Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
120 results found
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new field
In 6.12, when you create a new field, il is automatically add in every dialog box.
We need the choice to add it or not like in old admin or we lost a lot of time when we configure DocuWare.6 votesThank you for your contribution.
Your idea is available with version 7.
New fields are only added to the standard dialogs. All the custom dialogs will not display the new field. -
allow searching on the document type field that DocuWare already captures and displays
We love that wonderful icon that shows up on the left of result lists that indicates document type (ie. Word, PDF, Email, etc), but it would be great if there were a way to include that in a search dialog so if users want to filter to show only emails, for example, they can. I'm just telling them to sort the result list by doc type for now by clicking the column heading.
6 votesThank you for your contribution. Your idea is available with version 7.4.
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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 votesThank you for your contribution. Your idea is available with version 7.9.
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Workflow Designer -> Assign Data -> Allow Reordering assignment statements
Because of scenarios like a changing workflow definition or project scope, or simply thinking of a new approach to a workflow can disrupt assignment dependencies. Once that happens, then delete all of the subsequent dependent assignments.
It's basically not being able to insert a line in your code. Just delete everything that follows the insertion point, then do the work over again.
Ability to Reorder assignment statements within an Assign Data task can fix this.
5 votesThank you for your contribution. Your idea is available with version 7.4.
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Operations with Dates
i.e. "Add 18 months to Start Date" in a workflow to give the ability to send email notifications 1 month before the contract is over or to index another date field, etc
5 votesThis use case has been made possible years ago by applying scheduled workflow triggers rather than event triggers.
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Add the ability to modify Functions of the Document History Dialog or Inherit from Result
We have a situation where we need to limit the options available in the right-click menu of the Document History dialog as you can do so with a Result View Dialog under the Functions section in the DW Administration (See Screenshot).
Originally, we anticipated that the Document History dialog would inherit the permissions and options, including which hidden functions from the Result View dialog the user has rights to or used to view the document history of the record (See Screen Shot).
The request is to give the ability to modify the Document History Dialog or set it to inherit…
5 votesWill be available with DocuWare 6.9.
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Would like a module in workflow designer that could run a loop.
Example for Monthly reoccurring invoices.
5 votesAlso in the meantime, one could configure this with a scheduled trigger,
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Full keyword support in Workflow Manager
It would be great if we could use the full keyword functionality with the Workflow Manager. That means, to use it as variable and also to store the entries of this variable to a keyword field.
5 votesThank you
for your contribution. Your idea is available with version 6.9. See http://help.docuware.com/en/#b57865t62325n70184 and http://help.docuware.com/en/#b57865t62821n70140 -
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 votesThank you for your contribution. This is already possible within File connections.
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Any chance that your login page could support a Federated Service option like ADFS?
I'm curious if Docuware could be configured to allow a Federated Service login such as ADFS, so that we could support multiple external clients without having to create them internal AD accounts
4 votesThank you for your contribution. Your idea is available with version 7.3 for Cloud customers. On-Premises will follow in a later version
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Autoindex Scheduler Needs More Timing Options
In 7.0 the web based autoindex scheduler only allows for selecting starting times on the even hours ... 1:00, 2:00, 3:00 ... somtimes I want jobs to start at 5 after the hour so that other non-DocuWare processes can happen on the external database side. This used to be possible when scheduling was done in the admin application, please bring it back for the web based scheduler.
4 votesThank you for your contribution. Your idea is available with version 7.2.
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Smart Index - Make Functionality Similar to Document Processing Select Text Options
It would be very helpful if we were able to use the "after known character(s), before known character(s), between known character(s), between separator" options when configuring the Smart Index settings. These are available within Document Processing but for some reason when using Smart Index to OCR another screen there is no way to set the field values with this type of logic.
The other web based applications we have configured for the Smart Index may display headers and sections of data that vary in length, based upon each value. For example, our claims system always pulls up a "header" section…
4 votes -
Simple Start up Template
Going in to using Docuware with zero experience, I would suggest give new clients a simple start up template to fill out. They could list Main File Cabinets needed (in outline format) and with those (also in outline format) the index headings they would like. Having filled those out would give a clear view of HOW the system would be set up, and prior to actual set up of the Stores, changes could be made. Not using the program at all prior to training, it's hard to visualize how it will work. The more the customer is familiar with the…
4 votesThank you for your contribution. I suggest that you look out for the DocuWare Preconfigured Solutions.
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Rename an already used global variable within a workflow
When you are using a complex workflow you sometimes realize that the given name to a global variable is not appropriate
It is a REAL PAIN to delete this variable in every task or create a new variable and replace the old one everywhere.So I suggest to add the ability to modify the name of a variable, even if it is already used within the workflow
4 votesThank you for your contribution. Your idea is available with version 7.4.
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Allow edits to the web page
Currently on the v 6.7 web page there are three options for login, Docuware Account, Active Directory and guest. We only have a single organization so we do not use that filed and the user leaves it blank. The Windows Account page will not be used from the outside. The Guest account is disabled, as we only use the Docuware account option. I would recommend the following options be enabled:
1. If there is a single organization and that field will not be used, allow it to be disabled to avoid confusion on behalf of the end users.
2. If…4 votesThank you for your contribution. The login screen was renewed.
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Allow on Workflow Designer to customize calendars (working hours)
Different companies has different working hours, in this moment is impossible customize this schedule for due date or recordatories.
4 votesThis is available with version 6.6
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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 votesThank you for your contribution. Your idea is now available . Please have a look at the documentation: http://help.docuware.com/#/home/90697/1/1
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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 votesThank you for your contribution. Your idea is available with version 7.5.
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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 votesThank you for your contribution. Your idea is available with version 7.4 if you use the new export function.
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Copy an existing select list to a new list
...so that we do not have to create it from scratch. That way we could edit the copy for use in a different file cabinet.
3 votesThank you for your contribution.
Your idea is available with version 7.1.
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