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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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463 results found

  1. 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
    How important is this to you?
  2. 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
    How important is this to you?
  3. 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
    How important is this to you?
  4. 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
    How important is this to you?
  5. 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
    How important is this to you?
  6. 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
    How important is this to you?
  7. 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
    How important is this to you?
  8. 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
    1 comment  ·  Admin →
    How important is this to you?
  9. 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
    How important is this to you?
  10. allow us to use different fonts or text colours

    This is a fairly simple idea: allow us to use different fonts or text colours in the decision forms.

    Use case: an invoice that's part of an AP approval workflow fails validation and we'd like the reason for the validation-failure to be in red text to draw the user's attention to it.

    3 votes
    How important is this to you?
  11. Improve connector lines

    Connector lines are impossible to work with and make look logical. They move on their own to mess up the WF when any step is moved or removed. A great model for the designer would be the connector lines in Visio. Please improve the designer with useable, logical and clear connector line composition logic.

    3 votes
    How important is this to you?
  12. Allow selection of location to write temp files for Request container

    When creating Request containers, the files are written to the default temp directory for DocuWare. If the Request cabinet is very large, the C:\ drive can fill up and crash. Need to be able to select an alternate location to write the temp files.

    3 votes
    How important is this to you?
  13. Have server name in admin tool for non admin users.

    For users that don't have access to the system configurations, there is no way to know what server you are connected to once in the admin tool. Client has a test system and production. Yes, they have to type the server name in to connect but they want something, either top bar or bottom bar, to state which server they are connected to. That way if they get distracted, they don't have to log out and then log back in to figure out which one they are connected to.

    3 votes
    How important is this to you?
  14. Forms signature via DW/AD credentials for forms

    Forms signature control that uses DocuWare/AD credentials to confirm the user. This is standard functionality in many eForms systems

    3 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
  15. Enable horizontal scrolling in Workflow Designer

    Scrolling mechanics natively supported in windows have evolved from vertical-only to include the horizontal dimension. Putting horizontal scrolling to use here would greatly help when working with large workflows -- just as much as vertical scrolling does. Whether using a touchpad with 2-finger drag, or a mouse with a tilt-wheel, navigation becomes much simpler, allowing the user to focus on the workflow itself rather than dragging the scrollbar back and forth.

    3 votes
    How important is this to you?
  16. Make Workflow Designer variables available in text area of stamp

    WFD has a lot of ability to massage index field data that can be re-written to indices. It would be nice to get those values into text fields in WFD stamps. Currently the "Stamps include:" options are a limited number of unalterable data items. It would be great to include WF variables in additional text field(s).

    3 votes
    How important is this to you?
  17. Automate DesktopApp default connection to PlatformRO

    When deploying DWDesktopApp there is a script on the DW FAQ site called "DocuWareXXDesktopAppsSilent_Install.bat". This can be used to automate the deployment of DWDesktopApp. The problem is the portion that directs the creation of the default connection does not work with PlatformRO. You must manually log into your Read Only Platform site and use the "Connect Desktop Apps" option.

    I would be great if customers who purchased RO and SmartConnect could automate the creation of the default connection to PlatformRO as well as have a visual representation in the DesktopApp that showed the app's connection was…

    3 votes
    How important is this to you?
  18. Change notes for new workflow instances

    Provide a mandatory option to add notes to detail changes made prior to submitting a new workflow instance

    3 votes
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  19. Using the '(ATTACHMENT)' variable in docuware will help a lot to find the proper record

    Hi Team,

    I have an idea that if docuware uses the '(ATTACHMENT)' variable withing the connect to outlook configuration so it will help us a lot to find the proper record in the docuware system. Because in most of the cases we sent proposal/estimate within an organization to a single personal who is in purchase department and he handle all the proposal/estimate related queries so we can't use the current available variable to find the exact proposal number but if '(ATTACHMENT)' variable is available then we can find exactly the estimate number/proposal number using the estimate/proposal name extracting from the…

    3 votes
    1 comment  ·  Desktop Apps  ·  Admin →
    How important is this to you?
  20. Add ability to set custom Headers to a Web Service OAuth2 configuration

    Connecting to a D365 instance via OAuth2 requires a Custom Header to be set when obtaining the Token. This is not currently possible via the DW Web Service configuration page, there is no option for it. I am hoping for an option to define a custom header like this will become possible so that Docuware can connect directly to D365 environments.

    2 votes
    How important is this to you?
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