Question:
What are the supported functionalities for the Windows Explorer Client?
Answer:
By product design, supported use cases for the Windows Explorer Client are as follows,
- Archive documents from the Windows file system to DocuWare using drag & drop menu or keyboard shortcut. This includes automatic indexing using the folder and file names as well as automatic copying of indexing for further documents.
- Archive complete folder structures from the file system. Documents are archived in DocuWare with the relevant index words.
- Archive documents in DocuWare from an application using "Save as". When you select the folder in which the document will be stored, the document is automatically indexed with index words.
- Create new folders and save documents by dragging and dropping them there.
- Display of all logged-in user's document trays in the tree view. Sequence may be adjusted to your preference.
- Display and change index entries for documents directly in Windows Explorer.
- One-click indexing, which allows you to select words, dates, and numbers by highlighting with cursor and transferring them into the store dialog with a single click. Automatic recognition of the document language (except Greek and Cyrillic languages)
- Create links to archived documents and/or DocuWare folders (e.g. on the desktop or within an application, such as PowerPoint).
- Access an archived document from an application in read-only mode via "Open".
- Edit archived documents (in the application stored in Windows Explorer for that file extension).
- Open a document from Windows Explorer Client in DocuWare Viewer.
- Open documents using the "Open with" command in the context menu in the desired program.
- Print documents from context menu on default printer.
- Copy document link to the clipboard.
- Send link to document from Windows Explorer Client.
- Display archived documents in read-only mode in the application stored in Windows Explorer for that file extension.
- For faster access, a filter can be used that limits the result to the most important lines (e.g. only to documents from the last 30 days or to documents that the users themselves or their team created).
- Display the version history of a document.
Proper functionality can't be guaranteed for functions outside of what's listed above.
KBA applicable for both Cloud and On-premise Organizations.
