Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
472 results found
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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 -
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 -
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 -
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 votesThank you for your contribution. Your idea is available with version 7.8.
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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 -
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 -
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 -
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 -
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 -
Trigger a Workflow or Autoindex upon version change.
It would be useful, when a new version of a document is archived, to trigger a task or autoindex.
Currently, it is not possible to trigger a process if the version of the document is changed4 votes -
DocuWare import - Move error file
Move the files in error to a specific folder when importing.
2 votes -
Workflow designer test mode
Improve the functionality of the test mode so that it predictable works all the way through a workflow.
7 votes -
Allow search inside workflow designer.
Allow search of keywords inside designer. It is very difficult to find where you may need to make changes to steps, dialogs or assignments in the workflow designer. This is especially true in large workflows. You should have the ability to search the entire workflow canvas for terms to easily isolate and change activities. Additionally, it would be useful to have a code view or code export to allow for better debugging and visibility into the workflow activity without having to use the GUI for all development.
9 votes -
Creating lists of users within groups/roles.
We need to be able to create lists of users within a role or group.
In on premise systems it is possible to make a query to generate such lists. On the cloud, SQL statements being disabled (!), this is not possible.
These lists would make it possible to have a dynamic list of users without needing support tables to be maintained manually.4 votes -
Allow specifying of reply to in email actions
In the workflow designer when you use an Email Action, you should be able to specify a reply to address.
6 votes -
Administrative Notification Options for Setting or User Changes
It would be very useful to have real-time audit notification for changes in the system. As an administrator I want to be notified of any Administrative changes to Users or controls. Ideally you would be able to select which notification you want to receive and these notifications would only be available to users with administrator access.
For example:
User Changes Notifications:
-Notify on User Creation
-Notify on User Deletion
-Notify on User Role ChangesSimilarly there could be options for other changes in the system. I understand some of the information is available on Audit Logs, but that information is…
3 votes -
Allow the ability to set column size in Result or List result dialogs for all users
Allow the ability to set column size in Result or List result dialogs for all users. Today all users need to adjust column size to fit data across the screen. My clients would like to have those set to the optimum width when the dialogs is created.
3 votes -
Ability to choose the type of access to the FTP: anynomous;user+password
The admin would be able to should how th ftp acces is possible :
anynomoulsy (actual standard access)
using ftp credential (login; password)2 votes -
Related documents also with table fields
In table fields I can store information on delivery notes, orders, etc..
This information can be duplicated if these are documents from the accounts payable cycle.
For this reason I need to store the number and date of the document to be linked to the invoice.
But it is not possible to create a document relationship config based on a table field.
This would in my opinion be a great functionality to implement.7 votes -
Limit which AD users are synced to the DW Cloud
Currently when you choose which OU to sync from using the User Synchronization utility, the tool will bring in all users of that OU. Instead, the tool should only import the users who are mapped to a DocuWare group. This should work in the same manner that user synchronization works for on-prem systems. It is not uncommon that it is required to point at the top level OU to get the users that we want even though we do not want all users.
3 votes
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