Client (English)
Please post all ideas that concern the DocuWare client in this forum.
97 results found
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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
189 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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
40 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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all fields capitalized
Please bring back the ability to force all fields being capitalized!
This kind of practice of removing features that users have grown to depend on, almost caused a revolt in one of tech sessions at DocuWorld.
Here's an example of what happens when changes aren't thought through completely and/or actual users aren't consulted first:
The select list consists of Townships with only the first letter capitalized. Since upgrading to 6.12 this week, the user must type exactly in the case format of the select list, or they can't store doc.
For instance, typing 'elkhart' brings up 'Elkhart' in the select…
30 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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?
20 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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If a vendor sends multiple attachments in one email, that each attachment was separated into individual documents in DW tray
Many vendors send multiple attachments in one email. When stored to the New Invoices tray all the attachments are clipped together as one document. Would love it if each attachment was stored as an individual document
17 votes -
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.16 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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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 -
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.
15 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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
15 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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.
11 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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:
123456789We 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
11 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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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 closed11 votesWe are currently not considering your idea.
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Document tray page limit
Increasing the allowed limit per page for a document tray which is 100 Have client that needs to be able to select documents over 100 which she is not allowed to do right now because of the page limit in a document tray
10 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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.9 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Clip Documents Directly in Results
Hello, I would love to be able to clip documents directly in the results list. Currently, we must check documents to our tray, clip them together, than store them again. This of course leaves the individual pages behind, which we must manually delete or mark for deletion. It would be enormously helpful to be able to clip them together within the results list. Just shift or ctrl select the documents, right-click, and clip. I can't describe how much time this would save our company. Thank you very much for your consideration.
8 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Please let "Keep entries” option to be checked by default. It will shorten 1 step for companies who only use that function in their imports.
Unfortunately, this functionality is not implemented. It’s not posible to set “keep entries” option checked by default.
I would suggest you develop this function in the upcoming version / patch.8 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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 "#".
8 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Add a property to a storage dialog box to only store data and not documents
This will avoid the error of storage of an invoice in a list of suppliers for example whan the user wants to create a new supplier
7 votes -
Option to replace a stored PDF
stored a PDF in DocuWare.
Customer send a new version. Can we get a replace option. Right mouse click: load new version...
Or drag n drop on a stored document.
This will also be great for office documents.7 votes -
Add Instructions to Store Dialogs
I have customers with multiple store dialogs that get confused on what each dialog does. It would be good to have a box at the top of the store dialog that says what the dialog does and maybe what workflow it would kick off.
7 votes
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