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  1. Add Required option to fields listed in store dialogue

    I've had a few instances where I'd like to make entry required for a field in a store dialog, but not specifically at the file cabinet level.

    2 votes

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  2. add a note tab per file

    When you are in a file, there should be a note tab to write a note regarding any recent notes to the file.

    2 votes

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  3. I suggest that you provide a way to find duplicate document in Docuware

    Hi,

    To help find duplicate document, i suggest that docuware creates a checksum of each stored document and provides a way to find the duplicates.

    Thanks

    2 votes

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  4. 2 votes

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  5. Choose different inbox when autoarchive fails

    When the import fails, the documents go to the default inbox, and it would be fine, we could choose a different inbox for each kind of documents

    2 votes

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  6. Link Connect to Outlook config to import config

    Allow Connect to Outlook configs that are set to store attachments first to be linked to an import configuration.

    2 votes

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    Added to Ideas Backlog  ·  0 comments  ·  Storing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Convert Document to Template

    Create a template from a Document, usable for others. When a user selects edit, it creates a copy of the document, and stores it as a new document (with predefined index information) and then opens the document for editing...

    2 votes

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  8. documentcreation tool

    most document management software offers the possibilities to extract stored document data and export it into a Word template. From there you can complete the document and store it as a new document in DocuWare. I guess this issue has been asked a few years ago and i don't see it comming. Most of my prospects are asking for this feature.

    2 votes

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  9. move to document tray

    Need the possibility to move documents to basket/document tray. Move document out of filecabinet.
    If the user is going to clip this document to another document, we need this to because there is no way to clip documents in filecabinet..

    2 votes

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  10. Field Mask

    In the field mask option, there is not the possibility to set a configuration about a "password type". This means the user can digit a password (for stamps for example) and the data are display as "******".

    In workflow step I can set several condition where I ask a password, but in this case it's write in visible way.

    2 votes

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  11. 2 votes

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  12. I suggest that you change the behavior of date fields when stocking a document.

    I suggest that you change the behavior of date fields when storing a document.
    On the current behavior, on starting filling "DD", it automatically fills "MM/YYYY" with the current month and year. Awesome, don't change that.
    But if by mistake we fill "15/11/201" (instead of "15/11/2021"), we change the line, then come back on the date field, delete all the value and start filling with "15", it automatically completes with the previous wrong information "11/201" instead of the initial behavior (current month and year).

    1 vote

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  13. I suggest that you change the behavior of date fields when stocking a document.

    I suggest that you change the behavior of date fields when storing a document.
    On the current behavior, on starting filling "DD", it automatically fills "MM/YYYY" with the current month and year. Awesome, don't change that.
    But if by mistake we fill "15/11/201" (instead of "15/11/2021"), we change the line, then come back on the date field, delete all the value and start filling with "15", it automatically completes with the previous wrong information "11/201" instead of the initial behavior (current month and year).

    1 vote

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  14. Remove Highlight Selections if Store Operation is Cancelled

    Hello Everyone and please vote for this enhancement!

    It would be a great enhancement to operations if the highlighted set was NOT still highlighted in the document tray if the Store operation is cancelled. An important client just lost a couple hundred documents due to the fact that after cancelling the Store operation the highlighted group was still highlighted when they attempted to delete a single document. I can't picture a scenario where keeping the highlighted set is a benefit, but can see (and have seen) how keeping the highlight can cause trouble.

    Thanks Everyone!

    1 vote

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  15. add gl assignments to recurring invoices

    I have multiple invoices that we pay each month (some having multiple GL assignments). Each month I have to re-enter the GL assignments and $ amounts. There should be a "memorized" function for these types of recurring invoices so I do not have to enter each month.

    1 vote

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  16. I would like to suggest strongly that you add an option in the docuware desktop app...

    I highly suggest you add a check box in the settings in the docuware apps setting under "import" that allows a sub folder to get deleted as well after it sends up the files to store. Currently, If you set up files to automatically go to docuware that are dropped in a watch folder, using a subfolder that gets dragged in... all files within the sub folder gets automatically deleted after the files get sent. That is perfect.. however... the sub folder that the files were sent from remains in the watch folder and stays there. I cant have hundreds…

    1 vote

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  17. Index field behaviour when storing a document

    Hi,

    It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.

    Thanks
    Regards
    Tomas

    1 vote

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  18. Zoom while storing documents

    While storing a document when using document processing, or intelligent indexing, have the viewer zoom into the area where the data is being extracted for an easier visual validation of the data on the page compared to what has been extracted. This would be particularly useful when validating long strings of numbers such as automobile VIN numbers.

    1 vote

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  19. Group related storage dialogs

    When you click on "store" the user is provided a list of dialogs they have access to. I would like to suggest the ability to group dialogs. For example, maybe there are 5 dialogs for Customer Documents and 8 for Vendor Documents. When you click on "store" you would at the top of the list see "category" Customer, Vendor. When hover over Customer or Vendor, another level opens with just dialogs relevant to the particular category.

    1 vote

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  20. Add a Store from desktop/folder integration like the Store from Outlook

    Please add the ability to right click a document on the desktop or in a folder and store it in DocuWare just like the Outlook integration where I can right click on an email, select the store dialog I want to use, and send the item directly to DocuWare with the proper indexing without having to drag it to the tray first. Just like Outlook, I'd like to be able to select if the item will be copied or moved when setting up the store dialog.

    1 vote

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