35 results found

1. 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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2. 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 a full system restoration is not needed just certain parts of the system. Having those part broken out into separate exportable files that can be later imported into a system would be very helpful.

   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… more

   52 votes

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3. 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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   6 comments  ·  Administration  ·  Delete…  ·  Admin →
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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your contribution.
   Since version 6.9 you can use Datetime fields for storing the data.

4. 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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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your contribution. Your idea is available with version 7.5.
   You can find more information here:
   https://cloudnews.docuware.com/#/home/86039/2/2

5. 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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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Within the DocuWare Administration, it is possible to unlock a user, but it is very hard to find.

   Select the user in the DocuWare Administration and open the context menu. If the user is locked, the context menu contains an entry “Unlock”.

6. 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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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your contribution.
   Your idea is available with version 7.
   You can track logins from users with the new auditing functionality.

7. 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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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your contribution.
   Your idea is available with version 7.
   Within the new user management you can send out an email to the user to change set the password.

8. 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 did something very similar for a customer last year. So we make a copy of the file cabinet structures that we did for a previous customer, as a XML file, then use the XML file as a basis for a new cabinet on the new customer’s server.

   It may seem like this wouldn’t save much time, but for County Governments in the State of Indiana, they are not allowed to actually dispose of their paper documents unless they have them also copied onto Microfilm and burn the digital images onto WORM media. DocuWare makes that possible by allowing us to limit the disk capacity size. However, when you limit the size, it doesn’t by default check the boxes to automatically create a new disk and then switch to it. When you create numerous file cabinets from scratch, it is easy to overlook those seemingly minor details. But some months down the road, when the customer is not allowed to save any more documents, it becomes a headache that could have been prevented.

   The same thing applies to File Cabinet profiles and dialogs, why should we have to recreate Read Only, or any other consistent type of profile, when they are the same 95% of the time. And we always create Accessed by, Modified by & Stored by fields and dates, which are auto-populated within the dialogues. Just the time required to set up those 6 fields to work properly for each and every file cabinet is considerable. Keep in mind, that one of our customers has over 50 file cabinets.

   Any time that you have to recreate something from scratch there is an increased chance of making mistakes.

   In every previous version we could at least copy a file cabinet structure to the same version of DocuWare or a newer version of DocuWare. Since we have never been able to copy a file cabinet to an older version, we are required to keep an old version running inside of our office. We have a division which scans paper documents for our customers, indexes them and stores them into file cabinets. We then copy the file cabinet structure from our server and use it to create the file cabinet on the customer’s server. Then we can copy the documents to baskets, upload them to the customer and easily store them in their file cabinet. To do this we can’t have a newer version of DW, than the oldest version installed on any of our scanning customer’s server.

   But lo and behold with the latest and greatest release, we can’t even copy from one version to a newer version. DocuWare is supposed to be improving, not going backward! It works all the way up to 6.1.

   Here is the following advice that I got from your technical support department:
   Unfortunately, there is nothing we can do in this case. DocuWare 6.5 made numerous changes to the database and as such the structure of the XML file changed. There is a lot of new information that is present in DocuWare 6.5, that is not present in 6.1. As such, DocuWare cannot process the older XML files. Unfortunately, there is also no conversion tool to get around this issue. One would have to be written from scratch, which is not feasible. The best suggestion that I can give you is to import that XML file into a DocuWare 6.1 system, and then to upgrade that system to 6.5. You can then export the settings file as the correct version.

   So what you’re saying is that anytime I want to utilize some existing resources from another customer, I should create a fresh install somewhere of the same version of DocuWare that the existing customer is using, then export the settings from the customer’s installation, & restore those settings into my temporary installation & then upgrade the temporary copy of DocuWare to the version that the new customer is using. Just to copy something as routine as a File Cabinet. It was bad enough that we couldn’t copy something to an older version, but we understand that is normal in the software world. But we’ve always been able to copy forward. I just copied a customer’s 4.6 File Cabinets into a new DW 6.1 install for them last month.

   Another possible workaround just came to mind. Do you need just the fields, or do you need the profiles and dialogs as well? If you need just the fields, you could import the ADF structure file. That would at least get you the fields and that file is version independent as far as I know. You can find the ADF structure file in the ‘cstcache’ folder. It should be under the ‘C:\Windows\Temp’ folder. In that ‘ctscache’ folder, you will see some additional subdirectories that are named as GUID’s. Those GUID’s are the GUID’s of file cabinets. Find the cabinet you want, and in that directory should be the ADF file. I believe this has to be done on a system that is running the Windows Client.

   If the upgrade process has the conversion tool built into it, then it would not have to be built from scratch. I just checked to make sure that I can use a XML file from way back in Version 5.1b and import it into Version 6.1. We all know there were many more database changes between those versions than between the last two.

   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… more

   22 votes

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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   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.

9. Import users in bulk to DocuWare cloud system

   Very important for CUSTOMERS to be able to import large numbers of users directly to the cloud system.

   19 votes

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   Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

   Thank you for your contribution. Your idea is available with version 7.0.

   You can now conveniently synchronize users and groups from your domain with your DocuWare Cloud system via LDAP using the new User Synchronization app.

10. Certified Digital Electronic Signature with Stamps

    We have moved to a digital age where for compliance, regulations, or demand we must be able to sign documents with “Certified Digital Electronic Signature”. Multiple countries are applying this technology to authenticate the authenticity of the document. Can this technology or process be implemented with a DocuWare stamp?

    12 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Withthe new Signature Service it is possible to add electronic signatures to documents. Please have a look here: https://start.docuware.com/electronic-signatures-with-docuware

11. It is requested to reactivate electronic signatures in version 6.8

    It is requested to reactivate electronic signatures in version 6.8

    11 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. With new new Signature Service this is possible to integrate external signature providers. See more here: https://start.docuware.com/electronic-signatures-with-docuware

12. Search Users in Users Administration

    Search Users in Users Administration

    10 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is available with version 7.
    In the user management you can search your users easily.

13. Are able to automatically create baskets when a new user is synced from AD

    When using AD to sync users it would be really handy if you could choose to automatically create a Web Basket for these users.

    Currently you have to create all the users and then go and create the web baskets separately. This is ok when you are first configuring the system but later down the line it becomes an issue when the sync is on a schedule as you have no idea who does/doesn't have a basket.

    8 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is available with version 7.

14. Need ability to record license activity history

    Would like to have a way to see license activity history.

    It is more like an audit trail report where for a specific period of time, I can view the licenses that were in use, with their respective length of time and usernames.

    7 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is available with version 7.
    With the new auditing functionality it is possible to log all logins and logoffs from users so you can create your own reports.

15. 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.

    6 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.4.

16. Add the ability to modify Functions of the Document History Dialog or Inherit from Result

    We have a situation where we need to limit the options available in the right-click menu of the Document History dialog as you can do so with a Result View Dialog under the Functions section in the DW Administration (See Screenshot).

    Originally, we anticipated that the Document History dialog would inherit the permissions and options, including which hidden functions from the Result View dialog the user has rights to or used to view the document history of the record (See Screen Shot).

    The request is to give the ability to modify the Document History Dialog or set it to inherit the rights of the Result View Dialog.

    We have a situation where we need to limit the options available in the right-click menu of the Document History dialog as you can do so with a Result View Dialog under the Functions section in the DW Administration (See Screenshot).

    Originally, we anticipated that the Document History dialog would inherit the permissions and options, including which hidden functions from the Result View dialog the user has rights to or used to view the document history of the record (See Screen Shot).

    The request is to give the ability to modify the Document History Dialog or set it to inherit… more

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    5 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Will be available with DocuWare 6.9.

17. Any chance that your login page could support a Federated Service option like ADFS?

    I'm curious if Docuware could be configured to allow a Federated Service login such as ADFS, so that we could support multiple external clients without having to create them internal AD accounts

    4 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. Your idea is available with version 7.3 for Cloud customers. On-Premises will follow in a later version

18. 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 process prior to training , the more successful they will be. Lack of preparation and clarity of the process breeds frustration .

    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… more

    4 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. I suggest that you look out for the DocuWare Preconfigured Solutions.

19. 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 the Windows Account option will not be used, same as #1 above.
    3. Guest account, same as #1 and #2.

    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… more

    4 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution. The login screen was renewed.

20. Copy an existing select list to a new list

    ...so that we do not have to create it from scratch. That way we could edit the copy for use in a different file cabinet.

    3 votes

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    Completed  ·  AdminDocuWare Product Management (Product Owner, DocuWare) responded

    Thank you for your contribution.
    Your idea is available with version 7.1.