Client (English)
Please post all ideas that concern the DocuWare client in this forum.
23 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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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…
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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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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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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).
7 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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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
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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 votesYour idea has been added to our backlog. We are now further investigating the idea.
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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 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 clipping files already in storage
Presently documents that are in the inbox/tray can be only be clipped to a document in storage, or else another document in the inbox/tray. Not sure why that is. I had the idea that one person could be responsible for inputting and indexing AP invoices, and another for inputting and indexing checks. A third person would be responsible for clipping the checks to the invoice, verifying the check(s) match the invoice, then stamping it as Paid. But once a document is in storage it cannot be clipped to another document in storage. This is fairly limiting.
4 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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Store automatically should be available to use a dialog of user choice
Currently, the 'Store automatically' functionality is only available to use store dialog that is set up as default in Docuware Administration.
Would be great if user could choose which dialog is to be used for 'Store Automatically' function. This is especially helpful using when various dialogs have additional functionality such as fixed fields values or fields with automatic increment for different document types.3 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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Connect to Outlook could not view document before storing into Docuware
It was discovered that when storing documents from C2O, it was only the store dialog that pop up to index the document but the document to be indexed could not be viewed just like in Docuware where we have the store dialog and the document to be stored. Do I need to perform any task before the document to stored is been viewed
3 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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