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4239 results found

  1. Öffentliche Formulare nach der Übermittlung mit PDF und Indexdaten per Mail senden

    ich stehe vor einer Herausforderung: Nachdem ein Benutzer ein öffentliches Formular ausgefüllt und übermittelt hat, möchte ich dieses Formular automatisch als PDF-Anhang per E-Mail versenden. Zusätzlich wäre es ideal, wenn die im Formular eingegebenen Daten auch als Indexeinträge im Anhang verfügbar wären (z.B. im Format .dwx, .csv, .xml oder ähnliches). Der Hintergrund ist, dass ich diese Daten in ein anderes System übertragen möchte.

    Einige zusätzliche Informationen:

    Der Benutzer, der das Formular ausfüllt, hat eine E-Mail-Adresse hinterlegt.
    SMTP ist bereits konfiguriert.
    Die derzeitigen Benachrichtigungen, die bei neuen Formularen im Archiv versendet werden, enthalten nur einen Link zum Dokument in DocuWare und…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Ablagedialog trotz Zuweisung an Benutzer nicht anzeigen

    Bei Kunden werden immer wieder Ablage oder Suchdialoge für Formulare oder externe Anwendungen gebraucht, die die Benutzer bei der Ablage aus dem Briefkorb nicht verwenden.
    Da es nicht möglich ist, sich bei allen Benutzern einzuloggen (da keine Zugangsdaten oder einfach ein zu grosser Aufwand bei grösseren Kunden wäre) wäre es vorteilhaft, wenn die Einblendung der Dialoge über die Konfiguration gesteuert werden könnte.

    3 votes

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  3. Ability to disable automatic dialog and use only stamp in DocuWare Workflow

    Ability to deselect a decision from the left and use only the stamp in the viewer

    2 votes

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  4. Möglichkeit Aufgabenzuweisungen und deren Benachrichtigungen so wie E-Mail zeitlich zu steuern

    Es sollte die Möglichkeit geben Aufgabenzuweisungen und deren Benachrichtigung, so wie E-Mails zeitlich zu steuern.

    Bsp.:
    Möglichkeit diese Aufgabenzuweisungen/Benachrichtigungen an eine bestimmte Uhrzeit oder Wochentag zu knüpfen, so dass nach Ablauf der vorherigen Aufgabe/Timer usw. die nächste Aufgabe erst am folgenden Montag 7:00 Uhr versendet wird und nicht direkt nachdem der Timer oder die vorherige Aufgabe erledigt wurden bzw. abgelaufen sind.

    1 vote

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  5. Add history / audit track for inbox and workflow designer to stored documents

    When a document is stored, you can find only history after storing.
    There should also be history from document tray and workflow in the download .csv. This is important because in an audit you want to know, when a document is send to the tray and the time between sending and storing a document. Also changed indexdata by a workflow should be available for auditing. Who has entered the index data a person or was this done by a workflow. Most of this data is available, e.g System entries of a document in document are available, but lost when storing…

    3 votes

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    1 comment  ·  General  ·  Admin →
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  6. Icono de Clip en las bandejas

    Podrían agregar un icono de clip en la cintilla de las bandejas de trabajo para agilizar la unión de documentos

    1 vote

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  7. Add the same buttons in WorkflowTasks than in filecabinet results

    Hi,
    Currently, in all filecabinet's results (List, result, folders) we are able to add buttons for some DocuWare tools such as "Extract to revise", "print", "send as PDF", "update index entry",... (see on screenshot 1).

    In workflow tasks, only two buttons are available : "History" and "Reassign" (see on screenshot 2).
    For some clients, other tools are part of the workflow process. For example "extract to revise" option, is not available either on the viewer toolbox and it represents at least 3 clicks for the user to perform. So it would be great to have the possibility to have those…

    3 votes

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  8. Allow updates to file extension types for stored file without obscuring available metadata for edits/access

    It would be helpful to update a file type of a stored file (e.g., changing a .doc to a .docx which uses less storage space) without losing the metadata/edit history which is inherent by simply uploading the updated file type.

    If not possible in the simple "edit" option, it would still be helpful if it could occur in the check-out/version process.

    This is especially important where updating forms/samples because it is helpful (for internal process audits) to see who has made the changes to a form/sample, and when that happened. Conversely, it is better (for data/file management) to update stored…

    1 vote

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  9. Show in History Details which System Function changed Index Values

    As an admin, I would like the history to show which system function, e.g. Auto Index or which workflow, made the change to the index. The system functions usually run with the admin, so it is very time-consuming to trace which function changed the index. This is especially the case with many auto index jobs or workflows that change index values.

    1 vote

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  10. Historie // In den Eigenschaften anzeigen welche Systemfunktion die Änderung durchgeführt hat

    Ich als Admin würde mir wünschen, dass in der Historie in den Eigenschaften angezeigt wird welche Systemfunktion z. B. Auto Index oder welcher Workflow die Änderung an den Indexeinträgen vorgenommen hat. Da die Systemfunktionen meist mit dem Admin laufen, ist es sehr aufwendig nachzuvollziehen welche Funktion gerade die Änderung durchgeführt hat. Dies ist besonders bei vielen Auto Index Jobs oder bei Workflows der Fall welche Indexwerte ändern.

    3 votes

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  11. 'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored.

    'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored. As there is option of automatic numbering which assigned numbers when we open document for store but this should only assign numbers when document stored in cabinet.

    2 votes

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  12. Allow for the storage of Linked Excel files while retaining the links between the files.

    Allow for the storage of Excel Files containing internal links, while allowing for the retention of the links between the files.

    2 votes

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  13. deleted files

    We need to be able to control access rights to the Deleted Files section. We can restrict delete rights from a file cabinet, but not in a Document Tray. If a disgruntled user decides to delete files from their tray and also from Deleted Items, there is no way to retrieve them or even get an audit report to see what they deleted.

    2 votes

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  14. Allow task assignment to all users from group

    Right now there is only the option to choose specific users from group. An extra option for assigning to all users of a group would be nice.

    I'm currently settung up an invoice approval process for a corporate group of multiple countries. So I have roles for each country to hand out search and display permissions.
    To allow workflows to assign tasks to approvers and accounting, I have to create roles for each instance e.g. country A needs approver A and accounting A, country B needs approver B and accounting B.

    Except for their use as targets in workflows they…

    6 votes

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  15. Allow to change printer display name from "DocuWare Printer PS" on Printer List.

    Background :
    The customer's PC uses DocuWare Printer PS, but they also have a printer with a similar display name, such as "DocuWorks Printer".
    They want to specifically rename DocuWare Printer PS to avoid confusion.

    At the moment, According to DocuWare R&D team, and they have confirmed that changing the name of Printer PS is not supported.

    1 vote

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  16. Connect to Teams: Dokumente aus DocuWare als PDF in Microsoft Teams Chat exportieren

    Es wäre schön, wenn man mit Connect to Teams die Möglichkeit hätte Dokumente als PDF zu exportieren, genauso wie es bei Connect to Outlook gegeben ist.

    1 vote

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  17. User Sync functionality in DocuWare Cloud

    As of now, the User Sync Tool necessitates installation on a server, especially when integrating DocuWare with Azure AD. To enhance flexibility and simplify the process, I suggest implementing a feature that allows User Sync to operate directly from the DocuWare Cloud platform, eliminating the requirement for a separate server installation.

    This enhancement could significantly improve the user experience and streamline the implementation process for DocuWare Cloud users.

    5 votes

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  18. Associate different SMTP configurations to specific Workflows

    Currently you can create multiple SMTP configurations to be used as the sender for workflow email notifications. Is a big mistake to not be able to associate this to different Workflows.
    A good option could be selecting the SMTP configured account via a dropdown select box.

    20 votes

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  19. Add selectlist sorting

    Add selectlist sorting (in store/edit dialogs} so we are able to sort items in a select list from A-Z or Z-A or from old to new.

    8 votes

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  20. Completely restrict access to the "Configuration" menu for a given role

    We would like to be able to completely restrict access to the "Configuration" menu, either by making the shortcut invisible in the WebClient menu, or by being able to hide all the menus.

    One application is when an external user (customer or supplier) accesses DocuWare. This raises security and confidentiality issues.

    4 votes

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