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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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463 results found

  1. 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 votes
    How important is this to you?
  2. 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 votes
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  3. 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 vote
    How important is this to you?
  4. 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.

    7 votes
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  5. 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 votes
    How important is this to you?
  6. 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
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  7. In WorkFlow, conditional field show

    For example:

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

    Show fields depending value of others fields

    32 votes
    How important is this to you?

    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.

  8. 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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  9. 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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  10. 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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  11. 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

    48 votes
    How important is this to you?

    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

  12. 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
    How important is this to you?

    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.

  13. 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
    How important is this to you?
  14. 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
    How important is this to you?
  15. 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
    How important is this to you?
  16. 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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  17. 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
    How important is this to you?
  18. 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.

    97 votes
    How important is this to you?
  19. 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
    How important is this to you?
  20. 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
    How important is this to you?
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