Desktop Apps (English)

Please post all ideas that concern DocuWare Desktop Apps (Connect to Outlook, Scan, Import, Printer, Smart Connect, Windows Explorer Client) in this forum.

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  1. Enable Outlook Signature to attach automatically when sending from Docuware Web app opposed to manually attaching.

    Enable Outlook Signature to attach automatically when sending from Docuware Web app opposed to manually attaching with the Signature button. Even if you have a signature enabled it will not attach your signature when sending from Docuware.

    1 vote

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    0 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  2. DocuWare workflow email service can't send document with correct time stamp annotation

    Time stamp is shown with local time correctly when user opens documents from DocuWare web client. However if the document is sent by Workflow email service, recipients will receive an incorrect time stamp document.
    Please enhance DocuWare workflow to allow email service able to cater the time zone setting.

    1 vote

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  3. Customized Store Buttons

    We have multiple store dialogs that we use frequently every day. Would love to have customized store buttons in the Connect to Outlook that I can set with my "go-to" store dialogs so I don't have to constantly switch back and forth. Also, individuals could pick their individual favorites, as different people use different functions frequently.

    1 vote

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  4. Connect to Outlook: Process Downloaded Attachments through an Import Configuration

    Often "standardised" documents are received in an email inbox. currently there is no seamless method to run these documents through a pre-configured import configuration to identify, split and autoindex the document. Currently Emails, Attachments and/or Emails+Attachments can only be stored in a Tray or Cabinet, thus missing the processing advantage.

    18 votes

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    1 comment  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,
    thank you very much for your input. We are going to discuss and evaluate this idea.

    Right now – even if it is not seamless – you can already use the DocuWare Import functionality if you drag and drop Attachments/E-Mails to an Import folder or use the “Store As” function from Outlook.

  5. Add an "Attach from DocuWare" button to the Outlook Ribbon

    In Connect to Outlook, there is no way to search for a document when replying to an e-mail. For example: If I receive an e-mail from a customer requesting a copy of their contract. I click “reply” to this e-mail but the only way to attach the contract is to have a Windows Explorer search tree establish. However, using the Windows Explorer tree view is dependent on me knowing exactly where the contract is located in the folder structure, or which version of the contract is the correct one.

    If I don’t know exactly where to find it in the…

    7 votes

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    Added to Ideas Backlog  ·  1 comment  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  6. Connect to Outlook only stores attachments that are 1 level deep

    We often receive emails that are forwarded as attachments and those attached emails also have attachments on them. Connect to Outlook will only store the first level of attachments. We would like to see the ability to store multiple level of attachments.That way the forwarded email and also all attachments on that forwarded email are stored in Outlook.

    7 votes

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  7. Connect to Outlook storing using selective select list

    Customer currently stores documents from the tray and uses selective select lists for indexing. However when the customer does a store using connect to outlook they are not presented with that as an option. Since it is not there they are forced to put the email in a tray and store from there to access the select list and extra steps. Having it available right out of outlook would speed up there process and maintain indexing consistency which is very important.

    2 votes

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  8. Allow multiple attachements in an E-Mail to be stored as seperate documents

    When storing an E-Mail using CONNECT to Outlook, if the E-Mail has multiple attachments each attachment should be able to be stored as a separate document with a specific document type. Connect to outlook does not allow for this.

    7 votes

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    Added to Ideas Backlog  ·  0 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to select a shared/group mailbox for Connect to Outlook watched folder

    Right now, you can only configure the connection to your default mailbox. If you have a shared/group mailbox.. i.e AP mailbox, we would want the ability to select/create a watched folder within the group mailbox to track what items are pending to store.

    3 votes

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  10. Connect to Outlook: Able to Attach a Document from a Quick Search to an Email Reply

    Situation: You have an email from which you need to reply to and attach a Document From DocuWare.

    Suggestion: Rather than having to either download it or send it as a new document via the Quick Search, you should be able to pick the document and attach it directly to a specific email as an attachment. It would make it more efficient for people who use C2O and Outlook exclusively.

    8 votes

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    Added to Ideas Backlog  ·  0 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow the ability to select mulitple pages from the viewer and e-mail them together

    If we have several pages within a document, but only 3 of the pages need to be e-mailed to someone, you have to copy the document to the basket, un staple it, select only the pages you need and then it still puts them as individual pages in the e-mail. Adding the option to select multiple pages from the viewer and send would save several steps. Right now it only gives you the option to send the entire document

    61 votes

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    Added to Ideas Backlog  ·  1 comment  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  12. Extract Attachments of MSG and EML files during import

    If you store a mail as msg or eml file outside of Connect to Mail or Connect to Outlook you just get the mail body in the viewer. Attachements are shown as blue links within the mail body. The internal viewer is not able to page through the attachments as with other multi-file documents.
    I recommend that during the import process the attachments should be extracted and stored as additional files so that the user can view them from inside DocuWare rather than download and open it with the mail client.

    5 votes

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    Added to Ideas Backlog  ·  3 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  13. Keep Entries or Store All for the Connect to Outlook Plugin

    When trying to store emails with a store dialog, there is no "Keep Entries" or "Store All" that functionality would be very useful when dealing with large amounts of email.

    6 votes

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    4 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  14. Connect 2 Outlook - Ability to open search in Outlook client instead of Outlook

    When using a search in Connect 2 Outlook, the list is opened in Outlook. If many results are shown, and the customer wants a better overview it could be nice to be able to open the search directly in the DocuWare Client so you have the viewer ability and a better overview.

    8 votes

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    2 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  15. connect to outlook

    In Connect to Outlook, when using the "Send and Store" button, the user should be prompted to choose a cabinet. I know you can click near the arrow on the send and store button to get a list of cabinets, but users are just clicking the button and then a storage dialog pops up, but they have no idea which dialog it is or where they are storing to. Would be nice if when you click Send and Store, you get a choice of storage dialogs no matter where you click on the button.

    2 votes

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  16. Using Connect to Outlook auto populate index fields from attachments

    When a user has Connect to Outlook and they go to store an email with an attachment, it would be nice if the user could open the attachment and auto-populate the index fields with matching fields from the attachment.

    2 votes

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    Added to Ideas Backlog  ·  0 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  17. More search options with Connect to Outlook

    We would like to see more search options in Connect to Outlook. Currently I have to tie the search to either a fixed value or a field in the email. We should be able to create a search dialog or use an existing search dialog to search Docuware right from Outlook so the user can search in Outlook, the same way they search in DW.

    2 votes

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    Added to Ideas Backlog  ·  0 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  18. Connect to Outlook Watched Folders should have an option to keep the email in the watched folder

    Right now watched folders in Outlook automatically deletes the emails that are put in that folder with out an option to change. In DocuWare 5 deleting the original was always an option. Would like to see that option returned. -- Plus, it makes more sense to have this option available for both watched folders and regular connect to outlook configurations anyway.

    2 votes

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    Added to Ideas Backlog  ·  0 comments  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add the abilty to store email without attachment in Connect to Outlook.

    Connect to Outlook should have an option to store the email without attachment as a 4th option. Right now we have the following options when storing an email:

    1. Email and attachment, show email first
    2. Attachment only
    3. Email and attachment, show attachments first

    Would be great to have a 4th option: Email only

    1 vote

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    Added to Ideas Backlog  ·  1 comment  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
  20. There needs to be a way to set default options for Connect To Outook from the silent AD installation (IE Windows Login, Auto Login, Sound)

    There needs to be a way to set default options for Connect To Outook from the silent AD installation (IE Windows Login, Auto Login, Sound settings etc.)

    4 votes

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    Added to Ideas Backlog  ·  1 comment  ·  E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
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