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Posts with the topic of "Tips & Tricks (11)"

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

Keep on Using Your Proven Paper Forms…Digitally

Lots of companies use paper forms – whether internally or in exchanges with customers or partners. These proven templates can be easily adopted ... Read more

Indexing Documents with Filtered CRM-Data

You are probably familiar with the filter feature for storing documents in the DocuWare Client. When you enter “Peters Engineering” as the company ... Read more