Configuration (English)

Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

How can we improve the configuration of DocuWare?

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  1. 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.

    2 votes
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      Added to Ideas Backlog  ·  0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      15 votes
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        Added to Ideas Backlog  ·  2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
      • Add "is different from the previous page" split option for barcodes

        Under Import Config/Splitting add the "is different from the previous page" splitting option for barcodes. It is currently an option under the OCR for Character string.

        9 votes
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          Added to Ideas Backlog  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • look at auto log out

          Put a timeout on a user log on, that could be configured via admin console.

          21 votes
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            Added to Ideas Backlog  ·  3 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
          • I suggest to allow more colors for the stamps or web baskets

            I would like to have the option of choosing more colors when creating any of the following... stamps/web baskets/ file cabinets/ decisions on workflow manager. I have a couple of clients that have a bunch of file cabinets and different colors will make it a lot easier on the eyes.

            33 votes
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              4 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
            • Memo field in Workflow Manager

              At the moment you can add a comment with max. 255 characters. In some reasons this is not enough, and it would be great if also the memo field can be used in the Workflow Manager.

              4 votes
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                Added to Ideas Backlog  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
              • Add in a feature that allows you to export and import specific configuration settings.

                As a Docuware DSC it would be extremely helpful to be able to export and import settings and configurations such as Import configurations, predefined workflows, stamps, Docuware Printer configs, and web baskets.

                Countless hours have been wasted recreating these things for customers or waiting on access to a customer server. Adding this feature would eliminate that because we could import backup configurations and/or build them in house and then transfer them to the customers server via an import process.

                I understand that a lot of these setting are currently grabbed in a System Settings Backup, however, most of the time…

                21 votes
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                  Added to Ideas Backlog  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Group elements in DocuWare Forms and an "add button" to dynamically "create" fields

                  Imagine that Im a technician and require spare parts to fix something... I would need a document with some certain information which would repeat n number of times, i.e. Part Number, Description, Qty... there won't be a fixed number of fields that i have to fill each time I need spare parts.

                  The group elements function would allow to wrap PartNumber, Description and Qty to be treated as one, so with the Add button you could add another group of those fields as on requirements

                  3 votes
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                    Added to Ideas Backlog  ·  0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
                  • Edit buttons for active workflow tasks

                    I need to add the "check out to document tray" and other buttons for an active workflow task. We need the possibility to edit what is visible "In menu" and what is viewed as a button for workflow tasks. This is actually an option for every result lists. There would be nice to remove the reasign button here as well..

                    1 vote
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                      0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

                      Part 1 is already completed and available (at least in version 6.9) We added the second part to change the available functionality to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.

                    • Automate workflow tasks

                      Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.

                      2 votes
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                        0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

                        This would eliminate the need to open the database manager or key in that long number.

                        1 vote
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                          0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
                        • Multi Column Select List in Workflow Manager

                          The new Multi Column Select Lists in 6.9 are nice. However you can not use them in the Workflow Manager. This should be available within workflow manager.

                          2 votes
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                            0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            5 votes
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                              1 comment  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
                            • allow the SmartConnect button to be bound to an anchor

                              The readout areas can be bound to an anchor, but the SmartConnect button itself can't so I have various SmartConnect configurations for a browser-based application in which the button will wander around a bit depending upon which browser the user is using, their screen resolution, and their zoom settings to the point where SmartConnect is actually unusable in a number of situations because the button is obscuring other things.

                              3 votes
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                                1 comment  ·  Desktop Apps  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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.

                                1 vote
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                                  0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Workflow - Selecting multiple task to assign a new user

                                  When a new user replace an old one, changing all the assignement of running task can only be done one by one.
                                  It could be good that the Workflow controler can change all the task of running job to a new user by a mulitple selection in WebViewer or a specific menu in Designer.

                                  1 vote
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                                    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Role list for Workflow Manager

                                    With DocuWare 6.6 we can select multiple roles in using the Workflow Manager. That's nice but we need a "role list" as we have it with the Substitution list.

                                    If we allow the user to choose a role for the next task, he can see all existing roles (!) also the "Default Organisation Role". You need to specify which roles the use can see for two important reasons.
                                    1. Depending on the workflow one user need only a couple of roles in the list and not all.
                                    2. The Roles are also used for the authorization management. And these roles…

                                    10 votes
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                                      1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Improve Administration Tool

                                      Improve the administration tool. First by consolidating all of the different tools and utilities required to administrate Docuware. Create this new Administration tool to where you can do your administration in 1 spot and not in 3 spots on 1 utility and 1 spot on another. 1 location for 1 setting. Inhance the security setting, GROUP,ROLE,PROFILE. TOO MUCH.

                                      6 votes
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                                        2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Change Password at Next Login

                                        It would be incredibly handy to have a feature similar to Windows where a DocuWare administrator could change a password for an end user, and then have that user prompted to change password at next login.

                                        13 votes
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                                          Added to Ideas Backlog  ·  0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • DocuWare 6 Reporting Tool

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

                                          18 votes
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                                            Added to Ideas Backlog  ·  0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
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