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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. list from multi file cabinet

    Have the ability to create a List from multiple file cabinets

    2 votes
    0 comments  ·  File Cabinet  ·  Admin →
    How important is this to you?

  2. Workflow version should be a workflow system variable

    Workflow version should be a workflow system variable so you can assign it to an index

    6 votes
    3 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  3. On Change Event

    I suggest adding an "on change" event to dialogs in the workflow designer.

    We have a workflow where users need to match credit card statement line items to invoices/receipts. When the user selects an invoice vendor and invoice number, I want to show more detail about the invoice in real time so the user can be sure they selected the correct one.

    For example, the user selects vendor "Microsoft" from the first input box, and they select invoice number "1234" from the second input box (which has been filtered based on the selection of "Microsoft" above). When that second input…

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

  4. Ability to assign more than one Behavior per field in form designer

    currently only one behavior is allowed to be assigned per field. The ability to assign multiple behaviors would allow a greater number of options for configuration.

    3 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  5. When doing the AD sync, currently there is not a way to Update the Docuware LoginID when that changes in AD.

    AD uses the SID as the unique identifier so that the login name can be changed. There are many valid reasons that an AD login changes, however, Docuware requires that user account be deleted and recreated with the new ID. This is not a big deal for the occasional change, but what about when the organization wants to change ALL the AD Logins for the entire organization? I have more than one organization considering this right now.

    2 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  6. Permissions to create and configure user stamps

    When it is marked in the permissions so that the user cannot create or manage stamps that does not appear in the configuration part this option to the user

    2 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  7. Be able to change the activities and variables colour within the workflow.

    Be able to change the activities and variables colour within the workflow instead of it always being blue.

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  8. User Synchronization Tool - Default Groups to "Skip During Synchronization"

    Short description ...
    The tool should default groups in the group matching tool to "Skip During Synchronization" instead of trying to create new groups for every one.

    Long backstory:
    I am migrating from Docuware On-Premise to Docuware Online and the User Synchronization Tool is a huge step backwards. My AD structure is such that my DocuWare groups are in an OU with approxmiately 300 other security groups. During the setup wizard it allows me to specify OU containing my groups ... on the match screen it then wants to create over 300 new Docuware groups when I really only want…

    3 votes
    1 comment  ·  Administration  ·  Admin →
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  9. make Docuware FIPS compliant

    make Docuware FIPS compliant. My site requires FIPS for all PCs.

    2 votes
    0 comments  ·  Administration  ·  Admin →
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  10. Function to lock a fillable PDF in the workflow to prevent further modification

    The overall process surrounding the question is a PO Form, which I’ve created in DocuWare. That form triggers an Approval workflow. In the workflow I also add line totals, overall total and the name of the final approver onto the fillable PDF document. Once the document is approved, the workflow sends the PO to the supplier. The problem is that at this moment the order is still fillable… I need that document to be a non-fillable PDF… Problem is that I can’t create the non-fillable PDF with the form as I then can’t add the line totals etc. to the…

    19 votes
    6 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  11. ValidateID Signature - Collect Reason for Signature Rejection

    Currently although the reason for refusal is requested when not signing a document, then this value is not available for use anywhere. ValidateID does have this option available (Signers.RejectionReason from "Operation Get Document Information"). It would be very useful to implement the option to collect this information as otherwise you have to go and ask the person who has refused to sign the document to find out the reason for the rejection.

    (NOTE: Related to Workflow Designer, WebService, ValidateID Integration on DocuWare)

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  12. Store dialog - Field prefill with empy text

    Hello,

    We have a problem when storing documents when documents are copied from filecabinet to basket and than stored.

    Docuware stores index entries event if fields are not on Store dialog.
    Prefiling with empty would clear unwanted index fields.

    Best regards

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

  13. Assign to Role and Variable

    Allow the ability to assign to a pre defined role and also to a variable.

    Within the workflow I have a role variable which is defined by the path of the workflow.

    I would like to assign the task to the ROLE and VARIABLE for approval but can only do one or the other.

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  14. Cross posting from the Client forum for a customizable web/link/macro button

    Posted to the client forum, but also asking here has anyone attempted to put a customizable web/link/macro button into the Docuware interface? This is for on-premise.
    This would be a button bar or availability that could allow for simple customization. The specific request is a button to enter a hyperlink to an external application. All they really want is exactly that. No other integration, just open an application, and at this point not even a sub windows inside DW.

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

  15. Automatic csv export for index in workflow manager

    In the standard DocuWare function, there is a manual csv export on web client as the current method of csv export.

    Many customers want to link CSV data to the ERP system, so they want to do this automatically instead of manually. In order to do it automatically, it is necessary to access the web service built on each customer by using the web service of workflow manager. (Programming required)

    I would like to add an activity for csv export to the workflow manager to easily achieve this.

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  16. Add your own fonts

    It would be very helpful if the office internal font could be added to DocuWare. In our case it would be the source sans pro font.

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  17. Single Sign-on is great however it automatically add all users from AD into Docuware and assigns them a license automatically.

    Single Sign-on is great however it automatically add all users from AD into Docuware and assigns them a license automatically.

    This process negates the AD user management feature, if they still need to assign licenses manually. Additionally I noticed that ALL AD Groups could be added to Docuware automatically, typically only a subset of AD groups are used in Docuware.

    5 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  18. allow workflow version comment

    Useful to remember the design process and / or if you're working at several person on the same workflow.

    4 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  19. Highlight mandatory fields in forms

    Is it possible to have something more visual for mandatory form fields, that draws a users' attention to complete a specific required field, as currently the submit button remains greyed out and you have to hover to find the names of the field that need to be completed.

    For example a red outline (as shown in the attachment, an example from Office 365 Forms), it will be easier for users to complete mandatory fields, by visually drawing their attention to it.

    5 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  20. Please maintain Index details of a deleted document in Audit report to help deleted documents audit.

    When i modify any document index values, Audit report screen shows modified record's details. But deleted record details are not shown.
    It is required to show index details of deleted record as part of audit requirement. Attached deleted record screenshot for your reference

    5 votes
    0 comments  ·  Admin →
    How important is this to you?
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