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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. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. Include FullText field in General Search Dialog(Docuware Administration)

    In some scenarios it'd be very useful to be able to include FullText criteria in File Cabinet documents filter for let's say a deletion workflow.

    3 votes

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  7. 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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  8. 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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  9. 2 votes

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  10. 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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  11. 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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    0 comments  ·  Administration  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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    0 comments  ·  Administration  ·  Admin →
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  16. allow for the global setting for all users to open Docuware Viewer with index dialog in a new window by default

    The reason for this is that right now, if we utilize the default setting "Always show DocuWare Viewer in same window", it is possible for a user to have several items in the queue, and viewing one item (by double clicking on it) but actually editing index values for something completely different on the screen. This could result in errors. Many errors.

    If one utilizes the setting to open the viewer with index dialog in a new window, the document rendered for view always is tied to the index values that you see.

    0 votes

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