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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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403 results found

  1. 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'.

    17 votes

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  2. reoccuring

    I would like to be able to define a notification that would reoccur. For example when a document is on hold my users want to be reminded daily.

    1 vote

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  3. Allow nested operators in workflow designer

    For the trigger conditions, it should have the same functionality as the file cabinet profile index filters. We should be able to set if Field1 is equal to Value1 AND Field2 is empty OR if Field3 is empty OR if Field4 is empty.

    15 votes

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  4. 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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  5. Enable horizontal scrolling in Workflow Designer

    Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.

    3 votes

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  6. Allow error links to be hidden in Workflow Designer

    It would be wonderful if we can toggle off the display of the red error links, maybe also providing some indication on the item that it is connected (for example change the color on the handle of the error output.) For complex workflows with many automatic steps, the error links can become overwhelming.

    6 votes

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  7. Reporting not available in DocuWare CLOUD

    There is no way to connect to either the DWDATA or DWWORKFLOWENGINE tables in order to provide reporting for customer of DocuWare Cloud

    29 votes

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  8. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    3 votes

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  9. Audit Log Program

    I know that you can turn on audit logging for access, delete, edit etc.. of documents, but it is put in notepad files and get overwritten and difficult to search. Would be a great feature to have an application that does this.

    2 votes

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  10. Stamp Bitmap with Form Field

    Currently, if I define a stamp using a bitmap (a nice big angled "Rejected.jpg" image for example), I also want to require the user to specify a rejection reason.

    If I do not use a bitmap, I can specify fields. But if I use a bitmap I cannot. This by definition means that I cannot combine a bitmap with a prompt to specify a region.

    Please add the ability to use fields with bitmap stamps so that we can prompt users for additional data to go with the stamp.

    6 votes

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  11. incomprehensible Restriction on Stamps

    If I have an approval stamp and I name it APPROVE and assign it to a single file cabinet and user group. I can NEVER create another stamp that has the display name APPROVE again. Even for a different file cabinet, even for a different user group. -Because of the backwards way you guys treat DISPLAY NAME vs NAME when configuring a stamp, I cannot have a duplicate DISPLAY NAME, really? This is never the case ANYWHERE! What if I wanted to assign another approval stamp to another set of users. I then have to name that stamp something else,…

    3 votes

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  12. 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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  13. 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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  14. An Index Field can be created so that document stored in the file cabinet can be automatically numbered e.g fin-001, fin-002, and next doc.

    I want a situation whereby document given a unique id e.g fin-001, fin-002 should automatically store the next document as fin-003 when an index field is created for this purpose.

    2 votes

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  15. Stamp assigned to a user overrides no 'can edit index entries' right

    If a user is not granted 'Can Edit Index Entries' FC right, but is assigned a stamp that changes index fields - this should work, so the user can use the stamp, but still can't edit index entries via info dialog.
    Currently, if user has no 'Can Edit Index Entries' but has 'Apply new stamp' - the stamp can't be applied if it changes indices.

    2 votes

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  16. Make DocuWare variables available in text area of stamp

    Please allow the stamp text area to use DocuWare variables like user name and data/time variables.

    Currently the user and date/time can be added as default stamp text but it's in a hard coded order.

    Being able to change that order and potentially mix it with additional info would be helpful.

    So instead of the standard stamp of this

    Username
    Date time

    I'd like to be able to configure it to this:

    Date time Username

    Or this:

    CSR Username Date time

    Essentially adding variables to the text area opens up a lot of additional options when designing stamps!

    3 votes

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  17. DW 6.10 Automatic Numbering - reuse number if cancelled. Allow alpha prefix.

    This new feature is great. Thank you, Docuware.

    Just couple of things: when the store dialog with AutoNumbering fieldi is envoked, and then the stor operation is cancelled, the number that appeared in the stor dialog is not reused any more - so there is a gap in numbers. Is this an intended behavior or can be it changed so if the store operation is cancelled, that number is still available for the next store.

    Since the field with Automatic Numbering is already a text field, would be nice to be allowed to prefix number portion of the field with some…

    6 votes

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  18. 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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  19. I suggest improve the security

    It could be a good idea improve the security access to web client adding a kind of captcha to avoid the brute force attack.

    1 vote

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  20. Allow More Granular Export Permissions

    Allow Administrators to limit the options in exporting documents from a cabinet such as only allowing Printing of Document with Annotation or Downloading a document with Annotation.

    Some files are stamped for validation purposes and made Available to users. This is to avoid Using the document for other purposes other than what it is intended for.

    Allowing them to download without the stamps pose a risk of them using the document for other purposes.

    1 vote

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