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

How can we improve the configuration of DocuWare?

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135 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
    0 comments  ·  Administration  ·  Admin →
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  2. 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
    0 comments  ·  Administration  ·  Admin →
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  3. 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.

    6 votes
    1 comment  ·  Administration  ·  Admin →
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  4. 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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  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
    0 comments  ·  Administration  ·  Admin →
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  6. 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

    29 votes
    1 comment  ·  Administration  ·  Admin →
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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
    2 comments  ·  Administration  ·  Admin →
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  8. 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.

    8 votes
    0 comments  ·  Administration  ·  Admin →
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  9. 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,…

    4 votes
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  10. 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
    2 comments  ·  Administration  ·  Admin →
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  11. 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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  12. 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
    0 comments  ·  Administration  ·  Admin →
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  13. 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!

    4 votes
    0 comments  ·  Administration  ·  Admin →
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  14. 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…

    8 votes
    0 comments  ·  Administration  ·  Admin →
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  15. 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
    0 comments  ·  Administration  ·  Admin →
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  16. 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
    0 comments  ·  Administration  ·  Admin →
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  17. 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.

    13 votes
    2 comments  ·  Administration  ·  Admin →
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  18. 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.

    2 votes
    0 comments  ·  Administration  ·  Admin →
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  19. 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.

    6 votes
    0 comments  ·  Administration  ·  Admin →
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  20. 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.

    14 votes
    Not currently planned  ·  0 comments  ·  Administration  ·  Admin →
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