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138 results found

  1. Document Tray custom columns (with Intelligent indexing)

    When intelligent indexing enabled for particular Document Tray, please let us select custom columns so we can use Filter / Sort.

    If the intelligent indexing knows the value, it should appear in the custom column.
    Example: invoice processing - intelligent indexing automatically indexes "Supplier name". I want to be able to see "Supplier name" column in Document Tray and be able to use filter / sort in this column.

    4 votes

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  2. Edit index data in a tray

    Add the ability to edit index data in a tray. We can view it today but not edit. We should have same ability as in the Search Results Dialog.

    4 votes

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  3. Briefkorb: Angabe Dokumentenanzahl

    Eine Angabe über die Anzahl der sich im Briefkorb befindlichen Dokumente. Analog zur Liste.

    4 votes

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  4. Locking an open document in the Document Tray

    Our customer often work on shared document tray to which a many people have access to.
    Unfortunately very common happened that the same document is opened in Document Tray by two or more persons and they try to store it in Docuware.
    The one who is faster will store it and the other one will receive an error message that such document does not exist anymore.

    So we ask to add functionality of locking an access to the document in Document Tray if someone opens such a document in Document Tray.

    4 votes

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  5. Funktion zur Auswahl der passenden Konfiguration

    Beim Drucken über den DocuWare-Printer kommt es gelegentlich vor, dass nicht die passende Konfiguration erkannt wird. Bei solchen Dokumenten sollte es möglich sein die passende Konfiguration im Standard-Briefkorb nachträglich auszuwählen, so das die Indexierung nachträglich abläuft.

    4 votes

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  6. Why do we need to assign a file cabinet to every tray?

    When we assign users to roles (as DocuWare encourages) you can't create an Inbox via the New User Wizard, because it requires us to select a file cabinet. But since we do not want to assign file cabinets to individual users, that functionality is not usable.

    4 votes

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  7. Ich benötigen ASAP die Möglichkeit zurück wieder Baskets für viele Anwender anlegen zu können

    Sehr geehrtes Docuware-Team,

    bei der Aufwandseinschätzung "Neuinstallation" hatte ich leider nicht auf dem Zettel, dass bereits verfügbare (und auch gute!) Features entfernt werden. Unter älteren DW-Versionen war es möglich einen Basket so anzulegen, dass er entsprechend der Zuweisung zu Anwendern dann gleich vielfach angelegt wird und jeder Anwender damit seinene eigenen Basket bekommt (z.B. "persönlich" wird zu "persönlich-dwadmin)
    Jetzt habe ich nochmal explizit im Support angerufen und bekomme als Antwort, dass es in 6.11 nicht mehr möglich ist sowas zu machen.

    Jetzt habe ich hier knapp 300 Baskets einzeln anzulegen - Ihr habt doch wirklich etwas genommen - sowas zu…

    4 votes

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  8. Allow unstapling of multiple documents in web basket

    In 6.5 web basket, would be nice to be able to unstaple multiple documents. Current naming convention is "Unstapled Document (X)" where (X) is page #. Could be redone as something like "Unstapled Document 'original name here' (X)"

    4 votes

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  9. Add the ability to trigger workflows and webhooks when a document enters a Document tray

    I would like to have the option of adding a workflow or webhook to document trays. Currently, I can only assign a workflow or a webhook to a file cabinet. I would use this to a) have docuware randomly assign documents to members of a group or b) notify when there are old documents in a doc tray or c) log when documents entered and exited a document tray d) automatically assign additional data to documents in document trays.

    3 votes

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  10. die Netto- bzw. Skontofälligkeit

    wäre es toll, wenn Docuware eine Funktion hätte, um die Netto- bzw. Skontofälligkeit berechnen zu lassen. Beim Indexieren müssen wir anhand des Kalenders z. B. 3 Wochen Zahlungsziel zum Rechnungsdatum hinzurechnen. Wenn es eine Möglichkeit gebe,
    hier zum Beispiel ein Tool anzubieten „+30 Tage“ wäre, dass für uns eine große Erleichterung 😊

    3 votes

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  11. Add document capture datetime as index field

    Sometime customer needs to know when document is captured - arrived in Document tray. Now when document is stored this infromation is not accessible and customer not have way to check how long time document was in document tray before stored. In some situations it would ne neccessary to keep this value as system entry data.

    3 votes

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  12. Deletion Policy for Document Trays

    Add the ability to create a Deletion Policy for Document Trays.

    3 votes

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  13. "senden an" unter Windows mit Rechtsklick

    Es wäre von Vorteil, wenn ein Dokument per Rechtsklick im Explorer an den eigenen Briefkorb gesendet werden könnte. Wie es z.B. schon mit senden an E-Mail Empfänger möglich ist.

    3 votes

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  14. Eingangsdatum mit Stempel auf Dokument (bei Empfang im Briefkorb)

    Es wäre schön, wenn bei Empfang eines Dokumentes in bestimmten Briefkorben (sollte je Briefkorb individuell ein-/ausgestellt werden können) automatisch ein Stempel auf´s Dokument gesetzt wird mit dem aktuellen Tagesdatum (quasi ein Stempel mit Eingangsdatum).

    3 votes

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  15. Newsticker Mail im Briefkorb

    Beim Eintreffen von neuen Dokuemten in Briefkörbe, welche per Mail empfangen werden, sollte beispielsweise unten rechts eine Meldung angezeigt werden, dass neue Dokumente empfangen wurden. Diese Funktion sollte jedoch pro User aktivert oder deaktiviert werden können.

    3 votes

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  16. Indexdaten im Briefkorb löschen

    Es sollte die Möglichkeit geben, Indexdaten im Briefkorb von einem Dokument zu löschen

    3 votes

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  17. autoindex document tray

    Document Trays should have the ability to autoindex when documents come in and either automatically store to File Cabinet or Pre-Index the documents as they arrive. This would alleviate the need to setup folder imports for the most part.

    3 votes

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  18. Funktion zum automatischen Klammern

    Wenn sich eine Überzahl an Dokumenten im Briefkorb befinden ist es oft mühselig die passenden Dokumente zu erkennen. Hierbei wäre es hilfreich wenn ich direkt nach einzelnen Indexfeldern sortieren kann, oder wenn ich über einen Button automatisch alle Dokumente klammern könnte, die bei einem bestimmten Indexfeld den gleichen Eintrag haben. Noch hilfreicher wäre es, wenn ich direkt bei der Konfiguration eines Briefkorbs, diese Funktion einstellen und verändern könnte. Wenn sich also für jeden Briefkorb ein anderes Indexfeld definieren ließe. Ob diese Funktion manuell gestartet werden soll, oder auch die Funktion nach dem Drucken automatisch abläuft, sollte zeitlich wenig unterschied machen.

    3 votes

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  19. Disable "Create Data File" as a User Option

    Too many times I've seen users accidentally index as a data file, when they meant to index an image in their tray. Maybe there could be a way to disable this "feature" as 99.9% of my customers would never intent to store only data.

    3 votes

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  20. Aufscheinen eines Symbols in der Status-Liste, wenn eine neue Nachricht hereinkommt

    Ähnlich wie beim E-Mail wäre es praktisch, wenn ein Symbol in der Statusleiste erscheint, wenn eine neue Nachricht hereinkommt, so müsste man nicht ständig ins Docuware einsteigen.

    3 votes

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