Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
479 results found
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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 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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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…
20 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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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 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure to bring more color in your life.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
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 -
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 -
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 -
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 -
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.
6 votes -
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 -
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 -
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 -
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 -
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 reference5 votes -
Web Service Integration Improvements
DocuWare doesnt have the same abilities as SoapUI to process data from web services. See below
Docuware can’t process sub child XML elements and self-closing tag as a parameter.
SoupUI can process all standard data types while Docuware can accept Integer and Decimal but seems to inconsistently be able to access some string parameters
Some context objects in SoapUI aren't able to be interacted with in DocuWare because the data types aren't standard (string, decimal etc).
2 votes -
One-Time Scheduling Option
On any job that includes a schedule option ... allow for a selection that would do a one-time only execution of the job.
For example I have a use case where I want to schedule a transfer job for my migration from on-premise to the cloud to happen overnight ... I'm not always available to manually kick off overnight jobs and putting them on a "fake" schedule is a less than ideal solution (I don't want to run the risk of duplicating data if I forget to disable the schedule in time). I have 8 years of data to move…
1 vote -
Adding an attribute to the user dictionary
Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.4 votes -
(Workflow designer) Wants to get the numeric column of a table field as an entry in Data assignment.
We want to assign the table field index data to a global variable. Currently we can get the text type of the Table field as expected, but the number type does not appear as a candidate for entry.
We have to get the number type value of Table field as well.
1 vote -
stamps
Add option to display first and last name to stamp. Some of our usernames are generic for example Warehouseclerk01. Yet the First and last Name are assigned to a person Jon Doe. This would be nice to show on the stamp instead of user name.
1 vote -
audit
I think is very important to put at least the source IP or hostname of the user in Audit Reports, because someone could steal the credentials of an user, but the source IP could give more details of where did it.
2 votes -
3 votes
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