Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
436 results found
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Allow a standard attachment to add to a workflow
I want to use a public form for a lead to register and download an e-book. I want to do that by asking a lead to fill in a form after which I send the e-book via e-mail (after which I send the lead to an ccountmanager to follow-up. It would be great if I had the possibility of attaching an attachment of choice to a workflow generated e-mail.
5 votes -
Synchronization of file cabinets should allow for at least one version difference
Synchronization used to allow a difference of at least one version. Now both on-premise and Cloud systems need to be on the same version. This greatly complicates matters because one cannot always upgrade on-premise systems to suit the Cloud upgrade calendar, least of all when a hardware change is required.
2 votes -
Store dialog - Field prefill with empy text
Hello,
We have a problem when storing documents when documents are copied from filecabinet to basket and than stored.
Docuware stores index entries event if fields are not on Store dialog.
Prefiling with empty would clear unwanted index fields.Best regards
1 vote -
assign tray from user management
You should be able to assign document trays from the User Management section.
2 votes -
list from multi file cabinet
Have the ability to create a List from multiple file cabinets
2 votes -
Schedule Task notifications
I'm familiar with the option for Notifications. You can schedule for every day at 9 to get an e-mail notification and use a link to a List.
How can we add a link to the tasks? So not a Task list but the tasks from the workflows?
In the workflow the users gets an e-mail notification for every task immediately. But with 10 notifications per day, that's not efficient.
So I want to bundle all workflow task notification once per day.So one notification: You have tasks. with a link to the workflows Tasks.
How can we do this?
2 votes -
Develop a way to have a single-sign-one conection with google accounts, like with Microsoft
Develop a way to have a single-sign-one conection with google accounts, like with Microsoft. In that way we can make business with companies who have its systems related with this tech giant.
3 votes -
When doing the AD sync, currently there is not a way to Update the Docuware LoginID when that changes in AD.
AD uses the SID as the unique identifier so that the login name can be changed. There are many valid reasons that an AD login changes, however, Docuware requires that user account be deleted and recreated with the new ID. This is not a big deal for the occasional change, but what about when the organization wants to change ALL the AD Logins for the entire organization? I have more than one organization considering this right now.
2 votes -
Permissions to create and configure user stamps
When it is marked in the permissions so that the user cannot create or manage stamps that does not appear in the configuration part this option to the user
2 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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make Docuware FIPS compliant
make Docuware FIPS compliant. My site requires FIPS for all PCs.
2 votes -
Allow SQL command in index profile on cloud version
On on premice version, index profile can be defined with an SQL command allowing to write complex sql command
this option is disable on cloud version4 votes -
Ability to assign more than one Behavior per field in form designer
currently only one behavior is allowed to be assigned per field. The ability to assign multiple behaviors would allow a greater number of options for configuration.
3 votes -
Cross posting from the Client forum for a customizable web/link/macro button
Posted to the client forum, but also asking here has anyone attempted to put a customizable web/link/macro button into the Docuware interface? This is for on-premise.
This would be a button bar or availability that could allow for simple customization. The specific request is a button to enter a hyperlink to an external application. All they really want is exactly that. No other integration, just open an application, and at this point not even a sub windows inside DW.1 vote -
Disable auto assignment of licenses in cloud.
If a License is held open a new AD user will auto-populate. This is a flaw and security issue. At the least it should be able to be disabled.
5 votes -
Be able to change the activities and variables colour within the workflow.
Be able to change the activities and variables colour within the workflow instead of it always being blue.
3 votesThank you for your idea. With the next generation of our Workflow Designer we will make sure to bring more color in your life.
We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status. -
ValidateID Signature - Collect Reason for Signature Rejection
Currently although the reason for refusal is requested when not signing a document, then this value is not available for use anywhere. ValidateID does have this option available (Signers.RejectionReason from "Operation Get Document Information"). It would be very useful to implement the option to collect this information as otherwise you have to go and ask the person who has refused to sign the document to find out the reason for the rejection.
(NOTE: Related to Workflow Designer, WebService, ValidateID Integration on DocuWare)
3 votes -
One-Time Scheduling Option
On any job that includes a schedule option ... allow for a selection that would do a one-time only execution of the job.
For example I have a use case where I want to schedule a transfer job for my migration from on-premise to the cloud to happen overnight ... I'm not always available to manually kick off overnight jobs and putting them on a "fake" schedule is a less than ideal solution (I don't want to run the risk of duplicating data if I forget to disable the schedule in time). I have 8 years of data to move…
1 vote -
Grant access to create Baskets and File Cabinets to the API
When working within the API you have the ability to create users and assign them groups and roles. However, you still have to manually create Baskets for the users to use.
By the same token, now that you are able to export and import a valid XML for a FIle Cabinet to speed up creation, you should be able to create a method to allow passing of an XML (or FC class).
Once the idea for export/import Workflows is completed, it would be nice to have this functionality for that as well, as it will significantly speed up moving data…
18 votes -
Hide Uneeded Store Dialogs in Trays
Allow for store dialogs to be specifically hidden (possibly by File Cabinet reference) via a configuration within the tray.
For example:
The system has an Accounts Payable tray, which an administrator user is using, this tray allows them to see store dialogs for HR aswell.However, with the proposed idea you could turn off these extra store dialogs to reduce user error
19 votes -
User Synchronization Tool - Default Groups to "Skip During Synchronization"
Short description ...
The tool should default groups in the group matching tool to "Skip During Synchronization" instead of trying to create new groups for every one.Long backstory:
I am migrating from Docuware On-Premise to Docuware Online and the User Synchronization Tool is a huge step backwards. My AD structure is such that my DocuWare groups are in an OU with approxmiately 300 other security groups. During the setup wizard it allows me to specify OU containing my groups ... on the match screen it then wants to create over 300 new Docuware groups when I really only want…3 votes
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