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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. Assign a Result list to a tray to manage the field display and viewing

    Not enough info when using the List view.
    Admin should be able to assign a Result list to the tray instead of just using the default that is given.

    Reduces the need to open the document.
    This would cover a few other requests too.

    2 votes

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  2. Can something be done with the "fixed Text" function of the Form Designer?

    It is almost impossible to change font size consistently. The spacing and line breaks are always off when pasting text.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to take advantage of Microsoft SQL 2019 database encryption

    We have sensitive documents inside DocuWare (HR, etc). Microsoft SQL 2019 offers database encryption. Currently DocuWare does not support this encryption. We feel this with the File Cabinet encryption currently in DocuWare would work great together. This would allowing for secure file cabinets, data, and documents.

    2 votes

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  4. connect to outlook exclude a extension

    It will be really important to exclude the extensions of the files you would like to exclude. For example, if you do not want to upload '.docx' files, it will be very important.
    Many customers need this to save a lot of space in the cloud.

    2 votes

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  5. Wait for event to trigger on modification time change

    In the Wait for event, the "Modification date" "has changed" seems to only trigger on the date change and not the time change.
    We want to pause the workflow until the document has been updated with more information.

    2 votes

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  6. Enhance Notifications to include more fields in the message

    Would help if we can select multiple fields for the Notifications in the Message tab. Currently we can select one field and have it be a link. Would ALSO like to select other fields to show. For example:
    Customer Name field
    Date field
    Information field
    Document Name field - this one could be the one that is a link

    There could be multiple documents for the same customer with different dates, and it would be most useful to show this in the notification received.

    2 votes

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  7. Documents in Stopped Workflows

    The ability to be able to automatically update an index field of a document went the document has gone through a workflow, errors out, and you manually stop the workflow. We have a customer that scans so many invoices that if there is an error in one of the workflows, we could get 25 failed tasks before the error is updated. And then, they have to manually stop all of those workflows and resubmit the invoice, creating duplicate entries. But if when the workflow was stopped, an index field could be updated, we could use a deletion policy to delete…

    2 votes

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  8. Extract Specific pages from a document then send as email/or store as new documents

    We have a PDF document that contains multiple pages that is scanned as a whole to DocuWare, from this Document, The requirement is that we send only Page 3 to the Customer, Send Pages 2-end of document to Vendor, and Page 1 stored back in DocuWare as a separate document.

    It would be great if we could have PDF manipulation tools in Workflow that would allow us to do us, without having to develop c# tools for this purpose.

    2 votes

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  9. Make licence assignment page searchable by users

    When you are in a administration view, managing licences, it would be nice to have an option to search users by name. If you can't have UI for that, at least enable browser search function, so we can quickly find the person who needs licence change.

    2 votes

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  10. New password request email in the user's language

    Currently, when a new user is created, a request email is sent to set the password in the language of the administrator who creates it.

    We suggest that in the new user registration form, the user's language selector is included, and that the email is sent in the language selected for the user.

    Actualmente, al crear un nuevo usuario, se envía el correo de solicitud para establecer la contraseña en el idioma del administrador que lo crea.

    Sugerimos que en el formulario de alta del nuevo usuario, se incluya el selector de idioma del usuario, y que el correo se…

    2 votes

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  11. Store the user credentials in Forms and AutoIndex configuration

    Store the user credentials of the configured username/password in a autoindex task and in a public form configuration. In the current situation DW is asking the password again at every change in a autoindex of form configuration. This should work as in a Workflow configuration: ask once at creation time.

    2 votes

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    1 comment  ·  Admin →
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  12. Alignment of decision stamps in docuware workflow

    The stamps been used for decision-making in Docuware Workflow should be aligned from the first layer to the last layer in ascending order.

    2 votes

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  13. When a new user is added, assign a regular license, not a Workflow Read-Only license

    The new Workflow Read-Only licenses in Cloud are great but they should be specifically assigned when needed instead of being the default. This causes confusion when new users are assigned to the correct roles and trays but then cannot access the trays or perform the expected tasks because they incorrectly received a limited license.

    2 votes

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  14. Synchronization of file cabinets should allow for at least one version difference

    Synchronization used to allow a difference of at least one version. Now both on-premise and Cloud systems need to be on the same version. This greatly complicates matters because one cannot always upgrade on-premise systems to suit the Cloud upgrade calendar, least of all when a hardware change is required.

    2 votes

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  15. assign tray from user management

    You should be able to assign document trays from the User Management section.

    2 votes

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  16. list from multi file cabinet

    Have the ability to create a List from multiple file cabinets

    2 votes

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  17. Schedule Task notifications

    I'm familiar with the option for Notifications. You can schedule for every day at 9 to get an e-mail notification and use a link to a List.

    How can we add a link to the tasks? So not a Task list but the tasks from the workflows?
    In the workflow the users gets an e-mail notification for every task immediately. But with 10 notifications per day, that's not efficient.
    So I want to bundle all workflow task notification once per day.

    So one notification: You have tasks. with a link to the workflows Tasks.

    How can we do this?

    2 votes

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  18. When doing the AD sync, currently there is not a way to Update the Docuware LoginID when that changes in AD.

    AD uses the SID as the unique identifier so that the login name can be changed. There are many valid reasons that an AD login changes, however, Docuware requires that user account be deleted and recreated with the new ID. This is not a big deal for the occasional change, but what about when the organization wants to change ALL the AD Logins for the entire organization? I have more than one organization considering this right now.

    2 votes

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  19. Permissions to create and configure user stamps

    When it is marked in the permissions so that the user cannot create or manage stamps that does not appear in the configuration part this option to the user

    2 votes

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  20. make Docuware FIPS compliant

    make Docuware FIPS compliant. My site requires FIPS for all PCs.

    2 votes

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