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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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115 results found

  1. 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 votes

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  2. Auto Index Failure Notification

    When an Auto Index error occurs the workflow stops. There does not seem to be any type of notification that occurs, and typically is discovered by the end user when indexes are missing. An email notification to the admin would be great so they could address the error prior to an end users discovering it.

    4 votes

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  3. Allow Admin to limit days and times a user can sign into DocuWare.

    Allow the Admin to limit the days and times a user can sign into Docuware.

    4 votes

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  4. 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 votes

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  5. Improve Auto Indexing fault tolerance on error

    Auto Indexing will go into error state after first seeing connection loss and not re-attempt without manual starting process from DocuWare Administration Utility.
    Allowing for another attempt after a set time-frame would greatly help managing this module as re-starting these processes can become very time intensive.

    4 votes

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  6. Notification

    A document stored in the file cabinet ready for email notification. (so in the notification table). A user logs in during the day and approves invoice randomly… At 4pm (or whatever time you assign) however, he will still get an email notification to let him know that he has invoices to approve even though he has already completed his action. It would be good if we could remove this. What do you think?

    4 votes

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  7. optional fields for groups or user defined tables

    For index filters in profiles we often use a database view on the DocuWare Users and grups ("dwGroups, dwUsers, dwUserToGroup").
    This helps to make a SQL index filter with the user-group settings.
    Often the group name itself is implemented in the index filter. For example the users in the DW group with the name "grp_Accounting" are just allowed to see documents of the business unit "Accounting".
    SQL index filter: CURRENTUSERLONGNAME() IN (SELECT v.User FROM View V Where (dwdata.dbo.archiv.)BusinessUnit = LEFT(3,v.groupName)
    (or something like that)
    If there would be a possibility to give groups optional fields we could take this information…

    4 votes

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  8. Limit which AD users are synced to the DW Cloud

    Currently when you choose which OU to sync from using the User Synchronization utility, the tool will bring in all users of that OU. Instead, the tool should only import the users who are mapped to a DocuWare group. This should work in the same manner that user synchronization works for on-prem systems. It is not uncommon that it is required to point at the top level OU to get the users that we want even though we do not want all users.

    3 votes

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  9. Disable auto assignment of licenses in cloud.

    If a License is held open a new AD user will auto-populate. This is a flaw and security issue. At the least it should be able to be disabled.

    3 votes

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  10. Administrator: Performance Indicators

    It would be nice to have a dashboard in the admin tool with key performance indicators, such as Documents stored for the day, Maximum concurrent users, Number of registered users, # inactive users that didnt use Docuware in 3 months), current logged in users, data in for day (vs historical average), data out for day (vs historical average), Available storage (with estimated time before storage is full), Available resources, Critical errors (servers, workflows, etc.)

    3 votes

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  11. allow configuration of teams and team leads for easy approval workflows.

    For Docuware to know who the manager of anyone else is, would be more efficient for approvals, example travel requisitions or leave approvals.

    3 votes

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  12. Allow selection of location to write temp files for Request container

    When creating Request containers, the files are written to the default temp directory for DocuWare. If the Request cabinet is very large, the C:\ drive can fill up and crash. Need to be able to select an alternate location to write the temp files.

    3 votes

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  13. Have server name in admin tool for non admin users.

    For users that don't have access to the system configurations, there is no way to know what server you are connected to once in the admin tool. Client has a test system and production. Yes, they have to type the server name in to connect but they want something, either top bar or bottom bar, to state which server they are connected to. That way if they get distracted, they don't have to log out and then log back in to figure out which one they are connected to.

    3 votes

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  14. incomprehensible Restriction on Stamps

    If I have an approval stamp and I name it APPROVE and assign it to a single file cabinet and user group. I can NEVER create another stamp that has the display name APPROVE again. Even for a different file cabinet, even for a different user group. -Because of the backwards way you guys treat DISPLAY NAME vs NAME when configuring a stamp, I cannot have a duplicate DISPLAY NAME, really? This is never the case ANYWHERE! What if I wanted to assign another approval stamp to another set of users. I then have to name that stamp something else,…

    3 votes

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  15. Make DocuWare variables available in text area of stamp

    Please allow the stamp text area to use DocuWare variables like user name and data/time variables.

    Currently the user and date/time can be added as default stamp text but it's in a hard coded order.

    Being able to change that order and potentially mix it with additional info would be helpful.

    So instead of the standard stamp of this

    Username
    Date time

    I'd like to be able to configure it to this:

    Date time Username

    Or this:

    CSR Username Date time

    Essentially adding variables to the text area opens up a lot of additional options when designing stamps!

    3 votes

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  16. Increase Logging Table Column width from 500 characters to Max

    We recently came across a customer that is using a rather large number of index fields due to their process and using Task Manager that we needed to run an Audit on a document to show what had happened. Most of the information was not displayed in the audit because there is a limit of 500 characters in the column width in the table created by DW when creating a logging agent. I would like to request that this be changed to MAX and not 500 as we then lose the ability to truly capture audit data on documents.

    3 votes

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  17. Include FullText field in General Search Dialog(Docuware Administration)

    In some scenarios it'd be very useful to be able to include FullText criteria in File Cabinet documents filter for let's say a deletion workflow.

    3 votes

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  18. Automatically reassigned inactive cloud user to a newly created user that does not have license

    A newly created user should be able to login into DocuWare Cloud automatically because there will always be an inactive user in the cloud licenses provided.

    2 votes

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  19. Administrative Notification Options for Setting or User Changes

    It would be very useful to have real-time audit notification for changes in the system. As an administrator I want to be notified of any Administrative changes to Users or controls. Ideally you would be able to select which notification you want to receive and these notifications would only be available to users with administrator access.

    For example:
    User Changes Notifications:
    -Notify on User Creation
    -Notify on User Deletion
    -Notify on User Role Changes

    Similarly there could be options for other changes in the system. I understand some of the information is available on Audit Logs, but that information is…

    2 votes

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  20. connect to outlook exclude a extension

    It will be really important to exclude the extensions of the files you would like to exclude. For example, if you do not want to upload '.docx' files, it will be very important.
    Many customers need this to save a lot of space in the cloud.

    2 votes

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