Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
468 results found
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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 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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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 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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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 -
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.
98 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. -
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 -
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 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. -
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
18 votes -
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 -
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 -
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 -
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 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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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 -
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 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.
Please Note: Apart from the improvement of scheduling options all other functionalities are available in the DocuWare Workflow Manager.
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Email notification logging
It would be nice to see when notification emails are sent.
7 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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Visual improvements to Workflow Designer
I would like the ability to reorder Decisions within a task and their outputs, alter the size and shape of activities, and select a bunch of the activities and move them all at once. Right now it is very tedious and time-consuming to design a workflow that is visually clear.
16 votesThank you for your contribution. We are now working on a new version of the Workflow Designer, which will bring a whole new user experience, so we set this wish to “Planned”.
I’d like to point out that a couple of things are possible in the meantime, like reordering decision and now also reordering data assignments. Multiselect will come with the new version.
In case of changing size and shape of the activities, we are not planning to do this currently.
I’d be happy to learn why and how this would help you in your daily work. -
2 votes
Thank 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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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
4 votesVielen 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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Using the '(ATTACHMENT)' variable in docuware will help a lot to find the proper record
Hi Team,
I have an idea that if docuware uses the '(ATTACHMENT)' variable withing the connect to outlook configuration so it will help us a lot to find the proper record in the docuware system. Because in most of the cases we sent proposal/estimate within an organization to a single personal who is in purchase department and he handle all the proposal/estimate related queries so we can't use the current available variable to find the exact proposal number but if '(ATTACHMENT)' variable is available then we can find exactly the estimate number/proposal number using the estimate/proposal name extracting from the…
3 votes -
User Reporting Capabilities
I would like to see who is using the system and what files each person has touched as well as how many people are in Docuware at any given moment.
5 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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Separate the Check Out/Check In and Set As Current Version Rights For File Cabinet Profiles
Currently the Check Out/Check In and the Set as Current Version rights are bundled together as the "Check Out" right under the File Cabinet Profiles.
These should be considered as separate rights as we should be able to give users the right to Edit and the ability to set previous versions to current versions without giving the users right to Check Out a document.
5 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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