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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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470 results found

  1. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    7 votes
    How important is this to you?
  2. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    0 votes
    How important is this to you?
  3. Make Workflow Designer easier to keep tidy with multi-select

    Make Workflow Designer easier to keep tidy, like Process Planner is.

    I create a workflow on a VM to get it right, deploy to the customer system so the Workflow Designer layout looks intuitive to follow, and then any tweaks to the design of the Workflow from that point result in it looking like a bird's nest of connectors and boxes.

    Multi-select would help quite a bit here

    4 votes
    How important is this to you?
  4. Keep Hyperlinks within a document active in Docuware Viewer

    It would be great if Docuware would keep hyperlinks in a document active. A user should be able to click on the link in a document when being viewed in the document viewer.

    6 votes
    How important is this to you?
  5. Allow for workflows to be scheduled every x hour or x minute

    I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.

    6 votes
    How important is this to you?
  6. Save uploads from Forms with different index entries

    If you use multiple upload blocks in a WebForm they all get the same index entries. For example a upload block for letters. and a different block for Copy ID. ANd a third block for a contract.
    all attachments have the same index entries. Please create an option to assign diffent docment types per upload block

    1 vote
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
  7. add Office output from the Webforms

    You can use Office documents in the Forms. But the output is always PDF. Please create option for Forms output to Word and Excel

    5 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
  8. The Workflow Designer is in need of much assistance.

    In Visio, object connection points can be all around an object Also connection labels can be dragged to any position along the line by the user.

    It appears that the Workflow Designed only has 4 connection points in each corner. Also the tags for each connector will automatically position themselves, but not always ideally. The effect is that lines and the labels will realign themselves willy nilly each time ANYTHING is relocated. This is EXTREMELY UNDESIRABLE!!!!! I spent more time today dicking around with positions and connecting lines, which have a mind of their own by the way, and not…

    4 votes
    How important is this to you?
  9. Conditional Required Fields

    Now a field is required or not.
    In our case, HR needs to store a document and can choose to index through NAME, ID, EMPLOYEE ID... but I cannot make all required because it would defeat the idea of efficiency, but they should be allowed to fill AT LEAST 1 of the 3 to be valid.
    Some sort of validation, that would allow only 1 of the 3 required fields to be indexed..??? just ideas...

    By the way, only 1 data field is required for us, since we have autoindex on the back fulfilling the rest of the fields. This…

    2 votes
    How important is this to you?
  10. 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
    How important is this to you?
  11. Sync Transfered Documents

    When using Transfer Rules, it's great, but having the posibility to SYNC the index fields of the transfered documents would be ideal.

    I understand this can make sense in some cases, but not all, so the Transfer Rule should have the Option, but not mandatory.

    1 vote
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  12. Automatic Result List

    It would be great to assing an Automatic Result Lists, that would show only the columns where fields are not empty.

    1 vote
    How important is this to you?
  13. Document Relation from multiple cabinets

    Please add ability to show related documents from X (multiple) cabinets and not only 1.

    4 votes
    1 comment  ·  Admin →
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  14. Arithmetic Expression in Document Processing

    Please add the posibility to use Arithmetic Expressions in order to Index fields in the Document processing configuration. Also local database lookups would be great. Sometimes we run very simple Workflows to just lookup and insert metadata, which could be done in the document processing?

    3 votes
    How important is this to you?
  15. Add "Basket" as a Document Processing SOURCE.

    Please add the ability to use the basket to send a document to a DOCUMENT PROCESSING configuration.

    This could be easy for the user if it would show like adittional Store dialogs.

    We send all attachments from an email account to a Basket, but those that should go to document processing.. have to be downloaded from the basket and uploaded to a folder..... not efficient.

    2 votes
    1 comment  ·  Admin →
    How important is this to you?
  16. allow a merge form to be created based on content of a form

    I have several merge forms that may or may not be needed depending on the content of a form. For example I have 2 consent forms that are identical the only difference is the county. I would like to use 1 form and then have a checkbox for the county and it use the data from that checkbox to determine which merge form to complete.

    6 votes
    1 comment  ·  Forms  ·  Admin →
    How important is this to you?
  17. Add ability to add multiple document trays to user permissions

    In the User Administration, you can add groups, roles, functional profiles, dialogs and stamps, but not document trays. It would be easier to set up new users by adding the document trays to the user instead of the user to each and every document tray.

    1 vote
    How important is this to you?
  18. Add ability to invoke another workflow from a current workflow

    Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.

    7 votes
    How important is this to you?
  19. Add the ability to darken the output from a signature field in a Docuware form

    Add the ability to darken signatures output from the Signature Field element in Docuware Forms. Currently it seems the signatures come out very light when submitted via PC with no ability to darken

    2 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
  20. Ability to reassign users to a workflow task on the fly.

    There are times when it would be nice if users could be reassigned to a workflow task on demand. Sometimes there can be heavy workloads on a given task so the ability to add additional resources to the task would be helpful.

    1 vote
    How important is this to you?
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