Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
16 results found
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Please bring back the %USERNAME% Option for automatic generation of baskets
Please bring back the %USERNAME% option for automatic generation of baskets.
Generating baskets for more than an handful of users used to be very easy using the %USERNAME% option. Please bring this option back into DocuWare to stop us from having to manually generate baskets for every user.
29 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Hide Uneeded Store Dialogs in Trays
Allow for store dialogs to be specifically hidden (possibly by File Cabinet reference) via a configuration within the tray.
For example:
The system has an Accounts Payable tray, which an administrator user is using, this tray allows them to see store dialogs for HR aswell.However, with the proposed idea you could turn off these extra store dialogs to reduce user error
19 votes -
Bring back the option 'Create a document tray for every assigned user' within the configuration.
Since Dw 6.11, every document tray should be created one by one manually for each user. Which is very funny for mid & large organization. Bring back the option from previous versions "Create a document tray for every assigned user'.
19 votes -
Enable Administrator to see document trays of all users
Use Case Example:
A file cabinet to which user-created document trays are assigned is to be deleted. The administrator has no permissions on these trays, so it is impossible for the administrator to find out which baskets these are (unless via the database).
Even without administering right, it should be possible for administrators to find out which document trays exist and which users they are assigned to.
11 votes -
Ability to remove functions from right-click menu in web basket/document tray
I would like to be able to remove "Store Automatically" from certain users' web basket/tray when right-clicking on a document. Customer needs to have users change index entries when storing, and they don't want any way for the user not to change the entries.
8 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Be able to configure several intelligent indexing storage dialog boxes on the same tray
Currently, we can only configure one storage dialog box using intelligent indexing per tray, but some users store all their documents in their default btray but have to use different dialog boxes depending on the type of document, which means that 1 the administrator has to create other buckets with permission management and 2 the user has to move the document to this other bucket in order to be able to use the appropriate intelligent indexing dialog box. The aim would be to be able to select several dialog boxes using intelligent indexing on the same bucket. Thank you in…
6 votes -
Add basket level alerts.
I'd like it so that if a basket reaches over a certain amount of documents (or total file size) it'll email a person of choice to alert them to it. So if we have an import job that grabs files from a network location and uploads them into a "pending" basket, if it gets over say 50 it'll email someone's supervisor to alert that the documents aren't being processed timely.
5 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Would like to be able to find a Web basket by name on the server
Sometimes when trouble shooting it would be a help to know the name of the document tray when looking at the file folders on the server. We used to be able to do that on older versions. Our site recently migrated to 6.6 from 5.1b and all the web baskets have the same folder name with just a number appended. Ex. DWWebBas.000047 instead of "Accounting"
5 votesThank you for your idea.
We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
Ability to remove a specific clipped document
Sometimes users needs remove a document was clipped and in a most of the cases, they must delete the document and upload again even if it is in a workflow, wasting the time waiting the approvals again.
Docuware should have the ability to remove the document was clipped but not in the document tray but in the same file cabinet like a "right click > Unattach documents" and select the document(s) to remove.
4 votes -
Why do we need to assign a file cabinet to every tray?
When we assign users to roles (as DocuWare encourages) you can't create an Inbox via the New User Wizard, because it requires us to select a file cabinet. But since we do not want to assign file cabinets to individual users, that functionality is not usable.
4 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Disable "Create Data File" as a User Option
Too many times I've seen users accidentally index as a data file, when they meant to index an image in their tray. Maybe there could be a way to disable this "feature" as 99.9% of my customers would never intent to store only data.
3 votes -
Add the ability to trigger workflows and webhooks when a document enters a Document tray
I would like to have the option of adding a workflow or webhook to document trays. Currently, I can only assign a workflow or a webhook to a file cabinet. I would use this to a) have docuware randomly assign documents to members of a group or b) notify when there are old documents in a doc tray or c) log when documents entered and exited a document tray d) automatically assign additional data to documents in document trays.
2 votes -
Assign a Result list to a tray to manage the field display and viewing
Not enough info when using the List view.
Admin should be able to assign a Result list to the tray instead of just using the default that is given.Reduces the need to open the document.
This would cover a few other requests too.2 votes -
assign tray from user management
You should be able to assign document trays from the User Management section.
2 votes -
The "Overwrite previous field data with this stamp" does not work for hidden field on the "Store Dialog".
If applying the stamp beforehand the pre-index data will not change if the field is hidden and has a default value.
Please improve it so that the index can be updated by stamp even if it is hidden and custom value is set on Store Dialog.
1 vote -
Put Intelligent Indexing as a Column (like in Store Dialogs table).
Show Intelligent Indexing lightbulb as a column for Document Trays (the same way they appear for Store dialogs). This little thing will help so much IRL - like when there are dozens of trays.
1 vote
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