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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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50 results found

  1. 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 votes

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  2. Show document Count in Baskets by default

    Very simple to show number of documents in each basket by default, instead of having to do a mouseover... in fact it is more interesting to view document count than size.

    Furthermore, a summary with the total size and document count on top of the page would be great!

    2 votes

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  3. Add Portrait and Landscape options on Forms. If the lines are too wide they are compressed to fit into the portrait format.

    If the lines are too wide they are compressed to fit into the portrait format. This makes it difficult to read data in some fields.

    2 votes

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    Thank 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.

    But one notice on that: Try using landscape merge forms to receive a document in landscape format.

  4. Get xml file with invoice importacions

    It would be a good option to be able to scan files to Docuware and automatically generate an xml file to be able to work this file in other systems

    3 votes

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  5. Synchronize documents from Google Drive or Dropbox

    Synchronize documents from Google Drive or Dropbox

    6 votes

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  6. Create Sectional Header in Store Dialog

    If the store dialog has many fields 50+, it would be useful to the end-user to have it in sections with sectional headers

    12 votes

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  7. Have to get back ability to determine total number of documents in a file cabinet.

    First the developers take away the ability to increase the number of documents in a result list. Now we can't even use 'Check FullText Status' to get a total amount of documents in a file cabinet.

    Thankfully we only have 1 customer who uses DocuWare-Online, so at least we can query the database for most of our users.

    When you migrate a customer to the cloud, there is no way to check to make sure if the file cabinets match when done.

    2 votes

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  8. Why do we need to assign a file cabinet to every tray?

    When we assign users to roles (as DocuWare encourages) you can't create an Inbox via the New User Wizard, because it requires us to select a file cabinet. But since we do not want to assign file cabinets to individual users, that functionality is not usable.

    4 votes

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  9. Create forms with a organization template

    like a fusion into "form of fusion" with "traditional forms". For example, I upload the PDF template file and add items on this template to capture information. In this way, the user of a web client looks at a friendly interface.

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Merge and Web Form

    We have several forms where part of the data gets merged onto a filled out form that we give to the client, and the rest of the information is lost. I've worked around this by creating a basic word document to hold on to the excess information that is only used internally, however it would be nice if it was possible to use the merge form for the information you want on to a specific document, AND the web form layout that captures ALL the data.

    11 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Forms signature via DW/AD credentials for forms

    Forms signature control that uses DocuWare/AD credentials to confirm the user. This is standard functionality in many eForms systems

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. Separate permissions focused on export option

    In new versions we suggest that download, print and e-mail options be separate in the management of docuware profiles. These options should not be focused on the "export" option. For our organization these separate options would give a better control of permissions on users and is very necessary.

    4 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  13. Allow to use stamp at decision level and not task level

    It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another

    For example : If i validate an invoice, stamp is placed
    If i use the decision : request info is used, there is no need to place any stamp on the invoice.

    Options are currently very limited regarding task stamps

    Thank you.

    7 votes

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  14. Make own reports regarding invoices awaiting approval

    Would be good if there was a function where you could make your own reports with reference to invoices on hold within the DocuWare system.

    1 vote

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  15. Allow DocuWare Forms to be submitted to a Document Tray

    Currently, DocuWare Forms do not inherit File Cabinet field masks such as a Social Security Number regex validation. If a DocuWare Form could be submitted to a Document Tray instead of a File Cabinet, then I could use the store dialog to enforce the input and finish up the form. There's plenty of other reasons as well.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. I suggest improve the security

    It could be a good idea improve the security access to web client adding a kind of captcha to avoid the brute force attack.

    1 vote

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  17. Allow More Granular Export Permissions

    Allow Administrators to limit the options in exporting documents from a cabinet such as only allowing Printing of Document with Annotation or Downloading a document with Annotation.

    Some files are stamped for validation purposes and made Available to users. This is to avoid Using the document for other purposes other than what it is intended for.

    Allowing them to download without the stamps pose a risk of them using the document for other purposes.

    1 vote

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  18. Disabling "Allow Filtering" should not also kill select lists

    In DocuWare 6.9 File Cabinet Search Dialogs, unchecking the "Allow Filtering" option also disables all select lists for that field except for the Standard Select List. Why? When the option is checked in the Admin Tool, it is enabled by default in the DW Web Client. This forces users who use the drop down list to first uncheck the "Filtering" option in the index field while searching in order to select an entry whenever the Standard Select list is not being used.

    1 vote

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  19. Add capability to store a document in a cabinet, yet have it linked to any number of other locations (virtual cabinets)

    Your Windows client is similar. Store a document once and have it viewable in multiple locations without copying to the other locations.

    1 vote

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  20. Allow Admin to limit days and times a user can sign into DocuWare.

    Allow the Admin to limit the days and times a user can sign into Docuware.

    4 votes

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