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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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467 results found

  1. Be able to configure several intelligent indexing storage dialog boxes on the same tray

    Currently, we can only configure one storage dialog box using intelligent indexing per tray, but some users store all their documents in their default btray but have to use different dialog boxes depending on the type of document, which means that 1 the administrator has to create other buckets with permission management and 2 the user has to move the document to this other bucket in order to be able to use the appropriate intelligent indexing dialog box. The aim would be to be able to select several dialog boxes using intelligent indexing on the same bucket. Thank you in…

    6 votes
    1 comment  ·  Document trays  ·  Admin →
    How important is this to you?

  2. wait for event

    Hello,

    I would like to request a change in the "Wait For Event" timeout configuration.

    Justification:

    We have encountered a product limitation during the transition from one event to another. In certain circumstances, an error can occur that delays the workflow by approximately two minutes when moving from one assignment box to the wait for event box.

    Specifically, we have observed that in some instances, wait for event stucks waiting because the trigger workflow has already finished before wait for event event starts. The workflow that triggers the "Wait For Event" takes about 20 seconds to complete, and we cannot…

    7 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  3. Allow storageRobot to attach (clip) to the front of an existing document in the cabinet.

    Currently it only attaches to the back of the existing document.

    4 votes
    0 comments  ·  File Cabinet  ·  Admin →
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  4. Allow storageRobot to clip to more than one existing document in the cabinet at a time

    Currently this application is hard coded to attach to only one document that matches the search criteria. Also, if it finds more than one, it errors and does not clip anything.

    4 votes
    0 comments  ·  File Cabinet  ·  Admin →
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  5. Allow storageRobot to store "red" or "yellow" intelligent indexing suggestions

    A customer has expressed interest in automatically storing documents with "red" or "yellow" intelligent indexing suggestions via storageRobot.

    2 votes
    1 comment  ·  File Cabinet  ·  Admin →
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  6. Add ability to set custom Headers to a Web Service OAuth2 configuration

    Connecting to a D365 instance via OAuth2 requires a Custom Header to be set when obtaining the Token. This is not currently possible via the DW Web Service configuration page, there is no option for it. I am hoping for an option to define a custom header like this will become possible so that Docuware can connect directly to D365 environments.

    2 votes
    0 comments  ·  Administration  ·  Admin →
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  7. Add DNS addresses to IP filtering

    In Central Gateway Settings, it would be very beneficial if we could add DNS addresses to filtering, in similar fashion you can add IP addresses at the moment. Many servers do not have one static IP address to add to the list, so it would help getting access if adding DNS addresses would be possible.

    2 votes
    0 comments  ·  Admin →
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  8. Add email Auto Document Processing watch folder processing in the 365 environment like available in non-cloud email environment

    I suggest that the configuration of mail configuration options under configuration allows functionality whereby email watch folder processes for the Outlook 365 environment allow usage of Automatic Document Processing to index then store attachments in File Cabinets.

    Microsoft is forcing the move to Web Outlook / the New Outlook in Office 365 and the current option to utilize the Outlook Email add-in does not have the ability to select Document Processing configurations except when the sample document meets international UBL standard e-Invoice xml formats.

    This limitation prevents the option to use a Document Processing configuration like the one used in…

    1 vote
    0 comments  ·  Autoindex  ·  Admin →
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  9. Local Data Connector file checksum

    Local Data Connector file checksum. It's for security reason, if customer wants to add checksum to some security app.

    1 vote
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  10. Local Data Connector file checksum

    Local Data Connector file checksum. It's for security reason, if customer wants to add checksum to some security app.

    1 vote
    0 comments  ·  Administration  ·  Admin →
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  11. Creating reports on outstanding tasks per user/ role/ group

    Creating reports on outstanding tasks per user/ role/ group

    3 votes
    0 comments  ·  Export data  ·  Admin →
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  12. Workflow Designer : please improve the font selection dialog of the stamps.

    We are having trouble with stamping characters out of frame when using an unsupported font from the font selection dialog in the task's stamp settings.
    This is because the font selection dialog in DocuWare’s workflow designer (especially when configuring stamps in tasks) seems to displays all fonts installed on your operating system.
    We hope you can improve this function by either changing the list of fonts so that only supported fonts can be chosen, or by increasing the types of fonts supported.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
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  13. Add ability to configure width of individual columns in Form tables

    Some fields, like those with Number and Date types, do not require as much space as Text fields. Likewise, text fields (and Dropdown fields to a lesser extent) may require more space than allocated when the form is initialized.

    Instead of having each user manually adjust the widths of these columns (see https://knowledgecenter.docuware.com/docs/forms-designer?highlight=People%20who%20fill%20out%20the%20form), there should be an option for the form designer to pre-set column widths for this element.

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  14. Enhance the User Sychronization v2 tool to be able to handle larger LDAP customers.

    since the v1 User Sync tool, that worked in large LDAP accounts, was removed from v7.10, large LDAP User Sync's cannot be done. It fails. This needs to be updated/replaced with a tool that can handle large LDAP or change the way it extracts the information.

    9 votes
    2 comments  ·  Admin →
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  15. Enable selection of dialog fields for pre-filling table columns with remaining amount in Workflow Designer

    Currently, in Workflow Designer, it is possible to pre-fill columns in a dialog table with the remaining amount by referencing a system or index field that holds the total amount. However, it is not possible to use a dialog field for this purpose.
    To improve flexibility and usability — especially for scenarios like account assignment in an incoming invoice workflow — it should be possible to select a dialog field as the source for the total amount. This would allow the remaining amount to be dynamically calculated based on user input at that specific workflow step.

    1 vote
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  16. User list export to Excel

    Have a standard report to export the list of Docuware users to an Excel spreadsheet. This will make it easier to do lookups against other lists when managing DW users.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  17. User Management screen have a filter on the ACTIVE column

    On the User Management screen have a filter on the ACTIVE column so that you can see only ACTIVE or only INACTIVE users. Will make managing the list of users easier especially when checking if any ACTIVE users have left the company and need to be marked INACTIVE.

    1 vote
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  18. Store Dialog - autofill single value

    Add the Autofill single entry feature from Forms to Store Dialogs. It would be very useful to fill the vendor name field and the vendor number field auto fills from the select list if there is a single result.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
    How important is this to you?

  19. Allow using a PDF as a public-facing form

    Sometimes, customers want to use the formatting from an externally created form for users to input data into DocuWare, especially if the form is being transferred from print or another web form service. Using an already created PDF, and creating fillable sections similar to what currently exists in the Merge Form menus could help.

    2 votes
    1 comment  ·  Forms  ·  Admin →
    How important is this to you?

  20. Increase column limit for Tables in DocuWare Forms

    Currently, the Table item in DocuWare Forms can only support up to 12 columns per item. This can be inconvenient when an existing file cabinet has a table field with more than that number of columns.

    1 vote
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
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