Client (English)
Please post all ideas that concern the DocuWare client in this forum.
17 results found
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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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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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Allow storer to select "store document in black and white" when scanned in color
Documents stored in color are much larger than those in black and white. Allow user to require documents to be stored only in b/w, even if this causes a color document to be converted to b/w pdf prior to storing. Should be able to be over-ridden by authorized users.
6 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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same filecabinet dialog
I want the ability to share dialog configuration in Search, Store, Result view (index dialog).
For example, whenever I assign a select list to a field, I have to configure in every single dialog. Same when configuring other kind of restrictions and field ordering.
Current way of configuring allows administrator to commit mistakes when creating or updating dialogs configurations when they want to have them all alike.
6 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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Store and seach dialog
I suggest you make store and seach dialogs possible to copy to other file cabinets, because the prosses with ordering the fields is MASSIVE! If you have 50 Field for example, all the pressing on left mouse key is hurting my finger ;)
6 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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Restore the ability to Attach, Delete, or Skip when pre-indexing
Previous versions of DocuWare (Windows Client) allowed the user to essentially staple pages to a document when in the Storage Mask. The user would select a group of documents from a Basket and drag them to a store dialog, and click the pre-indexing check box. When clicked, this would enable three new buttons, Attach, Delete and Skip. This allowed the user to construct documents by attaching, deleting or skipping pages while indexing, without having to go back to a basket or tray. This was a big time saver in the Windows Client, and a big time waster when trying to…
5 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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Expand the Keep Entries dialog to the field level so that users can store multiple documents of similar type
It looks like DocuWare 6.6 allows users to Keep Entries in the Windows Explorer store dialog in a way that the File Name field changes with each file. The web client does not function in the same way (i.e. if Keep Entries is checked, then all fields will be remain the same. Could you make Keep Entries more modular/precise by having a check box next to each field so that users could choose which entries they want to keep and which they'd like to input different values? I mostly think users would like to uncheck the File Name field and…
4 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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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..3 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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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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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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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)
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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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 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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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 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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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 -
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 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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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 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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