Specify formatting for telephone numbers or dates. If the entry in the form field does not match this definition

Data Checks for Forms

By Katja Leonhardt • February 13, 2019 at 1:12 PM

With smart technology, forms help you capture data quickly and correctly. Entries are automatically checked and only transmitted once they match...

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When filing an email, Connect to Outlook writes the message ID to a DocuWare field whose entry may only appear once in the file cabinet. This ensures that an email is not stored multiple times.

Avoiding Email Duplicates in File Cabinet

By Katja Leonhardt • January 3, 2019 at 2:06 PM

If every email is stored only once in a file cabinet, your archiving system remains well-organized and you will receive clean results when...

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EN Intellix 4

Intelligent Indexing: How to Best Configure

By Josefine Kinseher • December 12, 2018 at 1:02 PM

Intelligent Indexing quickly eliminates the need for manual document filing. To make continuous learning as easy as possible for this...

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With a customizable configuration, DocuWare automatically recognizes when new invoices are stored in a file cabinet and completes the necessary booking information

Immediate + Automatic: Documents Completely Indexed

By Katja Leonhardt • November 7, 2018 at 2:33 PM

Accelerate your office workflows by indexing documents fully automatically upon filing. This also means that workflows based on certain index...

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ViewerToolsEN

Know these Handy Viewer Features?

By Wiebke Bortnik • November 5, 2018 at 3:04 PM

In addition to classic features like displaying, printing or emailing documents, the Viewer has a lot more to offer. Are you already using one...

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IndexMultiDocs_756x360 EN

All at Once: Indexing Edits in Multiple Documents

By Wiebke Bortnik • October 19, 2018 at 3:15 PM

Due to a change in the law, a large number of archived contracts are now invalid; this means the corresponding index value must be changed for all...

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Better Indexing with Required Fields

By Katja Leonhardt • September 19, 2018 at 2:03 PM

An invoice can only be processed if it appears in the task list of an accounting department staffer. To ensure that required information is not...

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Intellix_EN_header

Automatically Extract Various Amounts

By Wiebke Bortnik • August 8, 2018 at 2:06 PM

Whether net, gross, VAT or delivery charge – with Intelligent Indexing you can automatically extract up to five different amounts from your...

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In the document tray, select all documents that you want to retain, click on the "Store" button and activate the "Keep entries" option in the store dialog

Quickly Store Documents with Similar Indexing

By Wiebke Bortnik • July 30, 2018 at 2:09 PM

If you want to store several documents for a single topic or project all at once, the Keep entries feature helps you save time: no need to enter...

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3 Web Client

Don’t Miss Another Deadline – Automatic Pending Lists and Reminders

By Josefine Kinseher • July 11, 2018 at 2:12 PM

Are everyday business processes slowing your business down? Now, you can easily renew contracts on time, schedule follow up calls on sales offers,...

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