Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
402 results found
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Add Webhooks to preconfigured solutions
At the moment webhooks are not saved to a preconfigured solution. That means that all webhooks will have to be put in place manually after installing the preconfigured solution.
This is a somewhat unexpected behaviour and installing all webhooks takes time and can lead to errors later on.
1 vote -
Signature Web Service - DocuSign - Ability to send multiple documents for an enveloppe to multiple signees
The signature web service allow to send a document to multiple signee or to send multiple sections to one signee. There is no way to send multiple sections of a document to multiple signees or even better, to send multiple documents (differents DocIds) to multiple signees. DocuSign can do that, why the DocuWare signature web service does not allow this ?
1 vote -
Allow Processing Configurations in the General Email Connection
When using Connect to Outlook, you can assign a Watch Folder processing config to process the document. Using general email, you can not do this.
If you are using Connect to Outlook, your computer must be online in order to send the document to the cloud. With General Email, you are logged into the email account... so you are able to always capture the emails... but not process and index them.
2 votes -
Provide permanent deletion tickbox within Deletion Policy
I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.
4 votes -
Dynamic Text Size for a Merge Field
Please add an option for the text size to be Dynamic. Basically when the text entered on the feild is longer than what is on the Merge Document, then the text gets cut off. If there was a simple check box for Dynamic text, then when the text entered on the form was longer than the merge document field, it would automatically resize small enough to fit into the merge field.
Thank-you!2 votes -
Expand the SQL scripting window in the Deletion policy.
Expand the SQL scripting window in the Deletion policy. This should be easy to make the dialog box expandable via a code change and not fixed size. Seems like this was just an oversight.
1 vote -
Add a table variable to workflow designer
A table variable is very usefull. For now we have to create a table field index to work with in WF. That's not a good workaround and lack flexibility.
3 votes -
Have a box to permenant delete right from delete & transfer configurations
When using Transfer to send documents to another cabinet and deleting from the original, all the delete ones go to the recycle bin. This can look like a massive number of documents are deleted and make it hard to find the other user deleted documents. There should be a choice in the transfer and delete configurations where, if checked, it will not send them to the recycle bin.
1 vote -
Document Processing General Email
In Email from Outlook it is possible to configure a document processing, it would be great to be able to do the same while using General EMail configuration.
As many users do not use anymore Outlook but Google solution or other webmail4 votes -
Keywords should be fully supported in autoindexing and document relations -- "Contained by" operator
As of writing, keyword fields seem to only be half-heartedly supported by DocuWare.
One of the biggest issues with keyword fields is that we have a "Contains" operator that can be used in autoindexing and document relations, yet we don't have a "Contained by" operator. This means that while we can include a related document that has a keyword which contains a text field in our starting document, it is impossible to make the inverse document relation, where a starting document matches its keyword field against other documents' text fields. Document relations should let users navigate in both directions, not…
1 vote -
Move or delete documents with Workflow Manager
Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.
2 votes -
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.
2 votes -
Possibility of using variables/fields in the task description
In Task description, it would be useful to be able to enter values from a variable or an index field.
This would allow you to have a more complete description of the task to be carried out and to make the correct decision without having to select various decisions.For example, at the first step of the flow the operator enters a note, if I could have that note in the task description, the supervisor can choose between the two decisions without having to read the operator's note in the first decision and reject it with the second decision.
it…
7 votes -
Webhook audit logs
PROBLEM
I have a webhook setup that should be triggered when a doc is created or updated in a file cabinet. The REST API that is receiving the requests from the Docuware webhook is missing some data. I can see the logs of the REST API it looks like some requests from the Docuware webhook didn't get delivered.
The webhook that I'm referring to is not the one inside the workflow.SOLUTION
Please provide access to the Docuware webhook audit logs7 votes -
Allow usage of different SMTP Configuration in Workflows
You can create multiple SMTP Configurations but you cannot select different ones in workflow email tasks, you should be able to from a dropdown select which configuration you wish to use for that task, or at a workflow level select it as well.
16 votes -
Trigger / Start a workflow after updating a table type field
Use case: A table field must be completed by users (by modifying the index) to validate a document.
A workflow is used to check if the table is complete.
The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
it would be interesting to have a new type of trigger based on the table field6 votes -
Allow an admin to determine what annotation tools are enabled by default in profile and settings for all users.
Allow an admin to determine what annotation tools are enabled by default in profile and settings for
4 votes -
Parallels tasks
Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?3 votes -
Update option for preconfigured solutions
A possibility to update from an older version of a preconfigured solution to a current version would be very helpful. Currently, the new features advertised in the DocuWare UserInfo have to be recreated in the old version of the preconfigured solution with a lot of effort. At some point it probably makes sense to make the move to a current version.
3 votes -
Improve UI of Forms
Currently the ability to format/brand/customise forms is very limited. Please can the option to add more colours, company logos,
5 votes
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