Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
121 results found
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add option in activity "send an email": join pdf with annotation
Hello,
We'd like to send email with annotation (we created a stamp with a bitmap signature ).
We want to be able to send the document with the signature as annotation for example to validate a quote.1 voteThank you for your contribution. Your idea is available with version 7.3.
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Indexing Assistance List Filter
Abitilty to add a filter an external List data source, the same way it is possible in the autoindex configuration.
This way, the Lists could be more precise and agile in DW.
1 voteThank you for your contribution. Your idea is available with version 7.4.
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Outline modifications that were made to Index Entries
There is no way tell what changes were made when an Index Entry has been edited (e.g. If someone modifies an Index Entry, the system only lets you know who modified entry, but it doesn't outline modifications that were made.)
1 voteThank you for your contribution. This information is available in the Audit Log if it is activated for the file cabinet.
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Docuware Import should be available as a windows service
We do not allow service accounts to login to our servers (for security purposes) so having to run Docuware Import as an application is very annoying since every time the user logs out the job stops. Everything that needs to run constantly in an "enterprise-grade' application should not be run as a windows user.
1 voteThank you for your contribution. DocuWare Import was always a Windows Service and run even without a user logged in.
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Forms: Select List of Users should not show deactivated Users
We're using a dropdown on forms for the user to select their username. Unfortunately, the list shows EVERY user that has ever been created, even though several are deactivated. DocuWare should provide the means to only show Activated users.
7 votesThank you for your contribution. Your idea is available with version 7.3.
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Any chance that your login page could support a Federated Service option like ADFS?
I'm curious if Docuware could be configured to allow a Federated Service login such as ADFS, so that we could support multiple external clients without having to create them internal AD accounts
4 votesThank you for your contribution. Your idea is available with version 7.3 for Cloud customers. On-Premises will follow in a later version
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Autoindex Scheduler Needs More Timing Options
In 7.0 the web based autoindex scheduler only allows for selecting starting times on the even hours ... 1:00, 2:00, 3:00 ... somtimes I want jobs to start at 5 after the hour so that other non-DocuWare processes can happen on the external database side. This used to be possible when scheduling was done in the admin application, please bring it back for the web based scheduler.
4 votesThank you for your contribution. Your idea is available with version 7.2.
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Substitute the message "No se ha encontrado ninguna entrada" for "No se ha encontrado ninguna entrada que empiece por ese término""
In the Spanish version, when searching for documents in any indexed field a message pops out under the searching line saying "No se ha encontrado ninguna entrada". That message is incorrect, it should say "No se ha encontrado ninguna entrada que empiece por ese término" which is what it is really happenning.
I makes people think that there will be no results if they look for that word and they get upset, but they are mistaken / mislead.1 voteThank you for your contribution.
Your idea is available with version 7.2. -
Allow importing multiple faled with warning jobs at once
Sometimes multiple import jobs result in warnings with the files not imported. It would save time if we could resubmit all or selected jobs at once instead of one at a time.
1 voteThank you for your Feedback.
This functionality was introduced in DocuWare Version 7.1 that was recently released. -
Copy an existing select list to a new list
...so that we do not have to create it from scratch. That way we could edit the copy for use in a different file cabinet.
3 votesThank you for your contribution.
Your idea is available with version 7.1. -
Smart Index - Make Functionality Similar to Document Processing Select Text Options
It would be very helpful if we were able to use the "after known character(s), before known character(s), between known character(s), between separator" options when configuring the Smart Index settings. These are available within Document Processing but for some reason when using Smart Index to OCR another screen there is no way to set the field values with this type of logic.
The other web based applications we have configured for the Smart Index may display headers and sections of data that vary in length, based upon each value. For example, our claims system always pulls up a "header" section…
4 votes -
How to configure load balancing in Docuware ?
I have a project with load balancing in Docuware Entreprise. I need documentation about this topic in Docuware. I appreciate sharing information on how to do this with Docuware.
3 votesPlease have a look in our White Paper System Architecture or contact DocuWare Professional Services
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Bring back option to filter preceding spaces
Before the upgrade in version 7, the autoindex workflows were able to filter preceding spaces on entries coming from a GP database. This was disabled and either removed or hidden in the workflow changes made with the Version 7 update. These spaces are causing issues with reporting and searches within docuware due to their inconsistent nature and currently, a team member has to go through every document to ensure that the spaces are removed in the linked fields.
Please bring this feature back as part of the auto-index workflow setup.
3 votesThank you for your contribution. Your idea is available with version 7.0.
If the option “Drop leading blanks” is enabled for the appropriate file cabinet field, preceding spaces are automatically removed, regardless of how the index entry was set.
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Allow customization of email address in Docuware Cloud notifications
Change the "Docuware Notification / noreply@docuware.cloud" to a custom name and email address. This can be based on tasks or a global setting.
2 votesThank you for your contribution.
Your idea is available with version 7.1. -
Copy a worfklow from a File Cabinet to another
We are working with several File Cabinets, with very common and complex workflows in the Workflow Designer. Moreover, we use DocuWare in different environments (development, test and production).
We would really like the possibility to copy a workflow from a file cabinet to another, and/or the possibility to export and import workflows between servers.
Our solution currently is to copy each activities of a workflow one by one to another workflow.37 votesThank you for your contribution. Your idea is available with version 7.4.
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Workflow Designer: Stamp customisation
We would like the possibility to:
1: Make the background of stamps flat and not transparent in the workflow designer.
2: Have the possibility in the tasks to choose which indexes of the forms are displayed in the stamp.
We generally used information fields that are useful for the user doing a task but are useless for the stamp itself and makes the document and stamp hardly readable.24 votesThank you for your contribution. Your idea is available with version 7.2.
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Automatically adding fields to ALL dialogs
"By product redesign now a field is available in all dialogs" - DW support
Forcibly, by the way. I have customers that have 15+ dialogs, lists, etc - and every time I add a field, I have to remove this new field from every single dialog my new field doesn't pertain to.
Can we please bring back the functionality of choosing which dialogs a new field should belong to? Thank you9 votesThank you for your contribution.
Your idea is available with version 7.
New fields are only added to the standard dialogs. All the custom dialogs will not display the new field. -
Arithmetic in DocuWare Forms
The ability to perform arithmetic such as QTY X AMOUNT = TOTAL
77 votesThank you for your contribution! Your idea is available with version 7.8 from April 2023 onwards.
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Dynamic Select consistent throughout the product
Just as they are available in Dialogs we need access to Dynamic select lists in both FORMS and WORKFLOW ENGINE
70 votesThank you for your idea!
With upcoming version 7.6, the forms module will support "Multi Column Select Lists". This means:
- Assign multi-column-select-lists to dropdowns
- configure filters between dropdowns
- autofill a dropdown in case filtering leads to only one remaining value
Please let us know if you have further ideas or wishes.
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It would be good if you could use multi-column select lists in DocuWare Forms.
For example you select a supplier in the first option then only the parts you can buy from this supplier are displayed in the second input option
36 votesThank you for your idea!
With upcoming version 7.6, the forms module will support "Multi Column Select Lists". This means:
- Assign multi-column-select-lists to dropdowns
- configure filters between dropdowns
- autofill a dropdown in case filtering leads to only one remaining value
Please let us know if you have further ideas or wishes.
- Don't see your idea?