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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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446 results found

  1. Allow shared mailboxes in connect to mail

    I've been informed that shared mailboxes do not work with Connect to Mail.
    However with the move to Exchange Online, and it being licensed per user, we have to use shared mailboxes not user accounts with a mailbox attached.
    Being able to use shared mailboxes would reduce cost and user management complexity.

    13 votes

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  2. Allow Dynamic date ranges for Document Relations

    Add the ability to add dynamic date ranges in Document Relations. In other words, add the ability to show documents where the store date is within the last 30 days or a custom index field like due date is within the next 30 days.

    2 votes

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  3. When using an XML file to clone a file cabinet, the dialog permissions aren't set.

    Dialog assignments need to get copied as well when copying a file cabinet

    5 votes

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  4. allow configuration of teams and team leads for easy approval workflows.

    For Docuware to know who the manager of anyone else is, would be more efficient for approvals, example travel requisitions or leave approvals.

    5 votes

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  5. Workflow Designer: Assign a task to a role expect specific users

    We would like the possibility to assign a task to any member of a role, except some specific users. The use case would be in a 4-eyes principle workflow, where in a same role one user must perform an action and another user (not especially an n+1) from the same role must review the action.

    12 votes

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  6. Administrator: Performance Indicators

    It would be nice to have a dashboard in the admin tool with key performance indicators, such as Documents stored for the day, Maximum concurrent users, Number of registered users, # inactive users that didnt use Docuware in 3 months), current logged in users, data in for day (vs historical average), data out for day (vs historical average), Available storage (with estimated time before storage is full), Available resources, Critical errors (servers, workflows, etc.)

    4 votes

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  7. Disable "Create Data File" as a User Option

    Too many times I've seen users accidentally index as a data file, when they meant to index an image in their tray. Maybe there could be a way to disable this "feature" as 99.9% of my customers would never intent to store only data.

    3 votes

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  8. Create forms with a organization template

    like a fusion into "form of fusion" with "traditional forms". For example, I upload the PDF template file and add items on this template to capture information. In this way, the user of a web client looks at a friendly interface.

    13 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Allow the creation of Data Records from Workflow Manager/Designer.

    I have a need to create two 'Numbers' from based on a condition. If IndexField A is not empty create the 'Number'. If Indexfield B is not empty create the 'Number'. It would be good enough for the customer that one or two Data Records are created using the data

    6 votes

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  10. Reverse rule

    When configuring access rights for users, it would be beneficial with a "reverse rule" where you can reverse the filter. If a document type filter is set, the button "reverse rule" tells if the user should be able see only the type defined, or all other types.

    8 votes

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  11. Add dialog checking to the Integrity Check tool

    The integrity check tool does not scrutinize dialogs for things like duplicate fields, or fields that don't exist in the file cabinet. These problems can happen if there is a database timeout when adding or deleting a field in a file cabinet. When it happens, the only way to repair it is manually inspect the settings column for each dialog in the database.

    10 votes

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  12. allow us to use different fonts or text colours

    This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.

    Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.

    3 votes

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  13. Notifications to show value of a certain field

    we have the "Show value of this field as a link" option in the message section of a notification.

    I want to be able to add just the value of the field without a link embedded to it.

    Thanks

    2 votes

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  14. Allow to configure automatic stamps with blackground colour in Workflow Manager

    As you can not set an specific location for the automatic stamps in Workflow Manager, sometimes it can be stamped over the text of the document....if you can select a colour for the background of the stamp, at least you can see better the text included in the stamp

    8 votes

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  15. Form filling checks and crosses

    When mapping fields to a merge doc, can we have the option to have ticks, or checks as well as the existing "X" ?

    The reason is that when using a Checkbox field in form design, and then mapping that to a merge form the data changes from a "tick" for yes on the web form, to an "X" which can be interpreted as a "No" on the merge form.

    14 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Improve connector lines

    Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.

    3 votes

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  17. allow list-type Role variables to be used as select lists in tasks

    When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…

    7 votes

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  18. Merge and Web Form

    We have several forms where part of the data gets merged onto a filled out form that we give to the client, and the rest of the information is lost. I've worked around this by creating a basic word document to hold on to the excess information that is only used internally, however it would be nice if it was possible to use the merge form for the information you want on to a specific document, AND the web form layout that captures ALL the data.

    11 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Date/time for forms

    It would be nice to have a Date/Time form ability instead of simply just Date. This would work great for forms used for meeting scheduling

    11 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. WF Steps as templates

    Once I've created a WF step, ex., Task or Assign to, etc., I'd like to copy it and use it as a template for use in later steps in the overall WF. Please add this feature.

    2 votes

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