
How can DW store an email using Connect to Outlook and only have the attachments count as one for storage purposes. Currently, it's storing the email with the attachment, then it saves a second copy of the attachment using up double the storage space. This is leading our storage space to be taken up much more quickly. It seems unfair that our files within emails are counted up twice.
1 vote -
Allow selection of attachments stored with emails with Connect to Outlook
When an email is being stored via Connect to Outlook, not all attachments are needed. It would be great if people can just select only those attachments within an email they want to store. For example, if there are 5 attachments and they want to store three of the attachments, they should be able to check off which ones they want to store.
This saves space because currently, we are paying for both the attachments within an email and then the additional copies DocuWare is extracting of each attachment to show in the preview pane.
2 votes -
Allow extended storage areas for files such as Quickbooks Company Files that do not get renamed to a GUID internally.
Quickbooks files spawn multiple files when opened and they cannot be renamed like for example to a GUID on the raw storage disk. Other companies have an 'extended' storage area where these types of files can be stored with the benefit of being searched but not managed otherwise. This would be beneficial for a Document Storage Management system.
1 vote -
Adding a new document version in one step - upload new version
DocuWare is greatly lacking the option to directly add a new document version - upload new version (select document, confirm). This would significantly enhance the system's usability in certain cases and greatly simplify its use.
2 votes -
introduce the "Store all with the current index entries" in Outlook
This is a feature which is available in DocuWare when selecting multiple documents from a document tray and then selecting the Store button. Ideally when a user is filing multiple emails from outlook using the store feature, the user will be able to enter the index field values once for several documents at once (as can be done from the document tray)
3 votes -
Add an option to specify store location when automatic import fails
This is a critical feature that I'm amazed DocuWare does not have. I have hundreds of failed document imports sitting in the dwadmin tray because we have centralized our import processes - we import thousands of documents per minute. The dwadmin tray is unmonitored and even if it were, the people with permission to view that tray would have no idea how to store those documents as admins are separate from the accounting, credit, and other departments whose documents are being imported.
It would be one thing if this were a massive feature that needed to be added, but DocuWare…
2 votes -
Table autofill with only one selection from store dialog
It would be great to have Table fields using selective select list logic filtering have the autofill function from the store dialog as there is with DW Forms end of DocuWare
1 vote -
Convert Adobe Portfolio Documents and store as Clipped PDF
Adobe Portfolio documents are a group of PDF's Clipped together in a PDF. I believe that this format has been a standard since Adobe 9 around 2008. A portfolio document looks like a stardard PDF and clients do not understand why DocuWare is not Compliant with the Portfolio Standard for PDF. I would suggest that because this is VERY simular to DocuWares Clipping that DocuWare EXPORT all of the files in a portfolio document and clip them together as one Document making it easier for the client to work with
OR
Introduce a different viewer allowing the user to parse…0 votes -
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers.
Please make the new Outlook Add-in available for on-premise customers. Currently, this new add-in is only available for cloud customers. We have clients who use Macs who would benefit from storing emails to DW using this add-in, since Connect to Outlook & DocuWare Desktop are not available for Macs.
2 votes -
3 votes
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List of value with users and filters group
Allow a list to be used in store / search dialog box with some filters like :
- A list who shows users froma group for example
- a list of users with a specific rightThis list should be the users list plus a filter on group for example.
1 vote -
OCR mode / switch for selected document from webbasket
Sometimes on the PDF file is an OCR layer (not only image).
If OCR/text layer exist on PDF document, then Docuware uses this layer instead of direct OCR from an image.It would be useful for the end user to be able to change option that for some particular document Docuware will force use OCR from image instead of OCR/text layer from PDF.
6 votes -
Add a property to a storage dialog box to only store data and not documents
This will avoid the error of storage of an invoice in a list of suppliers for example whan the user wants to create a new supplier
7 votes -
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down
By default, the 'Store Dialog' corresponding to the intelligent indexing of the 'Document Tray' should always be the first in the drop-down list that appears when the 'Store' button is clicked.
This is to prevent the user who has several 'Document Tray' from having to search or even paginate when there are many.3 votes -
Possibility to add as a predefined entry of a field the year of storage for the storage dialog
Possibility to add as a predefined entry of a field the year of storage for the storage dialog. You can put the storage date but not just put the year
2 votes -
Case sensitivity in select lists
Select lists allow me control exactly what I want my users to input into fields when storing but there is no case sensitivity unless I add a field mask. If I check the box to force the user to only pull from a select list then the formatting should follow. Right now some one could enter ATL, atl, Atl, atL...ect.
4 votes -
deleted archived document outlook connect
delete a single attachment after it has been stored individually from an email in outlook connect.
at the moment it only allows us to delete all the documents instead of a single one.1 vote -
Allow storer to select "store document in black and white" when scanned in color
Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.
6 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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Processing Profiles - Split into Multiple Documents - Each with own set of indexing values and read out areas
Transferring from other DMS's - Users normally scanned a pack of documents as a single pdf, it would be useful if we can put this through a processing profile to 'Identify','split',Index each document
In example Employee onboarding pack
(may contain a ID document, Bank Account confirmation letter, Employment contract, etc.)You would create sub profiles (or main profiles, then link to this profile) for each expected document, those not identified will have default indexes using the original input files' indexes, those that are defined is split / indexed and stored as per the sub profile.
6 votes -
I suggest that you change the behavior of date fields when stocking a document.
I suggest that you change the behavior of date fields when storing a document.
On the current behavior, on starting filling "DD", it automatically fills "MM/YYYY" with the current month and year. Awesome, don't change that.
But if by mistake we fill "15/11/201" (instead of "15/11/2021"), we change the line, then come back on the date field, delete all the value and start filling with "15", it automatically completes with the previous wrong information "11/201" instead of the initial behavior (current month and year).2 votes
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