Want to get all you can out of your digital archiving solution, so that documents are quickly processed and securely stored. Sound like music to your ears??
1. Molto semplice: Intuitive Drag & Drop
Grab something and drop it somewhere else: that’s definitely an instinctive software tool – and is of course available in DocuWare. Use drag & drop to import files and move or copy documents within DocuWare. Three examples:
- Import: Drag files from the desktop or from File Explorer into your tray.
- Sort: Drag a document from one tray to another by grabbing it and dropping it on the tab of a target tray.
- Store: Drag a document onto the desired store dialog (list of store dialogs must be open).
More options for Drag & Drop in DocuWare.
2. Presto: speed things up with keyboard shortcuts
Using [x] as a placeholder for the current date is definitely a favorite keyboard shortcut in DocuWare, both while storing or searching. There is no faster way to enter a date. You can also use the [+] and [-] keys to go forward or backward by a day. To enter the date of the previous day: two key clicks [x] [-] are enough, done.
If you frequently use the same functions in DocuWare, it‘s a good idea to use keyboard shortcuts for them. They are available in all areas – in the tray, in store/search dialogs, in results lists and, of course, in the viewer. Click here for a list of keyboard shortcuts.
3. Duo concertante: Two workspaces for broadest view
If you want to see more than one tray or result list, open a second workspace for trays, result lists, folders, lists or tasks. Not only do you see more, but you can also, for example, drag a document from a tray to an entry in a results list to quickly store it: Drag & Store.
Open second workspace by clicking on the highlighted icon.
DocuWare Client with two workspaces
4. Window aria: working on multiple monitors
If you work a lot with the document viewer and have a second screen for it (which might even be set up in portrait mode), just open the viewer as a separate window. Then you can place the DocuWare Client and viewer separately on your screens.
To activate this option: Main Menu > Profile & Settings > Viewer tab.
5. Music for the eyes: it helps to hide
If you have more lists or search and store dialogs assigned to you than you actually need – and things start getting confusing – simply hide what you don't need to see. The same applies to certain fields of a result list or tools in the viewer. Don't worry: you won't delete anything by doing this; you can always undo it.
For example, to hide a search dialog, click the Search tab in Profile & Settings and then click the eye symbol behind the name of the corresponding search dialog. For other items, switch to the corresponding tabs. By the way: you can find store dialogs on the Trays tab and results lists on the Search tab.
And now it's your turn to try everything out – and make some harmony, so to speak ;-)