Digital Transformation
Solutions
Products
About DocuWare
Start your free trial

Vaccination and testing management made easy

Quickly verify vaccination status, manage exemptions and more all in one secure place. Get started in just one day.

Learn more

Tip: Search Dialog Clarity

“Can’t see the forest for the trees” – that can also be the case with search dialogs in DocuWare, especially when you have rights to many file cabinets. Read on to see how you get a lot more clarity – with just a few clicks.


To meet the needs of individual users or departments, it’s easy to set up various search dialogs to a file cabinet, with all the necessary search fields. In many cases, an administrator makes these dialogs available to all users. But this also means that when you start a new search it can be slightly confusing.

Suchdialoge_EN_header.png

 

 

 

 

 

 

 

 

 

 

 

 

Even with two file cabinets, the list of search dialogs can get long.

You can reduce the number of displayed search dialogs, to focus on the ones you really need the most. To do so, open “Settings” from the main menu:

Einstellungen_ffnen_EN.png

 

 

 

 

 

 

 

 

 

… and then switch to the “Search“ tab.

Einstellungen_Suchen_EN.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

At the top, all the search dialogs made available to you are shown. Clicking on the eye symbol by the dialog name will deactivate the dialog – so it won’t be shown as a choice when opening search dialogs. If you change your mind and would like to see it at a later date, you can quickly re-activate it by clicking on the same symbol.

Using the arrow at the end of the line, you can also switch the order in which the search dialogs are shown in your menu. The ones you are using the most can be grouped at the top or arrange them by certain file cabinet types – whatever works best to suit your needs!

Comments

Schedule a demo

Get your free, zero-commitment, personalized demo of DocuWare and discover how document management and process automation can help drive digital transformation in your company.

Schedule a demo


Recent posts

Subscribe to UserInfo Newsletter

UserInfo is a monthly email newsletter that provides tips and news for DocuWare users and admins.