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.
It will be great if the document tray can purge/clear files at a predetermined interval using the Deletion policy or similar such as a user settings. The system should have the granularity to auto clear inboxes to. The system loses sight when files are saved in the document tray.
I've seen previous posts on your dev SDK forums, but nothing found on current releases?
If a function exists, please advise
Consider also that sorting pages in the tray is extremely cumbersome, since you need to clip them first in the right order then unclip again, so you move the check-in function to the right page. This is double work. Some kind of drag and drop pages sorting the tray would be highly appreciated.
Diego Donoso commented
It's a great idea that others ECM Software can do. In some cases users clip wrong documents and it's a cumbersome process to have to copy a document to basket, unclip, and clip again the document. Even, the order of the clipped document could be affected, and the worst is the DWDOCID won't be the same.
David Rutt commented
In my requisition workflow my users clip quotes, e-mails, office docs and pics. Once clipped, and the user discovers an error and dose not want a doc in the final requisition, they have to delete it and start from the beginning. Big time waste!
Marcin Kratiuk commented
Re: Romain - Thank you for your comment. My Post described the idea about how it could be done in the user interface (so if any from Docuware is reading it - it would give them some hint about possible solutions). I didn't describe the current way how it can be done now - as currently I don't know the solution.
Romain Vaissière commented
We had the same issue with one of our client. If someone clipped the wrong document, it's impossible to unclip.
I tried Marcin Kratiuk's method, but when i'm on the "display all document" view, i can't unclip the documents.
If there is another method, I take it.
(sorry for my english)
Marcin Kratiuk commented
Docuware alrady has an option to activate document overview which will display all document with their pages instead of document preview. The idea is to allow users to use drag and drop with mouse to rearrange the order of the clipped file or to delete some of them.
1. Invoice imported, delivery report clipped in front but it should be at the end - rearrange the order.
2. Agreement imported, appendix clipped, then we need to replace the appendix as it was wrong version clipped - remove the selected clipped file (even the first one).
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
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
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
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
I would also like to see this feature. We occasionally clip the wrong documents and it is difficult to correct this type of mistake.
This would be so helpful for us too.
Carl Barnes commented
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.
Thank you very much for your idea. Could you please tell us a bit more about your specific use case that you would need this functionality for? Thank you very much in advance!