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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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436 results found

  1. 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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  2. 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.

    4 votes

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  3. 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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  4. 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

    47 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

  5. Edit buttons for active workflow tasks

    I need to add the "check out to document tray" and other buttons for an active workflow task. We need the possibility to edit what is visible "In menu" and what is viewed as a button for workflow tasks. This is actually an option for every result lists. There would be nice to remove the reasign button here as well..

    1 vote

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    Part 1 is already completed and available (at least in version 6.9) We added the second part to change the available functionality to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.

  6. Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

    This would eliminate the need to open the database manager or key in that long number.

    5 votes

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  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.

    94 votes

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  12. Time Stamp for Docuware Import and Docuware Webscan

    Time Stamp for Docuware Import and Docuware Webscan

    It is very important for legal purposes that Docuware Import and Webscan could put a time stamp to the documents in combination with the "sign document" (document certification) option.

    1 vote

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  13. 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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  14. Group elements in DocuWare Forms and an "add button" to dynamically "create" fields

    Imagine that Im a technician and require spare parts to fix something... I would need a document with some certain information which would repeat n number of times, i.e. Part Number, Description, Qty... there won't be a fixed number of fields that i have to fill each time I need spare parts.

    The group elements function would allow to wrap PartNumber, Description and Qty to be treated as one, so with the Add button you could add another group of those fields as on requirements

    17 votes

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  15. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    3 votes

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  16. Allow Organizational Admin to Edit Network ID

    It's always been crazy to me the organizational admin user in DocuWare can not edit a Network ID of a user. You have to log into DW administration as the user to do it. That can be an enormous pain with systems with hundreds of users.

    12 votes

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  17. Add tool to allow use to create their own signatures just like they are able to create their own baskets.

    Allow users to create their own signatures much like they can create their own baskets without having to go through the DocuWare Administrator.

    2 votes

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  18. 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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  19. Create logging process for Predefined Workflows

    There is a need to allow logging so it can be documented that any of the predefined workflows, such as Auto-index Workflows, Deletion Workflow, Export Workflows, and Synchronization Workflows have processed when scheduled.

    This can be imported for multiple types of audits, disaster recovery, and business continuation.

    14 votes

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  20. 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…

    14 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.

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