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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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50 results found

  1. Add the Org Admin role as an administrator to all new configurations/doc trays/file cabinets by default

    The Org Admins should have admin access to all newly created configs/doc trays/file cabinets and not have to track down the creator when something needs to be changed. The role can be removed from Admin for sensitive documents, but it should be opt-out instead of opt-in.

    13 votes

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  2. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    29 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.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  3. make annotations private so only the creator can modify or delete it

    all the users that acces to a document can modify all annotations, it will be better to make possible to force only the creator to modify or delete his annotations

    1 vote

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  4. Passwords should not be repeated in in the last 12, 60 day cycles.

    A user should not be able to alternate between the same two passwords.

    1 vote

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  5. Revise QA Stamp

    Reposition the word "By" on the QA stamp. The stamp would then read "Username, date/time, QA'd by user initials"

    1 vote

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  6. Add Security assertion markup language (SAML) Support

    To be able to integrate DocuWare in an architecture where SSO is implement with SALM V2 protocol , DocuWare needs to implement such protocol.

    This would be a major improvement for On Premise and also Cloud architecture to provide simple and standardize way for SSO service

    For instance the Azure Architecture supports SAML 2.0

    https://msdn.microsoft.com/en-us/library/azure/dn195591.aspx

    46 votes

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    Thank you for your idea. We decided to support OpenID Connect, so we are not considering SAML at the moment. If the demand for this topic increases, we might add it to future plans.

    We are planning to implement Single Sign-On with Azure AD in DocuWare Cloud based on Open-ID Connect for the next release of DocuWare

  7. Addition of Video format file to play videos from the file cabinet

    Docuware should create an avenue where video files could be played from the file cabinet, whether from the file cabinet or playing outside Docuware.

    7 votes

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  8. Add search criteria and SQL statements to search dialogs and/or result lists (similar to task lists)

    Some of our clients have changed their company names over time.
    When this happens, a new CustomerNumber is given in our database to them. It is required very often to search all the documents from one customer, including those indexed with the previous names (linked now by the Original Customer Number only).

    Users should find all of the required documents by typing the current or any Company name the customer has had.

    This could be done by doing 2 things:
    1. adding somewhere the SQL statements capability and
    2. allowing those statements to take the values from the search dialog…

    1 vote

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  9. Make "Public an Idea" button/forum more visible/accesible

    For dw administrators at least...
    I remember they taught me there was some place where I can suggest things to be developed into features. When ideas came up, it took me quite some time to find it (until someone told me where it was)

    1 vote

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  10. Automate DesktopApp default connection to PlatformRO

    When deploying DWDesktopApp there is a script on the DW FAQ site called "DocuWareXXDesktopAppsSilent_Install.bat". This can be used to automate the deployment of DWDesktopApp. The problem is the portion that directs the creation of the default connection does not work with PlatformRO. You must manually log into your Read Only Platform site and use the "Connect Desktop Apps" option.

    I would be great if customers who purchased RO and SmartConnect could automate the creation of the default connection to PlatformRO as well as have a visual representation in the DesktopApp that showed the app's connection was…

    3 votes

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  11. Creating reports in DocuWare administration

    It is very important to create custom reports about users including role, profile, and group assignment, user permissions on each file cabinet. It is an added value in DocuWare administration for auditing purpose and PCI compliance.

    89 votes

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  12. allow for the global setting for all users to open Docuware Viewer with index dialog in a new window by default

    The reason for this is that right now, if we utilize the default setting "Always show DocuWare Viewer in same window", it is possible for a user to have several items in the queue, and viewing one item (by double clicking on it) but actually editing index values for something completely different on the screen. This could result in errors. Many errors.

    If one utilizes the setting to open the viewer with index dialog in a new window, the document rendered for view always is tied to the index values that you see.

    0 votes

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  13. Improve Auto Indexing fault tolerance on error

    Auto Indexing will go into error state after first seeing connection loss and not re-attempt without manual starting process from DocuWare Administration Utility.
    Allowing for another attempt after a set time-frame would greatly help managing this module as re-starting these processes can become very time intensive.

    4 votes

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  14. Make improvements to Email Notification

    Email Notifications are extremely limited in what they can do and how they are scheduled. They are also not easy to understand and/or test. I recommend the following improvements.
    1. Allow groups and roles to be assigned to a notification. The whole point of AD synchs with a group is to reduce administration tasks but without the ability to assign groups/roles to notifications, then the admin has to assign users separately OR open a notification job to all users, which is not ideal.
    2. Create an ability for a notification to change a field after execution. This will allow users…

    12 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.

    Please Note: Apart from the improvement of scheduling options all other functionalities are available in the DocuWare Workflow Manager.

  15. fixed select list field be copied to a new file cabinet on another system

    How can a fixed select list field be copied to a new file cabinet on another system

    3 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  16. Add basket level alerts.

    I'd like it so that if a basket reaches over a certain amount of documents (or total file size) it'll email a person of choice to alert them to it. So if we have an import job that grabs files from a network location and uploads them into a "pending" basket, if it gets over say 50 it'll email someone's supervisor to alert that the documents aren't being processed timely.

    5 votes

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  17. Ability to remove functions from right-click menu in web basket/document tray

    I would like to be able to remove "Store Automatically" from certain users' web basket/tray when right-clicking on a document. Customer needs to have users change index entries when storing, and they don't want any way for the user not to change the entries.

    7 votes

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  18. Notification

    A document stored in the file cabinet ready for email notification. (so in the notification table). A user logs in during the day and approves invoice randomly… At 4pm (or whatever time you assign) however, he will still get an email notification to let him know that he has invoices to approve even though he has already completed his action. It would be good if we could remove this. What do you think?

    4 votes

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  19. Change the "is different than previous page" Split option to not split if the zone is empty.

    I have had multiple occasions where the first page of a new document has a customer number and the subsequent pages do not. I need a way to say that if the zone has a number in it that is different from the previous, but NOT EMPTY then split before that page. Currently, the “different than previous” option considers a blank zone a new document and this does not work for these scenarios.

    2 votes

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  20. CDN with Fallback to Local Script Repository

    Starting with DW 6.6 Hotfix 8 DocuWare the Web.Settings flag "UseLocalCDN" has been set to "false". Quote: "For better performance you should disable this flag. If the flag is disabled, the fat JavaScript libraries are downloaded from Google CDN orother CDNs." There should be a fallback option just in case external CDN are blocked or unavailable.

    1 vote

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