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Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

How can we improve the configuration of DocuWare?

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462 results found

  1. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Desktop Apps  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  5. 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
    Added to Ideas Backlog  ·  0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  6. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  7. 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
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?
    Added to Ideas Backlog  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    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.

  8. 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
    Added to Ideas Backlog  ·  0 comments  ·  Desktop Apps  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  11. Improve Auto Indexing fault tolerance on error

    Auto Indexing will go into error state after first seeing connection loss and not re-attempt without manual starting process from DocuWare Administration Utility.
    Allowing for another attempt after a set time-frame would greatly help managing this module as re-starting these processes can become very time intensive.

    4 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  12. Add tool to allow use to create their own signatures just like they are able to create their own baskets.

    Allow users to create their own signatures much like they can create their own baskets without having to go through the DocuWare Administrator.

    2 votes
    Added to Ideas Backlog  ·  0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  13. Using the '(ATTACHMENT)' variable in docuware will help a lot to find the proper record

    Hi Team,

    I have an idea that if docuware uses the '(ATTACHMENT)' variable withing the connect to outlook configuration so it will help us a lot to find the proper record in the docuware system. Because in most of the cases we sent proposal/estimate within an organization to a single personal who is in purchase department and he handle all the proposal/estimate related queries so we can't use the current available variable to find the exact proposal number but if '(ATTACHMENT)' variable is available then we can find exactly the estimate number/proposal number using the estimate/proposal name extracting from the…

    3 votes
    1 comment  ·  Desktop Apps  ·  Admin →
    How important is this to you?

  14. Allow the Stamp feature to automatically generate the next page number along with leading Initials. LAW 00001, LAW 00002, LAW 00003, etc.

    2 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  15. Separate the Check Out/Check In and Set As Current Version Rights For File Cabinet Profiles

    Currently the Check Out/Check In and the Set as Current Version rights are bundled together as the "Check Out" right under the File Cabinet Profiles.

    These should be considered as separate rights as we should be able to give users the right to Edit and the ability to set previous versions to current versions without giving the users right to Check Out a document.

    5 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  16. Add basket level alerts.

    I'd like it so that if a basket reaches over a certain amount of documents (or total file size) it'll email a person of choice to alert them to it. So if we have an import job that grabs files from a network location and uploads them into a "pending" basket, if it gets over say 50 it'll email someone's supervisor to alert that the documents aren't being processed timely.

    5 votes
    0 comments  ·  Document trays  ·  Admin →
    How important is this to you?

  17. Need importConfiguration on email attachments

    We really nedd option to use the same importconfiguration on email attachments, because some customers receive the same document via email and via mail

    1 vote
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  18. Need an option to store just email, without attachments

    See attachment, its not possible to just store the email, without the attachment

    1 vote
    Added to Ideas Backlog  ·  0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  19. Improve Administration Tool

    Improve the administration tool. First by consolidating all of the different tools and utilities required to administrate Docuware. Create this new Administration tool to where you can do your administration in 1 spot and not in 3 spots on 1 utility and 1 spot on another. 1 location for 1 setting. Inhance the security setting, GROUP,ROLE,PROFILE. TOO MUCH.

    8 votes
    Added to Ideas Backlog  ·  2 comments  ·  Administration  ·  Admin →
    How important is this to you?

  20. Use of SQL statements in SmartConnect, Printer and Import

    In the same way use of SQL statement option is available for C2O configuration, it should be made available in indexing for Import, Printer and SmartConnect

    1 vote
    Not currently planned  ·  0 comments  ·  Administration  ·  Admin →
    How important is this to you?
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