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Configuration (English)

Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

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116 results found

  1. Reporting not available in DocuWare CLOUD

    There is no way to connect to either the DWDATA or DWWORKFLOWENGINE tables in order to provide reporting for customer of DocuWare Cloud

    26 votes

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  2. URL Creater Options

    I would like to be able to create URL's that will take someone to the full Docuware interface while still redirecting them to the piece I want. Currently, if I want to take someone to their task list, it gives them a pruned down interface that doesn't allow them to use all of the features of docuware. Very confusing for the users, as there is no easy way to get the the full interface from the hobbled version.

    5 votes

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  3. Change default paper size/region

    We are North American clients, and we really need a setting to change the default paper size to Letter(in Connect to Mail, Printer, etc...). A region setting that would automatically setup Printers and Connect to Mail to the default paper size of the region would be amazing.

    Otherwise, all connect to mail emails are saved as A4 size, which messes with older printers, and also makes emails print out oddly on paper. The Docuware Printer also doesn't have a UI option to change the setting. It has a registry change, but a server side auto-deployed setting would make much more…

    4 votes

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  4. Simple Start up Template

    Going in to using Docuware with zero experience, I would suggest give new clients a simple start up template to fill out. They could list Main File Cabinets needed (in outline format) and with those (also in outline format) the index headings they would like. Having filled those out would give a clear view of HOW the system would be set up, and prior to actual set up of the Stores, changes could be made. Not using the program at all prior to training, it's hard to visualize how it will work. The more the customer is familiar with the…

    4 votes

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  5. Auto Index Failure Notification

    When an Auto Index error occurs the workflow stops. There does not seem to be any type of notification that occurs, and typically is discovered by the end user when indexes are missing. An email notification to the admin would be great so they could address the error prior to an end users discovering it.

    4 votes

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  6. Stamp Bitmap with Form Field

    Currently, if I define a stamp using a bitmap (a nice big angled "Rejected.jpg" image for example), I also want to require the user to specify a rejection reason.

    If I do not use a bitmap, I can specify fields. But if I use a bitmap I cannot. This by definition means that I cannot combine a bitmap with a prompt to specify a region.

    Please add the ability to use fields with bitmap stamps so that we can prompt users for additional data to go with the stamp.

    6 votes

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  7. Audit Log Program

    I know that you can turn on audit logging for access, delete, edit etc.. of documents, but it is put in notepad files and get overwritten and difficult to search. Would be a great feature to have an application that does this.

    2 votes

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  8. incomprehensible Restriction on Stamps

    If I have an approval stamp and I name it APPROVE and assign it to a single file cabinet and user group. I can NEVER create another stamp that has the display name APPROVE again. Even for a different file cabinet, even for a different user group. -Because of the backwards way you guys treat DISPLAY NAME vs NAME when configuring a stamp, I cannot have a duplicate DISPLAY NAME, really? This is never the case ANYWHERE! What if I wanted to assign another approval stamp to another set of users. I then have to name that stamp something else,…

    3 votes

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  9. Add Security assertion markup language (SAML) Support

    To be able to integrate DocuWare in an architecture where SSO is implement with SALM V2 protocol , DocuWare needs to implement such protocol.

    This would be a major improvement for On Premise and also Cloud architecture to provide simple and standardize way for SSO service

    For instance the Azure Architecture supports SAML 2.0

    https://msdn.microsoft.com/en-us/library/azure/dn195591.aspx

    44 votes

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    Thank you for your idea. We decided to support OpenID Connect, so we are not considering SAML at the moment. If the demand for this topic increases, we might add it to future plans.

    We are planning to implement Single Sign-On with Azure AD in DocuWare Cloud based on Open-ID Connect for the next release of DocuWare

  10. Creating reports in DocuWare administration

    It is very important to create custom reports about users including role, profile, and group assignment, user permissions on each file cabinet. It is an added value in DocuWare administration for auditing purpose and PCI compliance.

    80 votes

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  11. File Cabinet Creation - Allow the order of fields to be carried over to all dialogs

    The most annoying part about setting up a file cabinet is sorting the fields in each of the dialogs. It would be nice if I could check a box that would take the sorting of the store dialog and transfer it to the Storage, Results List, and Info Dialog. This would knock off at least 10-20 minutes from every cabinet build.

    9 votes

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  12. Make own reports regarding invoices awaiting approval

    Would be good if there was a function where you could make your own reports with reference to invoices on hold within the DocuWare system.

    1 vote

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  13. DW 6.10 Automatic Numbering - reuse number if cancelled. Allow alpha prefix.

    This new feature is great. Thank you, Docuware.

    Just couple of things: when the store dialog with AutoNumbering fieldi is envoked, and then the stor operation is cancelled, the number that appeared in the stor dialog is not reused any more - so there is a gap in numbers. Is this an intended behavior or can be it changed so if the store operation is cancelled, that number is still available for the next store.

    Since the field with Automatic Numbering is already a text field, would be nice to be allowed to prefix number portion of the field with some…

    6 votes

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  14. Add the Org Admin role as an administrator to all new configurations/doc trays/file cabinets by default

    The Org Admins should have admin access to all newly created configs/doc trays/file cabinets and not have to track down the creator when something needs to be changed. The role can be removed from Admin for sensitive documents, but it should be opt-out instead of opt-in.

    11 votes

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  15. Make DocuWare variables available in text area of stamp

    Please allow the stamp text area to use DocuWare variables like user name and data/time variables.

    Currently the user and date/time can be added as default stamp text but it's in a hard coded order.

    Being able to change that order and potentially mix it with additional info would be helpful.

    So instead of the standard stamp of this

    Username
    Date time

    I'd like to be able to configure it to this:

    Date time Username

    Or this:

    CSR Username Date time

    Essentially adding variables to the text area opens up a lot of additional options when designing stamps!

    3 votes

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  16. Stamp assigned to a user overrides no 'can edit index entries' right

    If a user is not granted 'Can Edit Index Entries' FC right, but is assigned a stamp that changes index fields - this should work, so the user can use the stamp, but still can't edit index entries via info dialog.
    Currently, if user has no 'Can Edit Index Entries' but has 'Apply new stamp' - the stamp can't be applied if it changes indices.

    2 votes

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  17. Allow Admin to limit days and times a user can sign into DocuWare.

    Allow the Admin to limit the days and times a user can sign into Docuware.

    4 votes

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  18. Increase Logging Table Column width from 500 characters to Max

    We recently came across a customer that is using a rather large number of index fields due to their process and using Task Manager that we needed to run an Audit on a document to show what had happened. Most of the information was not displayed in the audit because there is a limit of 500 characters in the column width in the table created by DW when creating a logging agent. I would like to request that this be changed to MAX and not 500 as we then lose the ability to truly capture audit data on documents.

    3 votes

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  19. Addition of Video format file to play videos from the file cabinet

    Docuware should create an avenue where video files could be played from the file cabinet, whether from the file cabinet or playing outside Docuware.

    7 votes

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  20. Allow edits to the web page

    Currently on the v 6.7 web page there are three options for login, Docuware Account, Active Directory and guest. We only have a single organization so we do not use that filed and the user leaves it blank. The Windows Account page will not be used from the outside. The Guest account is disabled, as we only use the Docuware account option. I would recommend the following options be enabled:
    1. If there is a single organization and that field will not be used, allow it to be disabled to avoid confusion on behalf of the end users.
    2. If…

    4 votes

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