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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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403 results found

  1. Documents in Stopped Workflows

    The ability to be able to automatically update an index field of a document went the document has gone through a workflow, errors out, and you manually stop the workflow. We have a customer that scans so many invoices that if there is an error in one of the workflows, we could get 25 failed tasks before the error is updated. And then, they have to manually stop all of those workflows and resubmit the invoice, creating duplicate entries. But if when the workflow was stopped, an index field could be updated, we could use a deletion policy to delete…

    2 votes

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  2. Special characters in fields of a task in Workflow Manager

    Sometimes you want write a field name with parenthesis or comma for example, and Docuware doesn't allow it. Another issue is if you want write the field with the same name in other decision, WFM doesn't allow it, then the name must have a final blank space to repeat the name.

    2 votes

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  3. Ability to remove a specific clipped document

    Sometimes users needs remove a document was clipped and in a most of the cases, they must delete the document and upload again even if it is in a workflow, wasting the time waiting the approvals again.

    Docuware should have the ability to remove the document was clipped but not in the document tray but in the same file cabinet like a "right click > Unattach documents" and select the document(s) to remove.

    2 votes

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  4. Extract Specific pages from a document then send as email/or store as new documents

    We have a PDF document that contains multiple pages that is scanned as a whole to DocuWare, from this Document, The requirement is that we send only Page 3 to the Customer, Send Pages 2-end of document to Vendor, and Page 1 stored back in DocuWare as a separate document.

    It would be great if we could have PDF manipulation tools in Workflow that would allow us to do us, without having to develop c# tools for this purpose.

    2 votes

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  5. New password request email in the user's language

    Currently, when a new user is created, a request email is sent to set the password in the language of the administrator who creates it.

    We suggest that in the new user registration form, the user's language selector is included, and that the email is sent in the language selected for the user.

    Actualmente, al crear un nuevo usuario, se envía el correo de solicitud para establecer la contraseña en el idioma del administrador que lo crea.

    Sugerimos que en el formulario de alta del nuevo usuario, se incluya el selector de idioma del usuario, y que el correo se…

    2 votes

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  6. Store the user credentials in Forms and AutoIndex configuration

    Store the user credentials of the configured username/password in a autoindex task and in a public form configuration. In the current situation DW is asking the password again at every change in a autoindex of form configuration. This should work as in a Workflow configuration: ask once at creation time.

    2 votes

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  7. Update all triggers to use a condition for DOES NOT CONTAIN

    In the Trigger conditions for Workflow Manager, Autoindex, Transfer etc, there should be a way to use a DOES NOT CONTAIN statement to allow for increased flexibility when setting up triggers

    2 votes

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  8. Alignment of decision stamps in docuware workflow

    The stamps been used for decision-making in Docuware Workflow should be aligned from the first layer to the last layer in ascending order.

    2 votes

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  9. When a new user is added, assign a regular license, not a Workflow Read-Only license

    The new Workflow Read-Only licenses in Cloud are great but they should be specifically assigned when needed instead of being the default. This causes confusion when new users are assigned to the correct roles and trays but then cannot access the trays or perform the expected tasks because they incorrectly received a limited license.

    2 votes

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  10. Synchronization of file cabinets should allow for at least one version difference

    Synchronization used to allow a difference of at least one version. Now both on-premise and Cloud systems need to be on the same version. This greatly complicates matters because one cannot always upgrade on-premise systems to suit the Cloud upgrade calendar, least of all when a hardware change is required.

    2 votes

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  11. assign tray from user management

    You should be able to assign document trays from the User Management section.

    2 votes

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  12. list from multi file cabinet

    Have the ability to create a List from multiple file cabinets

    2 votes

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  13. Schedule Task notifications

    I'm familiar with the option for Notifications. You can schedule for every day at 9 to get an e-mail notification and use a link to a List.

    How can we add a link to the tasks? So not a Task list but the tasks from the workflows?
    In the workflow the users gets an e-mail notification for every task immediately. But with 10 notifications per day, that's not efficient.
    So I want to bundle all workflow task notification once per day.

    So one notification: You have tasks. with a link to the workflows Tasks.

    How can we do this?

    2 votes

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  14. Develop a way to have a single-sign-one conection with google accounts, like with Microsoft

    Develop a way to have a single-sign-one conection with google accounts, like with Microsoft. In that way we can make business with companies who have its systems related with this tech giant.

    2 votes

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  15. When doing the AD sync, currently there is not a way to Update the Docuware LoginID when that changes in AD.

    AD uses the SID as the unique identifier so that the login name can be changed. There are many valid reasons that an AD login changes, however, Docuware requires that user account be deleted and recreated with the new ID. This is not a big deal for the occasional change, but what about when the organization wants to change ALL the AD Logins for the entire organization? I have more than one organization considering this right now.

    2 votes

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  16. Permissions to create and configure user stamps

    When it is marked in the permissions so that the user cannot create or manage stamps that does not appear in the configuration part this option to the user

    2 votes

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  17. make Docuware FIPS compliant

    make Docuware FIPS compliant. My site requires FIPS for all PCs.

    2 votes

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  18. Add your own fonts

    It would be very helpful if the office internal font could be added to DocuWare. In our case it would be the source sans pro font.

    2 votes

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  19. Web Service Integration Improvements

    DocuWare doesnt have the same abilities as SoapUI to process data from web services. See below

    Docuware can’t process sub child XML elements and self-closing tag as a parameter.

    SoupUI can process all standard data types while Docuware can accept Integer and Decimal but seems to inconsistently be able to access some string parameters

    Some context objects in SoapUI aren't able to be interacted with in DocuWare because the data types aren't standard (string, decimal etc).

    2 votes

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  20. audit

    I think is very important to put at least the source IP or hostname of the user in Audit Reports, because someone could steal the credentials of an user, but the source IP could give more details of where did it.

    2 votes

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