Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
468 results found
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Add email Auto Document Processing watch folder processing in the 365 environment like available in non-cloud email environment
I suggest that the configuration of mail configuration options under configuration allows functionality whereby email watch folder processes for the Outlook 365 environment allow usage of Automatic Document Processing to index then store attachments in File Cabinets.
Microsoft is forcing the move to Web Outlook / the New Outlook in Office 365 and the current option to utilize the Outlook Email add-in does not have the ability to select Document Processing configurations except when the sample document meets international UBL standard e-Invoice xml formats.
This limitation prevents the option to use a Document Processing configuration like the one used in…
1 vote -
Creating reports on outstanding tasks per user/ role/ group
Creating reports on outstanding tasks per user/ role/ group
3 votes -
Workflow Designer : please improve the font selection dialog of the stamps.
We are having trouble with stamping characters out of frame when using an unsupported font from the font selection dialog in the task's stamp settings.
This is because the font selection dialog in DocuWare’s workflow designer (especially when configuring stamps in tasks) seems to displays all fonts installed on your operating system.
We hope you can improve this function by either changing the list of fonts so that only supported fonts can be chosen, or by increasing the types of fonts supported.1 vote -
Add ability to configure width of individual columns in Form tables
Some fields, like those with Number and Date types, do not require as much space as Text fields. Likewise, text fields (and Dropdown fields to a lesser extent) may require more space than allocated when the form is initialized.
Instead of having each user manually adjust the widths of these columns (see https://knowledgecenter.docuware.com/docs/forms-designer?highlight=People%20who%20fill%20out%20the%20form), there should be an option for the form designer to pre-set column widths for this element.
2 votes -
Enhance the User Sychronization v2 tool to be able to handle larger LDAP customers.
since the v1 User Sync tool, that worked in large LDAP accounts, was removed from v7.10, large LDAP User Sync's cannot be done. It fails. This needs to be updated/replaced with a tool that can handle large LDAP or change the way it extracts the information.
9 votes -
Enable selection of dialog fields for pre-filling table columns with remaining amount in Workflow Designer
Currently, in Workflow Designer, it is possible to pre-fill columns in a dialog table with the remaining amount by referencing a system or index field that holds the total amount. However, it is not possible to use a dialog field for this purpose.
To improve flexibility and usability — especially for scenarios like account assignment in an incoming invoice workflow — it should be possible to select a dialog field as the source for the total amount. This would allow the remaining amount to be dynamically calculated based on user input at that specific workflow step.1 vote -
User list export to Excel
Have a standard report to export the list of Docuware users to an Excel spreadsheet. This will make it easier to do lookups against other lists when managing DW users.
1 vote -
User Management screen have a filter on the ACTIVE column
On the User Management screen have a filter on the ACTIVE column so that you can see only ACTIVE or only INACTIVE users. Will make managing the list of users easier especially when checking if any ACTIVE users have left the company and need to be marked INACTIVE.
1 vote -
SFTP
Can we look at offering SFTP instead of unsecured FTP? There are many opportunities where i have sensitive or confidential information contained in .csv files that need to be processed but cannot be due to the lack of security in this area.
Thank you5 votes -
Store Dialog - autofill single value
Add the Autofill single entry feature from Forms to Store Dialogs. It would be very useful to fill the vendor name field and the vendor number field auto fills from the select list if there is a single result.
1 vote -
Allow using a PDF as a public-facing form
Sometimes, customers want to use the formatting from an externally created form for users to input data into DocuWare, especially if the form is being transferred from print or another web form service. Using an already created PDF, and creating fillable sections similar to what currently exists in the Merge Form menus could help.
2 votes -
Increase column limit for Tables in DocuWare Forms
Currently, the Table item in DocuWare Forms can only support up to 12 columns per item. This can be inconvenient when an existing file cabinet has a table field with more than that number of columns.
1 vote -
Support for ISDOC e-Invoice variant of EU standard EN 16931 (EU Directive 2014/55/EU)
Docuware supports some EU variants of e-Invoicing.
Please add support variant for Czech Republic called ISDOC
https://www.mvcr.cz/isdoc/
https://cs.wikipedia.org/wiki/ISDOCISDOC is also like others based on XML.
It can be 3 types:
XML file with extension (suffix) *.isdoc
XML file with attachment (archived in ZIP) and extension *.isdocx
PDF file with embedded XML data, extension *.pdfExtension ISDOC is similar to XRechnung variant.
Extension PDF is similar to ZUGFeRD.Suppliers can choose if they send to customer *.isdoc or *.isdocx or *.pdf.
If supplier sends ISDOC compatible invoice, most of them use *.isdoc (some use *.pdf with embedded XML data).
Currently…1 vote -
API call to start a workflow
We should be able to trigger workflows via API with a trigger reserved for API calls. The WF would return its instance ID at the end of the call.
1 vote -
Manage securely multiple Cloud as reseller
As a reseller, we would like to be able to manage multiple Clouds securely i.e. connect to a management console with our reseller's personal accounts, then connect to our client's instance
This would allow to track down who in our team access the client's cloud and forbid other means of access1 vote -
Availability of an External Interface for Learning
Currently, in order to learn a document, we need to log in to the Natif.ai service, upload the document, and perform the learning process in advance.
We can store many documents in DocuWare and populate them with the correct index.
We would like to use this DocuWare information for learning on Natif.ai.1 vote -
easy way to seen last login time on users. perhaps in the user view.. and be able to sort on this
Add the field "last login" with a date from when the users was last logged on to the system.. in the User admin view.. in the list but also so that you can sort on this. So that you easily can see which users uses the system.
1 vote -
Delete multiple groups/roles from UI at once
There are cases where an organization may have many groups that they need to delete. Right now, the only way to delete from within DocuWare (including via the API) is to delete each group one-by-one. An option to bulk delete groups using user-specified criteria would save a lot of time.
2 votes -
Ability to embed external links in the Web Client to be provided.
DocuWare's unique settings and work manuals are prepared for each user. This function is necessary to access these.
For example, providing a feature that allows users to freely embed hyperlinks next to the "DocuWare" logo in DocuWare Web Client solves this problem.
Users can click the link to view the original operation manual whenever necessary.
1 vote -
"Request for a Fixed User List Including First Name and Last Name (Internal Select List) in User Profiles"
"Request for a Fixed User List Including First Name and Last Name (Internal Select List) in User Profiles"
The list of currently available users to select from is displayed as a list of login names.
For example, in a workflow, when selecting the next assignee on a task, there is a risk of making a mistake with the login name, so we would like to have a list of users that includes the first name and last name.1 vote
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