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92 results found

  1. freeze columns in table field

    I have a table field that has a column for every day of the month that keeps track of therapists sessions with clients. A workflow assigns them a task and at the end of each session they put the time in for that client for that day. The issue is that by the middle of the month they have to scroll over and the client name is off the page. It would be nice if they could keep the column on the far left and still scroll over to the columns on the right like a spreadsheet.

    3 votes

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  2. Possibilité de détromboner un document déjà stocké

    Donner la possibilité à l'utilisateur de détromboner un document qu'il a lui même stocké et tromboné, sans avoir à repasser le document dans son bac pour le restocker.

    3 votes

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  3. Autocomplete like all other document management sytems when indexing

    I'm sure this has been suggested but I can't seem to find it. When you drop a file into a tray and select a store dialog, I would expect to be able to link a database connection to a field you enter to perform a database lookup and populate all the other fields like KOFAX, FORTIS, FILEBOUND, CAPTERRA, ONBASE and probably a lot more that I haven't used. My understanding is Docuware lets you enter the first value and save it. Somehow a auto index sees it on save and will do the database lookup and populate the fields. Not…

    3 votes

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  4. Allow processing import configurations via an autoindex workflow

    Sometimes when mass importing you find an import template needed to allow for changes in labeling or location of data. It may be that an entirely new template needs to be created.

    It would be amazing if you were able to send documents that already exist in DocuWare into a processing queue that would run another recognition on the document(s). By applying a filter you would limit it to only run on documents that you want to process.

    3 votes

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  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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  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. Allow an option to turn off edit multiple index entries

    Many of our clients want to restrict users' ability to specifically edit multiple index entries, while still allowing them to edit a single index entry. The reason being is that they don't want them to select multiple documents and accidentally either delete a field or change it to something incorrect. It's fine if they had the ability to edit index entries for a single document, but currently you either have the option to edit index entries or you don't. You can't break it down to a singular vs. multiple level. I think this would be a useful future if you…

    3 votes

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  8. 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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  9. Importing from web basket

    DocuWare Import from web basket:

    allow import from web tray using dw import

    3 votes

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  10. 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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  11. 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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  12. option to put clip without blocking

    222 / 5.000
    Resultados de traducción
    Resultado de traducción
    When I want to add a document to an existing record using the option (put clip) without the need to block, being able to choose the order, where I want to place it and not just at the end of each pdf, that would help a lot.

    2 votes

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  13. Fix Index entries in Info Dialog to trigger workflow after manual index change

    If a user changes index information via the result list, they could potentially change any field available there. However, trying to trigger a workflow based on that index change might be difficult if there are many fields.

    It would be great if we could use the "custom entry" and "read only" option in the info dialog to fill a Status field with a fixed value if a user changes index information via the info dialog. That way we can then trigger the workflow based on the status change

    2 votes

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  14. Make an addition with one click indexing

    When you are filling up a table with amounts using the One Click Indexing, for example.
    Would'nt be great to be able to do additions ?
    For example I have an invoice with 10 rows and I want to use the 3 first rows to create an unique row in my table field. When using the one click indexing with the ctrl+click, i'm able to concatenate each of my click in one unique field.
    When this field would be a floating type, it would be great if the same ctrl+click was additing up each floats instead of concatenate them, so…

    2 votes

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  15. add comments to versions

    Add the ability to add comments to versions with automatic versioning. Currently, the system automatically adds a comment "Automatic Version Management". We often send documents to clients and would like to have the ability to change the comment to "sent to client on *** day" or something similar

    2 votes

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  16. autofill single value

    Docuware 7.6 preview..
    I simply can't understand why you haven't made the autofill single value function in the store dialogs.. because this is the main input source to get documents inside Docuware.. (Currently in 7.6 is only on forms). Please make this feature available in 7.6 final release.. i have many customers who are waiting for this feature where they are using filtered lists..

    2 votes

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  17. Smart Index templates window resizing

    Smart index template moves when resizing the window of the connected application. Create a way to set the window size so users can not accidentally resize the window in which causes the template to not be aligned.

    2 votes

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  18. Process Documents in Archive again with Document Processing

    If you update parameters or fields within document processing profiles and you want to update all "Matching" Documents in the archive accordingly, you should be able to send Documents of an Archive to Document Processing. (for example from within a result list)
    The updateable (changed / new) values should then be accepted or discarded from the requesting user.

    2 votes

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  19. Be able to assign notifications to user groups

    It is a bit unconfortable to asign notification for each user. It would be easier and more confortable to asign it to a group.

    2 votes

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  20. Indexing alias information

    For indexing, validation, intelligent indexing, external data and normalization it is nearly impossible for all incoming documents to have the exact same data all the time.

    Example:
    IL Illinois Ill
    City of Springfield, Springfield City of
    CWLP, City Water Light and Power
    EPA, Environmental Protection Agency, IEPA, Illinois Environmental Protection Agency, Illinois EPA

    All of the above are from different documents I have received. The file cabinet data I want them stored by are
    IL
    City of Springfield
    IEPA

    Docuware had a good idea with the index cleaner but in this case I want to use the tool as in…

    2 votes

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