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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. Ability to Release license manually from administration level

    Allow from DocuWare Administration utility ability to release individual user license manually without having to release all users through an IIS re-set.

    161 votes

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  2. Creating reports in DocuWare administration

    It is very important to create custom reports about users including role, profile, and group assignment, user permissions on each file cabinet. It is an added value in DocuWare administration for auditing purpose and PCI compliance.

    87 votes

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  3. Add Security assertion markup language (SAML) Support

    To be able to integrate DocuWare in an architecture where SSO is implement with SALM V2 protocol , DocuWare needs to implement such protocol.

    This would be a major improvement for On Premise and also Cloud architecture to provide simple and standardize way for SSO service

    For instance the Azure Architecture supports SAML 2.0

    https://msdn.microsoft.com/en-us/library/azure/dn195591.aspx

    46 votes

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    Thank you for your idea. We decided to support OpenID Connect, so we are not considering SAML at the moment. If the demand for this topic increases, we might add it to future plans.

    We are planning to implement Single Sign-On with Azure AD in DocuWare Cloud based on Open-ID Connect for the next release of DocuWare

  4. DocuWare 6 Reporting Tool

    Please Upddate the DocuWare 5 Reporting Tool (http://www.docuware.com/support_faq/?solution_id=1211) to Version 6.

    36 votes

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  5. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    29 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.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  6. Provide utility to log out a specific user

    Provide utility to log a specific user off and release the license.

    27 votes

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  7. Please bring back the %USERNAME% Option for automatic generation of baskets

    Please bring back the %USERNAME% option for automatic generation of baskets.

    Generating baskets for more than an handful of users used to be very easy using the %USERNAME% option. Please bring this option back into DocuWare to stop us from having to manually generate baskets for every user.

    27 votes

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  8. Use of regular expressions

    Import configurations should include option to use regular expressions for fields to be indexed, including use of custom format labels

    20 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.

    13 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Add the Org Admin role as an administrator to all new configurations/doc trays/file cabinets by default

    The Org Admins should have admin access to all newly created configs/doc trays/file cabinets and not have to track down the creator when something needs to be changed. The role can be removed from Admin for sensitive documents, but it should be opt-out instead of opt-in.

    13 votes

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  11. 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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  12. Make improvements to Email Notification

    Email Notifications are extremely limited in what they can do and how they are scheduled. They are also not easy to understand and/or test. I recommend the following improvements.
    1. Allow groups and roles to be assigned to a notification. The whole point of AD synchs with a group is to reduce administration tasks but without the ability to assign groups/roles to notifications, then the admin has to assign users separately OR open a notification job to all users, which is not ideal.
    2. Create an ability for a notification to change a field after execution. This will allow users…

    12 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.

    Please Note: Apart from the improvement of scheduling options all other functionalities are available in the DocuWare Workflow Manager.

  13. 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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  14. Predefine workflow job that converts DWTIFF (DW5.x and DW4.x) to a new PDF format

    If you are dealing with very large documents that we were in DWTIFF format and now you want to bring back to the web basket it take extremely extremely long time to convert to a new PDF format. It works but it will be better if the conversion so done in the server side so that the clients don’t have to suffer

    8 votes

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    Currently there are no plans to have an background job which converts tiff files to PDF. Main reason is, that this could take a long time and bring high load to the Server. On the other side we know that less than 1% of “old” documents are displayed after they are archived (on average).

    For all who have a use case where it makes sense to convert old tiff files please contact our Professional Services Team.

  15. 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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  16. Addition of Video format file to play videos from the file cabinet

    Docuware should create an avenue where video files could be played from the file cabinet, whether from the file cabinet or playing outside Docuware.

    7 votes

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  17. Ability to remove functions from right-click menu in web basket/document tray

    I would like to be able to remove "Store Automatically" from certain users' web basket/tray when right-clicking on a document. Customer needs to have users change index entries when storing, and they don't want any way for the user not to change the entries.

    7 votes

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  18. Synchronize documents from Google Drive or Dropbox

    Synchronize documents from Google Drive or Dropbox

    6 votes

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  19. 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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  20. Add basket level alerts.

    I'd like it so that if a basket reaches over a certain amount of documents (or total file size) it'll email a person of choice to alert them to it. So if we have an import job that grabs files from a network location and uploads them into a "pending" basket, if it gets over say 50 it'll email someone's supervisor to alert that the documents aren't being processed timely.

    5 votes

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