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1398 results found

  1. allow workflow administrators to retry errors for all tasks at once.

    Over the weekend I had an issue with my local data connection. Then an autoindex kicked off 200 workflows that requred the LDC and they all puked. So then after I fixed the LDC I had 200 tasks I had to go in to each one and say retry rather than selecting all of them and then retrying them all at once.

    2 votes

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    0 comments  ·  Workflow  ·  Admin →
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  2. Clip documents within a workflow

    currently the user is required to clip documents manually, it would be seamless if documents could be clipped automatically within a workflow so that they could be email as one document

    14 votes

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    0 comments  ·  Workflow  ·  Admin →
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  3. Process Documents in Archive again with Document Processing

    If you update parameters or fields within document processing profiles and you want to update all "Matching" Documents in the archive accordingly, you should be able to send Documents of an Archive to Document Processing. (for example from within a result list)
    The updateable (changed / new) values should then be accepted or discarded from the requesting user.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  4. Modify Index Data of multiple Documents in the Result List one after another like in the Store Dialog

    If you want to add index data to multiple documents, which are different on every single document, you have to
    1. double click the document in the result list
    2. mark the document again and press CTRL+ALT+I to change ONE documents index-data (or add a button for "quick" access.

    But if you want to change multiple documents, this is very time consuming.
    It should be like using the store dialog, where after modifying the next document is displayed and you can instantly move on.

    Therefore: Please make it possible to easily modify index data of multiple documents in a result…

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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  5. Launch the autoindex immediately when a document metadata is updated via the Docuware API

    Cuando uso la API para actualizar un indice de un documento y tengo asociado un autoindex que se ejecuta de manera inmediata cuando se actulice, esto no funciona en este caso.

    1 vote

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  6. read existing values from merge form fields in workflow.

    In a workflow you can fill in an area of a merge form. It would be nice if you could read the current content of the merge form field and use that as a variable. For example we have fields that might need to be slightly edited. It would be nice to prepopulate the field with the existing data so that it could be appended. Yes this can be done by highlighting the text but it might be nice to automatically use that as a variable or to append an index field.

    2 votes

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    1 comment  ·  Admin →
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  7. Send a mail notification when an error ocurrs in any automation of configuration

    There are times when an autoindex, a deletion policy, etc. fails and to see it you have to enter the option to see it.
    It would be more interesting to be able to establish an email account where you can receive alerts when a problem occurs in them.

    1 vote

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  8. Pre-fill E-Form Values From An Existing DocuWare Record

    It would be very useful if I could right click on a record (from a search result) and click on something like "Send To E-Form", and have certain values on the E-Form to be auto populated from matching index values from the record I initiated the E-Form from. For example, a doctor creating a visit note for a patient does not want to re-key all of the patient information into the form during the visit. If the form could be auto populated based on an already existing record, the doctor will only have to fill in the relevant information pertaining…

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Integrate DocuWare with Clever for SSO

    I would like to request DocuWare integrate with Clever for SSO.

    2 votes

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  10. Have the ability to click on a user and have an option to turn on or off e-mail notifications for workflow steps

    Example: Click on user Jon Doe and it will show every workflow and step that gets assigned to him. Then give me the option to send email for the step.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  11. allow spreadsheet documents to update table fields

    We have timesheets that are done in excel. Currently all of the timesheets are in docuware and they are downloaded, checked for correctness and then imported into our accounting system for payroll. It would be really nice if we could simply update the spreadsheet and have a table field updated with the results so that the table field could be exported with an sql query. Then one file could be imported into the accounting system rather than one file for each employee. That would also make it so that the entire process could be done in docuware rather than just…

    1 vote

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  12. DocuWare FTP access security improvements

    DocuWare FTP can be accessed by anyone who knows the URL. It is accessible anonymously.
    User refers to the CSV file which uploaded to FTP in order to Autoindex as master data. They want to protect this from security issues.

    It is necessary to be able to set the accessible IP address and update the security.

    22 votes

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  13. Search Parameter for Length

    If you are expecting a certain number of characters for a specific index field and you want to search for all the documents containing an index with that many characters. This could help people find improperly indexed values within their filing cabinets and allow for cleaner databases.

    1 vote

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    0 comments  ·  Searching  ·  Admin →
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  14. Set Global Settings for User Profiles

    Can we have Global Settings for User Profiles. This way all user dialogs may be set uniformly.

    6 votes

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    1 comment  ·  General  ·  Admin →
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  15. Cloud Upgrades

    Major releases do not offer any possibility for the customer to test with customer software before it is updated. This software is not using industry standards or best practices. There must be a method for the customer to test a major release on a smaller subset of client machines before the major release is put into effect.

    8 votes

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  16. Be able to know the space of each file cabinet

    Right now we can know the system space, but not the file cabinets space. If we want to know which is the biggest file cabinet, we should open a ticket with DocuWare Support.

    2 votes

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  17. Be able to assign notifications to user groups

    It is a bit unconfortable to asign notification for each user. It would be easier and more confortable to asign it to a group.

    2 votes

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    0 comments  ·  Indexing  ·  Admin →
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  18. Index field behaviour when storing a document

    Hi,

    It would be awesome if we could use the same "field behaviour" as we do when configuring forms/merge forms. For example when storing a document I would like to set field behaviour to disappear or enter predefined entry to another field.

    Thanks
    Regards
    Tomas

    6 votes

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    0 comments  ·  Storing  ·  Admin →
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  19. Allow signatures on a prefilled form

    I would like to be able to prefill forms with information and allow users to select the forms and obtain a signature using the signature control. For example, I want a dispatcher to fill out all of the delivery information onto a delivery ticket, which a driver will receive through DocuWare. Upon delivery, the driver can open the delivery ticket form and allow the recipient to apply their signature acknowledging delivery.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Make submitted DocuWare forms scrollable

    One of the things I like least about DocuWare forms is that submitted forms are often multiple pages long. I will usually use form overlays to make them look nicer, but when that's not an option, it would be nice if the resulting multipage document would scroll in that window rather than having to click the next page icon.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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