Client (English)
Please post all ideas that concern the DocuWare client in this forum.
97 results found
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Create Blank Store Dialogs
It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.
2 votes -
Allow to hide store dialog for a user group without disable access
Possibility to hide a specific store dialog for a specific user group/role without disable access.
2 votes -
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 -
2 votes
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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 -
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 -
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 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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2 votes
Thank 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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Anhänge in PDFs automatisch archivieren und/oder extrahieren
Durch E-Rechnungen kommt es immer öfter vor, dass Kunden Tätigkeitsberichte bei ZUGFeRD-Rechnungen im PDF angehangen bekommen. Diese können stand jetzt nicht von DocuWare aus dem PDF extrahiert werden. Die müsste bitte dringend umgesetzt werden.
Wir greifen die Rechungen nämlich automatisiert ab und der Kunde muss die ZUGFeRD-Rechung nochmal herunterladen und die angehangenen Dokumente nochmal aus dem PDF herunterladen und manuell einspielen. Das nimmt sehr viel Zeit in Anspruch. Insgesamt machen das weit über 30 Lieferanten unserer Kunden.1 vote -
Currently charged for double space for attachments stored within email chain
How can DW store an email using Connect to Outlook and only have the attachments count as one for storage purposes. Currently, it's storing the email with the attachment, then it saves a second copy of the attachment using up double the storage space. This is leading our storage space to be taken up much more quickly. It seems unfair that our files within emails are counted up twice.
1 vote -
Allow extended storage areas for files such as Quickbooks Company Files that do not get renamed to a GUID internally.
Quickbooks files spawn multiple files when opened and they cannot be renamed like for example to a GUID on the raw storage disk. Other companies have an 'extended' storage area where these types of files can be stored with the benefit of being searched but not managed otherwise. This would be beneficial for a Document Storage Management system.
1 voteThank 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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Table autofill with only one selection from store dialog
It would be great to have Table fields using selective select list logic filtering have the autofill function from the store dialog as there is with DW Forms end of DocuWare
1 vote -
List of value with users and filters group
Allow a list to be used in store / search dialog box with some filters like :
- A list who shows users froma group for example
- a list of users with a specific rightThis list should be the users list plus a filter on group for example.
1 vote -
deleted archived document outlook connect
delete a single attachment after it has been stored individually from an email in outlook connect.
at the moment it only allows us to delete all the documents instead of a single one.1 vote -
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 -
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 -
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 -
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 -
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 -
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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