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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).

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458 results found

  1. Disable document lock for parallel task also for Cloud customer

    In some processes, tasks can be assigned to different departments.
    The problem is that many users cannot work on the same task at the same time.
    This is frustrating if several users have tasks to perform and cannot do so because another user has the task selected but is not working on it.
    Another example, a background workflow may need to update fields but cannot because the task is blocked by the user.
    This problem has been solved for on premise systems.
    I suggest making it possible for cloud customers as well.

    27 votes
    3 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  2. Require entries in table field on forms

    I would like the ability to require at least one row be completed in a table field on the form.
    I would also like the ability to require certain columns in the table field to be required for each row of the table.

    4 votes
    2 comments  ·  Forms  ·  Admin →
    How important is this to you?

  3. Include Behaviour option for table field in forms

    We find the table field very useful in version 7.9 it would be nice if we have behaviour options for table field in forms. Like based on the previous field the table field appears.

    7 votes
    1 comment  ·  Admin →
    How important is this to you?

  4. Change standard permission profile names on Cloud

    In some cases, the names of imported cabinet profiles use different terminology or are based on a different language than what the users would prefer. The ability to change these names could be useful to these users.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
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  5. Automatic identification import job failed to selected inbox

    Use 1 named account for DocuWare Desktop Connection in file server. Got different projects using automatic identification document processing import job, when failed, it will transfer to this 1 named account default inbox.
    Which is undesirable when different group of people involve different projects.

    Should have an option to choose which inbox whenever automatic identification failed.

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

  6. Ability to use Roles instead of hard-coded user names in workflow designer's tasks validation

    In workflow task validation (data input validation condition) use of Roles should be added currently (V7.5) only hard-coded user names can be specified so if the user needs to be removed or added (because employees change), it creates a new version of workflow and that causes issue because the change is only effective for new documents and not effective for the existing ones.

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

  7. To create a way that a e-form can be automatically populated with data from an external source

    A way that a e-form can be populated with data from a external data source automatically by inserting only one value in a field or dropdown and then populate all other fields with the rest of the data and then automatically submitting the form.

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

  8. 'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored.

    'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored. As there is option of automatic numbering which assigned numbers when we open document for store but this should only assign numbers when document stored in cabinet.

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

  9. Using html email including global variable from a technical filecabinet to be able to manage a preconfigured solution

    We need to store in a memo the HTML body of an email designed for a customer in a technical filecabinet to be able to easily deploy a preconfigured solution without the need to edit a workflow.
    This Memo field will include global variable like this one [DWDOCUMENTTYPE].

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

  10. Allow Processing Configurations in the General Email Connection

    When using Connect to Outlook, you can assign a Watch Folder processing config to process the document. Using general email, you can not do this.

    If you are using Connect to Outlook, your computer must be online in order to send the document to the cloud. With General Email, you are logged into the email account... so you are able to always capture the emails... but not process and index them.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  11. Ability to block users from outside the US with Geofencing

    A Cloud organization would like to block data access from outside the US by utilizing geofencing for security reasons.

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

  12. Add Webhooks to preconfigured solutions

    At the moment webhooks are not saved to a preconfigured solution. That means that all webhooks will have to be put in place manually after installing the preconfigured solution.

    This is a somewhat unexpected behaviour and installing all webhooks takes time and can lead to errors later on.

    2 votes
    0 comments  ·  Webhooks  ·  Admin →
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  13. Completely restrict access to the "Configuration" menu for a given role

    We would like to be able to completely restrict access to the "Configuration" menu, either by making the shortcut invisible in the WebClient menu, or by being able to hide all the menus.

    One application is when an external user (customer or supplier) accesses DocuWare. This raises security and confidentiality issues.

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

  14. Add possibility to configure request body for web services/validators

    In the Web Services configuration module there is no possibility to configure request body.

    Said possibility is already present in the Webhooks configuration module and in Workflow Designer for web service blocks - they overwrite the default request body; they could overwrite the custom one as well (or have it as an option) and it should not be a problem (since validator would be used on store and info/edit dialogs).

    If added, this would enable developers to send less data to a webservice (e.g. we need only 2 out of 150 fields from a store dialog to validate), allowing us…

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

  15. Ability for Azure AD User Sync not to overwrite usernames once they have been manually adjusted

    In User Sync V2 Tool, which is the only available option for user synchronization in DocuWare Cloud, when synchronizing the users with Azure Cloud, you can only use the UNP and the EmailPrefix for usernames in DocuWare. Those two attributes contain the same data and are not at all user-friendly options for usernames to work with. When you adjust the usernames manually to get usable usernames in DocuWare, the next time the Sync job runs all the usernames are being overwritten. Overwriting the usernames practically does not allow using anything other for username in DocuWare apart from the e-mail prefix.…

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

  16. Ability to disable automatic dialog and use only stamp in DocuWare Workflow

    Ability to deselect a decision from the left and use only the stamp in the viewer

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

  17. Allow for the storage of Linked Excel files while retaining the links between the files.

    Allow for the storage of Excel Files containing internal links, while allowing for the retention of the links between the files.

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

  18. Include the ability to access a particular Branding configuration in a DocuSign workflow

    In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.

    3 votes
    2 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  19. Provide permanent deletion tickbox within Deletion Policy

    I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.

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

  20. Signature Web Service - DocuSign - Ability to send multiple documents for an enveloppe to multiple signees

    The signature web service allow to send a document to multiple signee or to send multiple sections to one signee. There is no way to send multiple sections of a document to multiple signees or even better, to send multiple documents (differents DocIds) to multiple signees. DocuSign can do that, why the DocuWare signature web service does not allow this ?

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