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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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432 results found

  1. record the store dialog used in the audit report

    It would be nice if GUID of store dialog used for storing documens were registered in audit reports or in document history

    3 votes

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  2. Add an option to see roles and selection lists that are used in workflow

    when we set up DocuWare, we are sometimes forced to use roles and selection lists only for Worfklows. it would be good to see when these are used in the workflows in the web configuration

    1 vote

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  3. Automatically select an item in a drop down list if it's the only one.

    If a select list is narrowed down to only one remaining option by the other field(s) that it's filtered by, we need an option to automatically select this item. Why do users need to perform 2 additional mouse clicks or several keystrokes to accomplish this?

    1 vote

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  4. Show Next Run Time in Autoindex

    In addition to the current "Last Run" time shown in the overview, add a column that shows the next time a job is scheduled to run. This is was available in previous versions of DocuWare. I find it helpful to view when an autoindex job will run so my scheduled jobs are not all running at the same time.

    4 votes

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  5. Ability to change the color of the font and the outlined of the answer field.

    The font answers are to light and hard to read. If would had the ability to change the color of the font it would be easier for end user to read the form.
    Ability to change the color of the outline boxes to show up better again helping end users.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Improved Activation Rules

    The rules for automatic activation of a workflow should allow the adminsitrator to be more specific. Now you can only have AND operators.

    The rule configuration for permissions is perfect, and would love to see more systemwide adoption of it.

    It allows you to be as simple or specific as needed.

    2 votes

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  7. Document Processing - Add more content conditions for the identification and splitting rules

    Ability to have multiple content conditions for identifying and splitting documents with AND & OR operators.

    2 votes

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  8. Change the logo of webclient with the logo of the client´s company

    Hello, we need to change the logo of DocuWare on webclient with a customized logo client's mark. We can be change this on OnPremis Docuware but we need to do this on cloud systems. A lot of clients apply for this changes.

    8 votes

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  9. Allow Connect to mail to ignore small signature images

    When using the Connect to mail feature, I used to be able to ignore image files less than a certain size, so images that are in signature did not import into the document. This option is no longer available, so the signature image is now part of the document. Removing them is cumbersome when you are importing thousands of documents weekly into a document tray.

    6 votes

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  10. Remember the last view settings

    Please save the last view settings for users, and not choose the default every single time we access screens like forms, document processing, file cabinets, indexing etc... its a simple tweak that could save millions of clics!

    1 vote

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  11. Always show ALL fields of a dialog in the document processing module

    Abitily to index fields in the document processing module, even if the store dialog chosen has them hidden. This works perfectly like this when indexing forms.

    1 vote

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  12. Dynamic Result Dialogs

    Abitily to have a Result Dialog or another, BASED ON RULES. This would display the necessary metadata for different document types. Contracts, Invoices...

    1 vote

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  13. Assign Result dialogs to LIST DIALOGS

    Abitily to ASSIGN a specific result list to a LIST DIALOG to show the results instead of customizing every single time

    1 vote

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  14. Add a logout button for internal forms.

    When a user opens a form on their mobile they are asked to login but from then on if they do not clear their cookies they are automatically logged in. I would like the option to add a log out button in order to close the session.

    this way by forcing a login we can do 2 things one secure the form when on a mobile, and two we can pre-fill the username from the login in a required field which can then be used in DW to generate workflows once it is in the cabinet. It also facilitates the…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. Workflow Designer - Add Attachment as task completion option

    Create an option for attachment of documents to existing workflow manager for completion of task and have the document staple to the current file. Ex; Attach a shipping document to a PO for verification.

    Currently the option to clip documents to it and moving the workflow is an option, but am having it requested that an attachment HAS to be placed before proceeding.

    13 votes

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  16. Synchronize documents from Google Drive or Dropbox

    Synchronize documents from Google Drive or Dropbox

    6 votes

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  17. Add a control to manage the 'Name' column in the folder view

    In the Folder view there is a 'Name' column which is populated with the file name of the document that's been stored.
    This 'Name' field isn't listed in the filing cabinet as a database field and you can't seem to be able to hide it or control it in any way.
    Could this be added to the index values as a database field so it can be controlled and maybe utilised in some way, or potentially changed or set when storing documents either via an API call or manually.

    1 vote

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  18. Allow Search Dialogs to be configured for select list only

    We currently have an implementation with an external multi-column select list and we have implemented this in several store and search dialogs and we have setup filtering on the columns of the select list in these dialogs. In Store dialogs we have " The user can only use entries from the select list to set the field" option to force users to perform data entry / indexing only using the filtered select list values. However this option does not exist on the search dialogs so even with the filtering in the dialog configuration a user is provided values in the…

    2 votes

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  19. SmartConnect Dual Monitor Engine - Target Window Functionality

    While using SmartSearch within SmartConnect (via button, readout area, and anchor), it would be helpful if DocuWare could recognize the targeted window, and not rely on anchor data to correctly read out a certain index value.

    This would allow centralized buttons and remove the need for DocuWare to render buttons which may slow down one's system, or even spawn rouge buttons.

    1 vote

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  20. Get xml file with invoice importacions

    It would be a good option to be able to scan files to Docuware and automatically generate an xml file to be able to work this file in other systems

    3 votes

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