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112 results found

  1. Create an index field search tool in the Dialogs and Database Fields tab of the file cabinets

    We have file cabinets with many index fields, and I think an index field search function in the dialogs and on the Database Fields tab would be very helpful.

    1 vote

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  2. Beliebige Dokumente verknüpfen (nicht klammern/nicht heften)

    Wir bekommen von unterschiedlichen Kunden Rechnungen und Belastungsanzeigen. Sie kommen an unterschiedlichen Tagen, in beliebiger Reihenfolge und können unterschiedliche Belegnummern haben.

    Der erste Beleg wird ins ERP-System exportiert und von der Buchhaltung gebucht. Das darf beim zweiten Beleg nicht mehr erfolgen.

    Wir suchen nach einer Möglichkeit den zweiten Beleg als Begleitdokument des ersten Belegs zu kennzeichnen. Im Prinzip sollte die Möglichkeit bestehen, jedes Dokument mit jedem anderen Dokument zu verknüpfen.

    Dadurch können wir ihn nach dem Export ins ERP-System verhindern und nicht mehr bis zur Buchhaltung durchreichen.

    1 vote

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  3. Change the order in which stored documents appear without using an index.

    Imagine that you have several documents linked to a main document.
    Once the linked documents are stored, it is not possible to change the order in an ergonomic way. Indeed, a very important document can be stored after others and to highlight it, it would be very helpful to move it directly from the DW Client.

    Currently, the only way is to create an index. But using and index is a waste of time. Indeed, when a new document is stored, the user has to change the number of all the previous index.

    1 vote

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  4. Ausgrauen des Feldes oder Meldung, wenn kein Verknüpfte Dokumente gefunden wurden

    Es geht um die Dokumentenverknüpfung. Es wäre wünschenswert, wenn die Verlinkung nur dann angezeigt werden kann, wenn auch tatsächlich Dokumente da sind. Oder aber es soll eine Meldung kommen beim Klick auf den Link.

    5 votes

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  5. Choose what to export as preconfigured solution

    Having the possibility to choose which file cabinet/parts of the configuration we want to export as a DWBUC file. Right now, when we export, it's the whole configuration no choice.

    1 vote

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  6. DocuWare Archiv Synchronisation f. Archive mit Versionierung

    Es wäre schön, eine Option zur Synchronisation von Archiven mit aktivierter Versionierung zu haben.

    1 vote

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  7. File Cabinet Database Field Definition: add Description

    Add Description field to File Cabinet Database Fields - to be used as a Mouse over Field hint, and for Documentation purposes

    2 votes

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  8. Fehlermeldung - Archiv durch anderen Benutzer gesperrt

    In den letzten Versionen kommt es immer häufiger bei der Konfiguration zu der lästigen Fehlermeldung beim speichern eines Archivs, dass das Archiv durch einen anderen Benutzer gesperrt sei.

    Die Meldung kommt auch wenn man allein im System ist!

    Man passt Listen in Dialogen an, geht jedes einzelne Feld durch, passt Reihenfolgen an und möchte final speichern -> und bekommt diese Fehlermeldung als Quittung. Arbeit der letzten halben Stunde für umsonst.

    Bitte dringend beheben oder AutoSave einführen.

    4 votes

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  9. Change standard permission profile names on Cloud

    In some cases, the names of imported cabinet profiles use different terminology or are based on a different language than what the users would prefer. The ability to change these names could be useful to these users.

    1 vote

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  10. Rules/Conditions for deleting a document

    Today, a user who has the right to delete a document can delete it whatever the state of the document (its status, its progress in a workflow).

    In addition to custom profiles and restrictions in the Result list functions, it would be very useful to be able to set conditions for deleting a document.

    For example, a document cannot be deleted if its status is "sent to accounting". Or the other way around : a document can only be deleted if it has a status included in "new document" or "to be validated", etc.

    To date, the workaround which consists…

    2 votes

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  11. Recently Deleted - Ability to disable retention for Document trays and specific File Cabinets

    Have the ability to disable retention for specific Document trays and specific file cabinets.

    We delete on average 3 million documents per month (historic documents and duplicate documents). When deleting this large amount of documents, you have to keep the gui open for days on end and would likely time out. Also, it is unclear when a filter is applied, does permanently delete all only target the filtered list or all documents in the recently deleted folder?

    Also add the capability for a deletion workflow to clear these out for specific doctrays/fc's. perhaps also enable quotas specifically for recently deleted…

    4 votes

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  12. Numerisch Tabellenfeld fehlt

    Bei der Konfiguration in DocuWare fehlt leider der Punkt, dass man ein Tabellenfeld als Numerisch festlegen kann. Das ist vor allem dann hilfreich, wenn man mit Kreditoren- und/oder Debitoren Nummern arbeitet und die entsprechenden Indexfelder als Numerisch festgelegt sind. So kann man leider nicht die Tabelle mit den Indexfelder befüllen, da die Feldtypen unterschiedlich sind. Wäre wichtig, wenn solche Basics umsetzen könnte.

    3 votes

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  13. 7 votes

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  14. Ablagedialog trotz Zuweisung an Benutzer nicht anzeigen

    Bei Kunden werden immer wieder Ablage oder Suchdialoge für Formulare oder externe Anwendungen gebraucht, die die Benutzer bei der Ablage aus dem Briefkorb nicht verwenden.
    Da es nicht möglich ist, sich bei allen Benutzern einzuloggen (da keine Zugangsdaten oder einfach ein zu grosser Aufwand bei grösseren Kunden wäre) wäre es vorteilhaft, wenn die Einblendung der Dialoge über die Konfiguration gesteuert werden könnte.

    3 votes

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  15. New archive type for data records

    In DocuWare a lot of data-archives with only data-records e.g. supplier masterdata, purchase orders without a document.
    For general overview when configuring and for use by users, it would be convenient to introduce a new archive type (e.g. with a different icon or search functionality).

    2 votes

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  16. Expand the SQL scripting window in the Deletion policy.

    Expand the SQL scripting window in the Deletion policy. This should be easy to make the dialog box expandable via a code change and not fixed size. Seems like this was just an oversight.

    1 vote

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  17. Dialoge

    Bei allen Dialogen in der Konfiuration ein DropDown und zunächst alle Felder nicht sichtbar. Bringt Geschwindigkeit beim konfigurieren.

    1 vote

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  18. Löschregel mit der Option "Unwiderruflich Löschen" erweitern

    Mit einer Löschregel gelöscht Dokumente werden immer noch 30 Tage im "Papierkorb" kürzlich gelöscht aufbewahrt.
    In den Löschregeln sollte schon beim erstellen der Regel definiert werden können, ob sie in diesen Papierkorb sollen oder nicht. Vor allem wenn Datensätze (also reine Indexeinträge) gelöscht werden. Dies machen den Papierkorb unübersichtlich.

    4 votes

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  19. Option to prevent documents deleted by a deletion policy, going to the trash (v7.8 >)

    The new trash feature is very nice! But in some cases unwanted. Especially when (larger) volumes are deleted, that are not needed anymore, it makes no sense to put them into a trash record. A feature to have a checkbox in the 'Deletion policy configuration' which decides if the documents need to go to the trash or not.

    11 votes

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  20. Provide permanent deletion tickbox within Deletion Policy

    I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.

    6 votes

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