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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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432 results found

  1. Put Intelligent Indexing as a Column (like in Store Dialogs table).

    Show Intelligent Indexing lightbulb as a column for Document Trays (the same way they appear for Store dialogs). This little thing will help so much IRL - like when there are dozens of trays.

    1 vote

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    0 comments  ·  Document trays  ·  Admin →
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  2. 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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  3. Add an audit tool to locate Jobs

    Import jobs can run under multiple users on the server and/or on any workstation. Currently there's no way to find them without logging in on each machine with each user to find connections and jobs. I recommend adding a tool on the server to audit all jobs connecting its incoming Desktop App receipts like Imports.

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  4. Cloud- Remaining Storage Notifications

    Ability to add a second person to receive automatic notifications when available cloud storage is low. (Recommendation from George Junior Republic.)

    1 vote

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  5. Have server name in admin tool for non admin users.

    For users that don't have access to the system configurations, there is no way to know what server you are connected to once in the admin tool. Client has a test system and production. Yes, they have to type the server name in to connect but they want something, either top bar or bottom bar, to state which server they are connected to. That way if they get distracted, they don't have to log out and then log back in to figure out which one they are connected to.

    3 votes

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  6. Workflow designer

    En el area de pruebas del Workflow manager, cuando hacemos referencia a variables en una lista de seleccion, aparece el string de codigo de bloque de selección, en vez de aparecer el valor seleccionado.

    1 vote

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  7. Allow use of SQL Queries to get a "Predefined" search term.

    I would like to be able to use an SQL query to get the value for a predefined search field.

    For instance, to be able to say that the Location field is locked to "SELECT LOCATION from dbo.USER_INFO where USERNAME = 'CURRENTUSERNAME'"

    This would allow the predefined fields to be much more useful. The current set of five options is not very thorough, and not extensible at all. Being able to use those five predefined options in SQL queries would open up a much wider scope. Especially if they could be used in conjunction with the index data of the…

    1 vote

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  8. reoccuring

    I would like to be able to define a notification that would reoccur. For example when a document is on hold my users want to be reminded daily.

    1 vote

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  9. 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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  10. I suggest improve the security

    It could be a good idea improve the security access to web client adding a kind of captcha to avoid the brute force attack.

    1 vote

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  11. Allow More Granular Export Permissions

    Allow Administrators to limit the options in exporting documents from a cabinet such as only allowing Printing of Document with Annotation or Downloading a document with Annotation.

    Some files are stamped for validation purposes and made Available to users. This is to avoid Using the document for other purposes other than what it is intended for.

    Allowing them to download without the stamps pose a risk of them using the document for other purposes.

    1 vote

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  12. Add capability to store a document in a cabinet, yet have it linked to any number of other locations (virtual cabinets)

    Your Windows client is similar. Store a document once and have it viewable in multiple locations without copying to the other locations.

    1 vote

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  13. make annotations private so only the creator can modify or delete it

    all the users that acces to a document can modify all annotations, it will be better to make possible to force only the creator to modify or delete his annotations

    1 vote

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  14. 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.

    1 vote

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  15. 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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  16. Revise QA Stamp

    Reposition the word "By" on the QA stamp. The stamp would then read "Username, date/time, QA'd by user initials"

    1 vote

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  17. 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.

  18. 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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  19. Add search criteria and SQL statements to search dialogs and/or result lists (similar to task lists)

    Some of our clients have changed their company names over time.
    When this happens, a new CustomerNumber is given in our database to them. It is required very often to search all the documents from one customer, including those indexed with the previous names (linked now by the Original Customer Number only).

    Users should find all of the required documents by typing the current or any Company name the customer has had.

    This could be done by doing 2 things:
    1. adding somewhere the SQL statements capability and
    2. allowing those statements to take the values from the search dialog…

    1 vote

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  20. Make "Public an Idea" button/forum more visible/accesible

    For dw administrators at least...
    I remember they taught me there was some place where I can suggest things to be developed into features. When ideas came up, it took me quite some time to find it (until someone told me where it was)

    1 vote

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