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1414 results found

  1. With email notifications it would be nice if it could send a message to an address read directly from the document.

    With email notifications it would be nice if it could send a message to an address read directly from the document

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  2. Rename the "Extraction" function

    For many users the term "Extraction" (in french) is not really eloquent.
    It seems be better to call this function "Révision du document" (in french too).
    it will be juste a corrective to apply in the dictionary.

    1 vote

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    2 comments  ·  Exporting  ·  Admin →
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  3. Versioning with drag / drop from a tray

    It would be convenient to make a rise of revision of a document by dragging the new version from the tray on the document involved (in the same way to attach a document with paperclip).

    7 votes

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    1 comment  ·  Storing  ·  Admin →
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  4. Go directly to the page that contains that indexed value

    The ability to go directly to the page that contains that indexed value. For example, If I index a value on page #5 out of document that has 20 pages (a multi-page PDF) and when I search/retrieve for that value, it takes me directly to view page #5 without scrolling the pages. The idea is to click on an index value on the left pane, the document viewer on the right pane brings to page #5 without doing a full text search.

    2 votes

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    0 comments  ·  Viewing  ·  Admin →
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  5. Have the viewer act similar to acrobat 9 (adobe editor) to edit documents easier

    Have the viewer act similar to acrobat 9 (adobe editor) to edit documents easier. It would be nice to drag and drop to re-organize documents right from the viewer. Instead of unclipping a document just to re-organize a couple pages it would be nice to move them with a simple drag to the new spot as well as adding another PDF directly into the file by using drag and drop. Deleting a page from the PDF would be a nice functionality that acrobat 9 offers as well.

    8 votes

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    0 comments  ·  Viewing  ·  Admin →
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  6. "Edit" button after check-out/check-in

    In Docuware WebClient is some inconsistency.

    User can "edit" document from search view/task lists, however after even once check-out/check-in to be able to edit the document user must always use the check-out/check-in. After check-out/check-in "Edit" button from view/task lists becomes inactive.

    Please to add "Edit" functionality in the search view/task lists when document was checked-out/checked-in.

    10 votes

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    0 comments  ·  Searching  ·  Admin →
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  7. Copy the value of a field, from result list or index info dialog

    An index value stored first in DW, need to set in a third party application. When the value is a long reference, the best to prevent typing error is to copy the value from DW to third party.

    it can be available from Search result , copying the text, (in version 6.1 it was possible, no more in newer version) or from display info index particularlywhen index modification is not allowed by administrator on the field (tested and not possible from version 6.7 and above )

    3 votes

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    1 comment  ·  Indexing  ·  Admin →
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  8. URL integration to allow the pre-population of an Eform

    Ability to a customer to convert their pre-printed forms into digital forms but not have to manually capture all of the field information when it is already available from a 3rd party data source.

    54 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Apply version control to a document when annotations are added

    When annotations are made to a document they are not saved back as version controlled. This can cause challenges when a business may need to produce original document for legal reasons but still maintain the latest document with annotations for other business purposes. This idea could also address other customer feedback/idea postings relating to the need to print/email documents with or without annotations.

    3 votes

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    0 comments  ·  Viewing  ·  Admin →
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  10. A way to Search for empty or null numbers and dates.

    I suggest you provide a way to search for empty or null numbers and dates in index fields.

    56 votes

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    5 comments  ·  Searching  ·  Admin →
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  11. Accounting people want to type dollar amount without DOT ("."). We had this on 6.0 but not 6.9.

    Accounting people used to type dollar amount without "." (DOT). For example, 12345 will show as $123.45. Old 6.0 version had this but not 6.9. Is it easy to turn this function back on? Thanks.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. User-name Watemarks when viewing sensitive documents

    for the documents that are deemed sensitive and are not allowed to be printed, downloaded or shared in any matter, it would be nice to have also a watermark of the username that is viewing the document printed on the document itself such that, if leaked by using a phone or other capturing device, it can be retraced to the user.

    3 votes

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    1 comment  ·  Viewing  ·  Admin →
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  13. Email Notifications - File Cabinet vs Individual Users

    Docuware admins should be able to set a single email notification template for a file cabinet. Currently, admins must create an email notification for each user in the cabinet, which requires a lot of administrative overhead.

    Please allow the ability to set a notification template at the file cabinet level.

    Regards,
    Bret Messer

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  14. Email Signature

    Allow each user to create an email signature. The ability to copy or import ones outlook email signature would be beneficial.

    5 votes

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    0 comments  ·  Exporting  ·  Admin →
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  15. Add a search tool to Tasks

    It would be very helpful to be able to search for a task by using index criteria.

    2 votes

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  16. Allow Documents To Be Placed in the Tray In The Order In Which They Were Selected

    When adding files to a tray from a result view or importing, the documents will not keep the order in which they entered the tray.
    This was a feature of the Windows client. They were added to the Basket Synchronously. With the web client they are added Asynchronously and if a larger file takes more processing in the queue it will go in later. Also the modification time seems to be based on minutes rather than the "milliseconds since Epoch to date". This also throws them out of order.

    7 votes

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  17. Keyboard Shortcut To Quick Copy Selection Directly To Default Tray

    In the case of sending invoice multiple invoices in a particular order to a third party for processing, the client needs to search for and select each invoice from the result. The number of clicks and losing track when doing a CTRL select across 100 item limitation the result list is time consuming. The desktop client had this feature.

    3 votes

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    0 comments  ·  Lists  ·  Admin →
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  18. Clip Documents Directly in Results

    Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.

    8 votes

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    1 comment  ·  Storing  ·  Admin →
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  19. I suggest that you add an option to have live hyperlinks.

    I am wondering if it was possible to be able to click on a hyperlink which gets stored as one of the index fields. We would like some of our users to be able to click either on the result list or the DocuWare viewer and whatever the link has is where the users will be re-directed to.

    Can that be done? We tried saving a couple of links on the result list and even on the document but the links are not clickable.

    I have the URL for google.com but I would have to select edit index entries and…

    31 votes

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    4 comments  ·  Viewing  ·  Admin →
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  20. Restore the ability to Attach, Delete, or Skip when pre-indexing

    Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to…

    5 votes

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    0 comments  ·  Storing  ·  Admin →
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