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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. 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

    3 votes

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  2. 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.

    3 votes

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  3. Ability to assign more than one Behavior per field in form designer

    currently only one behavior is allowed to be assigned per field. The ability to assign multiple behaviors would allow a greater number of options for configuration.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Be able to change the activities and variables colour within the workflow.

    Be able to change the activities and variables colour within the workflow instead of it always being blue.

    3 votes

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  5. ValidateID Signature - Collect Reason for Signature Rejection

    Currently although the reason for refusal is requested when not signing a document, then this value is not available for use anywhere. ValidateID does have this option available (Signers.RejectionReason from "Operation Get Document Information"). It would be very useful to implement the option to collect this information as otherwise you have to go and ask the person who has refused to sign the document to find out the reason for the rejection.

    (NOTE: Related to Workflow Designer, WebService, ValidateID Integration on DocuWare)

    3 votes

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  6. User Synchronization Tool - Default Groups to "Skip During Synchronization"

    Short description ...
    The tool should default groups in the group matching tool to "Skip During Synchronization" instead of trying to create new groups for every one.

    Long backstory:
    I am migrating from Docuware On-Premise to Docuware Online and the User Synchronization Tool is a huge step backwards. My AD structure is such that my DocuWare groups are in an OU with approxmiately 300 other security groups. During the setup wizard it allows me to specify OU containing my groups ... on the match screen it then wants to create over 300 new Docuware groups when I really only want…

    3 votes

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  7. Assign to Role and Variable

    Allow the ability to assign to a pre defined role and also to a variable.

    Within the workflow I have a role variable which is defined by the path of the workflow.

    I would like to assign the task to the ROLE and VARIABLE for approval but can only do one or the other.

    3 votes

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  8. Automatic csv export for index in workflow manager

    In the standard DocuWare function, there is a manual csv export on web client as the current method of csv export.

    Many customers want to link CSV data to the ERP system, so they want to do this automatically instead of manually. In order to do it automatically, it is necessary to access the web service built on each customer by using the web service of workflow manager. (Programming required)

    I would like to add an activity for csv export to the workflow manager to easily achieve this.

    3 votes

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  9. Adding an attribute to the user dictionary

    Add attributes to users (in the DocuWare dictionnary) and be able to use them in workflows or index profiles. For example, if we add a "Line manager" attribute, it could be used in Workflows to assign a task to the manager of the connected user.
    Another example, a "Company" attribute would allow the documents of a company of the logged-in user to be filtered in the index profiles.

    3 votes

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  10. 3 votes

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  11. We should be able to Bold a particular section in the Text Stamp

    When creating a Text Stamp, I discovered that I can not Bold a particular section of the text created from the others. I would appreciate if this is looked into.

    3 votes

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  12. Document Relation from multiple cabinets

    Please add ability to show related documents from X (multiple) cabinets and not only 1.

    3 votes

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  13. Arithmetic Expression in Document Processing

    Please add the posibility to use Arithmetic Expressions in order to Index fields in the Document processing configuration. Also local database lookups would be great. Sometimes we run very simple Workflows to just lookup and insert metadata, which could be done in the document processing?

    3 votes

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  14. Add an anchor to the smart search button

    Some softwares have scroll bars so if you are using smart connect, the search button is probably going to move throught the screen, conflicting with the external software and bringing incorrect results. Docuware should have an option to relate an anchor to the smart search button so it won't move trought the screen when you scroll, getting exact results and avoiding conflict whith the external software.

    3 votes

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  15. record the store dialog used in the audit report

    It would be nice if GUID of store dialog used for storing documens were registered in audit reports or in document history

    3 votes

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  16. Get xml file with invoice importacions

    It would be a good option to be able to scan files to Docuware and automatically generate an xml file to be able to work this file in other systems

    3 votes

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  17. Add the field "Assign_to" in notification configuration

    It's actually only possible to subscribe a fix user or a field containing an email address.
    I will suggest to add the possibility to use the "Assign_to" field as dynamic field so that we can configure one email notification for all assignee.

    3 votes

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  18. Step by steps on how to create workflow designer

    It will be nice if we can have steps by step guide on how to create a workflow designer

    3 votes

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  19. Ability to Publish Workflows from a Test Environment Directly into Production Environment.

    When workflow designers have a produced and validated a workflow in a Test environment their should be a "publish to production" feature into a Production environment

    3 votes

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    1 comment  ·  Admin →
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  20. Disable "Create Data File" as a User Option

    Too many times I've seen users accidentally index as a data file, when they meant to index an image in their tray. Maybe there could be a way to disable this "feature" as 99.9% of my customers would never intent to store only data.

    3 votes

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