Client (English)

Please post all ideas that concern the DocuWare client in this forum.

How can we improve the DocuWare Client?

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  1. linked (cascading) drop-downs

    Allow select lists to be hierarchical and linked. For example, a user selects "Contract" in the Document Type field and then they're only allowed to pick from specific contract types in the next field, the Document Sub-Type field. This is currently partially accomplished using Filtering and Selective Select Lists, but those ways are unstructured and depend upon a cabinet full of data.

    This feature is so common-place that users expect it in DW and are surprised that it's not there.

    75 votes
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      Completed  ·  14 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow for multiple File cabinet search in webclient

      The windows client has the ability to search multiple file cabinets at the same time. When can we get this feature in the web client, this is a needed feature for customer trying to make use of an archive/active type system. The ability to search a smaller group of document lets say from the past year improves the speed of the results. Then a search to say search the active FC (less than 1 yer old) and an Archive FC (1 year old or more), which in turn takes longer to display the results. Is this a feature that can…

      35 votes
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        3 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow block to file system

        In previous DocuWare versions you could block a document from the file cabinet to the Desktop for instance. Then you could work on this file and then import and unblock the document in DocuWare. In 6.6 you only can block to the Document tray.

        Thanks

        30 votes
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          6 comments  ·  Exporting  ·  Flag idea as inappropriate…  ·  Admin →
          Completed  ·  Mario SchwarzMario Schwarz responded

          The checkout to the file system will become available again with version 6.7

        • copy and paste OCR Result outside Docuware

          Would be great, if you can use the OCR Results from the Docuware Viewer outside from Docuware. Copy Text from viewer and paste it outside Applications like Outlook or Word.

          23 votes
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            11 comments  ·  Viewing  ·  Flag idea as inappropriate…  ·  Admin →
            Completed  ·  Mario SchwarzMario Schwarz responded

            This feature will become available with the next version of DocuWare. The content of annotations and stamps can be copied in case layers were merged.

          • Restrict the store file type for a file cabinet.

            Provide an option to restrict the store file types for a file cabinet.
            .
            Fr eg: Restrict the user to store only doc, docx , xls, xlsx and pdf file types

            22 votes
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              4 comments  ·  Flag idea as inappropriate…  ·  Admin →
              Completed  ·  Mario SchwarzMario Schwarz responded

              This functionality is available on an organizational level with version 6.6 under Organization → General → Restricted file types

            • Split Shortcut Key Missing!

              Since upgrading from 6.1 to 6.6, our indexing department's efficiency is dramatically reduced due to what I would call a tremendous oversight on the part of DocuWare with the removal of critical shortcut keys such as, document splitting.

              We receive in excess of 20,000 medical documents per day that require indexing and for our Health Information Technicians to have to move the mouse and click an icon each time they need to split up a 300-page chart note is not only cumbersome, but a health hazard unto itself--think carpal tunnel.

              Please tell me this functionality will be returned in the…

              19 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Add ability in web client to transfer multiple documents from one file cabinet to another.

                Currently in order to move a file from one cabinet to another you have to copy the selected document to your basket and then store it to the other file cabinet. This is a pain if you have lots of documents. It would be a nice feature if there was this option as it was available in the desktop version.

                17 votes
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                  2 comments  ·  Exporting  ·  Flag idea as inappropriate…  ·  Admin →
                  Completed  ·  Mario SchwarzMario Schwarz responded

                  The functionality to copy a number of documents from one file cabinet to another is implemented and will become available with a future release of DW

                • Rotate & Deskew in file cabinet

                  Enabling a feature that allows user to either manually or automatically rotate & deskew a document that is already stored in the file cabinet will allow a user free frustration. Or Enable the auto rotate and deskew when pulling file from Monitored folders.

                  16 votes
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                    1 comment  ·  Viewing  ·  Flag idea as inappropriate…  ·  Admin →
                    Completed  ·  Mario SchwarzMario Schwarz responded

                    The manual rotating and deskewing of documents in the file cabinet will become available in version 6.6

                  • Allow rotation of documents before and after storage

                    If a document is not in the correct orientation for that specific document allow rotation prior to storage so that when viewed the document would be in the correct orientation.
                    Also,
                    If a document has already been stored without being in the correct orientation allow that document to be put into a basket for editing and rotated at that time and re-stored

                    14 votes
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                      0 comments  ·  Viewing  ·  Flag idea as inappropriate…  ·  Admin →
                      Completed  ·  Mario SchwarzMario Schwarz responded

                      Will be available through the “Automatic image correction” toolbar button in the viewer

                    • Allow rotation of documents before and after storage

                      If a document is not in the correct orientation for that specific document allow rotation prior to storage so that when viewed the document would be in the correct orientation.
                      Also,
                      If a document has already been stored without being in the correct orientation allow that document to be put into a basket for editing and rotated at that time and re-stored.

                      12 votes
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                        1 comment  ·  Viewing  ·  Flag idea as inappropriate…  ·  Admin →
                        Completed  ·  Mario SchwarzMario Schwarz responded

                        Thank you for your idea. The rotation of documents in the file cabinet will become available with version 6.6 through the “Automatic image correction” button in the viewer toolbar. The rotation in the basket will become available with 6.7

                      • Highlighting of index values in document

                        I suggest to highlight proposed index values in the document itself so that it is obvious where a certain value for a index field comes from

                        12 votes
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                          0 comments  ·  Intelligent Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                        • HTML5 mobile client/ iOS application and Workflow Manager Task List

                          Enhance the HTML5 mobile client/iOS application in order to display Workflow Manager Task List.

                          10 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Restore the ability to create Data records within the webclient.

                            Till docuware 6.1 we where able to store datarecords in the DocuWare Webclient by using the store dialog. We had to sign the box for "create data record without a document"
                            We would like to see this feature returned in future upgrades.

                            9 votes
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                              5 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                              Completed  ·  Mario SchwarzMario Schwarz responded

                              The functionality to create data records is implemented and wil lbecome available with a future version of DocuWare

                            • Workflow Manager

                              If a document is deleted in the middle of a workflow. The docuware system should then delete the Task that is related to that document. Currently that is a manual Task.

                              9 votes
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                                0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • Attach pictures to Dw e-forms

                                Ability to attach pictures to DW e-forms during the process

                                7 votes
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                                  0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
                                • 6 votes
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                                    3 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Back Button functionality built into Form

                                    When you finish a Form, it goes to a "Form Submitted Successfully" screen. If you want to fill out the form again, you have to hit the back button in your browser. It would be nice if there was a button built in the page that would either bring you back to the Form, or to the page before the form. Perhaps making this customizable. Or closing the tab/window all together after X seconds.

                                    6 votes
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                                      0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I suggest to allow the defaults to be customizable in the HTML 5 Viewer

                                      I'm not sure that this directly relates to Intelligent Indexing but I did not see a better category to add this suggestion. It would be wonderful if we could have the ability to customize (and save) more defaults in the DocuWare WebClient HTML 5 Viewer - for example, the annotation tool's type face & font color, the viewer magnification, etc. Currently we can change the default text size and color but it will not retain once we log out. We love the annotation tool and the colors are useful for our company in identifying which employee typed the text (without…

                                      5 votes
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                                        0 comments  ·  Viewing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add a true purge option (retention policy) on filing cabinet level

                                        Most of our clients have a retention policy on records. I suggest at the file cabinet level, an ability to set a full purge policy based off of a unique or fixed date field (such as store date).
                                        This way we can simply state that we can set a retention policy on the file cabinet that purges after "x" amount of years.

                                        4 votes
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                                          0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

                                          If I understand this correct, than this is already possible since several versions. You need to set up a deletion workflow in the DocuWare Administration. There you can define a filter which documents should be deleted.

                                        • 4 votes
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                                            0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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