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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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121 results found

  1. 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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  2. 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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  3. 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.

    13 votes

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  4. 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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  5. 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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  6. 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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  7. 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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  8. Allow Organizational Admin to Edit Network ID

    It's always been crazy to me the organizational admin user in DocuWare can not edit a Network ID of a user. You have to log into DW administration as the user to do it. That can be an enormous pain with systems with hundreds of users.

    12 votes

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  9. Create logging process for Predefined Workflows

    There is a need to allow logging so it can be documented that any of the predefined workflows, such as Auto-index Workflows, Deletion Workflow, Export Workflows, and Synchronization Workflows have processed when scheduled.

    This can be imported for multiple types of audits, disaster recovery, and business continuation.

    14 votes

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  10. Ability to Export List of Users from Administration

    Many of our customers have requested the ability to export the list of users from DocuWare (to CSV) with their assigned permissions (Roles, Groups, Profiles, File Cabinet profiles)

    58 votes

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  11. Add option for numeric field without commas

    Can an option be added when creating a numeric filed to choose whether or not to display commas to separate thousands? There are times that having a field that shows a year is useful and the commas are not commonly used when displaying this type of information.

    94 votes

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  12. Ability to Release license manually from administration level

    Allow from DocuWare Administration utility ability to release individual user license manually without having to release all users through an IIS re-set.

    161 votes

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  13. User Reporting Capabilities

    I would like to see who is using the system and what files each person has touched as well as how many people are in Docuware at any given moment.

    5 votes

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  14. Stop forcing alphabetical sorting of Select Lists.

    We can create Select Lists grouped and arraigned in the order that makes sense to the user. But DocuWare insists on resorting the list in alphabetical order. PLEASE STOP DOING THIS!

    Now we have to create Select Lists with numeric prefixes to force our sort order. Then the users have to memorize a complete list of prefixes, to allow rapid data entry. They should be able to just start typing the description and have it appear, but be able to pick from a sensibly ordered list if the they need help.

    49 votes

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  15. Provide utility to log out a specific user

    Provide utility to log a specific user off and release the license.

    27 votes

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  16. Notification

    A document stored in the file cabinet ready for email notification. (so in the notification table). A user logs in during the day and approves invoice randomly… At 4pm (or whatever time you assign) however, he will still get an email notification to let him know that he has invoices to approve even though he has already completed his action. It would be good if we could remove this. What do you think?

    4 votes

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  17. Use of regular expressions

    Import configurations should include option to use regular expressions for fields to be indexed, including use of custom format labels

    20 votes

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  18. DocuWare 6 Reporting Tool

    Please Upddate the DocuWare 5 Reporting Tool (http://www.docuware.com/support_faq/?solution_id=1211) to Version 6.

    36 votes

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  19. Connect 2 Mail to also allow the usage of .msg not just .pdf and .eml

    I think it is great you added the .eml to the Exchange configuration in Coonect2Mail feature of 6.6.
    However the .eml extension does not allow for forward/reply/reply all from the right-click context menu. This is currently allowed with an Active import and Connect2Outlook stored emails.
    The only way to forward/reply/reply all is to edit the document. This causes a security concern for users that do not have the edit right/ however they were still able to forward/reply/ reply all from the context menu.

    Please look at adding the emails as .msg again from the C2M module.

    5 votes

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  20. optional fields for groups or user defined tables

    For index filters in profiles we often use a database view on the DocuWare Users and grups ("dwGroups, dwUsers, dwUserToGroup").
    This helps to make a SQL index filter with the user-group settings.
    Often the group name itself is implemented in the index filter. For example the users in the DW group with the name "grp_Accounting" are just allowed to see documents of the business unit "Accounting".
    SQL index filter: CURRENTUSERLONGNAME() IN (SELECT v.User FROM View V Where (dwdata.dbo.archiv.)BusinessUnit = LEFT(3,v.groupName)
    (or something like that)
    If there would be a possibility to give groups optional fields we could take this information…

    4 votes

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