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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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131 results found

  1. 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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  2. 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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  3. 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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  4. 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.

    96 votes

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  5. 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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  6. 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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  7. 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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  8. 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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  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. 2 votes

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  11. 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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  12. 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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  13. 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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  14. 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)

    65 votes

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  15. 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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  16. 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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  17. 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.

    97 votes

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  18. 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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  19. CDN with Fallback to Local Script Repository

    Starting with DW 6.6 Hotfix 8 DocuWare the Web.Settings flag "UseLocalCDN" has been set to "false". Quote: "For better performance you should disable this flag. If the flag is disabled, the fat JavaScript libraries are downloaded from Google CDN orother CDNs." There should be a fallback option just in case external CDN are blocked or unavailable.

    1 vote

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  20. 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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