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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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474 results found

  1. Audit Log Program

    I know that you can turn on audit logging for access, delete, edit etc.. of documents, but it is put in notepad files and get overwritten and difficult to search. Would be a great feature to have an application that does this.

    2 votes

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  2. An Index Field can be created so that document stored in the file cabinet can be automatically numbered e.g fin-001, fin-002, and next doc.

    I want a situation whereby document given a unique id e.g fin-001, fin-002 should automatically store the next document as fin-003 when an index field is created for this purpose.

    2 votes

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  3. Stamp assigned to a user overrides no 'can edit index entries' right

    If a user is not granted 'Can Edit Index Entries' FC right, but is assigned a stamp that changes index fields - this should work, so the user can use the stamp, but still can't edit index entries via info dialog.
    Currently, if user has no 'Can Edit Index Entries' but has 'Apply new stamp' - the stamp can't be applied if it changes indices.

    2 votes

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  4. 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.

    2 votes

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  5. Add tool to allow use to create their own signatures just like they are able to create their own baskets.

    Allow users to create their own signatures much like they can create their own baskets without having to go through the DocuWare Administrator.

    2 votes

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  6. 2 votes

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  7. Change the "is different than previous page" Split option to not split if the zone is empty.

    I have had multiple occasions where the first page of a new document has a customer number and the subsequent pages do not. I need a way to say that if the zone has a number in it that is different from the previous, but NOT EMPTY then split before that page. Currently, the “different than previous” option considers a blank zone a new document and this does not work for these scenarios.

    2 votes

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  8. More options in "Show User Rights" in admin tool

    It would be nice to see more rights in the "Show User Rights" menu in the admin tool. Examples of desired rights would be Document Trays, Stamps, templates, assigned configurations (user/admin rights)...

    2 votes

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  9. Multiple content fields for use with notifications

    Actual Clients and future clients ask for this on their notifications, because 1 notification make the workflows confusing for them

    2 votes

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  10. Add the posibilty to fill keyword fields (German Stichwortfeld) via forms

    When indexing documents via forms, I can only populate a keyword field (not sure about the correct English term for the German "Stichwortfeld") with content from a single text field. Please provide the option to combine content from multiple text fields into one keyword field, or—ideally—allow keyword fields directly in the form.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. Add permission to assign licenses in a function profile

    I would like to see a separate permission to assign user licenses. It is currently only available to organization administrators. Org admin role gives a user full access to configure the entire system. I have IT people that manage licenses that do not need full system access.

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  12. Request to Improve DocuWare Field Mask Validation to Detect and Reject Spaces

    In the definition of DocuWare field masks, it is currently not possible to reject space characters.

    According to the following community forum post, field masks are unable to properly evaluate or detect spaces.

    We would like to request an enhancement to the DocuWare field mask definition so that it can include logic capable of detecting and validating inputs that contain spaces, such as half-width (ASCII) spaces.

    Reference:
    https://support.docuware.com/ja-JP/forums/questions-about-usage-and-configuration/8d297857-8f41-e911-a967-000d3ab3fe8a

    1 vote

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    0 comments  ·  File Cabinet  ·  Admin →
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  13. User Sync to AD should allow you to create user name using email address.

    Currently in User Sync v2 there is no way to use the "mail" attribute to create the Docuware username...this prevents 3rd party authentication such as OKTA from working correctly based upon how a company is using OKTA and how they have it licensed.

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  14. Forms select list filter on text field

    Sometimes data in a select list shouldn't be visible for certain users. It would be great if it would be possible to filter a select list with a value entered in a text field on the form. For example in HR managers are allowed to see their own employees but aren't allowed to see all employees. Therefor advanced filtering is needed to filter on logged on user.

    1 vote

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    0 comments  ·  Admin →
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  15. Add Clip/Unclip/Staple/Unstaple endpoints to Power Automate connector

    Power Automate is great to handle multiple documents at a time (e.g. list all files in a tray & do something with them) ; it is missing some existing endpoints such as clip / unclip / staple / unstaple

    1 vote

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    0 comments  ·  Admin →
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  16. Add the ability to configure or turn off automatic refresh timing for Task Lists

    Allowing task lists to refresh at certain intervals(as in the Lists module) or allowing only manual refresh, would allow customers with large amounts of tasks to avoid regular periods of delay while refreshing.

    1 vote

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    0 comments  ·  Admin →
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  17. XML Document processing: diffrent trays

    When using document processing for XML files, it should be possible to distribute XML files to different document trays depend on the file content, e.g. one of the XML fields.

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  18. Administration license (named licence) should be included without the need to have an etxra license

    HI,

    When a customer buys a 4 user license or other packages, why do we need to use one named license for an Administration user to build/configure the system. Typically, we as the seller are used to build and support the system and it's an unnecessary conversation to have to explain to the customer that if they need all 4 named licences, they need to buy another one for us to support them.

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  19. Allow Web Form Fields Data for Drop Down lists to be duplicated automatically

    It would be great to be able to use an external select list that can be connected to more than one file cabinet to pull/filter data. Eg. I choose an Employee number that pre-populates other drop down lists based on the data in an employee file cabinet but I also want to be able to filter data from another file cabinet eg. their employee number links to a record and I want to filter the data in that file cabinet to prepopulate/filter the data for other drop down fields attached to this select list.

    So in summary, have the ability…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. Amending DocuWare Document Tray Copy Tool

    Regarding document trays, when the "Copy" button is selected, the users are not copied over from the tray. The copy button seems pointless when you can just create a new tray and direct this to the same cabinet.

    1 vote

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