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Posts with the topic of "Tips & Tricks (8)"

All at Once: Indexing Edits in Multiple Documents

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 ... Read more

Better Indexing with Required Fields

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 ... Read more

Quickly Equip All New Employees with Necessary Rights

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

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

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

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

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

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

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

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