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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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432 results found

  1. 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

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  2. 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

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    0 comments  ·  Forms  ·  Admin →
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  3. 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

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  4. 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

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  5. 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.

    3 votes

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  6. 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

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  7. 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

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  8. 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

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  9. 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

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  10. 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

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    0 comments  ·  Forms  ·  Admin →
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  11. Administrative Notification Options for Setting or User Changes

    It would be very useful to have real-time audit notification for changes in the system. As an administrator I want to be notified of any Administrative changes to Users or controls. Ideally you would be able to select which notification you want to receive and these notifications would only be available to users with administrator access.

    For example:
    User Changes Notifications:
    -Notify on User Creation
    -Notify on User Deletion
    -Notify on User Role Changes

    Similarly there could be options for other changes in the system. I understand some of the information is available on Audit Logs, but that information is…

    3 votes

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  12. Allow the ability to set column size in Result or List result dialogs for all users

    Allow the ability to set column size in Result or List result dialogs for all users. Today all users need to adjust column size to fit data across the screen. My clients would like to have those set to the optimum width when the dialogs is created.

    3 votes

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  13. Limit which AD users are synced to the DW Cloud

    Currently when you choose which OU to sync from using the User Synchronization utility, the tool will bring in all users of that OU. Instead, the tool should only import the users who are mapped to a DocuWare group. This should work in the same manner that user synchronization works for on-prem systems. It is not uncommon that it is required to point at the top level OU to get the users that we want even though we do not want all users.

    3 votes

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  14. 3 votes

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  15. 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.

    3 votes

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  16. 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.

    3 votes

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  17. Allow complex conditions for trigger a Worfklow or in a "Wait for event" of WFM

    It's great to be able to generate Workflow triggers and "Wait for event" based on conditions that contain a combination of AND and OR such as we can use for example in notifications, autoindexs or tasklists for example:

    (Status = "NEW" AND (DocType = "01" OR Doctype = "02")) OR (Customerid > 0 and Customerid <5)

    3 votes

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  18. Run the DocuWare ADSync.exe on 2 different domains from the same server

    In 7.5 on-premise system; we have a multidomain environment (1 forest) and would like to setup the DocuWare.ADSync.exe to run against 6 domains. We cannot setup a new system/server per domain to perform a user sync as suggested in article KBA-36454. We noticed that the user sync config is contained in "C:\ProgramData\DocuWare\ADSync\ADSyncConfiguration.xml". Is there any way to create multiple config files and have DocuWare.ADSync.exe run them independently? Ultimately, the customer was able to run the user sync on 2 different domains from the same server, only difference is that the config file was created with a user account from each…

    3 votes

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  19. Simplify setting up SSL for use with DocuWare

    With DW 7.6 requiring the use of SSL, the ADP's need a simpler way to set this up for our customers. It is concerning that we have to open up a hole from the Internet to each DocuWare server, just to use a SSL certificate to plug the aforementioned hole.

    I was reading about a hardware vendor who purchased a SSL Certificate and then each of his customers could use his certificate by adding a 'prefix' to his domain URL, i.e. peters.docuware.com.

    I believe that would eliminate the need for each DocuWare server to be internet-facing, just to use SSL

    3 votes

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  20. gMSA Support

    Docuware should urgently support gMSA (Group Managed Service Accounts). It´s a basic securty feature since Windows Server 2012. Misconfigured service accounts are a common problem, as not many companies though even know how dangerous is to keep them misconfigured.
    https://docs.microsoft.com/en-us/windows-server/security/group-managed-service-accounts/group-managed-service-accounts-overview

    3 votes

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