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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. Have server name in admin tool for non admin users.

    For users that don't have access to the system configurations, there is no way to know what server you are connected to once in the admin tool. Client has a test system and production. Yes, they have to type the server name in to connect but they want something, either top bar or bottom bar, to state which server they are connected to. That way if they get distracted, they don't have to log out and then log back in to figure out which one they are connected to.

    3 votes

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  2. Allow use of SQL Queries to get a "Predefined" search term.

    I would like to be able to use an SQL query to get the value for a predefined search field.

    For instance, to be able to say that the Location field is locked to "SELECT LOCATION from dbo.USER_INFO where USERNAME = 'CURRENTUSERNAME'"

    This would allow the predefined fields to be much more useful. The current set of five options is not very thorough, and not extensible at all. Being able to use those five predefined options in SQL queries would open up a much wider scope. Especially if they could be used in conjunction with the index data of the…

    1 vote

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  3. An Index Field can be created so that document stored in the file cabinet can be automatically numbered e.g fin-001, fin-002, and next doc.

    I want a situation whereby document given a unique id e.g fin-001, fin-002 should automatically store the next document as fin-003 when an index field is created for this purpose.

    2 votes

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  4. Disabling "Allow Filtering" should not also kill select lists

    In DocuWare 6.9 File Cabinet Search Dialogs, unchecking the "Allow Filtering" option also disables all select lists for that field except for the Standard Select List. Why? When the option is checked in the Admin Tool, it is enabled by default in the DW Web Client. This forces users who use the drop down list to first uncheck the "Filtering" option in the index field while searching in order to select an entry whenever the Standard Select list is not being used.

    1 vote

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  5. I suggest improve the security

    It could be a good idea improve the security access to web client adding a kind of captcha to avoid the brute force attack.

    1 vote

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  6. Allow More Granular Export Permissions

    Allow Administrators to limit the options in exporting documents from a cabinet such as only allowing Printing of Document with Annotation or Downloading a document with Annotation.

    Some files are stamped for validation purposes and made Available to users. This is to avoid Using the document for other purposes other than what it is intended for.

    Allowing them to download without the stamps pose a risk of them using the document for other purposes.

    1 vote

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  7. make annotations private so only the creator can modify or delete it

    all the users that acces to a document can modify all annotations, it will be better to make possible to force only the creator to modify or delete his annotations

    1 vote

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  8. Passwords should not be repeated in in the last 12, 60 day cycles.

    A user should not be able to alternate between the same two passwords.

    1 vote

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  9. Revise QA Stamp

    Reposition the word "By" on the QA stamp. The stamp would then read "Username, date/time, QA'd by user initials"

    1 vote

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  10. Add search criteria and SQL statements to search dialogs and/or result lists (similar to task lists)

    Some of our clients have changed their company names over time.
    When this happens, a new CustomerNumber is given in our database to them. It is required very often to search all the documents from one customer, including those indexed with the previous names (linked now by the Original Customer Number only).

    Users should find all of the required documents by typing the current or any Company name the customer has had.

    This could be done by doing 2 things:
    1. adding somewhere the SQL statements capability and
    2. allowing those statements to take the values from the search dialog…

    1 vote

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  11. Make "Public an Idea" button/forum more visible/accesible

    For dw administrators at least...
    I remember they taught me there was some place where I can suggest things to be developed into features. When ideas came up, it took me quite some time to find it (until someone told me where it was)

    1 vote

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  12. Improve Auto Indexing fault tolerance on error

    Auto Indexing will go into error state after first seeing connection loss and not re-attempt without manual starting process from DocuWare Administration Utility.
    Allowing for another attempt after a set time-frame would greatly help managing this module as re-starting these processes can become very time intensive.

    4 votes

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  13. Add tool to allow use to create their own signatures just like they are able to create their own baskets.

    Allow users to create their own signatures much like they can create their own baskets without having to go through the DocuWare Administrator.

    2 votes

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  14. 2 votes

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  15. Separate the Check Out/Check In and Set As Current Version Rights For File Cabinet Profiles

    Currently the Check Out/Check In and the Set as Current Version rights are bundled together as the "Check Out" right under the File Cabinet Profiles.

    These should be considered as separate rights as we should be able to give users the right to Edit and the ability to set previous versions to current versions without giving the users right to Check Out a document.

    5 votes

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  16. Need importConfiguration on email attachments

    We really nedd option to use the same importconfiguration on email attachments, because some customers receive the same document via email and via mail

    1 vote

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  17. Need an option to store just email, without attachments

    See attachment, its not possible to just store the email, without the attachment

    1 vote

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  18. Improve Administration Tool

    Improve the administration tool. First by consolidating all of the different tools and utilities required to administrate Docuware. Create this new Administration tool to where you can do your administration in 1 spot and not in 3 spots on 1 utility and 1 spot on another. 1 location for 1 setting. Inhance the security setting, GROUP,ROLE,PROFILE. TOO MUCH.

    8 votes

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  19. Use of SQL statements in SmartConnect, Printer and Import

    In the same way use of SQL statement option is available for C2O configuration, it should be made available in indexing for Import, Printer and SmartConnect

    1 vote

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  20. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    0 votes

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