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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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120 results found

  1. Incorporate Linq and Regex classes from .NET in arithmetic expressions

    This would solve so many problems like regex validation after storing the document or correcting text automatically. Also Linq is such a powerful API. If we could use something like FirstOrDefault() / All() / Distinct() and else. This would be such a great addition to Docuware, so many things could be done inside workflow without the need for external validation service.

    5 votes

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  2. Add italian email language for validatedID web service

    Dear,

    Is it possible to add the Italian language, in the EmailLanguage parameter, for the validatedID Web Service ?

    Best regards,

    2 votes

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  3. Allow webservice activity to access its own platform via REST

    Allow the Webservice activity to access the DW platform via REST API. From what I can see, you can already authenticate, and assign the status (200) to a GV. We will need to assign the cookie or token from authentication to a variable we can use in any further calls request header. This would make the workflow designer/manager a very powerful tool.

    6 votes

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  4. Add rejection reason field (RejectionReasonFieldName) when using Vidsigner centralized signing

    There is no option for rejection reason field (RejectionReasonFieldName) when using Vidsigner centralized signing (Service method AddNewDocument) whitch is available when using remore signatures (AddNewDocumentRemote). Since the rejection reason is mandatory when rejecting a singning via centralized vidsigner portal (https://centralized.vidsigner.net/), we should be able to receive the reason given back to Docuware. This should be implemented.

    3 votes

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  5. Hiding a field in Docuware Form after it has been populated so a user can not see it but populated in the meta data of the file cabinet

    It will be nice if a field when created and filled in the DocuWare Form should not be visible after it has been submitted. The word on this field should be populated in the file cabinet index field after it has been linked.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. Authentication with SAML IDP

    It is a need in these days for our customers that Docuware has a posibility to integrate and use SAML protocol for authentication and roles management.

    It is a protocol very popular nowdays.

    2 votes

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  7. filter on table fields prefill in workflows

    using the prefill function in workflow on a table..
    Being able to also filter on the fields tables would be great..

    1 vote

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  8. Add possibility to fill TABLE field from WF, autoindex or Forms + filter INSIDE Table field

    Currently there is no way of creating data record with Table field in it or even fill existing data containing Table field and fill that.

    Example: invoice might have more than one order and approver usually takes a look at each oreder (or receipt) corresponding to that invoice. Simple table field with prefilled data would totally make sense.

    As of now you can only fill Table field using one click / intelligent indexing or just manually typing stuff.

    3 votes

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    1 comment  ·  Admin →
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  9. Autoindex Keyword field HasChanged option

    We are missing has changed condition for keyword fields and have to create worklows for what autoindex could have been used

    Best regards

    1 vote

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    0 comments  ·  Autoindex  ·  Admin →
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  10. Allow writing into table fields via Autoindex or Workflow 'assign data' step.

    There should be the option to write into specific table field columns either within the Autoindex module or the assign data step within the workflow designer.

    The use can for this is an end user would like to assign the same GL codes and amounts for recurring invoices. Instead of having to type out this information each time a "standard" invoice comes through, they would select an identifying option which would then kick off an Autoindex job or Workflow. From there we would assign the fixed GL data.

    This would save the customer time as they would not have to…

    1 vote

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    0 comments  ·  Autoindex  ·  Admin →
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  11. Create a feature that allows you to require all checkboxes to be checked before submitting a form

    Basically it would create the ability to make a task checklist that requires a user to check all of the boxes in the category before the submit button becomes available. This would make it so creating a task checklist for repeated tasks would be easier and quicker to create without having to add individual checkbox categories for each and every item on the list, which would leave large gaps between each one.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Change File Cabinet in WorkFlow

    Create a Workflow in Workflow Designer.
    After copying the Workflow, change the File Cabinet.

    This would allow creation of Workflow outside production Cabinet and then remove re-create error when adding to production Cabinet.

    3 votes

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  13. create a pause or wait function in workflow.

    When something causes a lot of documents to start a workflow that send a mail message at the same time the mail server starts rejecting connections. This notably happens with pay stub notifications sent to employees that their pay stub is available. I can get around this by creating several workflows and start the workflow based alphabetically by the employees name but it would be nice if I could just set one workflow to pause a certain number of seconds before continuing based on the employee name.

    1 vote

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  14. Display Forms Dropdown Button on the main screen

    The ability to show forms allocated to set roles and users on the screen would be great. In the same way you have search & tasks at the moment. This would save the long URLS or having to create short URLS.

    1 vote

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  15. add option in activity "send an email": join pdf with annotation

    Hello,
    We'd like to send email with annotation (we created a stamp with a bitmap signature ).
    We want to be able to send the document with the signature as annotation for example to validate a quote.

    1 vote

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  16. Indexing Assistance List Filter

    Abitilty to add a filter an external List data source, the same way it is possible in the autoindex configuration.

    This way, the Lists could be more precise and agile in DW.

    1 vote

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  17. MISSING Predefined field entry for lists and folders

    I suppose it is a bug, but the ability to predefine an entry fo a field is missing in the LIST & FOLDER Index dialogs.
    This is giving us many problems, as users import files directly to folders (both via web and explorer client).

    1 vote

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    1 comment  ·  File Cabinet  ·  Admin →
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  18. Outline modifications that were made to Index Entries

    There is no way tell what changes were made when an Index Entry has been edited (e.g. If someone modifies an Index Entry, the system only lets you know who modified entry, but it doesn't outline modifications that were made.)

    1 vote

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  19. Allow AutoIndex to pick up a file using a wildcard, many systems export with a datetime stamp as part of the file name

    Allow AutoIndex to pick up a file using a wildcard. Many systems export with a datetime stamp as part of the file name

    4 votes

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  20. Docuware Import should be available as a windows service

    We do not allow service accounts to login to our servers (for security purposes) so having to run Docuware Import as an application is very annoying since every time the user logs out the job stops. Everything that needs to run constantly in an "enterprise-grade' application should not be run as a windows user.

    1 vote

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    1 comment  ·  Desktop Apps  ·  Admin →
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