How can we improve the DocuWare Client?

Implement the ability to unclip documents that have already been stored

When a document is clipped in the cabinet currently, it cannot be undone. It would be nice to have the ability to unclip a document without having to copy it to the basket. This is especially important when documents are referenced by DocID.

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    Carl Barnes shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    8 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        In case of file cabinet versioning check-out / check-in has additional impact - once done then the user will not be able to edit document directly from file cabinet. The only option in this to repeat check-in / check-out operation every time when edit of document is needed.

      • Javier Sanchez commented  ·   ·  Flag as inappropriate

        Check the option of "Check-out", this option allows you to modify document or remove the clip from an erroneously attached document and it is not necessary to delete the complete file.

        1- Select the document and right click, select the option "check-out"
        2- Select the web tray
        3- make the modifications that you require in the web tray
        4 - Right click and select the option "Check-in", increase a number to the version

        And the system replaces the original document without losing the docid or flow history

        The management of versions in the archive must be activated

      • Rex W. Walker commented  ·   ·  Flag as inappropriate

        Along these lines, allow retention of original document names when un-clipping. The new v7 un-clip that names every document as the base document was not a welcomed change. It would have been nice if there were two options. "Unclip-Ignore file names" and "Unclip-Retain file names".

        If a mistake is made in clipping, un-cippping requires the user to rename all of the files back to what they "think" they were...

      • Alan Koop commented  ·   ·  Flag as inappropriate

        This would be a great addition, we have users that often clip the wrong documents together and I need a way to unclip.

      • Rick Herman commented  ·   ·  Flag as inappropriate

        I would also like to see this feature. We occasionally clip the wrong documents and it is difficult to correct this type of mistake.

      • Carl Barnes commented  ·   ·  Flag as inappropriate

        Hi Mario.

        For example, I receive an invoice and file it into docuware. Later I cut the check, which may reference the invoice by docid, and I paperclip the check to the invoice that was already stored in docuware. I find out that I accidently clipped to the wrong invoice and now it cannot be undone in the cabinet. I have to then copy the invoice to the basket, unclip it and store the invoice back into the cabinet. That gives the invoice a new docid which is no longer referenced by the check.

        It would be ideal to be able to unclip documents in the cabinet like we can unclip in the basket.

        For our company, the docid can be very important. We use it for referring to documents or versions of documents, and it is also heavily used by our legal department.

        Thanks!

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