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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  1. One-Time Scheduling Option

    On any job that includes a schedule option ... allow for a selection that would do a one-time only execution of the job.

    For example I have a use case where I want to schedule a transfer job for my migration from on-premise to the cloud to happen overnight ... I'm not always available to manually kick off overnight jobs and putting them on a "fake" schedule is a less than ideal solution (I don't want to run the risk of duplicating data if I forget to disable the schedule in time). I have 8 years of data to move…

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  2. Stamp Date without Index Field assignment

    Stamps were more or less recently moved to the Configuration page.
    However, not the entire functionality was moved.
    In 7.3 stamping dates onto a document has weird behavior:

    1. If you want a user input field to be a date picker field, the only way to do that is to link it to an index field. If you want to just have a date stamped onto the document, but not have it in an index field you are out of luck - you can only create text fields without linking to an index field.

    2. If you want a stamp to empty…

    1 vote

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  3. Active Directory Network ID Adjustability

    Allow admin's to specify user NetworkIDs in the sync settings or change the AD sync to also pull the domain's shortname. Sync worked for us, but it pulled the fully qualified domain name rather than the short domain name. Users were synced and created successfully, but their NetworkID doesn't match the Windows session username which uses the short name of the domain.

    full.domain.com\user vs full\user

    1 vote

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  4. Fill dropdown by a Webservice

    Allow to connect a select list (dropdown) with a webservice and not only with a database table or view.

    1 vote

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  5. Remember the last view settings

    Please save the last view settings for users, and not choose the default every single time we access screens like forms, document processing, file cabinets, indexing etc... its a simple tweak that could save millions of clics!

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  6. Allow Search Dialogs to be configured for select list only

    We currently have an implementation with an external multi-column select list and we have implemented this in several store and search dialogs and we have setup filtering on the columns of the select list in these dialogs. In Store dialogs we have " The user can only use entries from the select list to set the field" option to force users to perform data entry / indexing only using the filtered select list values. However this option does not exist on the search dialogs so even with the filtering in the dialog configuration a user is provided values in the…

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  7. Default regional settings to "English (United States" on new US based cloud accounts.

    Currently it is defaulted to English (United Kingdom) even if you select US datacenters.

    1 vote

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  8. Include fulltext completion monitoring for Fortis 2 DocuWare migrations.

    Currently there is no way to know how far along the fulltext ocr process has progressed after a particular document type has migrated. There was a way to monitor it in the admin tool in v 6.10 or 6.11. Don't remember which.
    This would be very handy for a client to be able to know that all their documents have completed.

    1 vote

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  9. Allow setting hours and minutes in Schedule of Export/Transfer Workflow in Docuware 7

    Please allow setting hours and minutes again in Schedule of Export/Transfer Workflow instead of only allowing hours. It's a major setback in Docuware 7 compared with former Docuware 6.

    1 vote

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  10. Creating users with more than 200 users or 50 profiles

    Since last update, organizations with more than 200 users can't create new users via Docuware Configuration (web client), they have to do it through DW Administration, and then an email isn't sent to the new user.
    This is a functionality than existed before with the DW Cloud Portal.
    I would like to propose that Docuware remove this restriction in the Configuration panel.

    1 vote

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  11. More Information In AutoIndex Start/Stop Dialog

    The choice for Iterated Records in an AutoIndex job is based on what is most expedient from a processing perspective. Though, when the Processed column provides a count of the iterated records, it is confusing. One wants to know the number of records updated in each data source, not the number of records in a file..

    Either more information should be provided in the AutoIndex log or it should count the number of records that were actually updated in each data source. Merely a record count of the iterated records is not of much value. It caused enough confusion for…

    1 vote

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  12. Mark Manually Added Users Not to Delete Automatically

    There is a way to automate the revoking of DocuWare group membership, based upon their AD Group Membership. Unfortunately the solution also deletes those manually created accounts, especially all our Administrative service accounts we've created that run our imports, and provide testing users.

    What if it was possible to Auto-Delete Users, EXCEPT those you mark not to delete.

    1 vote

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  13. 1 vote

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  14. Create pop-out box when adding/editing a SQL query of a Data Source

    Currently when adding/editing a SQL query of a Data Source (i.e. Select List) the field is locked and you can only see so much of a longer query

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  15. Add an audit tool to locate Jobs

    Import jobs can run under multiple users on the server and/or on any workstation. Currently there's no way to find them without logging in on each machine with each user to find connections and jobs. I recommend adding a tool on the server to audit all jobs connecting its incoming Desktop App receipts like Imports.

    1 vote

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  16. Cloud- Remaining Storage Notifications

    Ability to add a second person to receive automatic notifications when available cloud storage is low. (Recommendation from George Junior Republic.)

    1 vote

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  17. Allow use of SQL Queries to get a "Predefined" search term.

    I would like to be able to use an SQL query to get the value for a predefined search field.

    For instance, to be able to say that the Location field is locked to "SELECT LOCATION from dbo.USER_INFO where USERNAME = 'CURRENTUSERNAME'"

    This would allow the predefined fields to be much more useful. The current set of five options is not very thorough, and not extensible at all. Being able to use those five predefined options in SQL queries would open up a much wider scope. Especially if they could be used in conjunction with the index data of the…

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  18. Make own reports regarding invoices awaiting approval

    Would be good if there was a function where you could make your own reports with reference to invoices on hold within the DocuWare system.

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  19. I suggest improve the security

    It could be a good idea improve the security access to web client adding a kind of captcha to avoid the brute force attack.

    1 vote

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  20. Allow More Granular Export Permissions

    Allow Administrators to limit the options in exporting documents from a cabinet such as only allowing Printing of Document with Annotation or Downloading a document with Annotation.

    Some files are stamped for validation purposes and made Available to users. This is to avoid Using the document for other purposes other than what it is intended for.

    Allowing them to download without the stamps pose a risk of them using the document for other purposes.

    1 vote

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