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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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401 results found

  1. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    3 votes

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  2. 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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  3. 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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  4. Automate DesktopApp default connection to PlatformRO

    When deploying DWDesktopApp there is a script on the DW FAQ site called "DocuWareXXDesktopAppsSilent_Install.bat". This can be used to automate the deployment of DWDesktopApp. The problem is the portion that directs the creation of the default connection does not work with PlatformRO. You must manually log into your Read Only Platform site and use the "Connect Desktop Apps" option.

    I would be great if customers who purchased RO and SmartConnect could automate the creation of the default connection to PlatformRO as well as have a visual representation in the DesktopApp that showed the app's connection was…

    3 votes

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  5. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    3 votes

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  6. fixed select list field be copied to a new file cabinet on another system

    How can a fixed select list field be copied to a new file cabinet on another system

    3 votes

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    1 comment  ·  File Cabinet  ·  Admin →
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  7. Using the '(ATTACHMENT)' variable in docuware will help a lot to find the proper record

    Hi Team,

    I have an idea that if docuware uses the '(ATTACHMENT)' variable withing the connect to outlook configuration so it will help us a lot to find the proper record in the docuware system. Because in most of the cases we sent proposal/estimate within an organization to a single personal who is in purchase department and he handle all the proposal/estimate related queries so we can't use the current available variable to find the exact proposal number but if '(ATTACHMENT)' variable is available then we can find exactly the estimate number/proposal number using the estimate/proposal name extracting from the…

    3 votes

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    1 comment  ·  Desktop Apps  ·  Admin →
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  8. Workflow designer use of API call to insert a value in an index

    Workflow designer we need to use the prenconfigured API calls to insert a value in an index in a choosen file cabinet

    2 votes

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  9. To create a way that a e-form can be automatically populated with data from an external source

    A way that a e-form can be populated with data from a external data source automatically by inserting only one value in a field or dropdown and then populate all other fields with the rest of the data and then automatically submitting the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Ability to block users from outside the US with Geofencing

    A Cloud organization would like to block data access from outside the US by utilizing geofencing for security reasons.

    2 votes

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  11. Add possibility to configure request body for web services/validators

    In the Web Services configuration module there is no possibility to configure request body.

    Said possibility is already present in the Webhooks configuration module and in Workflow Designer for web service blocks - they overwrite the default request body; they could overwrite the custom one as well (or have it as an option) and it should not be a problem (since validator would be used on store and info/edit dialogs).

    If added, this would enable developers to send less data to a webservice (e.g. we need only 2 out of 150 fields from a store dialog to validate), allowing us…

    2 votes

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  12. Ability to disable automatic dialog and use only stamp in DocuWare Workflow

    Ability to deselect a decision from the left and use only the stamp in the viewer

    2 votes

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  13. 'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored.

    'Document ID' field as this is always a sequential number within the cabinet, only for documents that have been stored. As there is option of automatic numbering which assigned numbers when we open document for store but this should only assign numbers when document stored in cabinet.

    2 votes

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  14. Allow for the storage of Linked Excel files while retaining the links between the files.

    Allow for the storage of Excel Files containing internal links, while allowing for the retention of the links between the files.

    2 votes

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  15. Completely restrict access to the "Configuration" menu for a given role

    We would like to be able to completely restrict access to the "Configuration" menu, either by making the shortcut invisible in the WebClient menu, or by being able to hide all the menus.

    One application is when an external user (customer or supplier) accesses DocuWare. This raises security and confidentiality issues.

    2 votes

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  16. Allow Processing Configurations in the General Email Connection

    When using Connect to Outlook, you can assign a Watch Folder processing config to process the document. Using general email, you can not do this.

    If you are using Connect to Outlook, your computer must be online in order to send the document to the cloud. With General Email, you are logged into the email account... so you are able to always capture the emails... but not process and index them.

    2 votes

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  17. Dynamic Text Size for a Merge Field

    Please add an option for the text size to be Dynamic. Basically when the text entered on the feild is longer than what is on the Merge Document, then the text gets cut off. If there was a simple check box for Dynamic text, then when the text entered on the form was longer than the merge document field, it would automatically resize small enough to fit into the merge field.
    Thank-you!

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Move or delete documents with Workflow Manager

    Allow option in Workflow Tasks boxes to move and/or delete documents. Often documents need to be worked on separately in another area.

    2 votes

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  19. Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature.

    Stamp a target a location on a document. the Stamp will showup at X,Y Location, either from workflow or Stamp feature. The document is more or less a form that needs filled during the process. Thanks.

    2 votes

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  20. Add Keyword support for Result List

    Add the ability to show keyword fields in result lists. Today we use workflows to trigger when the keyword fields change to then export the keyword values to a comma separated list into a Text field. We then display that text field in the result list. This creates a lot of extra processing on the docuware side to keep that text field updated. If we had a way to show the keyword in the result list (where we pick the separator) it would remove all this complexity.

    2 votes

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