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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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120 results found

  1. Add the ability to modify Functions of the Document History Dialog or Inherit from Result

    We have a situation where we need to limit the options available in the right-click menu of the Document History dialog as you can do so with a Result View Dialog under the Functions section in the DW Administration (See Screenshot).

    Originally, we anticipated that the Document History dialog would inherit the permissions and options, including which hidden functions from the Result View dialog the user has rights to or used to view the document history of the record (See Screen Shot).

    The request is to give the ability to modify the Document History Dialog or set it to inherit…

    5 votes

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  2. Ability to set fields to 'force filtering' on a store dialogue

    When configuring a new store dialogue, it would be good to be able to set a field's Select List to 'Filtered Only' or something similar.

    When trying to set dependant fields for selective select lists it can be annoying for users to have to see the whole select list, click filtering and then choose the correct value.

    3 votes

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  3. Docuware should be able to keep track of all documents deleted from the file cabinet and by whom

    Documents deleted in the file cabinet should be archived in a repository

    1 vote

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    This idea can be easily setup by an administrator. The procedure is the following:
    1. Remove delete rights for all users exept the administrator
    2. Add a stamp which sets the status field to e.g. “deleted”
    3. Add a profile with index filter hiding documents with the status “deleted”

    The document is then never deleted, but unvisible for normal users. The stamp will contain username, date and time.
    If you want to remove the document from the file cabinet, you could additionally do the following:
    4. Create another file cabinet with the same structure
    5. Use the Export-Workflow to move the document from the source file cabinet to the new file cabinet.

  4. Include time, not just date, when automatically populating email metadata

    The date is of limited value in an organization with lots of emails (almost everyone?). Search results can list many emails with the same date and subject, and half of them may have the same sender / receiver. To find the latest email, all must be opened and viewed. Any mail client will sort by time and be easier to use than DocuWare.

    32 votes

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  5. Search option in docuware printer templates

    I would be great to have the option to filter and search by name in the Docuware Printer Templates menu.

    Thanks

    1 vote

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  6. Choice to install x86 or x64 Fulltext Server

    DocuWare installs x86 Fulltext Server and has no option for x64. In support, we have seen cases come in that require x64 Fulltext due to number of documents being indexed and amount of RAM that can be allocated to x86 FT. It would be helpful if the option for x86 or x64 Fulltext was available, or to just make Fulltext use x64 only (that wouild restrict some installs though if they're 32bit OS')

    1 vote

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  7. Are able to automatically create baskets when a new user is synced from AD

    When using AD to sync users it would be really handy if you could choose to automatically create a Web Basket for these users.

    Currently you have to create all the users and then go and create the web baskets separately. This is ok when you are first configuring the system but later down the line it becomes an issue when the sync is on a schedule as you have no idea who does/doesn't have a basket.

    8 votes

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  8. Need able to categorize searches by file cabinet

    Most customers are used to the folder-hierarki structure on the pc, so if the file cabinet could be viewed like the attachment, I think many customer would like. And also then we will be a stronger competitor to DocuShare..

    1 vote

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  9. We need the ability to once again export File Cabinet settings into an XML file and then use it as a basis for creating new File Cabinets.

    We always been able to use an XML file from an older version of DocuWare to create cabinets in newer versions.

    We have clients with over 50 file cabinets, who need to move only a portion of their departments over at a time. So we can't do an in place upgrade, but need to migrate a File Cabinet at a time. By having to create each cabinet over again from scratch greatly increases the down time for our clients, but also opens the door for errors to be made.

    1 vote

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  10. Be able to choose <Default Document Tray> when creating Pre-Indexing Printer Configuration

    When setting up a printer (for Pre-Indexing) to go to a user's Document Tray/Basket, each user needs to have their own configuration because you cannot choose default basket. You must choose the basket individually.

    1 vote

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  11. Ability to track user login to system/organization

    There is no easy way to track when a user accesses a DocuWare system. Having a option in a system\organization logging agent, or a new section to track user access to the system would be very helpful.

    25 votes

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  12. Full keyword support in Workflow Manager

    It would be great if we could use the full keyword functionality with the Workflow Manager. That means, to use it as variable and also to store the entries of this variable to a keyword field.

    5 votes

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  13. Multiple selection for select list in Workflow Manager

    In many cases user should be able to select more than one entry from a select list. For example multiple order numbers. These numbers will not be used for assignment, they just have to be stamped to the document. For use cases like this, we need to be able to select multiple entries in a normal select list.

    2 votes

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  14. First decision should be active

    If in the Workflow Manager task is only on decision, this one should be automatic active. Because the user has no other way.

    1 vote

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  15. Allow Workflow to assign to user other than store user

    At the moment if a user stores a document into a Workflow there is no ability to configure that workflow to dynamically assign to another user. An example would be if a user scans in a time off request. I want the system to be able to pull the manager from an index entry and assign it to them.

    1 vote

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  16. Import module that reads metadata file sent with scan

    Need the ability to read a metadata file, csv or xml file, when scanning from mfp much like active import does.

    7 votes

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  17. Allow on Workflow Designer to customize calendars (working hours)

    Different companies has different working hours, in this moment is impossible customize this schedule for due date or recordatories.

    4 votes

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  18. Allow to create custom scripts in the workflow designers

    It would be helpfull if in the workflow activity we had a special activity called "Script".
    We should be able to write a custom DLL and call this DLL in the workflow.

    This dll could be written in VB.NET or C#, have access to the GAPI.
    In this custom script, we should be able to :
    - Retrieve (and modify) data index from the document
    - Retirieve (and modify) data index from the workflow instance
    - Export data (eg : export XML readable by an accounting software)
    - Send emails
    - Dynamically populate user(s) for next activity

    In this way…

    11 votes

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  19. Labels for result list in version 6.5

    In previous versions of DocuWare result list configuration in the administration it was possible to edit the labels of the Result List fields. With 6.5 result list will show the default label for this field and this cannot be edited anymore. This means that you can edit labels for search and store dialogs but you cannot edit these for result list anymore.

    2 votes

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  20. Populate E-Mail receiver dynamically

    It would be helpful if you can populate the e-mail receiver dynamically e.g. as content of an index-field or a workflow variable.

    9 votes

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