Product News | Tips & Tricks (7)

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Quickly Equip All New Employees with Necessary Rights

Written by Katharina Leonhardt Aug 29, 2018

In DocuWare, you can provide new employees with their required authorizations via roles. It‘s easy and saves time, especially if you need a lot of ... Read more

Quickly Store Documents with Similar Indexing

Written by Wiebke Bortnik Jul 30, 2018

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 the ... Read more

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

Written by Josefine Kinseher Jul 11, 2018

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

Five Tips for Creating Field Masks

Written by Katharina Leonhardt Jul 4, 2018

Field masks help with indexing and making sure your filing system is well organized. Creating these field masks is especially easy with these five ... Read more

Automatically Completing Index Entries

Written by Wiebke Bortnik May 30, 2018

When filing new documents, entering one or two index terms is often enough to allow DocuWare to complete the indexing process by itself. So let the ... Read more

Tip: Adapting Your Organization to SOC 2

Written by Claudia Goebel May 23, 2018

Your company needs to comply with the requirements of the SOC 2 standard when working with DocuWare? Make it so - with just one setting switch for ... Read more

Result List Features on Demand

Written by Wiebke Bortnik May 2, 2018

Different jobs need different features. To simplify your interface – especially with the more than 30 features available for a results list – you can ... Read more

Tip: Automatically Assign File Names for Mailing

Written by Wiebke Bortnik Mar 7, 2018

No matter what kind of file name an imported document arrives with – in DocuWare, documents can be dynamically renamed and provided with a more ... Read more

Checked Off: Releasing Partial Invoice Amounts

Written by Katharina Leonhardt Feb 28, 2018

Often, it’s only possible to release individual portions of an invoice. So that colleagues can see which invoice amounts are still open, the already ... Read more

Tip: Printing Multiple Documents at Once

Written by Wiebke Bortnik Feb 14, 2018

Becoming a paperless office is a worthy goal, but sometimes you just have to break down and print something. Sometimes you even need to print out ... Read more

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Posts with the topic of "Tips & Tricks (7)"