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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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120 results found

  1. export a workflow

    Export a workflow and import in a different docuware system.
    Usefull for support and mantenance and also for business sales.

    144 votes

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  2. Arithmetic in DocuWare Forms

    The ability to perform arithmetic such as QTY X AMOUNT = TOTAL

    76 votes

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    5 comments  ·  Forms  ·  Admin →
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  3. Dynamic Select consistent throughout the product

    Just as they are available in Dialogs we need access to Dynamic select lists in both FORMS and WORKFLOW ENGINE

    68 votes

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    8 comments  ·  Forms  ·  Admin →
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    Thank you for your idea!

    With upcoming version 7.6, the forms module will support "Multi Column Select Lists". This means:

    • Assign multi-column-select-lists to dropdowns
    • configure filters between dropdowns
    • autofill a dropdown in case filtering leads to only one remaining value

    Please let us know if you have further ideas or wishes.

  4. Connect to Mail must not clip different PDFs attached to email

    1. If an email is sent with different PDFs attached is because the PDFs are different documents.
    2. If the PDFs are different documents they should be individually archived
    3. When C2Mail clips them all (with no other option) a lot of human effort is required in order to archive those PDFs separately.
    4. This functionality kills the effectiveness of automatic storage given by C2Mail.
    5. If nothing else, please provide a checkbox so that the user may decide by himself whether he wants the clipping or not.
    61 votes

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    Completed  ·  7 comments  ·  Administration  ·  Admin →
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  5. 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.

    55 votes

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  6. 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…

    52 votes

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    Completed  ·  2 comments  ·  Administration  ·  Admin →
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  7. Build Dynamic Forms with DW Forms

    Is there a way to build dynamic forms with the forms component of DW?
    E.g. someone enters a serial number, and depending on that serial number, we show specific information related to that serial number.

    47 votes

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    2 comments  ·  Forms  ·  Admin →
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    Thank you for your idea!

    With upcoming version 7.6, the forms module will support "Multi Column Select Lists". This means: 

    - Assign multi-column-select-lists to dropdowns

    - configure filters between dropdowns

    - autofill a dropdown in case filtering leads to only one remaining value


    Please let us know here on UserVoice if you have further ideas or wishes. Thank you.

  8. Copy a worfklow from a File Cabinet to another

    We are working with several File Cabinets, with very common and complex workflows in the Workflow Designer. Moreover, we use DocuWare in different environments (development, test and production).
    We would really like the possibility to copy a workflow from a file cabinet to another, and/or the possibility to export and import workflows between servers.
    Our solution currently is to copy each activities of a workflow one by one to another workflow.

    37 votes

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  9. It would be good if you could use multi-column select lists in DocuWare Forms.

    For example you select a supplier in the first option then only the parts you can buy from this supplier are displayed in the second input option

    36 votes

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    1 comment  ·  Forms  ·  Admin →
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    Thank you for your idea!

    With upcoming version 7.6, the forms module will support "Multi Column Select Lists". This means:

    • Assign multi-column-select-lists to dropdowns
    • configure filters between dropdowns
    • autofill a dropdown in case filtering leads to only one remaining value

    Please let us know if you have further ideas or wishes.

  10. Docuware forms should have a table field that indexes a table index field

    In docuware 7.1 there is a new index field type of table. This is great except it isn't all that useful without being able to automatically enter data into the table. Our purchase order requests for example have to index a quantity, price, description, and 2 accounting codes for each line item. So currently, I have a spreadsheet that I print into docuware with a print configuration and it indexes each of those items so it can be used to import into our accounting system. I can't index the table items with the print configuration. According to your documentation page…

    34 votes

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    2 comments  ·  Forms  ·  Admin →
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  11. Include time, not just date, when automatically populating email metadata

    The date is of limited value in an organization with lots of emails (almost everyone?). Search results can list many emails with the same date and subject, and half of them may have the same sender / receiver. To find the latest email, all must be opened and viewed. Any mail client will sort by time and be easier to use than DocuWare.

    32 votes

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  12. Add time settings to auto refresh option of lists

    Add the option to lists to refresh at certain intervals. Not having this option has a big speed impact and results in document selection jumps during refresh.

    29 votes

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  13. Stamps and annotations in notifications Workflow Manager

    It would be an interesting idea to add the possibility to send documents with stamps and annotations attached in a task using email notifications.
    Now You only can attach the original documents on workflow tasks..

    28 votes

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  14. Allow Adminstrator to over ride a lock out

    Rather than have the user be locked for X number of minutes, the administrator should be able to unlock a user, once the Admin has identified the user. As it stands now, a user can be locked out for up to 60 minutes and the Admin cannot do anything to remedy the situation.

    27 votes

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  15. Ability to track user login to system/organization

    There is no easy way to track when a user accesses a DocuWare system. Having a option in a system\organization logging agent, or a new section to track user access to the system would be very helpful.

    25 votes

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  16. Workflow Designer: Stamp customisation

    We would like the possibility to:
    1: Make the background of stamps flat and not transparent in the workflow designer.
    2: Have the possibility in the tasks to choose which indexes of the forms are displayed in the stamp.
    We generally used information fields that are useful for the user doing a task but are useless for the stamp itself and makes the document and stamp hardly readable.

    24 votes

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  17. Add File connections and Local Data Connector connections to Workflow Engine (External Data)

    These ARE available in the on premise version and NOT in the cloud version. How are we to lookup cost centers and approver? Customers cannot maintain gigantic substitution rules they NEED data connections.

    23 votes

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  18. 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.

    23 votes

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  19. Ability to disable Reassigning Tasks

    Please provide option to enable or disable reassigning tasks by the users. Even better, allow option to reassign to a role/group/user only or no-one. Currently, if someone mistakenly reassigns a task to someone else, that person inherits the person's privileges (stamps). i.e. an employee inherits a manager's approval stamp. This should be avoided.

    22 votes

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  20. Unable to copy File Cabinet Structure from one install to another.

    The reason for an end user to purchase DW from a reseller is to leverage the knowledge, experience & resources of said reseller. A major portion of those resources include knowing the best practices learned from other customer’s installations. When we as a reseller, develop those processes within a given market segment, it behooves us to share that knowledge with other customers with the same needs.

    So, let’s say for example, that this week I begin an install for a new customer, with a need for considerable customization of their DocuWare Installation. Because of our experience, we remember that we…

    22 votes

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    Thanks for your idea.
    In general the import of a file cabinet structure works also in between different versions. However, sometimes there are bigger changes, that make this process much more complex. In these rare cases we do not see any other chance than to be only import from a similar version.

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