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Please post all ideas that concern the DocuWare client in this forum.

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 →
    • 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…

      4 votes
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        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
      • 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 →
        • 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 →
          • 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 →
            • 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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                0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
              • 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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                  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                • 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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                    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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 →
                    • 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 →
                      • 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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                          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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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                            0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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 →
                            • 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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                                0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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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                                  0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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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                                    0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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.

                                    2 votes
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                                      0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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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                                        0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Re-index selected store documents if an import configuration is changed

                                        In some cases, Import configuration indexing doesn't work as well as expected, perhaps due to improper setting, or incorrect anchor, It would be nice to be able to re-index selected misindexed documents once the import configuration is changed

                                        2 votes
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                                          0 comments  ·  Indexing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Unique key into File Cabinet

                                          Into the File Cabinet the user have the possibility to mark the fields that the values must be unique. This will avoid duplicate data (eg invoices with the same number)

                                          2 votes
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