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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. 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?

  2. 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 →
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  3. 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 →
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  4. 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 →
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  5. Dynamic Text Size for a Merge Field

    Please add an option for the text size to be Dynamic. Basically when the text entered on the feild is longer than what is on the Merge Document, then the text gets cut off. If there was a simple check box for Dynamic text, then when the text entered on the form was longer than the merge document field, it would automatically resize small enough to fit into the merge field.
    Thank-you!

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

  6. Document Processing General Email

    In Email from Outlook it is possible to configure a document processing, it would be great to be able to do the same while using General EMail configuration.
    As many users do not use anymore Outlook but Google solution or other webmail

    5 votes
    0 comments  ·  Admin →
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  7. Expand the SQL scripting window in the Deletion policy.

    Expand the SQL scripting window in the Deletion policy. This should be easy to make the dialog box expandable via a code change and not fixed size. Seems like this was just an oversight.

    1 vote
    1 comment  ·  Administration  ·  Admin →
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  8. Add a table variable to workflow designer

    A table variable is very usefull. For now we have to create a table field index to work with in WF. That's not a good workaround and lack flexibility.

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

  9. Have a box to permenant delete right from delete & transfer configurations

    When using Transfer to send documents to another cabinet and deleting from the original, all the delete ones go to the recycle bin. This can look like a massive number of documents are deleted and make it hard to find the other user deleted documents. There should be a choice in the transfer and delete configurations where, if checked, it will not send them to the recycle bin.

    1 vote
    0 comments  ·  Admin →
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  10. Keywords should be fully supported in autoindexing and document relations -- "Contained by" operator

    As of writing, keyword fields seem to only be half-heartedly supported by DocuWare.

    One of the biggest issues with keyword fields is that we have a "Contains" operator that can be used in autoindexing and document relations, yet we don't have a "Contained by" operator. This means that while we can include a related document that has a keyword which contains a text field in our starting document, it is impossible to make the inverse document relation, where a starting document matches its keyword field against other documents' text fields. Document relations should let users navigate in both directions, not…

    1 vote
    0 comments  ·  Autoindex  ·  Admin →
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  11. Move or delete documents with Workflow Manager

    Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.

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

  12. Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.

    Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.

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

  13. Possibility of using variables/fields in the task description

    In Task description, it would be useful to be able to enter values from a variable or an index field.
    This would allow you to have a more complete description of the task to be carried out and to make the correct decision without having to select various decisions.

    For example, at the first step of the flow the operator enters a note, if I could have that note in the task description, the supervisor can choose between the two decisions without having to read the operator's note in the first decision and reject it with the second decision.

    it…

    9 votes
    0 comments  ·  Admin →
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  14. Keep first page field data for entire batch when additional split by doctype

    It would be great to have a check box in Document Processing in the Split on section that says keep fiest page data. This way for back file scanning a first page with the bulk if the field data for a personnel file can be created and then additional split sheets can be created for just the document type. So one batch scan would file an entire employees file but break it into doctype with all the field data from the first page.

    1 vote
    0 comments  ·  Admin →
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  15. Trigger / Start a workflow after updating a table type field

    Use case: A table field must be completed by users (by modifying the index) to validate a document.

    A workflow is used to check if the table is complete.

    The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
    it would be interesting to have a new type of trigger based on the table field

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

  16. DocuWare support shared mailboxes

    • DocuWare support shared mailboxes

    Problem: Currently DocuWare does not support shared mailboxes and emails sent with such an address lose their email body.

    Solution: DocuWare supports shared mailboxes.

    -.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.

    Probléme : Actuellement DocuWare ne prend pas en charge les boîtes aux lettres partagées et les courriels transmis avec une telle adresse perdent le corps de leur courriel.

    Solution : Que DocuWare prenne en charge les boîtes aux lettres partagées.

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

  17. Improve UI of Forms

    Currently the ability to format/brand/customise forms is very limited. Please can the option to add more colours, company logos,

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

  18. Webhook audit logs

    PROBLEM
    I have a webhook setup that should be triggered when a doc is created or updated in a file cabinet. The REST API that is receiving the requests from the Docuware webhook is missing some data. I can see the logs of the REST API it looks like some requests from the Docuware webhook didn't get delivered.
    The webhook that I'm referring to is not the one inside the workflow.

    SOLUTION
    Please provide access to the Docuware webhook audit logs

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

  19. Allow usage of different SMTP Configuration in Workflows

    You can create multiple SMTP Configurations but you cannot select different ones in workflow email tasks, you should be able to from a dropdown select which configuration you wish to use for that task, or at a workflow level select it as well.

    16 votes
    1 comment  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  20. Allow an admin to determine what annotation tools are enabled by default in profile and settings for all users.

    Allow an admin to determine what annotation tools are enabled by default in profile and settings for

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