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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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45 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Email notification logging

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

    6 votes

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  6. 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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  7. User Reporting Capabilities

    I would like to see who is using the system and what files each person has touched as well as how many people are in Docuware at any given moment.

    5 votes

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  8. Memo field in Workflow Manager

    At the moment you can add a comment with max. 255 characters. In some reasons this is not enough, and it would be great if also the memo field can be used in the Workflow Manager.

    47 votes

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  9. send a single notification to a specific time and show all documents as a "task list"

    by reminder or expiration date, send a single notification to a specific time and show all documents as a "task list", this because when working with many documents, is not friendly to receive many emails at once.

    additionally, there is no need to change the document task because reassign not imply skip the task

    19 votes

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  10. Stop forcing alphabetical sorting of Select Lists.

    We can create Select Lists grouped and arraigned in the order that makes sense to the user. But DocuWare insists on resorting the list in alphabetical order. PLEASE STOP DOING THIS!

    Now we have to create Select Lists with numeric prefixes to force our sort order. Then the users have to memorize a complete list of prefixes, to allow rapid data entry. They should be able to just start typing the description and have it appear, but be able to pick from a sensibly ordered list if the they need help.

    49 votes

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  11. Would like to be able to find a Web basket by name on the server

    Sometimes when trouble shooting it would be a help to know the name of the document tray when looking at the file folders on the server. We used to be able to do that on older versions. Our site recently migrated to 6.6 from 5.1b and all the web baskets have the same folder name with just a number appended. Ex. DWWebBas.000047 instead of "Accounting"

    5 votes

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  12. Role list for Workflow Manager

    With DocuWare 6.6 we can select multiple roles in using the Workflow Manager. That's nice but we need a "role list" as we have it with the Substitution list.

    If we allow the user to choose a role for the next task, he can see all existing roles (!) also the "Default Organisation Role". You need to specify which roles the use can see for two important reasons.
    1. Depending on the workflow one user need only a couple of roles in the list and not all.
    2. The Roles are also used for the authorization management. And these roles…

    15 votes

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  13. optional fields for groups or user defined tables

    For index filters in profiles we often use a database view on the DocuWare Users and grups ("dwGroups, dwUsers, dwUserToGroup").
    This helps to make a SQL index filter with the user-group settings.
    Often the group name itself is implemented in the index filter. For example the users in the DW group with the name "grp_Accounting" are just allowed to see documents of the business unit "Accounting".
    SQL index filter: CURRENTUSERLONGNAME() IN (SELECT v.User FROM View V Where (dwdata.dbo.archiv.)BusinessUnit = LEFT(3,v.groupName)
    (or something like that)
    If there would be a possibility to give groups optional fields we could take this information…

    4 votes

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  14. Batch user tools for managing users.

    Some installations have hundreds or thousands of users. We need tools to manage sub-groups, for ex., the DW customer's customers customers, or enterprise customers with large divisions. In particular one function badly needed is a wayt to export users (and attributes) to CSV or Excel.

    5 votes

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  15. Improve the way users interact with forms via a touch interface in kiosk mode

    Our office uses kiosks with a touch interface for patients to fill out forms. They are frustrated with how forms behave. I recorded a short video that illustrates what happens.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Autoindex monitor should show updated documents

    The Auto Index monitor in DocuWare 6.11 shows the number of documents processed, not the number of documents updated. I like that it now shows how many documents were processed. It would be nice if it showed both the documents processed and the number that were updated.

    5 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  17. An Index Field can be created so that document stored in the file cabinet can be automatically numbered e.g fin-001, fin-002, and next doc.

    I want a situation whereby document given a unique id e.g fin-001, fin-002 should automatically store the next document as fin-003 when an index field is created for this purpose.

    2 votes

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  18. Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

    This would eliminate the need to open the database manager or key in that long number.

    5 votes

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  19. Edit buttons for active workflow tasks

    I need to add the "check out to document tray" and other buttons for an active workflow task. We need the possibility to edit what is visible "In menu" and what is viewed as a button for workflow tasks. This is actually an option for every result lists. There would be nice to remove the reasign button here as well..

    1 vote

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    Part 1 is already completed and available (at least in version 6.9) We added the second part to change the available functionality to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.

  20. Time Stamp for Docuware Import and Docuware Webscan

    Time Stamp for Docuware Import and Docuware Webscan

    It is very important for legal purposes that Docuware Import and Webscan could put a time stamp to the documents in combination with the "sign document" (document certification) option.

    1 vote

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