Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
130 results found
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More Wizards to tie overall Administration Together.
More Wizards to tie overall Administration Together.
For Example When setting up Select Lists. You have to Create a Select List, then you have to have a Location, then you have to assign the select list to a field in a cabinet, then you have to go to all the different dialogs that you want it to appear in. So I think we need more Wizards that bring the creation and administration of objects like this more together so that it is a Single Process. And not just for select lists. Docuware does these types of things all through the…
1 voteWe are improving this with every version. E.g. select lists can now created inside the DocuWare Configurations and inside the new File Cabinet Administration and should be much easier than before.
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In Workflow Designer could you please make so you can move the Form Fields up or down
When creating Tasks, under decisions and the Forms Tab, there currently is no way to move the fields up or down to put them in a different order. This creates issues if later someone wants to add new fields but put them in a specific order you would have to delete them all and start fresh.
1 voteThis is available with version 6.7.
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AutoIndex Jobs: Modify Scheduling on Event so that it can be based on Documents Stored in A File Cabinet
You can currently schedule AutoIndex Workflows using either a time/date or on Event. On Event though only references the external file modifications. It would be nice if you could modify the Event to be based on changes to the DocuWare File Cabinet ( i.e. New Documents/Edited Indexes/etc)
I had a customer run into a situation where this would be more manageable if this option existed.
3 votesThank you for your contribution. Your idea is available with version 7.0
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Docuware should be able to keep track of all documents deleted from the file cabinet and by whom
Documents deleted in the file cabinet should be archived in a repository
1 voteThis idea can be easily setup by an administrator. The procedure is the following:
1. Remove delete rights for all users exept the administrator
2. Add a stamp which sets the status field to e.g. “deleted”
3. Add a profile with index filter hiding documents with the status “deleted”The document is then never deleted, but unvisible for normal users. The stamp will contain username, date and time.
If you want to remove the document from the file cabinet, you could additionally do the following:
4. Create another file cabinet with the same structure
5. Use the Export-Workflow to move the document from the source file cabinet to the new file cabinet. -
Ability to set fields to 'force filtering' on a store dialogue
When configuring a new store dialogue, it would be good to be able to set a field's Select List to 'Filtered Only' or something similar.
When trying to set dependant fields for selective select lists it can be annoying for users to have to see the whole select list, click filtering and then choose the correct value.
3 votesVielen Dank für Ihren Beitrag. Ihre Idee ist bereits umgesetzt.
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Add the ability to modify Functions of the Document History Dialog or Inherit from Result
We have a situation where we need to limit the options available in the right-click menu of the Document History dialog as you can do so with a Result View Dialog under the Functions section in the DW Administration (See Screenshot).
Originally, we anticipated that the Document History dialog would inherit the permissions and options, including which hidden functions from the Result View dialog the user has rights to or used to view the document history of the record (See Screen Shot).
The request is to give the ability to modify the Document History Dialog or set it to inherit…
5 votesWill be available with DocuWare 6.9.
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Search option in docuware printer templates
I would be great to have the option to filter and search by name in the Docuware Printer Templates menu.
Thanks
1 voteThis function is available in DocuWare from Version 7.0 on
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Choice to install x86 or x64 Fulltext Server
DocuWare installs x86 Fulltext Server and has no option for x64. In support, we have seen cases come in that require x64 Fulltext due to number of documents being indexed and amount of RAM that can be allocated to x86 FT. It would be helpful if the option for x86 or x64 Fulltext was available, or to just make Fulltext use x64 only (that wouild restrict some installs though if they're 32bit OS')
1 voteThank you for your contribution. Your idea is already available.
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Ability to Export List of Users from Administration
Many of our customers have requested the ability to export the list of users from DocuWare (to CSV) with their assigned permissions (Roles, Groups, Profiles, File Cabinet profiles)
67 votesThank you for your contribution.
Your idea is available with version 7.12
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Need able to categorize searches by file cabinet
Most customers are used to the folder-hierarki structure on the pc, so if the file cabinet could be viewed like the attachment, I think many customer would like. And also then we will be a stronger competitor to DocuShare..
1 voteThank you for your contribution. Your idea is available with version 6.9. See here: http://help.docuware.com/en/#b57865t62675n70135
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Include time, not just date, when automatically populating email metadata
The date is of limited value in an organization with lots of emails (almost everyone?). Search results can list many emails with the same date and subject, and half of them may have the same sender / receiver. To find the latest email, all must be opened and viewed. Any mail client will sort by time and be easier to use than DocuWare.
32 votesThank you for your contribution.
Since version 6.9 you can use Datetime fields for storing the data. -
Are able to automatically create baskets when a new user is synced from AD
When using AD to sync users it would be really handy if you could choose to automatically create a Web Basket for these users.
Currently you have to create all the users and then go and create the web baskets separately. This is ok when you are first configuring the system but later down the line it becomes an issue when the sync is on a schedule as you have no idea who does/doesn't have a basket.
8 votesThank you for your contribution.
Your idea is available with version 7. -
We need the ability to once again export File Cabinet settings into an XML file and then use it as a basis for creating new File Cabinets.
We always been able to use an XML file from an older version of DocuWare to create cabinets in newer versions.
We have clients with over 50 file cabinets, who need to move only a portion of their departments over at a time. So we can't do an in place upgrade, but need to migrate a File Cabinet at a time. By having to create each cabinet over again from scratch greatly increases the down time for our clients, but also opens the door for errors to be made.
1 voteThis is possible though the Administration.
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Be able to choose <Default Document Tray> when creating Pre-Indexing Printer Configuration
When setting up a printer (for Pre-Indexing) to go to a user's Document Tray/Basket, each user needs to have their own configuration because you cannot choose default basket. You must choose the basket individually.
1 voteThis will become available with 6.7!
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Allow read-only fields on forms
Allow read-only fields on forms, sometimes it is required to show some values as informative field
7 votes -
Would like a module in workflow designer that could run a loop.
Example for Monthly reoccurring invoices.
5 votesAlso in the meantime, one could configure this with a scheduled trigger,
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Ability to disable Reassigning Tasks
Please provide option to enable or disable reassigning tasks by the users. Even better, allow option to reassign to a role/group/user only or no-one. Currently, if someone mistakenly reassigns a task to someone else, that person inherits the person's privileges (stamps). i.e. an employee inherits a manager's approval stamp. This should be avoided.
23 votes -
First decision should be active
If in the Workflow Manager task is only on decision, this one should be automatic active. Because the user has no other way.
1 voteThis is available with the version 6.9.
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Full keyword support in Workflow Manager
It would be great if we could use the full keyword functionality with the Workflow Manager. That means, to use it as variable and also to store the entries of this variable to a keyword field.
5 votesThank you
for your contribution. Your idea is available with version 6.9. See http://help.docuware.com/en/#b57865t62325n70184 and http://help.docuware.com/en/#b57865t62821n70140 -
Multiple selection for select list in Workflow Manager
In many cases user should be able to select more than one entry from a select list. For example multiple order numbers. These numbers will not be used for assignment, they just have to be stamped to the document. For use cases like this, we need to be able to select multiple entries in a normal select list.
2 votesYou can use the new keyword field for this. There you can add multiple order numbers.
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