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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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401 results found

  1. Implement Microsoft HealthChecks Module

    For large deployments it is important to have proper system health check capabilities. Client is requesting that you implement the Microsoft.Extensions.Diagnostics.HealthChecks module and define a /health, /shealth, or /healthz endpoint natively. This is of great importance in large deployments. One factor being that the load balancer will need health check information to avoid routing to a server with issues.

    4 votes

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    1 comment  ·  Admin →
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  2. assign a form field as a global variable

    I want to assign a form field that is not indexed as a global variable in Workflow Designer. I can't do that unless it is an index entry.

    These fields on the form need to be changeable, but do not need to be indexed.

    1 vote

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  3. Update version of Apache Tomcat installed for Full-Text

    Tomcat version 9.0.16 is installed by default. A newer version such as 9.0.63 should be used instead so that manual updates are not necessary.

    1 vote

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  4. Enhance Notifications to include more fields in the message

    Would help if we can select multiple fields for the Notifications in the Message tab. Currently we can select one field and have it be a link. Would ALSO like to select other fields to show. For example:
    Customer Name field
    Date field
    Information field
    Document Name field - this one could be the one that is a link

    There could be multiple documents for the same customer with different dates, and it would be most useful to show this in the notification received.

    2 votes

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  5. Select multiple Workflow steps to move them around in order to insert a new step

    In Workflow Designer, if I need to add a step near the top of a workflow, I find I have to move each step below it down, one at a time in order for it to fit right.

    It would be great to click and select multiple steps and move them together.

    6 votes

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  6. Ability to disable a step in the Workflow Designer to bypass without having to delete it.

    While working in Workflow Designer, I would like to be able to disable or hide the email notifications, while I test the main parts of the workflow.

    Add a way to keep a step in a workflow connected to the workflow, but have it be ignored so the rest of the workflow can be tested.

    3 votes

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  7. Time picker

    A basic option that is missing on the web forms designer is a time picker. The date one works great...now if we just had a time option that pulled up a clock on the mobile device or browser to easily and consistently set the time that would be great.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Documents in Stopped Workflows

    The ability to be able to automatically update an index field of a document went the document has gone through a workflow, errors out, and you manually stop the workflow. We have a customer that scans so many invoices that if there is an error in one of the workflows, we could get 25 failed tasks before the error is updated. And then, they have to manually stop all of those workflows and resubmit the invoice, creating duplicate entries. But if when the workflow was stopped, an index field could be updated, we could use a deletion policy to delete…

    2 votes

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  9. Audit reports: log changes in system and organisation audits

    In System Audit reports and Organization reports,
    when a change is recorded, it would be useful to have evidence of what has been changed, as is already the case for File Cabinets.

    5 votes

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  10. Linked documents based on table field.

    Using a table field to record the information of the delivery notes / orders / etc linked to the invoice, it would be useful to be able to configure the linked documents based on the table field.

    9 votes

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    1 comment  ·  Admin →
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  11. Special characters in fields of a task in Workflow Manager

    Sometimes you want write a field name with parenthesis or comma for example, and Docuware doesn't allow it. Another issue is if you want write the field with the same name in other decision, WFM doesn't allow it, then the name must have a final blank space to repeat the name.

    2 votes

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  12. Ability to remove a specific clipped document

    Sometimes users needs remove a document was clipped and in a most of the cases, they must delete the document and upload again even if it is in a workflow, wasting the time waiting the approvals again.

    Docuware should have the ability to remove the document was clipped but not in the document tray but in the same file cabinet like a "right click > Unattach documents" and select the document(s) to remove.

    2 votes

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  13. Allow complex conditions for trigger a Worfklow or in a "Wait for event" of WFM

    It's great to be able to generate Workflow triggers and "Wait for event" based on conditions that contain a combination of AND and OR such as we can use for example in notifications, autoindexs or tasklists for example:

    (Status = "NEW" AND (DocType = "01" OR Doctype = "02")) OR (Customerid > 0 and Customerid <5)

    3 votes

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  14. Multi-stage forms

    I think it would be helpful if one party could pre-fill part of a form, then another person could finish filling out the form (i.e. office could fill out customer info, then technician onsite could fill in details and submit form).

    5 votes

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  15. Run the DocuWare ADSync.exe on 2 different domains from the same server

    In 7.5 on-premise system; we have a multidomain environment (1 forest) and would like to setup the DocuWare.ADSync.exe to run against 6 domains. We cannot setup a new system/server per domain to perform a user sync as suggested in article KBA-36454. We noticed that the user sync config is contained in "C:\ProgramData\DocuWare\ADSync\ADSyncConfiguration.xml". Is there any way to create multiple config files and have DocuWare.ADSync.exe run them independently? Ultimately, the customer was able to run the user sync on 2 different domains from the same server, only difference is that the config file was created with a user account from each…

    3 votes

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    1 comment  ·  Admin →
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  16. Related documents - New condition "Is contained"

    Add new condition to document relation.

    Ability to search is a specific field value "is contained" in a cabinet field.

    4 votes

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  17. Extract Specific pages from a document then send as email/or store as new documents

    We have a PDF document that contains multiple pages that is scanned as a whole to DocuWare, from this Document, The requirement is that we send only Page 3 to the Customer, Send Pages 2-end of document to Vendor, and Page 1 stored back in DocuWare as a separate document.

    It would be great if we could have PDF manipulation tools in Workflow that would allow us to do us, without having to develop c# tools for this purpose.

    2 votes

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  18. Enable AutoIndex To Write Back To CSV Files Without A Header Row

    AutoIndex will write back to CSV files with a header row. It also writes back to CSV files without a header row; however, it writes back row 1's data to row 2, row 2 to row 3, etc. Then it doesn't write back the last row.

    AutoIndex can support a CSV without a header row. Therefore, AutoIndex should be able to properly write back to a CSV file that doesn't have a header row. Since AutoIndex doesn't properly write back to CSV files without a header, this is one way the configuration of DocuWare can be improved.

    1 vote

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    0 comments  ·  Autoindex  ·  Admin →
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  19. Simplify setting up SSL for use with DocuWare

    With DW 7.6 requiring the use of SSL, the ADP's need a simpler way to set this up for our customers. It is concerning that we have to open up a hole from the Internet to each DocuWare server, just to use a SSL certificate to plug the aforementioned hole.

    I was reading about a hardware vendor who purchased a SSL Certificate and then each of his customers could use his certificate by adding a 'prefix' to his domain URL, i.e. peters.docuware.com.

    I believe that would eliminate the need for each DocuWare server to be internet-facing, just to use SSL

    2 votes

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  20. Export or synchronize documents with history

    When transferring/synchronizing documents into a different file cabinet there is no may to export the workflow history, also document history cannot be transferred but especially the workflow history is important for many customers.

    When is this important:
    -many customers are moving from on premises systems to cloud
    -splitting one large file cabinet into several smaller ones

    For audit reasons keeping the workflow history is crucial but there is currently no other way than having Docuware Request with workflow history export which you save localy and run if requested by some auditor. All described options above lead to loss of this…

    1 vote

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