Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
426 results found
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Change the logo of webclient with the logo of the client´s company
Hello, we need to change the logo of DocuWare on webclient with a customized logo client's mark. We can be change this on OnPremis Docuware but we need to do this on cloud systems. A lot of clients apply for this changes.
8 votes -
Reverse rule
When configuring access rights for users, it would be beneficial with a "reverse rule" where you can reverse the filter. If a document type filter is set, the button "reverse rule" tells if the user should be able see only the type defined, or all other types.
8 votes -
Allow to configure automatic stamps with blackground colour in Workflow Manager
As you can not set an specific location for the automatic stamps in Workflow Manager, sometimes it can be stamped over the text of the document....if you can select a colour for the background of the stamp, at least you can see better the text included in the stamp
8 votes -
Development mode for Workflows
It would be nice to have a switch that would enable/disable notifications of non-controllers for workflows. This would allow the notifications to be put in place during testing and then enabled en masse when rolling the workflow out.
It would be even better if there was a way to redirect all notifications to the Controllers/Admins on a development workflow. That way the workflows can be confirmed as working, without spamming the end users before the workflow is ready.
8 votes -
Stamp Bitmap with Form Field
Currently, if I define a stamp using a bitmap (a nice big angled "Rejected.jpg" image for example), I also want to require the user to specify a rejection reason.
If I do not use a bitmap, I can specify fields. But if I use a bitmap I cannot. This by definition means that I cannot combine a bitmap with a prompt to specify a region.
Please add the ability to use fields with bitmap stamps so that we can prompt users for additional data to go with the stamp.
8 votesThank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Predefine workflow job that converts DWTIFF (DW5.x and DW4.x) to a new PDF format
If you are dealing with very large documents that we were in DWTIFF format and now you want to bring back to the web basket it take extremely extremely long time to convert to a new PDF format. It works but it will be better if the conversion so done in the server side so that the clients don’t have to suffer
8 votesCurrently there are no plans to have an background job which converts tiff files to PDF. Main reason is, that this could take a long time and bring high load to the Server. On the other side we know that less than 1% of “old” documents are displayed after they are archived (on average).
For all who have a use case where it makes sense to convert old tiff files please contact our Professional Services Team.
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Improve Administration Tool
Improve the administration tool. First by consolidating all of the different tools and utilities required to administrate Docuware. Create this new Administration tool to where you can do your administration in 1 spot and not in 3 spots on 1 utility and 1 spot on another. 1 location for 1 setting. Inhance the security setting, GROUP,ROLE,PROFILE. TOO MUCH.
8 votes -
Trigger / Start a workflow after updating a table type field
Use case: A table field must be completed by users (by modifying the index) to validate a document.
A workflow is used to check if the table is complete.
The problem is that there is no possibility today to start/ Trigger a workflow based on the update of a table field.
it would be interesting to have a new type of trigger based on the table field7 votes -
Webhook audit logs
PROBLEM
I have a webhook setup that should be triggered when a doc is created or updated in a file cabinet. The REST API that is receiving the requests from the Docuware webhook is missing some data. I can see the logs of the REST API it looks like some requests from the Docuware webhook didn't get delivered.
The webhook that I'm referring to is not the one inside the workflow.SOLUTION
Please provide access to the Docuware webhook audit logs7 votes -
DocuWare support shared mailboxes
- DocuWare support shared mailboxes
Problem: Currently DocuWare does not support shared mailboxes and emails sent with such an address lose their email body.
Solution: DocuWare supports shared mailboxes.
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Probléme : Actuellement DocuWare ne prend pas en charge les boîtes aux lettres partagées et les courriels transmis avec une telle adresse perdent le corps de leur courriel.
Solution : Que DocuWare prenne en charge les boîtes aux lettres partagées.
7 votes -
Related documents also with table fields
In table fields I can store information on delivery notes, orders, etc..
This information can be duplicated if these are documents from the accounts payable cycle.
For this reason I need to store the number and date of the document to be linked to the invoice.
But it is not possible to create a document relationship config based on a table field.
This would in my opinion be a great functionality to implement.7 votes -
Multi-stage forms
I think it would be helpful if one party could pre-fill part of a form, then another person could finish filling out the form (i.e. office could fill out customer info, then technician onsite could fill in details and submit form).
7 votes -
Index filter hierarchy rights Project > Document
We need project or folder hierarchy rights management.
If user is added to index field on 'project' document that user
should have rights to project documents linked to this 'project' document.This can be configured with free sql statement on index filter rights but requires join statements which are put in where clause so there is a big performance penalty.
7 votes -
allow list-type Role variables to be used as select lists in tasks
When creating a decision as part of a task and adding the various fields to the form, we can tie a select list to a field (for all the usual reasons). However, we can only use the select lists we've configured in the Admin Tool (or configurations). It would be great if we could use lists that we dynamically create as part of the workflow using the new Role variable. This would enable more customization of the workflow decisions, and since we already have the list-type Role global variable it might not be that hard to just allow the usage…
7 votes -
User Productivity Reporting
DocuWare should include some basic reporting for administrative purposes. Our area tracks 40+ users per week to see if they are meeting their scanning requirements. Right now, I do this via the SQL backend and a few queries, but it would be great is I did not have to do this every week. Tracking users via the web interface is not viable when you have so many active daily scan users.
7 votes -
Add formatting options to workflow information.
In workflows you can add a description to assist users, however there is no way to format any text in that information window.
7 votes -
Allow additive Assignment of Tasks (Roles + Users + Variables)
Allow additive assignment of Tasks (Roles + Users + Variables)
It would be really super helpful if Tasks could use additive assignment throughout. This especially is true for escalation / rerouting. For example to add the a manager when escalating, so that the original person still can act on the task as well.
As it is now, this won't work. Consider the scenario:
- An incoming document triggers a workflow.
- The document has an index field "Assignment" and it's value is "Joe"
- A User-type global variable is populated with the value from "Assignment"
- The workflow assigns the…7 votes -
Allow to use stamp at decision level and not task level
It would be great if we could have the possibility to select an option : if one of the decision of the task should have a stamp and not another
For example : If i validate an invoice, stamp is placed
If i use the decision : request info is used, there is no need to place any stamp on the invoice.Options are currently very limited regarding task stamps
Thank you.
7 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Allow DocuWare Forms to be submitted to a Document Tray
Currently, DocuWare Forms do not inherit File Cabinet field masks such as a Social Security Number regex validation. If a DocuWare Form could be submitted to a Document Tray instead of a File Cabinet, then I could use the store dialog to enforce the input and finish up the form. There's plenty of other reasons as well.
7 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Automate workflow tasks
Currently tasks require a user to make a decision on them. However there are cases where an external system or DB might be updated and having it sync in to a workflow task to move an item would save the user from having to do it manually. For example, an item is on the approval task list and a user approves the deal in another system that can update an index field in DW. That update causes the item to be approved and move to another task for a different user.
7 votesYour idea has been added to our backlog. We are now further investigating the idea.
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