Client (English)

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

How can we improve the DocuWare Client?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. We need to be able to delete a specific page from a store document. There should be an easy way to remove a incorrectly clipped page

    When a user clips a page to a stored document by mistake, there is no way to remove that clip page once the clipping process is completed. We need an easy way to remove/delete/drop a specific page from a store document

    54 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      4 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
    • NOT Empty setting in the store dialog

      The ability to mark a field as NOT EMPTY at the Store Dialog level in addition to the Field level. Many times the field is used for multiple store actions and not always is it something that has to be required for all types of documents.

      29 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
      • storage quota for users

        Provide an option to set storage quota for users.

        17 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          Not currently planned  ·  4 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
        • Our customers have to have the Placeholder function of the Field Masks included in the Web Client

          According to your FAQ #1858, Because of technical reasons it is not possible to display in Web Client placeholders in fields with field masks. Only in Windows Client placeholders can be displayed.

          A large portion of our customer base is comprised of County Clerk’s Office within the State of Indiana. The primary field that they use to look up documents is a 24-character Cause Number, which includes numbers and letters separated by dashes in a state-defined format. In the Windows Client, we create a field mask which not only eliminates input errors but speeds data entry. The first 2 digits…

          16 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            Added to Ideas Backlog  ·  5 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
          • A store dialog with only pre-indexing option in Web Client

            A store dialog with only pre-indexing option is not working when you try to use this dialog with a document in the web basket.
            this option was available with previous releases 5.1 C SP1&SP2,
            We would like to see this feature returned starting v6.1 and above
            To figure out the need of this option,this is an example of production environment:
            Employees of claims department are preparing the pre-indexing documents in the web baskets and store later to the file cabinet when the claim is closed

            11 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
            • Link documents manually

              Add a function to link manually two or more documents. We have a lot documents from different areas (Finance, Sales, Production etc.) but for the same product (movie trailer etc.). We want to search for the Trailer and want to see all documents about it.
              All the documents itself are indexed in docuware. Clipping is not a solution, because all the documents are indexed in the System.

              10 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                1 comment  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
              • Versioning - Replace document

                An option 'Replace Document' using with Versioning should be interesting. Actually, versioning allows to modify index entries and modify or attach documents to the original one, but not to replace (delete) the original one.

                This is usefull for versioning when a new document becomes the latest needed documents.

                This is done by lot of competitors

                8 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                • Bring back the ability for field masks to auto format data.

                  As an example if the mask is for a SSN, allow typing of 123456789 without the dashes. This needs to be for storing as well as searching and also point and shoot indexing

                  8 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    2 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Remove preceding/trailing/in-between spaces in Store dialog fields

                    We having issues with certain fields (eg VAT numbers) in Intellix Store Dialog, these fields are used in conjunction with Filtered Select Lists.
                    Problem is - different companies write VAT fields different ways:
                    GB123456789
                    123456789
                    GB 123 4567 89
                    which is completely break our filtered select lists, since we query customer CRM for that VAT number, where all of it kept uniform, like:
                    123456789

                    We need ability to format post-Intellix fields in store dialogs - remove spaces, or certain characters using Regex or just list of characters to be removed, like:
                    GB| |VAT (second item is blank space)

                    Thank you

                    7 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      4 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Have the option to Disable "Create Data Record".

                      A client of ours would like to be able to disable "Create Data Record" for some users. According to DW support, you cannot disable this feature at the moment with 6.7.

                      7 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Have Desktop client check status occasionally of Desktop service and auto-restart it if stopped.

                        I frequently get tickets from users getting "DocuWare Desktop Service is unavailable". This is almost always caused by the service being stopped for some reason and the user doesn't know how to restart it. Since the Desktop client can't do anything without the service running, it should automatically make sure the service is running every once in awhile.

                        6 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Can you add a Skip feature when storing documents?

                          After selecting a group of documents from a tray and dragging them to the store dialog, if I find I have an issue with a document and I want to leave it in the tray and not store it, I have to press cancel and re-select the remaining documents and again dragto the dialog. Can a skip icon be added so we can stop doing this and instead after storing the final document the screen returns to the documents I skipped?

                          6 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            1 comment  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Create a shortcut key to enable the filter check mark in select lists

                            in 6.6 I can fill out a store dialog only using the keyboard, but if I need to check the filter on a select list it requires me to use the mouse as well. This is slowing down data entry considerably. Please put a shortcut key in to enable the filter check box on a select list.

                            Thank you.

                            6 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              1 comment  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow Document Name field be populated even if the field is not visible

                              Currently Index field which is set as DocumentName is populated with the filename being stored ONLY the field is visible in the store dialog,
                              This should be happening even if the field is not visible. There is really no need for the user to see the field, but it still needs to be populating.

                              6 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow field masks in web client stamps to have automatic placeholders like the thick client.

                                Allow field masks in web client stamps to have automatic placeholders like the thick client. Customers do not want to manually type characters such as "-" and "#".

                                6 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                                • It would be nice if there would be a total of all the pages in the document tray.

                                  See attachment. I would like to see a total at the bottom. Example: Total 283

                                  6 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow for reset of pre-indexed fields in Document Tray

                                    When using the autofill indexing to store multiple documents in the document tray to a file cabinet, using the "Reset" button does not clear all fields in the store dialog. Understanding that this may be by design, there should be an option to reset all fields or just the fields that don't apply to the pre-filled index fields.

                                    5 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      2 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • The clients have requested a better way to attach or replaces pages to an existing document than having to copy to a document tray

                                      The clients have requested better way to replace a page in an existing document than having to copy and then select the order and clip or staple and store back.

                                      4 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • same filecabinet dialog

                                        I want the ability to share dialog configuration in Search, Store, Result view (index dialog).

                                        For example, whenever I assign a select list to a field, I have to configure in every single dialog. Same when configuring other kind of restrictions and field ordering.

                                        Current way of configuring allows administrator to commit mistakes when creating or updating dialogs configurations when they want to have them all alike.

                                        4 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          1 comment  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Versioning with drag / drop from a tray

                                          It would be convenient to make a rise of revision of a document by dragging the new version from the tray on the document involved (in the same way to attach a document with paperclip).

                                          4 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            1 comment  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3
                                          • Don't see your idea?

                                          Client (English)

                                          Feedback and Knowledge Base