Carl Barnes

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  1. 6 votes

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    4 comments  ·  Desktop Apps (English) » E-Mail  ·  Flag idea as inappropriate…  ·  Admin →
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    Carl Barnes commented  · 

    Hi Mario,

    For example, we use shared mailboxes that clients may send us invoices or financial documents for our records. Those mailboxes my not be monitored every day, but when one of our users goes in to file those records, they want to be able to file all the like records without having to look at each email. They may know by looking at the sender where they need to go, but some senders may have records that need to be filed differently. It really speeds up the storage process when you don't have to look at each document.

    I would also recommend this same "Store All" for the web client for the same reason. While we try to file documents as we get them, sometimes it is not practical and documents pile up.

    Thanks,

    Carl

    Carl Barnes shared this idea  · 
  2. 162 votes

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    Added to Ideas Backlog  ·  15 comments  ·  Client (English) » Viewing  ·  Flag idea as inappropriate…  ·  Admin →
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    Carl Barnes commented  · 

    Hi Mario.

    For example, I receive an invoice and file it into docuware. Later I cut the check, which may reference the invoice by docid, and I paperclip the check to the invoice that was already stored in docuware. I find out that I accidently clipped to the wrong invoice and now it cannot be undone in the cabinet. I have to then copy the invoice to the basket, unclip it and store the invoice back into the cabinet. That gives the invoice a new docid which is no longer referenced by the check.

    It would be ideal to be able to unclip documents in the cabinet like we can unclip in the basket.

    For our company, the docid can be very important. We use it for referring to documents or versions of documents, and it is also heavily used by our legal department.

    Thanks!

    Carl Barnes shared this idea  · 
  3. 5 votes

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    Added to Ideas Backlog  ·  2 comments  ·  Desktop Apps (English) » System  ·  Flag idea as inappropriate…  ·  Admin →
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    Carl Barnes commented  · 

    Hi Tobias,

    Doesn't that make the new auto update feature useless for any user that doesn't have local admin access on their desktop? I am aware of the FAQ you referenced and I am currently going to use the silent install method when I upgrade my users to 6.5, but I think it would be useful to have the option for the user to install/update their own desktop applications. It would cut down on the number of helpdesk calls and also the user perception that Docuware isn't working like it is supposed to. As invalid as it may be, perception is reality to the end user.

    Carl Barnes shared this idea  · 
  4. 175 votes

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    8 comments  ·  Client (English) » Viewing  ·  Flag idea as inappropriate…  ·  Admin →
    Carl Barnes supported this idea  · 

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