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  1. grouping of search dialogs

    Idea from DocuWare Product Blog:
    Docuware should create a menu for search dialogues in a tree form so that grouped automatically showing only dialogs over file cabinet and go as needed. Often that choice is not enough for some users who actually work with many dialogs all the time.

    This was an reply to the following article:
    http://blog.docuware.com/product-news/tip-search-dialog-clarity

    8 votes

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

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  2. Please let "Keep entries” option to be checked by default. It will shorten 1 step for companies who only use that function in their imports.

    Unfortunately, this functionality is not implemented. It’s not posible to set “keep entries” option checked by default.
    I would suggest you develop this function in the upcoming version / patch.

    8 votes

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    2 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Allow attachments that are sent to outlook from web client to be copy/pasted into another active email thread without having to save locally

    In outlook, you can copy/paste attachments from 1 open email thread to another without saving locally first. When sending attachments to outlook via the web client, all other outlook windows are locked (disabled), forcing you to save the attachments locally before moving them to various other emails.

    8 votes

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    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.

    If triggering a new mail from outside of Outlook there is no possibility to copy and paste attachments. Try this with the windows functionality of “Send to email” from the Windows Explorer.

  4. Allow Document Name field be populated even if the field is not visible

    Currently Index field which is set as DocumentName is populated with the filename being stored ONLY the field is visible in the store dialog,
    This should be happening even if the field is not visible. There is really no need for the user to see the field, but it still needs to be populating.

    8 votes

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  5. Ability to change the query of a list

    I have some lists (created by using "Save this search as list" from a result list) which I need to change from time to time, e.g. each half year.
    The queries behind this lists are a bit complex and it is not failure save to create them new - I don't reminder them in detail.
    Much better would be if I could get back to the search dialog, then I can change there what I want, and create a new list.
    (Btw: This was an easy an convenient way in Content Folder)

    8 votes

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  6. Intelligent Indexing & Select Lists

    Intelligent Indexing and Select Lists needs to be linked in some way.

    Currently when using intelligent indexing with something like Supplier Name as a select List only field it will pick up the customer name from the invoice but not match this name to the name in the select list. This then stops us from being able to store the document automatically.

    If the field is a select list only field, some way on linking the customer names to what Intel Index finds would be great.

    8 votes

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  7. Color coding or flagging items in the Task List for higher priorities

    It would be nice if we had the ability to either color code or flag items in the task list if they have a higher priority than others. This would make them more noticeable for the people working the lists and not allow them to get lost in the mass amounts of work to be done.

    8 votes

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  8. Folder structure enhancements

    Ability to assign a different result list for each subfolder.

    for example if I have a File cabinet that has several document types, this would allow that to each document type I have associated its result list and index dialog box.

    It would also be useful to have the ability to filter the results as is already possible for result lists

    7 votes

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  9. Clip documents within a workflow

    currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document

    7 votes

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  10. intelligent indexing field filter - add option to use Local Data Connector for dynamic lists

    Currently you need to use a text file to update the Vendor field filter. Every time a new Vendor is added a new file needs to be uploaded. If you add the ability to use Local Data Connector this will update automatically.

    7 votes

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  11. Workflow - Allow Operators in Filtering

    I'd already requested wildcards in the Workflow Tasks filtering, but would like to add a new suggestion to have the standard operators work there too. Common need in large scale workflow operations.

    7 votes

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  12. Add SMTP send configuration option to point to a specific workflow instead of all workflows

    Currently you can create an SMTP configuration to be used as the sender for workflow email notifications. That config can be used for all workflow notifications. It would be nice if an SMTP config could be used for specific workflows but not all workflows.

    7 votes

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  13. Make Table fields open to work with Auto Index

    We have a customer who would like to import their table data from their Database into the new table field. We let them know that this is still not possible.

    7 votes

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  14. Add Line #'s to the records list in a search result list.

    Add Line #'s to the records list in a search result list.

    7 votes

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  15. Print the user authorisations directly from DW.

    Please add a function to print the user authorisations directly from DW. A requirement from auditors is to get that print directly from the application. As a SOX company were are audited every 3 months on authorisations set up. Auditors always ask to get that list directly from our applications

    7 votes

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  16. Add Conditional Merge Form Templates

    It would be useful to only Merge onto specific templates based on a condition.

    I have a client that has variations on some of their PDF templates used for Merge Forms (usually between 2 and 6 variations). For example, headers and footers may differ between departments, but the information being merged is generic.

    Currently I give each Merge Form a unique fixed entry (i.e. department name) which gets matched against the department selected in a drop down list. When the forms enter a workflow, the documents where the selected entry does not match the fixed entry get marked for deletion.

    7 votes

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  17. Have scheduled email notifications

    Have scheduled email notifications that don't rely on the trigger being new documents being stored or an index field changing.

    If you do it using a scheduled workflow, it will send one email per document that matches the conditions.

    7 votes

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  18. Allow to search documents with new TABLE Index field (7.1 version)

    It is not possible to retreive documents using TABLE index.
    It should be.

    7 votes

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  19. Add ability for the DW admin to log off users.

    More frequently we are receiving support calls from clients unable to login because a license is not available. Sometimes it's because users closed their browser and failed to Log Out of DW first. Other times, because a generic login is used and they are not sure who is actually logged in. In the DW administration tool you can see who is still logged in, but it would be helpful to be able to click their username and force a logout and immediately close the session from that same screen. Thank you for your consideration.

    7 votes

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  20. Right-click copy/paste function in dialogs.

    Users should have the ability to right-click copy/paste within all dialogs. Some end users are unaware of the Ctrl+V/C method which leads to frustration. Having the traditional method would make things easier for some users.

    7 votes

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