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12 results found

  1. Enable on Webclient enhanced search for booleans (and, or) option that works with two o more fields

    If you have to search for example field name=Jhon or lastname=Dhoe is not possible on Webclient because always search using AND.

    29 votes

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  2. "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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  3. 9 votes

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  4. Restore the ability to do an "OR" search in the web client when searching more than one index

    The windows client had radio buttons for "And" and "OR" on the search dialog when entering values on more than one index. Example: Email file cabinet has a To index and a From index. I want to search for emails To or From an individual.

    9 votes

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  5. Bring back the Print Result List button

    Previous versions of the thick client had a Print Result List button that would print a result list directly to a printer. I have customers that use this to report on recently stored documents. Now they have several more steps to work around this missing button.
    The older Thick client -
    1. Search for documents.
    2. Click button to print result list. - - It would be printed directly to a printer. (In a readable format.)

    The Web Client.
    1. Search for documents.
    2. Click button and select copy to CSV.
    3. Open CSV in excel.
    4. Select first Column.…

    5 votes

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  6. Save search criteria in multi cabinet saved searches

    It would be helpful for a user/administrator to be able to save search criteria in multi-cabinet saved searches/task list.

    3 votes

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  7. Options for changing the font and the font size for search and result dialogues

    It should be possible to change the font and the font size for search dialogues and result lists to safe space. Until now you can only use the zoom from your browser.

    2 votes

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  8. Use 'Tab' same as 'Enter' in search dialog index field selection

    When you enter a value in a search dialog index field, you see automatically the results to choose from. You can walk through results using the cursorbuttons and select a value by ENTER. Would be usefull to make the select also possible by using ALT button.

    2 votes

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  9. Improve the ability to find documents after a name change has occurred.

    When a vendor or client has a name change, we would like to be able to retrieve the documents that are indexed with the old name, using the new name.
    For instance, Company is ABC and there are 100 documents indexed using ABC as the index in the Client Name field. Company ABC has a name change to company XYZ. When retrieving a document using XYZ, it should also retrieve the documents indexed as ABC.

    2 votes

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  10. Add manual entry feature to Smart Connect

    In our environment, the OCR portion of Smart Connect has proven to be extremely unreliable. We would like to request a feature where you can enter a Smart Connect key combination and a dialog window pops up into which you can manually enter a search term or phrase (such as a patient ID) and have a search performed using that term.

    1 vote

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    We currently do not plan anything accordingly. Mainly because there will be new funtionality with the next DocuWare Version 7.4 in Smart Connect and I believe this functionality will help you solving your desired use case. There will be a functionality where Smart Connect will not rely on OCR but search for the element you have highlighted in the software.

  11. Ability to color code lines in the Invoice Search Dialog Box

    To provide the user(s) the ability to color code specific line items. there are line items that are not being worked due to various reasons however one has to continuously go back into the invoice to see notes as opposed to being able to highlight a line to know it can not be worked at this time, etc.

    1 vote

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  12. Result List Navigation

    Move navigation of search results to the top so that they are in constant view and access. (Side to side slide bar, page advances, etc.)

    1 vote

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