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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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405 results found

  1. See an status bar for Fulltext tasks

    I think will be great if in DocuWare cloud we could have the way to see the status of fulltext tasks, like how many documents are indexed and how many are missing for being indexed. Sometimes we have had to reset fulltext index for some file cabinets due to some problems with full text but we don't know when this process will finish and also we don't know if something will fail.

    1 vote

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    1 comment  ·  File Cabinet  ·  Admin →
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  2. Single Sign-on is great however it automatically add all users from AD into Docuware and assigns them a license automatically.

    Single Sign-on is great however it automatically add all users from AD into Docuware and assigns them a license automatically.

    This process negates the AD user management feature, if they still need to assign licenses manually. Additionally I noticed that ALL AD Groups could be added to Docuware automatically, typically only a subset of AD groups are used in Docuware.

    5 votes

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  3. Highlight mandatory fields in forms

    Is it possible to have something more visual for mandatory form fields, that draws a users' attention to complete a specific required field, as currently the submit button remains greyed out and you have to hover to find the names of the field that need to be completed.

    For example a red outline (as shown in the attachment, an example from Office 365 Forms), it will be easier for users to complete mandatory fields, by visually drawing their attention to it.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Please maintain Index details of a deleted document in Audit report to help deleted documents audit.

    When i modify any document index values, Audit report screen shows modified record's details. But deleted record details are not shown.
    It is required to show index details of deleted record as part of audit requirement. Attached deleted record screenshot for your reference

    4 votes

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  5. .dcm extension

    We have a file type “.dcm” which is dicom file, which is not supported by docuware web client viewers, we upload this file to docuware

    When we double click we get an error message, file type is not supported

    when we right click and select “edit” the file open in the windows application which can view the file (we have an application to display the dicom files)

    the question is : can we make for this file type only “.dcm” when we double click it open in windows application same as right click and select edit

    2 votes

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  6. Adding an attribute to the user dictionary

    Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
    Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.

    2 votes

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  7. 3 votes

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  8. We should be able to Bold a particular section in the Text Stamp

    When creating a Text Stamp, I discovered that I can not Bold a particular section of the text created from the others. I would appreciate if this is looked into.

    3 votes

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  9. Adding an attribute to the user dictionary

    Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
    Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.

    1 vote

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  10. Active Directory Network ID Adjustability

    Allow admin's to specify user NetworkIDs in the sync settings or change the AD sync to also pull the domain's shortname. Sync worked for us, but it pulled the fully qualified domain name rather than the short domain name. Users were synced and created successfully, but their NetworkID doesn't match the Windows session username which uses the short name of the domain.

    full.domain.com\user vs full\user

    2 votes

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  11. Workflow Validation Error message customizable

    When creating a validation within a task in the Workflow Designer, one can only write a fixed error message. It would be way more user-friendly if this message was customizable just the same way as workflow fields are, e.g. a description field.
    This would allow inclusion of global variables and index data in the error message, providing great flexibility and a way to point the user to their error more specifically.

    1 vote

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  12. Daily/Weekly/Monthly export of Lists or Workflows

    Would like the ability to automatically send Lists or Workflows detail in CSV format to users/roles Daily/Weekly/Monthly.

    1 vote

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  13. some way to filter the size of the scanned files

    To be able to indicate in the filing cabinet a maximum size of document that can be archived, we would like to be able to control the size of the documents that are inside the filing cabinets.

    1 vote

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  14. Function to lock a fillable PDF in the workflow to prevent further modification

    The overall process surrounding the question is a PO Form, which I’ve created in DocuWare. That form triggers an Approval workflow. In the workflow I also add line totals, overall total and the name of the final approver onto the fillable PDF document. Once the document is approved, the workflow sends the PO to the supplier. The problem is that at this moment the order is still fillable… I need that document to be a non-fillable PDF… Problem is that I can’t create the non-fillable PDF with the form as I then can’t add the line totals etc. to the…

    18 votes

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  15. Properly format DW Forms page width for mobile devices

    Currently, when a DocuWare form is displayed on a mobile device, the page width is calculated as if the device is held in landscape mode, even though it is being held in portrait mode. This causes the end user to have to scroll to the right to read text or see if the form field has a drop-down list when in portrait mode.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    7 votes

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  17. Index filter hierarchy rights Project > Document

    We need project or folder hierarchy rights management.

    If user is added to index field on 'project' document that user
    should have rights to project documents linked to this 'project' document.

    This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.

    0 votes

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  18. Make Workflow Designer easier to keep tidy with multi-select

    Make Workflow Designer easier to keep tidy, like Process Planner is.

    I create a workflow on a VM to get it right, deploy to the customer system so the Workflow Designer layout looks intuitive to follow, and then any tweaks to the design of the Workflow from that point result in it looking like a bird's nest of connectors and boxes.

    Multi-select would help quite a bit here

    4 votes

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  19. Keep Hyperlinks within a document active in Docuware Viewer

    It would be great if Docuware would keep hyperlinks in a document active. A user should be able to click on the link in a document when being viewed in the document viewer.

    6 votes

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  20. Allow for workflows to be scheduled every x hour or x minute

    I have a client migrating from Fortis with workflows that are running every 15 minutes. the problem is in Fortis these were daisy chained together and each step had it's own query. Because of the required OR statements, I can't run them as triggered (no And and OR statements allowed), so I can only run them as scheduled, requiring me to duplicate the workflow 49 times to run every 15 minutes for 12 hours.

    6 votes

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