121 results found

1. Ability to disable Reassigning Tasks

   Please provide option to enable or disable reassigning tasks by the users. Even better, allow option to reassign to a role/group/user only or no-one. Currently, if someone mistakenly reassigns a task to someone else, that person inherits the person's privileges (stamps). i.e. an employee inherits a manager's approval stamp. This should be avoided.

   23 votes

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   Completed  ·  4 comments  ·  Workflow Designer  ·  Delete…  ·  Admin →

2. Add in a feature that allows you to export and import specific configuration settings.

   As a Docuware DSC it would be extremely helpful to be able to export and import settings and configurations such as Import configurations, predefined workflows, stamps, Docuware Printer configs, and web baskets.

   Countless hours have been wasted recreating these things for customers or waiting on access to a customer server. Adding this feature would eliminate that because we could import backup configurations and/or build them in house and then transfer them to the customers server via an import process.

   I understand that a lot of these setting are currently grabbed in a System Settings Backup, however, most of the time a full system restoration is not needed just certain parts of the system. Having those part broken out into separate exportable files that can be later imported into a system would be very helpful.

   As a Docuware DSC it would be extremely helpful to be able to export and import settings and configurations such as Import configurations, predefined workflows, stamps, Docuware Printer configs, and web baskets.

   Countless hours have been wasted recreating these things for customers or waiting on access to a customer server. Adding this feature would eliminate that because we could import backup configurations and/or build them in house and then transfer them to the customers server via an import process.

   I understand that a lot of these setting are currently grabbed in a System Settings Backup, however, most of the time… more

   53 votes

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   Completed  ·  2 comments  ·  Administration  ·  Delete…  ·  Admin →

3. Unable to copy File Cabinet Structure from one install to another.

   The reason for an end user to purchase DW from a reseller is to leverage the knowledge, experience & resources of said reseller. A major portion of those resources include knowing the best practices learned from other customer’s installations. When we as a reseller, develop those processes within a given market segment, it behooves us to share that knowledge with other customers with the same needs.

   So, let’s say for example, that this week I begin an install for a new customer, with a need for considerable customization of their DocuWare Installation. Because of our experience, we remember that we did something very similar for a customer last year. So we make a copy of the file cabinet structures that we did for a previous customer, as a XML file, then use the XML file as a basis for a new cabinet on the new customer’s server.

   It may seem like this wouldn’t save much time, but for County Governments in the State of Indiana, they are not allowed to actually dispose of their paper documents unless they have them also copied onto Microfilm and burn the digital images onto WORM media. DocuWare makes that possible by allowing us to limit the disk capacity size. However, when you limit the size, it doesn’t by default check the boxes to automatically create a new disk and then switch to it. When you create numerous file cabinets from scratch, it is easy to overlook those seemingly minor details. But some months down the road, when the customer is not allowed to save any more documents, it becomes a headache that could have been prevented.

   The same thing applies to File Cabinet profiles and dialogs, why should we have to recreate Read Only, or any other consistent type of profile, when they are the same 95% of the time. And we always create Accessed by, Modified by & Stored by fields and dates, which are auto-populated within the dialogues. Just the time required to set up those 6 fields to work properly for each and every file cabinet is considerable. Keep in mind, that one of our customers has over 50 file cabinets.

   Any time that you have to recreate something from scratch there is an increased chance of making mistakes.

   In every previous version we could at least copy a file cabinet structure to the same version of DocuWare or a newer version of DocuWare. Since we have never been able to copy a file cabinet to an older version, we are required to keep an old version running inside of our office. We have a division which scans paper documents for our customers, indexes them and stores them into file cabinets. We then copy the file cabinet structure from our server and use it to create the file cabinet on the customer’s server. Then we can copy the documents to baskets, upload them to the customer and easily store them in their file cabinet. To do this we can’t have a newer version of DW, than the oldest version installed on any of our scanning customer’s server.

   But lo and behold with the latest and greatest release, we can’t even copy from one version to a newer version. DocuWare is supposed to be improving, not going backward! It works all the way up to 6.1.

   Here is the following advice that I got from your technical support department:
   Unfortunately, there is nothing we can do in this case. DocuWare 6.5 made numerous changes to the database and as such the structure of the XML file changed. There is a lot of new information that is present in DocuWare 6.5, that is not present in 6.1. As such, DocuWare cannot process the older XML files. Unfortunately, there is also no conversion tool to get around this issue. One would have to be written from scratch, which is not feasible. The best suggestion that I can give you is to import that XML file into a DocuWare 6.1 system, and then to upgrade that system to 6.5. You can then export the settings file as the correct version.

   So what you’re saying is that anytime I want to utilize some existing resources from another customer, I should create a fresh install somewhere of the same version of DocuWare that the existing customer is using, then export the settings from the customer’s installation, & restore those settings into my temporary installation & then upgrade the temporary copy of DocuWare to the version that the new customer is using. Just to copy something as routine as a File Cabinet. It was bad enough that we couldn’t copy something to an older version, but we understand that is normal in the software world. But we’ve always been able to copy forward. I just copied a customer’s 4.6 File Cabinets into a new DW 6.1 install for them last month.

   Another possible workaround just came to mind. Do you need just the fields, or do you need the profiles and dialogs as well? If you need just the fields, you could import the ADF structure file. That would at least get you the fields and that file is version independent as far as I know. You can find the ADF structure file in the ‘cstcache’ folder. It should be under the ‘C:\Windows\Temp’ folder. In that ‘ctscache’ folder, you will see some additional subdirectories that are named as GUID’s. Those GUID’s are the GUID’s of file cabinets. Find the cabinet you want, and in that directory should be the ADF file. I believe this has to be done on a system that is running the Windows Client.

   If the upgrade process has the conversion tool built into it, then it would not have to be built from scratch. I just checked to make sure that I can use a XML file from way back in Version 5.1b and import it into Version 6.1. We all know there were many more database changes between those versions than between the last two.

   The reason for an end user to purchase DW from a reseller is to leverage the knowledge, experience & resources of said reseller. A major portion of those resources include knowing the best practices learned from other customer’s installations. When we as a reseller, develop those processes within a given market segment, it behooves us to share that knowledge with other customers with the same needs.

   So, let’s say for example, that this week I begin an install for a new customer, with a need for considerable customization of their DocuWare Installation. Because of our experience, we remember that we… more

   23 votes

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   3 comments  ·  Administration  ·  Delete…  ·  Admin →
   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thanks for your idea.
   In general the import of a file cabinet structure works also in between different versions. However, sometimes there are bigger changes, that make this process much more complex. In these rare cases we do not see any other chance than to be only import from a similar version.

4. Allow read-only fields on forms

   Allow read-only fields on forms, sometimes it is required to show some values ​​as informative field

   7 votes

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   Completed  ·  1 comment  ·  Workflow Designer  ·  Delete…  ·  Admin →

5. Would like a module in workflow designer that could run a loop.

   Example for Monthly reoccurring invoices.

   5 votes

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   1 comment  ·  Workflow Designer  ·  Delete…  ·  Admin →
   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Also in the meantime, one could configure this with a scheduled trigger,

6. Import from subfolders should be possible

   Import configuration should include an option for importing from multiple levels (let's say up to 3 levels) subfolders of a folder with names of folder, parent folder and grandparent folder be available to use as index fields.

   1 vote

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   1 comment  ·  Administration  ·  Delete…  ·  Admin →
   Completed  ·  Mario Schwarz responded

   This will become available for up to 2 levels with the upcoming version 6.6

7. Allow a copy paste with hotkey from smartconnect

   As the smartConnect configuration might be sometimes a bit tricky, due to different screensizes, I think it would be nice to be able to overlight a text in an application, and then use a hotkey to read it and use it in a search dialog.

   9 votes

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   0 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Hello Mr. Tassy,
   have you tried the “Current selection” option in Smart Connect?

   When you define your search you can add a “dynamic entry” to your Indexfield. There you can select “Currentselection”.

   With this function you will be able to search for the string that is selected in the application.
   Is this what you need?

8. Ability to pre-populate Today's Date on forms

   Most of the forms we have set up have Today's Date. Our staff and users have been asking to have this prepopulated with... today's date.

   1 vote

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your Feedback. This functionality will be available with the next version of DocuWare coming in 2019

9. 74/5000 Field masks must be taken into account during storage via DocuWare Forms

   If, when filing via DocuWare Forms, I assign a filing mask in which the field for entering an email address is restricted to a correct email address via a field mask, this field mask is not taken into account when the form is placed in the archive.

   292/5000
   To correctly fill in fields in a form, e.g. when entering an e-mail or telephone number, the field masks defined in the corresponding filing mask should also be taken into account during storage.

   2 votes

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your contribution. Your idea is available.

10. autoindex

    The auitoindex monitoring window constantly crashes the browser. Is any effort going into improving the autoindex monitoring feature?

    1 vote

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    Completed  ·  0 comments  ·  Delete…  ·  Admin →

11. Admin Tool: List all recent changes on the opening screen

    List all recent changes made to settings:
    In example:
    2018/03/18 Admin Added User xxxxx
    2018/03/18 Admin Created Storage Location ***
    2018/03/18 Admin Changed field *** from FC *** to required
    2018/03/18 Admin Removed Field *** from FC ***
    2018/03/18 Admin Added Filecabinet xxxxxx
    2018/03/18 Admin Removed Database Connection XXXX

    2 votes

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    0 comments  ·  Administration  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    In DocuWare Version 7 there will be a new Auditing tool that collects System audit reports, Organization audit reports and File cabinet audit reports

12. Allow us to sort forms by Name, Active, Target, Merge Form, Public Form, Created, and Modified

    Allow us to sort forms by Name, Active, Target, Merge Form, Public Form, Created, and Modified

    This would help in finding that one form I was working on earlier but forgot the name of.

    1 vote

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.1.

13. Delete source documents in export workflows FC version management

    Return the feature delete source documents in export workflows for file cabinets that use version management.

    1 vote

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    0 comments  ·  Administration  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.0.

    The option is available, if the source and target file cabinet, both have version management enabled and the option “Transfer versions” is checked.

14. Default the storage location for a Document Tray to a Document Tray storage location

    Currently, when creating a new Document Tray, the storage locations are hidden in the advanced section. On DocuTray creation, unless the advanced section is opened and scrolled down, the DocuTray location is not seen. It may default to another non-DocuTray location in the drop-down list and cause failure late when the DocuTray is used. I recommend removing all non-DocuTray storage locations from this list - or at least, default to one of the DocuTray locations.

    3 votes

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    0 comments  ·  Document trays  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is already available.

15. Need ability to record license activity history

    Would like to have a way to see license activity history.

    It is more like an audit trail report where for a specific period of time, I can view the licenses that were in use, with their respective length of time and usernames.

    7 votes

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    0 comments  ·  Administration  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is available with version 7.
    With the new auditing functionality it is possible to log all logins and logoffs from users so you can create your own reports.

16. Allow Filter by External Data Source to be for empty and non-empty fields.

    It would be nice to be able to tell autoindex workflow to ignore all entries where a field is blank when interacting with an external data source.

    2 votes

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    0 comments  ·  Administration  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.0.

17. autoindex match

    It would save time if you could limit the number of rows that need updating on an autoindex workflow if you could also select records where fields don't match as well as fields that do match in the AutoIndex Definition Match Code. You would require at least one matching field.

    2 votes

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    0 comments  ·  Autoindex  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.1.

18. Autoindex filter < or >

    For filtering on external database, allow < or > in addition to <>

    2 votes

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    0 comments  ·  Autoindex  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.0.

19. Add data validation for fields in Forms

    Currently there is no validation of form fields. Would be nice to be able to use reg ex and common formats in order to ensure that the data submitted from a form is in the correct format.

    10 votes

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available.

20. When working in Workflow Designer, it would be nice to be able to open 2 workflows at a time.

    Sometimes i need to reference another workflow that i have created and it would be easier if i were able to open them side by side instead of having to go back and forth between the 2.

    2 votes

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    1 comment  ·  Workflow Designer  ·  Delete…  ·  Admin →
    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is already available. You can open Workflow Designer