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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. Restrict possibility to apply a Stamp based on document index fields

    It would be useful to be able to restrict the possibility of applying a stamp on a document according to its indexes, some examples :

    • A stamp is intended for certain types of documents and has no purpose to be applied to others

    • A stamp can only be applied if the document is at a certain status

    • A stamp can only be applied if all the required fields have been completed

    This would make it possible to propose processes in case management and optimize the user experience by displaying only the stamps that are useful for the document

    4 votes

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  2. Possibility of using variables/fields in the task description

    In Task description, it would be useful to be able to enter values from a variable or an index field.
    This would allow you to have a more complete description of the task to be carried out and to make the correct decision without having to select various decisions.

    For example, at the first step of the flow the operator enters a note, if I could have that note in the task description, the supervisor can choose between the two decisions without having to read the operator's note in the first decision and reject it with the second decision.

    it…

    9 votes

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  3. Trigger / Start a workflow after updating a table type field

    Use case: A table field must be completed by users (by modifying the index) to validate a document.

    A workflow is used to check if the table is complete.

    The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
    it would be interesting to have a new type of trigger based on the table field

    7 votes

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  4. Bring back the comment in case of a reject decision (Docusign connector)

    When using Docusign webservices with Docuware. This is not possible to bring back the comment of Docusign.
    However when a user is taking a decision into Docusign this is mandatory to add a comment in case of reject.

    And this could be really usefull for all webservice method of Docusign, especially the method AddNewDocumentMultiSigners.

    4 votes

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  5. Webhook audit logs

    PROBLEM
    I have a webhook setup that should be triggered when a doc is created or updated in a file cabinet. The REST API that is receiving the requests from the Docuware webhook is missing some data. I can see the logs of the REST API it looks like some requests from the Docuware webhook didn't get delivered.
    The webhook that I'm referring to is not the one inside the workflow.

    SOLUTION
    Please provide access to the Docuware webhook audit logs

    7 votes

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    1 comment  ·  Webhooks  ·  Admin →
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  6. Trigger a Workflow or Autoindex upon version change.

    It would be useful, when a new version of a document is archived, to trigger a task or autoindex.
    Currently, it is not possible to trigger a process if the version of the document is changed

    4 votes

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  7. Ability to choose the type of access to the FTP: anynomous;user+password

    The admin would be able to should how th ftp acces is possible :
    anynomoulsy (actual standard access)
    using ftp credential (login; password)

    2 votes

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  8. Extraer información certificado incrustado - Extract embedded certificate information

    Al recibir documentos con certificados digitales incrustados, se debería de poder extraer los metadatos para poder realizar validaciones posteriores
    Esto lo solicitan clientes por temas de la Ley Crece

    When receiving documents with embedded digital certificates, it should be possible to extract the metadata for subsequent validation.
    This is requested by customers due to Ley Crece issues.

    1 vote

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  9. Docuware Forms should be able to import Signature and creation of tables should be made available just like in MS Word.

    Creating table in Docuware form just like MS Word and scanned signature can be imported as a signature.

    2 votes

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  10. Automatically reassigned inactive cloud user to a newly created user that does not have license

    A newly created user should be able to login into DocuWare Cloud automatically because there will always be an inactive user in the cloud licenses provided.

    2 votes

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  11. DocuWare support shared mailboxes

    • DocuWare support shared mailboxes

    Problem: Currently DocuWare does not support shared mailboxes and emails sent with such an address lose their email body.

    Solution: DocuWare supports shared mailboxes.

    -.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.

    Probléme : Actuellement DocuWare ne prend pas en charge les boîtes aux lettres partagées et les courriels transmis avec une telle adresse perdent le corps de leur courriel.

    Solution : Que DocuWare prenne en charge les boîtes aux lettres partagées.

    7 votes

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  12. Administrative Notification Options for Setting or User Changes

    It would be very useful to have real-time audit notification for changes in the system. As an administrator I want to be notified of any Administrative changes to Users or controls. Ideally you would be able to select which notification you want to receive and these notifications would only be available to users with administrator access.

    For example:
    User Changes Notifications:
    -Notify on User Creation
    -Notify on User Deletion
    -Notify on User Role Changes

    Similarly there could be options for other changes in the system. I understand some of the information is available on Audit Logs, but that information is…

    3 votes

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  13. Add more DW printers for the source applications to choose amoung

    1. Users cannot now choose what local printer the hardcopy will goto.

    2. Sometimes they just want to store the doc into DW without generating paper printouts.

    3: Screenshots can be saved also.

    2 votes

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  14. Add the ability to link select lists to an index field of a File Cabinet in Forms

    In Forms, select lists available are only the ones "manually" created as "single column" or "multiple columns".
    It would be great to allow select lists based on an index field in a File Cabinet. For Example : select list based on an index named "Customer" in a dedicated File cabinet, which could be updated/populated via other datas' assignments in a WF, after sending the Form.
    This way the select list would be always up to date, with no need to add manually a new entry in the "fixed" select list or update any csv file or FTP file as well.…

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Allow the ability to set column size in Result or List result dialogs for all users

    Allow the ability to set column size in Result or List result dialogs for all users. Today all users need to adjust column size to fit data across the screen. My clients would like to have those set to the optimum width when the dialogs is created.

    3 votes

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  16. Creating lists of users within groups/roles.

    We need to be able to create lists of users within a role or group.
    In on premise systems it is possible to make a query to generate such lists. On the cloud, SQL statements being disabled (!), this is not possible.
    These lists would make it possible to have a dynamic list of users without needing support tables to be maintained manually.

    4 votes

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  17. Use of different Sending Mail Services in Workflow

    I suggest to implement the feature which let you choose between diffrent "sending mail services" within the workflow "send e-mail" option

    6 votes

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    1 comment  ·  Admin →
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  18. Assign a Result list to a tray to manage the field display and viewing

    Not enough info when using the List view.
    Admin should be able to assign a Result list to the tray instead of just using the default that is given.

    Reduces the need to open the document.
    This would cover a few other requests too.

    2 votes

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  19. Web Forms: Possibility to add tables

    It will be great if we had the possibility of adding tables to web forms and also indexing them to an existing table database field.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Web Forms: Auto number to increase when the form is submitted, not opened

    The auto number used in a web form increases every time the form is opened, not submitted. I was expecting to be increased every time the form gets submitted, as we use the auto number to identify the form.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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