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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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468 results found

  1. Improved Activation Rules

    The rules for automatic activation of a workflow should allow the adminsitrator to be more specific. Now you can only have AND operators.

    The rule configuration for permissions is perfect, and would love to see more systemwide adoption of it.

    It allows you to be as simple or specific as needed.

    2 votes

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  2. Document Processing - Add more content conditions for the identification and splitting rules

    Ability to have multiple content conditions for identifying and splitting documents with AND & OR operators.

    2 votes

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  3. Always show ALL fields of a dialog in the document processing module

    Abitily to index fields in the document processing module, even if the store dialog chosen has them hidden. This works perfectly like this when indexing forms.

    1 vote

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  4. Add data validation to store dialog

    Have the ability to make validations and rules to a store dialog. It is important to prevent storing duplicated invoices for example.

    The REQUIRED or not field is very basic validation. Forms already has field validation.

    7 votes

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  5. Dynamic Store Dialog

    Ability to change the store dialog dynamically based on the fields. For example the document type. Forms already has some dynamic fields based on others, and is very helpful. This would reduce the need to have many different store dialogs for each type of document.

    9 votes

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  6. Dynamic Result Dialogs

    Abitily to have a Result Dialog or another, BASED ON RULES. This would display the necessary metadata for different document types. Contracts, Invoices...

    1 vote

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  7. Assign Result dialogs to LIST DIALOGS

    Abitily to ASSIGN a specific result list to a LIST DIALOG to show the results instead of customizing every single time

    1 vote

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  8. Add a logout button for internal forms.

    When a user opens a form on their mobile they are asked to login but from then on if they do not clear their cookies they are automatically logged in. I would like the option to add a log out button in order to close the session.

    this way by forcing a login we can do 2 things one secure the form when on a mobile, and two we can pre-fill the username from the login in a required field which can then be used in DW to generate workflows once it is in the cabinet. It also facilitates the…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Allow selection of Dialogs and profiles when a new field is created

    You should allow the selection of dialogs and profiles when creating a new field. The field being only assigned to the standard dialogs it's not enough when costumers have 30+ profiles, 30+ dialogs and 50+ tasklists.
    Thank you.

    6 votes

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  10. Show Next Run Time in Autoindex

    In addition to the current "Last Run" time shown in the overview, add a column that shows the next time a job is scheduled to run. This is was available in previous versions of DocuWare. I find it helpful to view when an autoindex job will run so my scheduled jobs are not all running at the same time.

    4 votes

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  11. Add a control to manage the 'Name' column in the folder view

    In the Folder view there is a 'Name' column which is populated with the file name of the document that's been stored.
    This 'Name' field isn't listed in the filing cabinet as a database field and you can't seem to be able to hide it or control it in any way.
    Could this be added to the index values as a database field so it can be controlled and maybe utilised in some way, or potentially changed or set when storing documents either via an API call or manually.

    1 vote

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  12. SmartConnect Dual Monitor Engine - Target Window Functionality

    While using SmartSearch within SmartConnect (via button, readout area, and anchor), it would be helpful if DocuWare could recognize the targeted window, and not rely on anchor data to correctly read out a certain index value.

    This would allow centralized buttons and remove the need for DocuWare to render buttons which may slow down one's system, or even spawn rouge buttons.

    1 vote

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  13. 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.

  14. Number Group Limit

    Setting a number group limit would be nice to keep track of page numbers on a fixed form.

    For example, setting a number group to start at 1, having a limit of 5, would work like this:

    1, 2, 3, 4, 5, 1, 2, ...

    2 votes

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  15. Allow Connect to mail to ignore small signature images

    When using the Connect to mail feature, I used to be able to ignore image files less than a certain size, so images that are in signature did not import into the document. This option is no longer available, so the signature image is now part of the document. Removing them is cumbersome when you are importing thousands of documents weekly into a document tray.

    6 votes

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  16. Allow Search Dialogs to be configured for select list only

    We currently have an implementation with an external multi-column select list and we have implemented this in several store and search dialogs and we have setup filtering on the columns of the select list in these dialogs. In Store dialogs we have " The user can only use entries from the select list to set the field" option to force users to perform data entry / indexing only using the filtered select list values. However this option does not exist on the search dialogs so even with the filtering in the dialog configuration a user is provided values in the…

    2 votes

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  17. 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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  18. Change the logo of webclient with the logo of the client´s company

    Hello, we need to change the logo of DocuWare on webclient with a customized logo client's mark. We can be change this on OnPremis Docuware but we need to do this on cloud systems. A lot of clients apply for this changes.

    8 votes

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  19. Add integration link functionality into Workflow notifications

    I would love to be able to generate dynamic DW Integration links in Workflow (based on index data and/or global vars). My main use case would be to use one or more links in a notification.

    Currently just getting an integration link requires a web service. (Web services are typically not trivial for our cloud customers.)

    And then, having a URLEncoded link, it is plopped as-is into the text of the notification which is really quite ugly.

    Please consider integrating integration links in workflow.

    1 vote

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  20. Add the field "Assign_to" in notification configuration

    It's actually only possible to subscribe a fix user or a field containing an email address.
    I will suggest to add the possibility to use the "Assign_to" field as dynamic field so that we can configure one email notification for all assignee.

    3 votes

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