Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
402 results found
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Allow Processing Configurations in the General Email Connection
When using Connect to Outlook, you can assign a Watch Folder processing config to process the document. Using general email, you can not do this.
If you are using Connect to Outlook, your computer must be online in order to send the document to the cloud. With General Email, you are logged into the email account... so you are able to always capture the emails... but not process and index them.
2 votes -
Keywords should be fully supported in autoindexing and document relations -- "Contained by" operator
As of writing, keyword fields seem to only be half-heartedly supported by DocuWare.
One of the biggest issues with keyword fields is that we have a "Contains" operator that can be used in autoindexing and document relations, yet we don't have a "Contained by" operator. This means that while we can include a related document that has a keyword which contains a text field in our starting document, it is impossible to make the inverse document relation, where a starting document matches its keyword field against other documents' text fields. Document relations should let users navigate in both directions, not…
1 vote -
Support for OAuth for SMTP Configuration
Dear DocuWare Team and Community Members,
I would like to propose an urgent improvement that can significantly enhance the security and reliability of DocuWare. Currently, DocuWare only supports SMTP Basic Authentication for SMTP configuration. While this is undoubtedly a convenient method for sending emails, it may no longer be sufficient in today's increasingly interconnected and security-conscious world.
Microsoft and other industry leaders recommend the use of OAuth for secure communication with email servers. OAuth provides additional protection against unauthorized access and security risks that can arise when using Basic Authentication. The implementation of OAuth for SMTP configuration in DocuWare is…11 votes -
Dynamic Text Size for a Merge Field
Please add an option for the text size to be Dynamic. Basically when the text entered on the feild is longer than what is on the Merge Document, then the text gets cut off. If there was a simple check box for Dynamic text, then when the text entered on the form was longer than the merge document field, it would automatically resize small enough to fit into the merge field.
Thank-you!2 votes -
Keep first page field data for entire batch when additional split by doctype
It would be great to have a check box in Document Processing in the Split on section that says keep fiest page data. This way for back file scanning a first page with the bulk if the field data for a personnel file can be created and then additional split sheets can be created for just the document type. So one batch scan would file an entire employees file but break it into doctype with all the field data from the first page.
0 votes -
Expand the SQL scripting window in the Deletion policy.
Expand the SQL scripting window in the Deletion policy. This should be easy to make the dialog box expandable via a code change and not fixed size. Seems like this was just an oversight.
1 vote -
Move or delete documents with Workflow Manager
Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.
2 votes -
Include the ability to access a particular Branding configuration in a DocuSign workflow
In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.
3 votes -
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.
2 votes -
Add a table variable to workflow designer
A table variable is very usefull. For now we have to create a table field index to work with in WF. That's not a good workaround and lack flexibility.
3 votes -
Provide permanent deletion tickbox within Deletion Policy
I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.
4 votes -
Allow multi-column lists to be used in stamps
When assigning a multi-column list to a stamp value, it only selects the first value that shows up in the list instead of displaying all columns that may exist. It would be nice to allow multi-column lists in stamps to be displayed and searched on.
1 vote -
Document Processing General Email
In Email from Outlook it is possible to configure a document processing, it would be great to be able to do the same while using General EMail configuration.
As many users do not use anymore Outlook but Google solution or other webmail4 votes -
The "Overwrite previous field data with this stamp" does not work for hidden field on the "Store Dialog".
If applying the stamp beforehand the pre-index data will not change if the field is hidden and has a default value.
Please improve it so that the index can be updated by stamp even if it is hidden and custom value is set on Store Dialog.
1 vote -
Disable document lock for parallel task also for Cloud customer
In some processes, tasks can be assigned to different departments.
The problem is that many users cannot work on the same task at the same time.
This is frustrating if several users have tasks to perform and cannot do so because another user has the task selected but is not working on it.
Another example, a background workflow may need to update fields but cannot because the task is blocked by the user.
This problem has been solved for on premise systems.
I suggest making it possible for cloud customers as well.24 votes -
Add Keyword support for Result List
Add the ability to show keyword fields in result lists. Today we use workflows to trigger when the keyword fields change to then export the keyword values to a comma separated list into a Text field. We then display that text field in the result list. This creates a lot of extra processing on the docuware side to keep that text field updated. If we had a way to show the keyword in the result list (where we pick the separator) it would remove all this complexity.
2 votes -
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 -
Parallels tasks
Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?3 votes -
Update option for preconfigured solutions
A possibility to update from an older version of a preconfigured solution to a current version would be very helpful. Currently, the new features advertised in the DocuWare UserInfo have to be recreated in the old version of the preconfigured solution with a lot of effort. At some point it probably makes sense to make the move to a current version.
3 votes -
Multi Column Select Lists - Define which column is the stored value
In a multi-column select list, these are used as "Helpers" for the user to select a value from an SQL DB. If the user types the name from the first column, we want to provide five other columns to help them identify which one they want, things like address, active/inactive etc. I want to be able to allow them to select the one they want BUT only return or store when indexing the value in the 4th column, for Vendor ID and not the name they searched by in column 1.
In short - Would like to have definable columns…3 votes
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