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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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470 results found

  1. 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
    How important is this to you?
  2. 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

    9 votes
    How important is this to you?
  3. 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 →
    How important is this to you?
  4. Update option for preconfigured solutions

    A possibility to update from an older version of a preconfigured solution to a current version would be very helpful. Currently, the new features advertised in the DocuWare UserInfo have to be recreated in the old version of the preconfigured solution with a lot of effort. At some point it probably makes sense to make the move to a current version.

    4 votes
    How important is this to you?
  5. 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
    How important is this to you?
  6. 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 →
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  7. 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?
  8. 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
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  9. 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
    How important is this to you?
  10. Parallels tasks

    Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
    We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?

    3 votes
    How important is this to you?
  11. Restrict possibility to apply a Stamp based on document index fields

    It would be useful to be able to restrict the possibility of applying a stamp on a document according to its indexes, some examples :

    • A stamp is intended for certain types of documents and has no purpose to be applied to others

    • A stamp can only be applied if the document is at a certain status

    • A stamp can only be applied if all the required fields have been completed

    This would make it possible to propose processes in case management and optimize the user experience by displaying only the stamps that are useful for the document

    5 votes
    How important is this to you?
  12. Add Keyword support for Result List

    Add the ability to show keyword fields in result lists. Today we use workflows to trigger when the keyword fields change to then export the keyword values to a comma separated list into a Text field. We then display that text field in the result list. This creates a lot of extra processing on the docuware side to keep that text field updated. If we had a way to show the keyword in the result list (where we pick the separator) it would remove all this complexity.

    2 votes
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  13. Multi Column Select Lists - Define which column is the stored value

    In a multi-column select list, these are used as "Helpers" for the user to select a value from an SQL DB. If the user types the name from the first column, we want to provide five other columns to help them identify which one they want, things like address, active/inactive etc. I want to be able to allow them to select the one they want BUT only return or store when indexing the value in the 4th column, for Vendor ID and not the name they searched by in column 1.
    In short - Would like to have definable columns…

    3 votes
    0 comments  ·  Forms  ·  Admin →
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  14. Have the ability to add tabel field rows

    Would be benificail to have tabels fields be able to add and multiple rows for entering line items

    for example, you enter line item Unite cost and the quanity and have the total calculate under a 3rd column fpor the total cost of item..

    2 votes
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  15. Bring back the comment in case of a reject decision (Docusign connector)

    When using Docusign webservices with Docuware. This is not possible to bring back the comment of Docusign.
    However when a user is taking a decision into Docusign this is mandatory to add a comment in case of reject.

    And this could be really usefull for all webservice method of Docusign, especially the method AddNewDocumentMultiSigners.

    4 votes
    How important is this to you?
  16. Allow multi-column lists to be used in stamps

    When assigning a multi-column list to a stamp value, it only selects the first value that shows up in the list instead of displaying all columns that may exist. It would be nice to allow multi-column lists in stamps to be displayed and searched on.

    1 vote
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  17. The "Overwrite previous field data with this stamp" does not work for hidden field on the "Store Dialog".

    If applying the stamp beforehand the pre-index data will not change if the field is hidden and has a default value.

    Please improve it so that the index can be updated by stamp even if it is hidden and custom value is set on Store Dialog.

    1 vote
    How important is this to you?
  18. Use of different Sending Mail Services in Workflow

    I suggest to implement the feature which let you choose between diffrent "sending mail services" within the workflow "send e-mail" option

    6 votes
    1 comment  ·  Admin →
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  19. User Management - Configurable Org Units

    We have almost 200 users in DWare and would like additional fields available to each user account that can be used as org units or filtering when managing user accounts. I really want to add Dept and workgroup as additional sorting and filtering on the USER MGT PAGE. If you extended either ROLE or GROUP that already exist, that would be OK but really looking for labeling and filtering on that page.

    2 votes
    How important is this to you?
  20. Cloud Storage Status Page

    We use DWare across multiple business units within the organization and as such need the ability to drill into storage use BY CABINET and not simply for our overall account. We use this data to track performance and for dept chargebacks and forecasting when business changes impact storage use.

    2 votes
    How important is this to you?
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