Cleaning Up Data...Quickly

Organizing in DocuWare is a lot like everywhere else, whether it’s your kitchen, toolbox or desk: once things are cleaned up, it’s a whole lot easier to find what you are looking for. So when a misspelled company name is supplied as as an index term, related documents certainly won’t be easy to find. Making corrections along the way are certainly worthwhile to make...and quickly handled.

 

Project Folders – A Simple Way to Store Documents

Folders give you a perfect overview of specific project-related documents along with all other documents. New information is immediately visible and available to all project participants. Here’s how you can use the same structure for simple storage.

 

Mandatory Fields Bring Order to Your File Cabinet

Indexing invoices with a barcode offers a lot of advantages – including the fact that an invoice can be clearly assigned to a specific booking record in your ERP system. To ensure that invoices are always indexed with barcodes, it’s best to set up a mandatory field. You can quickly do it yourself!

 

Clean Indexing: Stamping with Select Lists

To prevent errors during indexing, you can create a select list for a stamp. A colleague can take the stamp and then, for example, simply choose the corresponding number from a cost center select list – no need to type it in. The stamped invoice is then displayed as usual in the list of the responsible colleague. Here‘s how it works:

 

Intelligent Indexing: 5 Tips for Field Mapping

Intelligent Indexing replaces tedious indexing work for ultra-rapid document storage. To make the most of this self-learning service, we’ve got 5 tips from DocuWare‘s Support Pros for the best way to set up and assign index fields.

 

Contract Alarm: Never Miss a Deadline

Switch up electricity suppliers, re-negotiate your cell phone, don’t extend that subscription: if you want to avoid cost traps, keep your contract deadlines in sight. Need help remembering? DocuWare is here to help.

 

Searching for Documents in Folders with DocuWare

Not everyone likes hierarchies, but when it comes to documents, they can be quite helpful: they make it easier to find what you are looking for. This is true for paper folders and your computer’s file system as well as for DocuWare. But the folder structures in DocuWare offer even more benefits.


 

Adding a Delivery Note to a previously stored Invoice

Say you’d like to add a delivery note to the record of a previously stored invoice. It’s simple with DocuWare Client. Just drag the delivery slip from the basket and drop it on the invoice appearing in a result or task list. You can also decide in which order the documents should be combined. Here’s how:

 

Transferring Windows File Names for Indexing

The name of a Windows file often contain information that’s ideal for indexing. We’ll show you how to transfer a file name into a "File Name" field and integrate it in search dialogs and result lists – in three easy steps.

 

Tip: Making Intelligent Indexing Even Smarter

More than a thousand DocuWare customers are using Intelligent Indexing today for ultra-quick document storage. This unique service reads through documents and recommends specific indexing terms. Nearly 14 million documents have already been stored and indexed with Intelligent Indexing. The service’s accuracy rate is above 80 percent. But what can you do when Intelligent Indexing is not reading the words you want it to? It’s just a matter of the right training.

 
Subscribe

Stay up-to-date with insights and how-to’s from our experts.

Become A Paperless Company In Less Than 90 Days - Download Now