Carl Barnes
My feedback
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6 votes
Unfortunately we will not be able to deliver the function with 6.7 due to technical challenges and therefore had to be postponed
An error occurred while saving the comment Carl Barnes
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237 votes
An error occurred while saving the comment Carl Barnes
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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
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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