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

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101 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Automatic creation of new storage disk should be in the system again.

    Just because no one uses DVD anymore, it is still a good feature who may of us uses In order to be able to store disk o less expansive media.

    1 vote
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  6. Storing larger files in Docuware

    Introduce a feature to delay the upload of the document in the Windows Explorer Client until Word has finished processing the document. We have had instances of users saving '0kb' files - which has caused significant issues in terms of confidence in the solution and re-work

    1 vote
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  7. read only select list

    Select Lists are not case sensitive

    1 vote
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  8. Store Dialog Validation should use same license as current user

    Currently an additional license is needed to run a Validation on document storage. The logged in user license should be able to be passed through to enable the validation. Alternatively making a validation run without a license would work too.

    It doesn't make sense to need an additional license just to run validations.

    1 vote
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  9. processor

    When stored the processor is the tray that you are in rather than the person that has created the document. This would make more time available to do other things in the long run.

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  10. make data validation use graphical editor tools

    we currently have the ability to validate data by hooking a web service into a store dialog but that requires either JS or C# coding. It'd be great if we could use the graphical editor tools to build these validations (eg. the data validation builder that's part of workflow tasks)

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  11. Allow a storage dialogue prompt when printing to docuware

    When printing to Docuware, sometimes there's not the full indexing information available on the document (account numbers sometimes are not allowed on certain documents but still should be stored by account number). The ability to choose Print to Docuware from a website/PDF and it recognizes the Document and prompts a storage dialogue box like it does in "Connect to Outlook" to let you fill in the prompted indexing dialogue so that it can store straight to the File Cabinet and not the just the In-tray.

    1 vote
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  12. Allow wildcard to monitor multiple folders for monitoring in Connect to Outlook

    When using monitored folders for storage in Connect to Outlook allow for wildcard monitoring to monitor subfolders of the monitored folder. We have users that store emails to DocuWare as well as using Archiving in Outlook. MOST of the time the user has subfolders in their email which need to be monitored for storage to DocuWare. Currently having to setup individual monitored folders to obtain this objective.

    1 vote
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  13. Numerical Fields have a Value Limit

    The numerical fields have a limit of 2,147,483,647 and -2,147,483,647, so when you try to make an entry with a higher value, you get an error. When this is converted to currency, then limit becomes 21,474,836.47 and -21,474,836.47, so multi-million (dollar) transactions can not be recorded.
    My request is to have this limit increased.

    1 vote
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  14. Creating alert when database get close to 100%

    Today there is no alert when the database becomes full. You just get the message when you cannot register anymore and you have to wait next day in order to be able clean the database deleting some files.

    So this is double penalty..no previous alert and extra delay to put the Docuware working again!!!!

    1 vote
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  15. Keep or not keep duplicates of clipped documents

    If Docuware dont make the clip available on documents in the filecabinet, we need a posibility to choose if docuware is going to make/or not make duplicates after clip or check-out documents.

    Check-out to basket for clipping or copy-to basket for clipping would automaticly generate a dublicate of the clipped documents.

    1 vote
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  16. mandatory comments

    It would be nice to be able to make comments mandatory ones, when check-in new version of the document to the File Cabinet

    1 vote
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  17. Keep entires in dw Import

    It would be helpful If DW Import supported keep entries when processing a batch of documents. The use case for this is when a user scans a batch of documents with a batch separation sheet and each document in the batch would have its own document separation sheet. The batch sheet would would map to field (like batch number) and the document sheet would contain document level information. I have seen in other software this can be accomplished by using keep entries (from previous document) when processing a batch in DW import.

    1 vote
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  18. Disable Annotations when viewing Documents in a Document Tray/Web Basket.

    Annotations rights are only controlled at the File Cabinet Profile level. Some users would like to be able to the ability to use annotations on documents in a Document Tray/Web Basket.

    1 vote
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  19. Document Sections

    It would be nice if it was possible to make divisions within a file (i.e. in Personnel Documents you can have sections that can be sorted by items like absences or applications).

    1 vote
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  20. add previous week day (work day) to the document store date dropdown

    gives you the ability to email yourself a report of document types from the previous day/ previous workday.

    1 vote
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