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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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13 results found

  1. Assign a Result list to a tray to manage the field display and viewing

    Not enough info when using the List view.
    Admin should be able to assign a Result list to the tray instead of just using the default that is given.

    Reduces the need to open the document.
    This would cover a few other requests too.

    2 votes

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    0 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Ability to remove a specific clipped document

    Sometimes users needs remove a document was clipped and in a most of the cases, they must delete the document and upload again even if it is in a workflow, wasting the time waiting the approvals again.

    Docuware should have the ability to remove the document was clipped but not in the document tray but in the same file cabinet like a "right click > Unattach documents" and select the document(s) to remove.

    2 votes

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  3. assign tray from user management

    You should be able to assign document trays from the User Management section.

    2 votes

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  4. Hide Uneeded Store Dialogs in Trays

    Allow for store dialogs to be specifically hidden (possibly by File Cabinet reference) via a configuration within the tray.

    For example:
    The system has an Accounts Payable tray, which an administrator user is using, this tray allows them to see store dialogs for HR aswell.

    However, with the proposed idea you could turn off these extra store dialogs to reduce user error

    13 votes

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  5. Enable Administrator to see document trays of all users

    Use Case Example:

    A file cabinet to which user-created document trays are assigned is to be deleted. The administrator has no permissions on these trays, so it is impossible for the administrator to find out which baskets these are (unless via the database).

    Even without administering right, it should be possible for administrators to find out which document trays exist and which users they are assigned to.

    8 votes

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  6. Disable "Create Data File" as a User Option

    Too many times I've seen users accidentally index as a data file, when they meant to index an image in their tray. Maybe there could be a way to disable this "feature" as 99.9% of my customers would never intent to store only data.

    2 votes

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  7. Why do we need to assign a file cabinet to every tray?

    When we assign users to roles (as DocuWare encourages) you can't create an Inbox via the New User Wizard, because it requires us to select a file cabinet. But since we do not want to assign file cabinets to individual users, that functionality is not usable.

    4 votes

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  8. Put Intelligent Indexing as a Column (like in Store Dialogs table).

    Show Intelligent Indexing lightbulb as a column for Document Trays (the same way they appear for Store dialogs). This little thing will help so much IRL - like when there are dozens of trays.

    1 vote

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  9. Bring back the option 'Create a document tray for every assigned user' within the configuration.

    Since Dw 6.11, every document tray should be created one by one manually for each user. Which is very funny for mid & large organization. Bring back the option from previous versions "Create a document tray for every assigned user'.

    16 votes

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  10. Add basket level alerts.

    I'd like it so that if a basket reaches over a certain amount of documents (or total file size) it'll email a person of choice to alert them to it. So if we have an import job that grabs files from a network location and uploads them into a "pending" basket, if it gets over say 50 it'll email someone's supervisor to alert that the documents aren't being processed timely.

    5 votes

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  11. Would like to be able to find a Web basket by name on the server

    Sometimes when trouble shooting it would be a help to know the name of the document tray when looking at the file folders on the server. We used to be able to do that on older versions. Our site recently migrated to 6.6 from 5.1b and all the web baskets have the same folder name with just a number appended. Ex. DWWebBas.000047 instead of "Accounting"

    5 votes

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  12. Ability to remove functions from right-click menu in web basket/document tray

    I would like to be able to remove "Store Automatically" from certain users' web basket/tray when right-clicking on a document. Customer needs to have users change index entries when storing, and they don't want any way for the user not to change the entries.

    6 votes

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  13. Please bring back the %USERNAME% Option for automatic generation of baskets

    Please bring back the %USERNAME% option for automatic generation of baskets.

    Generating baskets for more than an handful of users used to be very easy using the %USERNAME% option. Please bring this option back into DocuWare to stop us from having to manually generate baskets for every user.

    25 votes

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