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Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

How can we improve the configuration of DocuWare?

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463 results found

  1. Multi Column Select Lists - Define which column is the stored value

    In a multi-column select list, these are used as "Helpers" for the user to select a value from an SQL DB. If the user types the name from the first column, we want to provide five other columns to help them identify which one they want, things like address, active/inactive etc. I want to be able to allow them to select the one they want BUT only return or store when indexing the value in the 4th column, for Vendor ID and not the name they searched by in column 1.
    In short - Would like to have definable columns…

    3 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  2. User Management - Configurable Org Units

    We have almost 200 users in DWare and would like additional fields available to each user account that can be used as org units or filtering when managing user accounts. I really want to add Dept and workgroup as additional sorting and filtering on the USER MGT PAGE. If you extended either ROLE or GROUP that already exist, that would be OK but really looking for labeling and filtering on that page.

    2 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  3. Cloud Storage Status Page

    We use DWare across multiple business units within the organization and as such need the ability to drill into storage use BY CABINET and not simply for our overall account. We use this data to track performance and for dept chargebacks and forecasting when business changes impact storage use.

    2 votes
    0 comments  ·  Administration  ·  Admin →
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  4. DocuWare import - Move error file

    Move the files in error to a specific folder when importing.

    2 votes
    0 comments  ·  Desktop Apps  ·  Admin →
    How important is this to you?

  5. Allow an admin to determine what annotation tools are enabled by default in profile and settings for all users.

    Allow an admin to determine what annotation tools are enabled by default in profile and settings for

    4 votes
    1 comment  ·  Administration  ·  Admin →
    How important is this to you?

  6. A sync log feature that only logs the failed doc ids and not anything else

    Add a user-friendly feature for the sync logs only to get the doc ids for the failed documents. Debug mode seems to get the doc ids; however, it can pick up on other errors that may make it difficult to find only the failed doc ids. If there's a way only to get the failed doc ids, that'll make it easier for the end user.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  7. Improve UI of Forms

    Currently the ability to format/brand/customise forms is very limited. Please can the option to add more colours, company logos,

    7 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  8. 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

    5 votes
    0 comments  ·  File Cabinet  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Admin →
    How important is this to you?

  10. 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

    9 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  11. 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
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  12. 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
    1 comment  ·  Webhooks  ·  Admin →
    How important is this to you?

  13. 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
    0 comments  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  15. 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
    0 comments  ·  File Cabinet  ·  Admin →
    How important is this to you?

  16. 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
    0 comments  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  18. 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.

    11 votes
    0 comments  ·  Admin →
    How important is this to you?

  19. 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
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  20. 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
    0 comments  ·  Desktop Apps  ·  Admin →
    How important is this to you?
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