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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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50 results found

  1. Permissions to create and configure user stamps

    When it is marked in the permissions so that the user cannot create or manage stamps that does not appear in the configuration part this option to the user

    2 votes

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  2. Show document Count in Baskets by default

    Very simple to show number of documents in each basket by default, instead of having to do a mouseover... in fact it is more interesting to view document count than size.

    Furthermore, a summary with the total size and document count on top of the page would be great!

    2 votes

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  3. Synchronize documents from Google Drive or Dropbox

    Synchronize documents from Google Drive or Dropbox

    6 votes

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  4. Get xml file with invoice importacions

    It would be a good option to be able to scan files to Docuware and automatically generate an xml file to be able to work this file in other systems

    3 votes

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  5. Add Portrait and Landscape options on Forms. If the lines are too wide they are compressed to fit into the portrait format.

    If the lines are too wide they are compressed to fit into the portrait format. This makes it difficult to read data in some fields.

    2 votes

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    Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    But one notice on that: Try using landscape merge forms to receive a document in landscape format.

  6. Create Sectional Header in Store Dialog

    If the store dialog has many fields 50+, it would be useful to the end-user to have it in sections with sectional headers

    12 votes

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  7. Create forms with a organization template

    like a fusion into "form of fusion" with "traditional forms". For example, I upload the PDF template file and add items on this template to capture information. In this way, the user of a web client looks at a friendly interface.

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Merge and Web Form

    We have several forms where part of the data gets merged onto a filled out form that we give to the client, and the rest of the information is lost. I've worked around this by creating a basic word document to hold on to the excess information that is only used internally, however it would be nice if it was possible to use the merge form for the information you want on to a specific document, AND the web form layout that captures ALL the data.

    11 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Forms signature via DW/AD credentials for forms

    Forms signature control that uses DocuWare/AD credentials to confirm the user. This is standard functionality in many eForms systems

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Separate permissions focused on export option

    In new versions we suggest that download, print and e-mail options be separate in the management of docuware profiles. These options should not be focused on the "export" option. For our organization these separate options would give a better control of permissions on users and is very necessary.

    4 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  11. Allow to use stamp at decision level and not task level

    It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another

    For example : If i validate an invoice, stamp is placed
    If i use the decision : request info is used, there is no need to place any stamp on the invoice.

    Options are currently very limited regarding task stamps

    Thank you.

    7 votes

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  12. Add Security assertion markup language (SAML) Support

    To be able to integrate DocuWare in an architecture where SSO is implement with SALM V2 protocol , DocuWare needs to implement such protocol.

    This would be a major improvement for On Premise and also Cloud architecture to provide simple and standardize way for SSO service

    For instance the Azure Architecture supports SAML 2.0

    https://msdn.microsoft.com/en-us/library/azure/dn195591.aspx

    46 votes

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    Thank you for your idea. We decided to support OpenID Connect, so we are not considering SAML at the moment. If the demand for this topic increases, we might add it to future plans.

    We are planning to implement Single Sign-On with Azure AD in DocuWare Cloud based on Open-ID Connect for the next release of DocuWare

  13. Creating reports in DocuWare administration

    It is very important to create custom reports about users including role, profile, and group assignment, user permissions on each file cabinet. It is an added value in DocuWare administration for auditing purpose and PCI compliance.

    86 votes

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  14. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    29 votes

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    Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  15. Make own reports regarding invoices awaiting approval

    Would be good if there was a function where you could make your own reports with reference to invoices on hold within the DocuWare system.

    1 vote

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  16. Allow DocuWare Forms to be submitted to a Document Tray

    Currently, DocuWare Forms do not inherit File Cabinet field masks such as a Social Security Number regex validation. If a DocuWare Form could be submitted to a Document Tray instead of a File Cabinet, then I could use the store dialog to enforce the input and finish up the form. There's plenty of other reasons as well.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Add the Org Admin role as an administrator to all new configurations/doc trays/file cabinets by default

    The Org Admins should have admin access to all newly created configs/doc trays/file cabinets and not have to track down the creator when something needs to be changed. The role can be removed from Admin for sensitive documents, but it should be opt-out instead of opt-in.

    13 votes

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  18. Allow Admin to limit days and times a user can sign into DocuWare.

    Allow the Admin to limit the days and times a user can sign into Docuware.

    4 votes

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  19. Addition of Video format file to play videos from the file cabinet

    Docuware should create an avenue where video files could be played from the file cabinet, whether from the file cabinet or playing outside Docuware.

    7 votes

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  20. Automate DesktopApp default connection to PlatformRO

    When deploying DWDesktopApp there is a script on the DW FAQ site called "DocuWareXXDesktopAppsSilent_Install.bat". This can be used to automate the deployment of DWDesktopApp. The problem is the portion that directs the creation of the default connection does not work with PlatformRO. You must manually log into your Read Only Platform site and use the "Connect Desktop Apps" option.

    I would be great if customers who purchased RO and SmartConnect could automate the creation of the default connection to PlatformRO as well as have a visual representation in the DesktopApp that showed the app's connection was…

    3 votes

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