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How can we improve the DocuWare Client?

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  1. I suggest that you allow rearranging index fields on the "edit index field" screen.

    Currently, the list of index fields shown on the "edit index field" screen are in order of when they were created. It would be great to allow rearranging of the list so they are in a more user friendly order, and not just "this is how I added them into Docuware" order.

    4 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make it possible to rename values in keyword fields

    In the Windows client a user could go to the Info box and select a keyword value and rename it very easily. In the Web client a user must delete and recreate a value. This can be very difficult if there are several keyword values associated to the field and they have several characters.

    4 votes
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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  3. Reset on Store Dialog keeps previous index entries ... Add a clear all option

    Reset in DW6 resets changes made to preindexed index entries (this is a good feature) -- Reset in DW5 removed all of the data in the index fields. Suggest adding the option to do the same in DW6 ... such as adding a clear entries button.

    4 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Display ALL of the select list options even if a value is present

    When a value is already present in an index field, popping up the menu of acceptable values only shows an option for what is already in the field! That's pretty much useless. The end used has to delete what is there before he can change it to something else.

    3 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Have an Import Configuration that can identify multiple document types

    Currently you can create a printer configuration for different document types and when you print a document it will try and identify with one of the printer configurations. I suggest doing the same thing with the import configurations, or be able to create an import configuration that can then allow for multiple document type to be identified.

    Ex. I create an Import Configuration for bank statements. When it comes to the Identify tab you are then able to create multiple document types with separate importable documents to create templates from. So when you imported bank statements from different backs it…

    3 votes
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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  6. Editing

    I would like to be able to make multiple edits within one cabinet (multiple fields) instead of one field at a time.

    3 votes
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  7. Ability to type in multiple index entries to a keyword field at once

    There should be a way to add multiple entries separated by a delimiter when adding entries to a keyword field. Currently you have to add them one by one hitting the + in between. This is horrible for the user when they have 50 plus entries. There are ways to do this in the background with a comma delimited load file so there should be a way to do this via the Web Client.

    3 votes
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  8. Introduce a way to incorporate system data into an index field so that it appears in the column view

    Our customers are regularly asking for a way of being able to see system field data in the column view in both the Document Tray and for stored documents.

    3 votes
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  9. More than one field shown in Select Lists

    Enable to have select list with two columns, one for ID and another for description (for example list of partners). It is easier for user to select among description that among 8000 partner IDs.

    3 votes
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  10. Copy the value of a field, from result list or index info dialog

    An index value stored first in DW, need to set in a third party application. When the value is a long reference, the best to prevent typing error is to copy the value from DW to third party.

    it can be available from Search result , copying the text, (in version 6.1 it was possible, no more in newer version) or from display info index particularlywhen index modification is not allowed by administrator on the field (tested and not possible from version 6.7 and above )

    3 votes
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    1 comment  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Importing from web basket

    DocuWare Import from web basket:

    allow import from web tray using dw import

    3 votes
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    Added to Ideas Backlog  ·  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  12. When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

    When you right click to Edit Indexed Entry I would like the document to open automatically in the viewer.

    3 votes
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  13. Document Names stop use of AutoFill indexing

    For some compliance reasons, the file name of the document being stored must be included as an index.

    In 6.5 and 6.6, when you attemp to use Autofill Indexing with this file name as an index, Autofill will no longer work as it will not match the origional document's file name.

    There needs to be a method where any index can be disabled for filtering to allow AutoFill to work on multiple documents.

    3 votes
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  14. Have field filled with substring or concatenation of other field

    Hello,
    It could be nice if we can extract a substring of a field to fill another field. I.E.: Invoice has a date as an index. Have the possibility to create 2 index (year and month) for extracting the year and the month. This two new fields could be use in the Windows Explorer view to group invoice by year and month for example.
    It could be substring or the concactenation of several fields.

    3 votes
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    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Index image file properties

    It would be great to be able to index the file properties of image (or all) files. This will allow our clients to store image files with properties coming from the camera or publishing apps and be able to search them through the Full Text search.

    3 votes
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  16. filter multi-column select lists in the new table field based on the value of another field

    Really happy to see the new table field. It would be great to add the capability to filter the select lists that are in the table based on the value of another field in the dialog. eg. The user picks "Accounting" from the department field and DocuWare filters the GL codes in the select lists in the table field to only show the GL codes tied to the accounting department. Adding this capability to the new table field would provide a more consistent user experience across the platform.

    2 votes
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  17. Check for for unique while entering value

    It's frustrating if you populate the store dialog with all the data and after you hit store, you get the notification that the invoice is already stored.

    It would save a lot of time if I am notified already while entering e.g. the invoice number that there is already an invoice with this number.

    2 votes
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  18. Add the ability to use regex expressionsthe print and import template fields are looking for.

    When you define a field in the print and import template to read something on the document, it would be good to choose the type of data that you are looking for, or even better allowing the use of regex expressions. This way you could have a larger search area in case the page shifts or there is small differences in the document layout, but you would be guaranteed to find the data you are looking for. This would be good for indexing and for document identification.

    2 votes
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  19. one click indexing off by default

    would like to have one click indexing off by default for new users. Most users don't index much and they change fields by accident.

    2 votes
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  20. Info(help) icon that tells user(s) that the a field is necessary

    While configuring the file cabinet field, is there a way where the administrator can have an info(help) icon that tells user(s) that the said field is important because of some reasons.

    2 votes
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