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  1. Add email Auto Document Processing watch folder processing in the 365 environment like available in non-cloud email environment

    I suggest that the configuration of mail configuration options under configuration allows functionality whereby email watch folder processes for the Outlook 365 environment allow usage of Automatic Document Processing to index then store attachments in File Cabinets.

    Microsoft is forcing the move to Web Outlook / the New Outlook in Office 365 and the current option to utilize the Outlook Email add-in does not have the ability to select Document Processing configurations except when the sample document meets international UBL standard e-Invoice xml formats.

    This limitation prevents the option to use a Document Processing configuration like the one used in…

    1 vote

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    0 comments  ·  Indexing  ·  Admin →
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  2. E-Mails allgemein -> Automatische Dokumentverarbeitung PDFs

    Ich hätte gerne auch in der Einstellung E-Mails allgemein die Automatische Dokumentverarbeitung für PDFs

    1 vote

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  3. Add the ability to use a user's email to retrieve the associated UserName and/or UserID via a GET API call in Workflow Designer.

    Often the email address is the only data we have for a user. In order to route workflow to the user, we need to be able to do a JSON lookup of the user from the email address. At this time it is not possible.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  4. Local Data Connector file checksum

    Local Data Connector file checksum. It's for security reason, if customer wants to add checksum to some security app.

    1 vote

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  5. Anfragen: bei gesendeten Anfragen soll unter "Aufgaben überwachen" der gesendete Text gezeigt werden.

    Wenn Aufgaben zu einem Dokument gesendet werden, dann können diese sinnvollerweise mit einem Text beschrieben werden. Es wäre hilfreich, wenn dieser Text in der Übersicht der gesendeten Aufgaben angezeigt werden würde, im Fensterbereich unten links (siehe Anlage).

    1 vote

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  6. 1 vote

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  7. Allow selection of multiple fields and merge forms in docuware forms.

    I have an enrollment form that fills out several merge forms. Some of the merge forms are recreated on a monthly bases and resubmitted. It would be nice if I could easily make the original form and then copy it and highlight all the stuff I don't need and delete it at once rather than each and every item. It would also be nice if I could use the original workflow with these merge forms as well. This could also be used to select several items and change the behavior all at once for those of us who forget to…

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  8. Allow Docuware Mobile access by SSO (takes long time)

    When users try to access to Docuware, this takes long time, almost 2 minutes.
    This is users with windows account, (via SS))

    1 vote

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    0 comments  ·  Mobile apps  ·  Admin →
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  9. Stop workflow from Workflow Designer "Active Instance" tab

    Please add the option to stop the workflow in this tab, We only have Continue option; this may lead to an infinite loop

    1 vote

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    0 comments  ·  Workflow & Tasks  ·  Admin →
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  10. Stop workflow from workflow designer Waiting Instances tab

    In Workflow designer, there is an option to stop a workflow from "Active Instances" tab, why is the same is not available in the "Waiting Instances" tab. We only have Continue Action. this may lead to infinite loop sometimes as you continue, condition is not fulfilled in the workflow and come back to Waiting Instance.

    1 vote

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  11. Änderung von Werten in Stichwortfeldern

    Ich möchte Stichwortfelder bereinigen und vermisse eine Funktion um falsche Werte durch richtige zu ersetzen. Da die Stichwortfelder neben den falschen Werten auch verschiedene andere Werte enthalten, ist ein pauschales Ersetzen der Inhalte nicht möglich.

    1 vote

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  12. Enable selection of dialog fields for pre-filling table columns with remaining amount in Workflow Designer

    Currently, in Workflow Designer, it is possible to pre-fill columns in a dialog table with the remaining amount by referencing a system or index field that holds the total amount. However, it is not possible to use a dialog field for this purpose.
    To improve flexibility and usability — especially for scenarios like account assignment in an incoming invoice workflow — it should be possible to select a dialog field as the source for the total amount. This would allow the remaining amount to be dynamically calculated based on user input at that specific workflow step.

    1 vote

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  13. Invoice Date - Option to restrict dates

    It would be useful to have the option to restrict the invoice date when storing, to a particular range of date. ie the financial year.

    1 vote

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    0 comments  ·  Storing  ·  Admin →
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  14. Add possibility to change timeserver for signatures in Stamps

    In Switzerland, there is a legal requirement, when timestamping a signature on a stamp, that a Swiss certificed server should be used. We would like to be able to specify this timeserver in the stamp with signature configuration, and be able to count how many stamps with signature have been made over a period

    1 vote

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  15. Allow the use of Multi-Column Select Lists in Folder Dialog advanced settings

    When creating a nested folder structure, it would be more convenient to allow for multi-column select lists such that we can specify what named folders in layer 2, for instance, exist in a given folder in layer 1:

    For a structure:

    F1 | F2

    a1 | b1

    a1 | b2

    a2 | b3

    In folder a1, there are folders b1 and b2, and in folder a2, there is a folder b3.

    1 vote

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  16. Ablage aller E-Rechnungsspezifikationen mit einer einzigen Konfiguration

    Es sollte möglich sein, eine globale DocuWare-Konfiguration für die Erkennung aller E-Rechnungsspezifikationen zu erstellen. Der DocuWare-Support hat uns bestätigt, dass aktuell für jede Spezifikation eine eigene Konfiguration angelegt werden muss – selbst wenn sich diese nur minimal unterscheiden.

    Das ist sehr aufwendig in der Konfiguration und bei der Ablage. Für den Benutzer ist ohne Hilfsmittel nicht erkennbar, um welche Spezifikation es sich handelt und welche Ablage gewählt werden müsste.

    1 vote

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    0 comments  ·  E-Invoicing  ·  Admin →
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  17. User Management screen have a filter on the ACTIVE column

    On the User Management screen have a filter on the ACTIVE column so that you can see only ACTIVE or only INACTIVE users. Will make managing the list of users easier especially when checking if any ACTIVE users have left the company and need to be marked INACTIVE.

    1 vote

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  18. Add User ID to Audit log tables

    As it stands, when a user changes their name in DocuWare, the Audit logs track their updates using the new name (under the "userInitiated" field). However, there is currently no way to connect what a user did before the name change to what they did after.

    For instance, if a user, "admin", changes their username to "admin2", there is technically no way, in the audit tables, to determine if these two names refer to the same user. Adding a user id column to the database would remedy this.

    1 vote

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  19. Connect a resultdialog to a Document Tray

    If you store a document via de Connect 2 outlook for instance (or copy form a file cabinet) and you have indexes entered (manually or intelligent indexing) you want to see the indexes in the listview. Is it possible to assign a result dialog to a Document Tray? This will give a confguration option that will help de users to process the documents faster.

    1 vote

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    0 comments  ·  Document trays  ·  Admin →
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  20. Connect to Outlook - from Outlook mobile application (watched folder)

    Guten Morgen suzammen,

    We have received a number of customer feedbacks expressing the need to be able to benefit from the "Connect to Outlook" functionalities from their "Outlook" mobile application (if only to use the watched folder).

    Without an add-on on the Outlook mobile application, users who wish to send invoices received by email to storage from their mobile device (Outlook app.) must have their computer with Outlook and Desktop Apps running so that the documents can be imported.

    Do you have a development planned along these application in your roadmap ? If not, could you add it ?

    Kind…

    1 vote

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