Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
482 results found
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Signature Web Service - DocuSign - Ability to send multiple documents for an enveloppe to multiple signees
The signature web service allow to send a document to multiple signee or to send multiple sections to one signee. There is no way to send multiple sections of a document to multiple signees or even better, to send multiple documents (differents DocIds) to multiple signees. DocuSign can do that, why the DocuWare signature web service does not allow this ?
1 vote -
Ability to disable automatic dialog and use only stamp in DocuWare Workflow
Ability to deselect a decision from the left and use only the stamp in the viewer
2 votes -
'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored.
'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored. As there is option of automatic numbering which assigned numbers when we open document for store but this should only assign numbers when document stored in cabinet.
2 votes -
Allow for the storage of Linked Excel files while retaining the links between the files.
Allow for the storage of Excel Files containing internal links, while allowing for the retention of the links between the files.
2 votes -
Completely restrict access to the "Configuration" menu for a given role
We would like to be able to completely restrict access to the "Configuration" menu, either by making the shortcut invisible in the WebClient menu, or by being able to hide all the menus.
One application is when an external user (customer or supplier) accesses DocuWare. This raises security and confidentiality issues.
4 votesThank you for your idea.
To evaluate this idea more, we need more information on this topic. Please add a comment, explaining your need and use case. Thank you.
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Include Behaviour option for table field in forms
We find the table field very useful in version 7.9 it would be nice if we have behaviour options for table field in forms. Like based on the previous field the table field appears.
8 votes -
Have a box to permenant delete right from delete & transfer configurations
When using Transfer to send documents to another cabinet and deleting from the original, all the delete ones go to the recycle bin. This can look like a massive number of documents are deleted and make it hard to find the other user deleted documents. There should be a choice in the transfer and delete configurations where, if checked, it will not send them to the recycle bin.
1 vote -
Allow Processing Configurations in the General Email Connection
When using Connect to Outlook, you can assign a Watch Folder processing config to process the document. Using general email, you can not do this.
If you are using Connect to Outlook, your computer must be online in order to send the document to the cloud. With General Email, you are logged into the email account... so you are able to always capture the emails... but not process and index them.
5 votes -
Keywords should be fully supported in autoindexing and document relations -- "Contained by" operator
As of writing, keyword fields seem to only be half-heartedly supported by DocuWare.
One of the biggest issues with keyword fields is that we have a "Contains" operator that can be used in autoindexing and document relations, yet we don't have a "Contained by" operator. This means that while we can include a related document that has a keyword which contains a text field in our starting document, it is impossible to make the inverse document relation, where a starting document matches its keyword field against other documents' text fields. Document relations should let users navigate in both directions, not…
2 votes -
Support for OAuth for SMTP Configuration
Dear DocuWare Team and Community Members,
I would like to propose an urgent improvement that can significantly enhance the security and reliability of DocuWare. Currently, DocuWare only supports SMTP Basic Authentication for SMTP configuration. While this is undoubtedly a convenient method for sending emails, it may no longer be sufficient in today's increasingly interconnected and security-conscious world.
Microsoft and other industry leaders recommend the use of OAuth for secure communication with email servers. OAuth provides additional protection against unauthorized access and security risks that can arise when using Basic Authentication. The implementation of OAuth for SMTP configuration in DocuWare is…11 votes -
Dynamic Text Size for a Merge Field
Please add an option for the text size to be Dynamic. Basically when the text entered on the feild is longer than what is on the Merge Document, then the text gets cut off. If there was a simple check box for Dynamic text, then when the text entered on the form was longer than the merge document field, it would automatically resize small enough to fit into the merge field.
Thank-you!2 votes -
Keep first page field data for entire batch when additional split by doctype
It would be great to have a check box in Document Processing in the Split on section that says keep fiest page data. This way for back file scanning a first page with the bulk if the field data for a personnel file can be created and then additional split sheets can be created for just the document type. So one batch scan would file an entire employees file but break it into doctype with all the field data from the first page.
1 vote -
Expand the SQL scripting window in the Deletion policy.
Expand the SQL scripting window in the Deletion policy. This should be easy to make the dialog box expandable via a code change and not fixed size. Seems like this was just an oversight.
1 vote -
Move or delete documents with Workflow Manager
Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.
2 votes -
Include the ability to access a particular Branding configuration in a DocuSign workflow
In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.
3 votes -
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.
Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.
2 votes -
Add a table variable to workflow designer
A table variable is very usefull. For now we have to create a table field index to work with in WF. That's not a good workaround and lack flexibility.
4 votes -
Provide permanent deletion tickbox within Deletion Policy
I suggest a tick box in the Deletion Policy configuration to bypass the recycle bin and permanently delete documents. This is especially important for Cloud customers since the consumed archive space will only be released after the final deletion of documents (a manual process if executed before the 30 days) and also because it can take up to 4 hours to see the actual storage reduction. I can see other reasons why this feature would be leveraged: customers running low on archive space who may want to delete a large quantity of documents, engineers wanting to repopulate a cabinet, etc.
6 votes -
Allow multi-column lists to be used in stamps
When assigning a multi-column list to a stamp value, it only selects the first value that shows up in the list instead of displaying all columns that may exist. It would be nice to allow multi-column lists in stamps to be displayed and searched on.
1 vote -
Document Processing General Email
In Email from Outlook it is possible to configure a document processing, it would be great to be able to do the same while using General EMail configuration.
As many users do not use anymore Outlook but Google solution or other webmail5 votes
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