Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
472 results found
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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,…
4 votesThank you for your idea. We added it 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.
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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 votesThank 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.
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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 voteThank 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. -
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 votesThis is partly added in version 6.10. You can add automatic numbering, but without the prefix “fin-”. This will be added in a later version.
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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 votesVielen Dank für Ihre Idee. Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.
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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 timeI'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!
4 votesVielen Dank für Ihre Idee. Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.
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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…
8 votesVielen Dank für Ihre Idee. Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.
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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.
8 votesThank 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.
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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 voteVielen Dank für Ihre Idee. Im Augenblick konzentrieren wir uns auf andere Themen, deshalb planen wir diese Idee nicht für zukünftige Veröffentlichungen. Wenn die Nachfrage nach diesem Thema steigt, werden wir diese Idee eventuell wieder aufgreifen.
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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 voteVielen Dank für Ihre Idee. Im Augenblick konzentrieren wir uns auf andere Themen, deshalb planen wir diese Idee nicht für zukünftige Veröffentlichungen. Wenn die Nachfrage nach diesem Thema steigt, werden wir diese Idee eventuell wieder aufgreifen.
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File Cabinet Creation - Allow the order of fields to be carried over to all dialogs
The most annoying part about setting up a file cabinet is sorting the fields in each of the dialogs. It would be nice if I could check a box that would take the sorting of the store dialog and transfer it to the Storage, Results List, and Info Dialog. This would knock off at least 10-20 minutes from every cabinet build.
13 votesVielen Dank für Ihre Idee. Wir haben es unserer Sammlung von Ideen und Funktionen hinzugefügt und werden es weiter untersuchen. Wir können derzeit nicht genau sagen, wann diese Idee umgesetzt wird. Sobald wir weitere Informationen haben, werden wir den Status aktualisieren.
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Disabling "Allow Filtering" should not also kill select lists
In DocuWare 6.9 File Cabinet Search Dialogs, unchecking the "Allow Filtering" option also disables all select lists for that field except for the Standard Select List. Why? When the option is checked in the Admin Tool, it is enabled by default in the DW Web Client. This forces users who use the drop down list to first uncheck the "Filtering" option in the index field while searching in order to select an entry whenever the Standard Select list is not being used.
2 votesThank 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.
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Add capability to store a document in a cabinet, yet have it linked to any number of other locations (virtual cabinets)
Your Windows client is similar. Store a document once and have it viewable in multiple locations without copying to the other locations.
1 voteVielen Dank für Ihre Idee. Im Augenblick konzentrieren wir uns auf andere Themen, deshalb planen wir diese Idee nicht für zukünftige Veröffentlichungen. Wenn die Nachfrage nach diesem Thema steigt, werden wir diese Idee eventuell wieder aufgreifen.
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Automate workflow tasks
Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.
8 votesYour idea has been added to our backlog. We are now further investigating the idea.
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Allow Admin to limit days and times a user can sign into DocuWare.
Allow the Admin to limit the days and times a user can sign into Docuware.
6 votesThank 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.
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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.
14 votes -
In WorkFlow, conditional field show
For example:
If DocType ="invoice" then SHOW field "Total Invoice".
Show fields depending value of others fields
34 votesThank 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.
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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 voteThank 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.
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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 votesThank 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.
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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 voteThank 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.
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