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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).

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403 results found

  1. DW 6.10 Automatic Numbering - reuse number if cancelled. Allow alpha prefix.

    This new feature is great. Thank you, Docuware.

    Just couple of things: when the store dialog with AutoNumbering fieldi is envoked, and then the stor operation is cancelled, the number that appeared in the stor dialog is not reused any more - so there is a gap in numbers. Is this an intended behavior or can be it changed so if the store operation is cancelled, that number is still available for the next store.

    Since the field with Automatic Numbering is already a text field, would be nice to be allowed to prefix number portion of the field with some…

    6 votes

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  2. Allow DocuWare Forms to be submitted to a Document Tray

    Currently, DocuWare Forms do not inherit File Cabinet field masks such as a Social Security Number regex validation. If a DocuWare Form could be submitted to a Document Tray instead of a File Cabinet, then I could use the store dialog to enforce the input and finish up the form. There's plenty of other reasons as well.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Add the Org Admin role as an administrator to all new configurations/doc trays/file cabinets by default

    The Org Admins should have admin access to all newly created configs/doc trays/file cabinets and not have to track down the creator when something needs to be changed. The role can be removed from Admin for sensitive documents, but it should be opt-out instead of opt-in.

    13 votes

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  4. Make DocuWare variables available in text area of stamp

    Please allow the stamp text area to use DocuWare variables like user name and data/time variables.

    Currently the user and date/time can be added as default stamp text but it's in a hard coded order.

    Being able to change that order and potentially mix it with additional info would be helpful.

    So instead of the standard stamp of this

    Username
    Date time

    I'd like to be able to configure it to this:

    Date time Username

    Or this:

    CSR Username Date time

    Essentially adding variables to the text area opens up a lot of additional options when designing stamps!

    3 votes

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  5. Automate workflow tasks

    Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.

    7 votes

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  6. Stamp assigned to a user overrides no 'can edit index entries' right

    If a user is not granted 'Can Edit Index Entries' FC right, but is assigned a stamp that changes index fields - this should work, so the user can use the stamp, but still can't edit index entries via info dialog.
    Currently, if user has no 'Can Edit Index Entries' but has 'Apply new stamp' - the stamp can't be applied if it changes indices.

    2 votes

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  7. Allow Admin to limit days and times a user can sign into DocuWare.

    Allow the Admin to limit the days and times a user can sign into Docuware.

    4 votes

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  8. 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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  9. Group elements in DocuWare Forms and an "add button" to dynamically "create" fields

    Imagine that Im a technician and require spare parts to fix something... I would need a document with some certain information which would repeat n number of times, i.e. Part Number, Description, Qty... there won't be a fixed number of fields that i have to fill each time I need spare parts.

    The group elements function would allow to wrap PartNumber, Description and Qty to be treated as one, so with the Add button you could add another group of those fields as on requirements

    16 votes

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  10. 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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  11. Automate DesktopApp default connection to PlatformRO

    When deploying DWDesktopApp there is a script on the DW FAQ site called "DocuWareXXDesktopAppsSilent_Install.bat". This can be used to automate the deployment of DWDesktopApp. The problem is the portion that directs the creation of the default connection does not work with PlatformRO. You must manually log into your Read Only Platform site and use the "Connect Desktop Apps" option.

    I would be great if customers who purchased RO and SmartConnect could automate the creation of the default connection to PlatformRO as well as have a visual representation in the DesktopApp that showed the app's connection was…

    3 votes

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  12. 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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  13. Make improvements to Email Notification

    Email Notifications are extremely limited in what they can do and how they are scheduled. They are also not easy to understand and/or test. I recommend the following improvements.
    1. Allow groups and roles to be assigned to a notification. The whole point of AD synchs with a group is to reduce administration tasks but without the ability to assign groups/roles to notifications, then the admin has to assign users separately OR open a notification job to all users, which is not ideal.
    2. Create an ability for a notification to change a field after execution. This will allow users…

    12 votes

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    Thank 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.

    Please Note: Apart from the improvement of scheduling options all other functionalities are available in the DocuWare Workflow Manager.

  14. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    3 votes

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  15. Visual improvements to Workflow Designer

    I would like the ability to reorder Decisions within a task and their outputs, alter the size and shape of activities, and select a bunch of the activities and move them all at once. Right now it is very tedious and time-consuming to design a workflow that is visually clear.

    15 votes

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    Thank you for your contribution. We are now working on a new version of the Workflow Designer, which will bring a whole new user experience, so we set this wish to “Planned”.
    I’d like to point out that a couple of things are possible in the meantime, like reordering decision and now also reordering data assignments. Multiselect will come with the new version.
    In case of changing size and shape of the activities, we are not planning to do this currently.
    I’d be happy to learn why and how this would help you in your daily work.

  16. 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)

    58 votes

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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.

    95 votes

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  18. Ability to Release license manually from administration level

    Allow from DocuWare Administration utility ability to release individual user license manually without having to release all users through an IIS re-set.

    161 votes

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  19. Email notification logging

    It would be nice to see when notification emails are sent.

    6 votes

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  20. Radio button in Workflow Manager

    To improve the ease of use, radio buttons should be implemented in the Workflow Manager. We have such buttons, we can create for example “yes” and “no” in one decision, and the user can just click once instead of open a select list and search for the correct value

    70 votes

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