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Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

How can we improve the configuration of DocuWare?

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463 results found

  1. 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,…

    4 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  2. 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!

    4 votes
    0 comments  ·  Administration  ·  Admin →
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  3. Passwords should not be repeated in in the last 12, 60 day cycles.

    A user should not be able to alternate between the same two passwords.

    4 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  4. Improve Auto Indexing fault tolerance on error

    Auto Indexing will go into error state after first seeing connection loss and not re-attempt without manual starting process from DocuWare Administration Utility.
    Allowing for another attempt after a set time-frame would greatly help managing this module as re-starting these processes can become very time intensive.

    4 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  5. 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

    4 votes
    1 comment  ·  File Cabinet  ·  Admin →
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  6. Notification

    A document stored in the file cabinet ready for email notification. (so in the notification table). A user logs in during the day and approves invoice randomly… At 4pm (or whatever time you assign) however, he will still get an email notification to let him know that he has invoices to approve even though he has already completed his action. It would be good if we could remove this. What do you think?

    4 votes
    0 comments  ·  Administration  ·  Admin →
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  7. optional fields for groups or user defined tables

    For index filters in profiles we often use a database view on the DocuWare Users and grups ("dwGroups, dwUsers, dwUserToGroup").
    This helps to make a SQL index filter with the user-group settings.
    Often the group name itself is implemented in the index filter. For example the users in the DW group with the name "grp_Accounting" are just allowed to see documents of the business unit "Accounting".
    SQL index filter: CURRENTUSERLONGNAME() IN (SELECT v.User FROM View V Where (dwdata.dbo.archiv.)BusinessUnit = LEFT(3,v.groupName)
    (or something like that)
    If there would be a possibility to give groups optional fields we could take this information…

    4 votes
    0 comments  ·  Administration  ·  Admin →
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  8. Creating reports on outstanding tasks per user/ role/ group

    Creating reports on outstanding tasks per user/ role/ group

    3 votes
    0 comments  ·  Export data  ·  Admin →
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  9. SFTP

    Can we look at offering SFTP instead of unsecured FTP? There are many opportunities where i have sensitive or confidential information contained in .csv files that need to be processed but cannot be due to the lack of security in this area.
    Thank you

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  10. Add the ability to trigger workflows and webhooks when a document enters a Document tray

    I would like to have the option of adding a workflow or webhook to document trays. Currently, I can only assign a workflow or a webhook to a file cabinet. I would use this to a) have docuware randomly assign documents to members of a group or b) notify when there are old documents in a doc tray or c) log when documents entered and exited a document tray d) automatically assign additional data to documents in document trays.

    3 votes
    0 comments  ·  Document trays  ·  Admin →
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  11. Restrict access to DocuWare Configuration to non-administrators

    Even if a user does not have any profile functions, they can still access the notifications and Stamps functions of Docuware configuration.
    It is best to deactivate the "Configuration" button in the Profile menu when the user has no rights over function profiles.

    3 votes
    0 comments  ·  Administration  ·  Admin →
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  12. ability to create forms with pre-filled non-system fields

    in a Workflow sometimes it is necessary to create pre-filled forms according to the Workflow data. Example create a payment request form according to the validated invoice with the possibility of automatically retrieving invoice data.

    3 votes
    0 comments  ·  Forms  ·  Admin →
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  13. Table Form Field

    Add a behavior to form table fields and make the table map directly onto a merge form. Also add a delete button for form calculations.

    3 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  14. 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

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
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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.

    3 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  16. Include the ability to access a particular Branding configuration in a DocuSign workflow

    In DocuSign it's possible to configure different "Brands" so you can send documents for signature with different company logos. It would be nice if we could specify the Brand ID we want to use in the integration workflow. This is already available in the DocuSign API but it would be nice to have in the DW published service as it is so much simpler to use than the DocuSign API.

    3 votes
    2 comments  ·  Workflow Designer  ·  Admin →
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  17. Add a table variable to workflow designer

    A table variable is very usefull. For now we have to create a table field index to work with in WF. That's not a good workaround and lack flexibility.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  18. Parallels tasks

    Workflow designer is not able to create parallels tasks in a workflow. The parallel task activity is not designed to create differents parrallels tasks.
    We use multiple workflows to do that but there is no way to have data exchanges between these workflows (except using indexes, but it's not very convenient). Do you plan to enable parallelization in workflow designer ?

    3 votes
    0 comments  ·  Workflow Designer  ·  Admin →
    How important is this to you?

  19. Update option for preconfigured solutions

    A possibility to update from an older version of a preconfigured solution to a current version would be very helpful. Currently, the new features advertised in the DocuWare UserInfo have to be recreated in the old version of the preconfigured solution with a lot of effort. At some point it probably makes sense to make the move to a current version.

    3 votes
    0 comments  ·  Administration  ·  Admin →
    How important is this to you?

  20. Multi Column Select Lists - Define which column is the stored value

    In a multi-column select list, these are used as "Helpers" for the user to select a value from an SQL DB. If the user types the name from the first column, we want to provide five other columns to help them identify which one they want, things like address, active/inactive etc. I want to be able to allow them to select the one they want BUT only return or store when indexing the value in the 4th column, for Vendor ID and not the name they searched by in column 1.
    In short - Would like to have definable columns…

    3 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
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