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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. incomprehensible Restriction on Stamps

    If I have an approval stamp and I name it APPROVE and assign it to a single file cabinet and user group. I can NEVER create another stamp that has the display name APPROVE again. Even for a different file cabinet, even for a different user group. -Because of the backwards way you guys treat DISPLAY NAME vs NAME when configuring a stamp, I cannot have a duplicate DISPLAY NAME, really? This is never the case ANYWHERE! What if I wanted to assign another approval stamp to another set of users. I then have to name that stamp something else,…

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

  2. Enable horizontal scrolling in Workflow Designer

    Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  3. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  4. Add Security assertion markup language (SAML) Support

    To be able to integrate DocuWare in an architecture where SSO is implement with SALM V2 protocol , DocuWare needs to implement such protocol.

    This would be a major improvement for On Premise and also Cloud architecture to provide simple and standardize way for SSO service

    For instance the Azure Architecture supports SAML 2.0

    https://msdn.microsoft.com/en-us/library/azure/dn195591.aspx

    48 votes
    6 comments  ·  Administration  ·  Admin →
    How important is this to you?
    Not currently planned  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your idea. We decided to support OpenID Connect, so we are not considering SAML at the moment. If the demand for this topic increases, we might add it to future plans.

    We are planning to implement Single Sign-On with Azure AD in DocuWare Cloud based on Open-ID Connect for the next release of DocuWare

  5. Creating reports in DocuWare administration

    It is very important to create custom reports about users including role, profile, and group assignment, user permissions on each file cabinet. It is an added value in DocuWare administration for auditing purpose and PCI compliance.

    97 votes
    7 comments  ·  Administration  ·  Admin →
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  6. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    32 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?
    Not currently planned  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    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.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  7. File Cabinet Creation - Allow the order of fields to be carried over to all dialogs

    The most annoying part about setting up a file cabinet is sorting the fields in each of the dialogs. It would be nice if I could check a box that would take the sorting of the store dialog and transfer it to the Storage, Results List, and Info Dialog. This would knock off at least 10-20 minutes from every cabinet build.

    13 votes
    2 comments  ·  Administration  ·  Admin →
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  8. 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…

    8 votes
    0 comments  ·  Administration  ·  Admin →
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  9. 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.

    8 votes
    0 comments  ·  Forms  ·  Admin →
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  10. Make own reports regarding invoices awaiting approval

    Would be good if there was a function where you could make your own reports with reference to invoices on hold within the DocuWare system.

    1 vote
    2 comments  ·  Administration  ·  Admin →
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  11. 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.

    14 votes
    Not currently planned  ·  0 comments  ·  Administration  ·  Admin →
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  12. 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!

    4 votes
    0 comments  ·  Administration  ·  Admin →
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  13. 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.

    8 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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  14. 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
    0 comments  ·  Administration  ·  Admin →
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  15. 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.

    6 votes
    0 comments  ·  Administration  ·  Admin →
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  16. Disabling "Allow Filtering" should not also kill select lists

    In DocuWare 6.9 File Cabinet Search Dialogs, unchecking the "Allow Filtering" option also disables all select lists for that field except for the Standard Select List. Why? When the option is checked in the Admin Tool, it is enabled by default in the DW Web Client. This forces users who use the drop down list to first uncheck the "Filtering" option in the index field while searching in order to select an entry whenever the Standard Select list is not being used.

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

  17. 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
    3 comments  ·  Administration  ·  Admin →
    How important is this to you?

  18. Passwords should not be repeated in in the last 12, 60 day cycles.

    A user should not be able to alternate between the same two passwords.

    4 votes
    0 comments  ·  Administration  ·  Admin →
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  19. 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

    17 votes
    Added to Ideas Backlog  ·  1 comment  ·  Forms  ·  Admin →
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  20. 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
    Added to Ideas Backlog  ·  0 comments  ·  Administration  ·  Admin →
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