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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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132 results found

  1. Ability to disable Reassigning Tasks

    Please provide option to enable or disable reassigning tasks by the users. Even better, allow option to reassign to a role/group/user only or no-one. Currently, if someone mistakenly reassigns a task to someone else, that person inherits the person's privileges (stamps). i.e. an employee inherits a manager's approval stamp. This should be avoided.

    23 votes

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  2. Unable to copy File Cabinet Structure from one install to another.

    The reason for an end user to purchase DW from a reseller is to leverage the knowledge, experience & resources of said reseller. A major portion of those resources include knowing the best practices learned from other customer’s installations. When we as a reseller, develop those processes within a given market segment, it behooves us to share that knowledge with other customers with the same needs.

    So, let’s say for example, that this week I begin an install for a new customer, with a need for considerable customization of their DocuWare Installation. Because of our experience, we remember that we…

    23 votes

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    Thanks for your idea.
    In general the import of a file cabinet structure works also in between different versions. However, sometimes there are bigger changes, that make this process much more complex. In these rare cases we do not see any other chance than to be only import from a similar version.

  3. Import users in bulk to DocuWare cloud system

    Very important for CUSTOMERS to be able to import large numbers of users directly to the cloud system.

    19 votes

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  4. Allow entry of multiple field into a Keyword or User LIST global variable

    Currently adding a GET DATA lookup you can only add 1 entry to either a KEYWORD or USER LIST global variable.

    Example: USER LIST VARIABLE (APPROVERS) should be populated with two index fields (Field1, Field2)

    The only way of accomplishing this is creating 2 different GET DATA tasks

    12 votes

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  5. Certified Digital Electronic Signature with Stamps

    We have moved to a digital age where for compliance, regulations, or demand we must be able to sign documents with “Certified Digital Electronic Signature”. Multiple countries are applying this technology to authenticate the authenticity of the document. Can this technology or process be implemented with a DocuWare stamp?

    12 votes

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  6. It is requested to reactivate electronic signatures in version 6.8

    It is requested to reactivate electronic signatures in version 6.8

    11 votes

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  7. Allow to create custom scripts in the workflow designers

    It would be helpfull if in the workflow activity we had a special activity called "Script".
    We should be able to write a custom DLL and call this DLL in the workflow.

    This dll could be written in VB.NET or C#, have access to the GAPI.
    In this custom script, we should be able to :
    - Retrieve (and modify) data index from the document
    - Retirieve (and modify) data index from the workflow instance
    - Export data (eg : export XML readable by an accounting software)
    - Send emails
    - Dynamically populate user(s) for next activity

    In this way…

    11 votes

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  8. Add a "Clear Form" option / button

    With the newly added auto populating of selective select list fields. The potential for an error that can not be remedied is evident. If an auto populated field is read only for example, even if you change the initially selected field via X and new drop down selection, it does not correct the other fields.

    10 votes

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    3 comments  ·  Forms  ·  Admin →
  9. Add data validation for fields in Forms

    Currently there is no validation of form fields. Would be nice to be able to use reg ex and common formats in order to ensure that the data submitted from a form is in the correct format.

    10 votes

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    0 comments  ·  Forms  ·  Admin →
  10. Search Users in Users Administration

    Search Users in Users Administration

    10 votes

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  11. Allow a copy paste with hotkey from smartconnect

    As the smartConnect configuration might be sometimes a bit tricky, due to different screensizes, I think it would be nice to be able to overlight a text in an application, and then use a hotkey to read it and use it in a search dialog.

    9 votes

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    Hello Mr. Tassy,
    have you tried the “Current selection” option in Smart Connect?

    When you define your search you can add a “dynamic entry” to your Indexfield. There you can select “Currentselection”.

    With this function you will be able to search for the string that is selected in the application.
    Is this what you need?

  12. Automatically adding fields to ALL dialogs

    "By product redesign now a field is available in all dialogs" - DW support

    Forcibly, by the way. I have customers that have 15+ dialogs, lists, etc - and every time I add a field, I have to remove this new field from every single dialog my new field doesn't pertain to.
    Can we please bring back the functionality of choosing which dialogs a new field should belong to? Thank you

    9 votes

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  13. DW Forms dynamic sections

    With multiples sections defined in the form, ability to show/hide sections by clicking the title or depending of previous choices.
    Example : form question is "are you single or married", if user choice is married the section "husband details" with name/surname/date of birth/nationality questions is shown overwise it is hidden

    9 votes

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    1 comment  ·  Forms  ·  Admin →
  14. Allow to complete a form once filled by a costumer

    DW introduce forms in 6.8. After following the webinar I had a suggestion. In 6.8 the form will be saved as PDF after it is filled in. Now, what I want is this e.g. after a costumer filled a form and send it to our company we must be able to complete the form by filling additional information. If you get this now as PDF you can not complete this. Another additional feature would be great. Once the costumer send a filled form, the department must received a e-mail notification of an incoming form saved in DocuWare.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
  15. Populate E-Mail receiver dynamically

    It would be helpful if you can populate the e-mail receiver dynamically e.g. as content of an index-field or a workflow variable.

    9 votes

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  16. Are able to automatically create baskets when a new user is synced from AD

    When using AD to sync users it would be really handy if you could choose to automatically create a Web Basket for these users.

    Currently you have to create all the users and then go and create the web baskets separately. This is ok when you are first configuring the system but later down the line it becomes an issue when the sync is on a schedule as you have no idea who does/doesn't have a basket.

    8 votes

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  17. Web Forms: Auto number to increase when the form is submitted, not opened

    The auto number used in a web form increases every time the form is opened, not submitted. I was expecting to be increased every time the form gets submitted, as we use the auto number to identify the form.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
  18. Forms: Select List of Users should not show deactivated Users

    We're using a dropdown on forms for the user to select their username. Unfortunately, the list shows EVERY user that has ever been created, even though several are deactivated. DocuWare should provide the means to only show Activated users.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
  19. new field

    In 6.12, when you create a new field, il is automatically add in every dialog box.
    We need the choice to add it or not like in old admin or we lost a lot of time when we configure DocuWare.

    7 votes

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  20. Workflow Designer -> Assign Data -> Allow List Variables to be assigned more than once

    There are two ways I have found to assign list variables:
    1. from database query which returns multiple rows
    2. from multiple assignment statements without the "replace" box ticked.

    If 1. is not available, the only way to accomplish is to have a series of Assign Data activities, one per item in the list, since the List Variable is no longer available from the choices of variables to assign data, once it is used the first time.

    Creating a loop is also possible, and so far this is the best way I've found, along with using some <ugly> nested VBA…

    7 votes

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