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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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36 results found

  1. Allow storageRobot to attach (clip) to the front of an existing document in the cabinet.

    Currently it only attaches to the back of the existing document.

    4 votes

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  2. Allow storageRobot to clip to more than one existing document in the cabinet at a time

    Currently this application is hard coded to attach to only one document that matches the search criteria. Also, if it finds more than one, it errors and does not clip anything.

    4 votes

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  3. Store Dialog - autofill single value

    Add the Autofill single entry feature from Forms to Store Dialogs. It would be very useful to fill the vendor name field and the vendor number field auto fills from the select list if there is a single result.

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  4. Allow storageRobot to store "red" or "yellow" intelligent indexing suggestions

    A customer has expressed interest in automatically storing documents with "red" or "yellow" intelligent indexing suggestions via storageRobot.

    2 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  5. Choose what to export as preconfigured solution

    Having the possibility to choose which file cabinet/parts of the configuration we want to export as a DWBUC file. Right now, when we export, it's the whole configuration no choice.

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  6. Validation of “changes” in index dialogs via a validation service, such as with DocuWare 6

    Unfortunately, with DocuWare 7.xx it is still not possible to validate changes made in index dialogs using a validation service, as only the changed data is reported to the service, not the index data that was in the index dialog before the change. The validation service cannot therefore react to index changes in certain fields, but can only analyze the new data to be written.
    If, for example, you want to write a validation that only allows a document status to be changed to the value "paid" if the status was previously "approved", this is not possible, as the service…

    2 votes

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  7. Storage - Have access to the list of users and roles

    When storing, be able to enter the value of a field using a list of users filtered by role or group

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  8. Using admin define Stamps only

    Using the docuware (www.docuware.com) ECM the admin define some Stamps intended to update indexes.

    Can i prevent users from creating his own Stamps? and also using these personal stamps to update indexes ?

    The users must only use the admin defined stamps, and not stamps defined by his own user into the configurations section.

    I try to remove the Set Stamp option from a function profile, but the all the Stamps was affected even the ones expected to work (the user admin defined stamps).

    1 vote

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    1 comment  ·  File Cabinet  ·  Admin →
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  9. have the ability to prohibit the addition or deletion of rows in a table:

    in the use of tables, we have in some cases the need to secure them against the addition or deletion of rows.

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  10. Change standard permission profile names on Cloud

    In some cases, the names of imported cabinet profiles use different terminology or are based on a different language than what the users would prefer. The ability to change these names could be useful to these users.

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  11. 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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  12. 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

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  13. Extraer información certificado incrustado - Extract embedded certificate information

    Al recibir documentos con certificados digitales incrustados, se debería de poder extraer los metadatos para poder realizar validaciones posteriores
    Esto lo solicitan clientes por temas de la Ley Crece

    When receiving documents with embedded digital certificates, it should be possible to extract the metadata for subsequent validation.
    This is requested by customers due to Ley Crece issues.

    1 vote

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  14. Document history within tasks

    If you want to view document history by clicking on it in tasks, you will only see history for that particular workflow. It would be great to see whole document history even if I want to watch it in tasks.

    5 votes

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  15. Allow folders and lists to be based on the same setup as normal searches

    Please can you allow folders and lists to be controlled in the same way as normal searches - for example being able to remove the ability to edit without checking a document out first (currently, you have to remember to check it out and back in again when you upload a document to stop this) or allow the search to exclude files based on a field value such as retired documents.

    1 vote

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  16. Store dialog - Field prefill with empy text

    Hello,

    We have a problem when storing documents when documents are copied from filecabinet to basket and than stored.

    Docuware stores index entries event if fields are not on Store dialog.
    Prefiling with empty would clear unwanted index fields.

    Best regards

    1 vote

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  17. list from multi file cabinet

    Have the ability to create a List from multiple file cabinets

    2 votes

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  18. Allow SQL command in index profile on cloud version

    On on premice version, index profile can be defined with an SQL command allowing to write complex sql command
    this option is disable on cloud version

    5 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  19. Grant access to create Baskets and File Cabinets to the API

    When working within the API you have the ability to create users and assign them groups and roles. However, you still have to manually create Baskets for the users to use.

    By the same token, now that you are able to export and import a valid XML for a FIle Cabinet to speed up creation, you should be able to create a method to allow passing of an XML (or FC class).

    Once the idea for export/import Workflows is completed, it would be nice to have this functionality for that as well, as it will significantly speed up moving data…

    18 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  20. See an status bar for Fulltext tasks

    I think will be great if in DocuWare cloud we could have the way to see the status of fulltext tasks, like how many documents are indexed and how many are missing for being indexed. Sometimes we have had to reset fulltext index for some file cabinets due to some problems with full text but we don't know when this process will finish and also we don't know if something will fail.

    1 vote

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    1 comment  ·  File Cabinet  ·  Admin →
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