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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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468 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 2 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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    0 comments  ·  Admin →
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  14. Stamps: option to open automatically pages on a document

    I can add stamp on several pages in a document, but I have to manually change the page to apply it.
    It would be nice to have an option like "After stamp is applied - Document behavior" => "Open next page automatically".

    1 vote

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    0 comments  ·  Administration  ·  Admin →
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  15. form validation

    Currently, I cannot use validation with drop down lists to compare with another drop down list. These drop down down fields are conneced to multi-column select lists and filter each other. You can for standard fields but not drop down lists. FOr example, I have a customer who selects a town and then selects a key. They will do this a few times on one web form. I want to validate that each key number on the web form is unique but that isn't possible for drop down lists. Please look into offering this. It would be a great feature…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Make "WF_TASK_LINK" & "WF_TASKLIST_LINK" available as a workflow system variables

    It would be advantageous if the link to the workflow task could be saved in a variable for further processing. This would allow users to open the respective workflow task or workflow task list directly from external applications.

    DocuWare currently only offers this in the email workflow task notification.

    The following two links would also be useful as workflow system variables:
    Link to the task: "WF_TASK_LINK"
    Link to the task list: "WF_TASKLIST_LINK"

    1 vote

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  17. Table Field available in Merge Forms

    We would like to have the option of adding Table field from the Form Designer in Merge form. Or the system should be able to use both Web form and Merge form option in case the above request is not possible.

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  18. Split and Merge Workflow

    Ability to branch workflow task and then merge them back in the same workflow. Example Lets take an example of travel Request use case. Once the Manager approves. One task should trigger to Travel desk to get the hotel / Flight Booking done and another task to Finance Department to organise Cash. Then the two tasks should get merged and the workflow should continue. We can trigger two separate workflow based on index values and insert a wait but it would be nice and better if we can manage in the same workflow.

    1 vote

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  19. Add email Auto Document Processing watch folder processing in the 365 environment like available in non-cloud email environment

    I suggest that the configuration of mail configuration options under configuration allows functionality whereby email watch folder processes for the Outlook 365 environment allow usage of Automatic Document Processing to index then store attachments in File Cabinets.

    Microsoft is forcing the move to Web Outlook / the New Outlook in Office 365 and the current option to utilize the Outlook Email add-in does not have the ability to select Document Processing configurations except when the sample document meets international UBL standard e-Invoice xml formats.

    This limitation prevents the option to use a Document Processing configuration like the one used in…

    1 vote

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    0 comments  ·  Autoindex  ·  Admin →
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  20. Local Data Connector file checksum

    Local Data Connector file checksum. It's for security reason, if customer wants to add checksum to some security app.

    1 vote

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