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  1. Bring back the "Keep Entries" checkbox on the storage dialogs in 6.6.

    I see where we can choose to Keep Entries in the drop down settings box, but it no longer resides as a check box on the storage dialog. Big time waster to have to click that gear and then keep entries each time I wasn't to store multiple documents.

    46 votes
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    4 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow to select multiple field to name a document

    Today only one field can be used to name a document. but very often a good name is composed with two or more field (type of document + customer reference or date ) etc...

    41 votes
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    Added to Ideas Backlog  ·  1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  3. autofill related Filed

    Filling automatically, related field when the result have on filtered values when store a document in Store Dialogs.

    30 votes
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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Multi Column Select List - Auto-Populate Data Once a Feld Is Selected

    Hi,

    Is this possible......

    Multi-Column select lists.......

    If a user selects an entry in a field using a multi column select list, it auto populates the data in the other fields that are configured in that store dialog using the multi-column select list.

    I think this could be a very powerful feature that would eliminate a lot of processing time. If configured and programmed correctly, using a database connection select list, it could enhance DocuWare considerably.

    Many thanks

    Sam Bangert

    29 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Calculate Index Data using index field values

    Be able to calculate fields by other fields index data. Example:
    Invoice Amount: 36.00
    Invoice Payment: 20.00
    Then be able to put an equation in a field called:
    Invoice Amount Due: =(Invoice Amount - Invoice Payment)

    20 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  6. ability to hide or disable 'create data record'

    end users are confused easily. I highly recommend adding the ability to hide or disable 'create data record' option in the web client. could be permissions driven or just a check box. I've had many users select this option when they really wanted 'store'.

    19 votes
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    2 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  7. autocomplete a field based on another field

    autocomplete a field based on another field
    when storing in storage dialog box, to add a field, automatically extract the value of a second field from a table or list selection

    Example identification number autocomplete the name of a person

    19 votes
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    2 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Autoindex should have an option to execute from the DocuWare client to immediately see results

    This is extremely useful and critical for users who are storing thousands of documents based on a single field for Autoindex (Voucher number, for example).

    Since Autoindex occurs at the back end, it is difficult for users to say whether they encoded the correct voucher number or not.

    By allowing Autoindex to execute prior to storage, they will then be able to immediately see if the Autoindex results match the document being viewed.

    I suggest the feature should work similar to the "Autofill Indexing" feature. Click the button and then the Autoindex job will execute. It will then fill up…

    16 votes
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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow more than one field display in select list

    Allow the select list to display more than one field from text file or DB connection, so that you could have a field for the value to be selected and a description of that field's value.

    I.E a GL Number to be selected and the description of the account that number represents.

    13 votes
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  10. When using 'Keep Entries' have an option NOT to carry over field which is 'FileName'

    When Multiple documents with similar Index data are stored, an option should be available to have the 'File Name' field come from the next document, not carried over from previous one. Would be even better if a selection can be made which fields are carried over and which are not.

    13 votes
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    4 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Edit several index fields when selecting a group of documents

    When you select a group of documents to edit an index field, it could be usefull the posibility to modify more tan one field. Right now, there is only the posibility to modify one index field at once.

    10 votes
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  12. 10 votes
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    4 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Selecting Index Entries

    When entering index entries - if the drop down items could be selected with the TAB key in addition to Selecting with your cursor or Entering it would speed up the selection process.

    9 votes
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  14. Allow formatting of numeric fields in the admin tool to exclude the thousands separator.

    This would allow the use of numeric fields for PO numbers and the like and provide the range search capability in the search dialog, as well as proper numeric sorting.

    8 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  15. provide the currentlonguser() command in the custom query of SelectList So it will be possible to obtain SelectList dynamic per-user

    provide the CURRENTUSERLONGNAME() command in the custom query of SelectList
    So it will be possible to obtain SelectList dynamic per-user

    8 votes
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  16. Show the index field name on the mouse cursor when indexing with one-click indexing

    I suggest that you show the name of the index field which has the focus in the store dialog on the mouse cursor when I am indexing with one-click indexing. That allows me to click on the values one after another without having to look at the store dialog.

    8 votes
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  17. close the activity with the Enter key on the keyboard

    If I have to validate multiple documents and modify indexes, it wolud be nice that after last index entry I can close the activity with the enter key.

    knowing that it could be dangerous in approval flows,
    you could implement a function in workflow manager where you can enable/disable this option

    6 votes
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  18. Bring back the ability to Attach, Delete, or Skip a page when pre-indexing in a tray

    The Windows Client allowed the user to essentially staple pages to a document when pre-indexing in the Storage Mask. You could select a group of scanned pages in a Basket, drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to accomplish the same…

    6 votes
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  19. Allow changing real file name during Copy To

    Currently, if I have a document that I might use as a template for a new document and I perform a "Copy To" operation, the base file name will remain the same. This makes it impossible to edit two resulting documents side by side in an editor such as Word or Excel because their base filename is identical.

    Either the file should be opened as the "File Name" index, or the option to change the file name during "Copy To" needs to allow the base file name to be specified.

    Currently, the cumbersome workaround is to download the document, rename…

    6 votes
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    3 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  20. Implement Recognition Templates for Baskets functionality for Web baskets

    Web baskets need functionality as provided for Windows baskets by Recognition templates.

    6 votes
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    Added to Ideas Backlog  ·  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
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