Configuration (English)
Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).
132 results found
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Allow edits to the web page
Currently on the v 6.7 web page there are three options for login, Docuware Account, Active Directory and guest. We only have a single organization so we do not use that filed and the user leaves it blank. The Windows Account page will not be used from the outside. The Guest account is disabled, as we only use the Docuware account option. I would recommend the following options be enabled:
1. If there is a single organization and that field will not be used, allow it to be disabled to avoid confusion on behalf of the end users.
2. If…4 votesThank you for your contribution. The login screen was renewed.
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Allow on Workflow Designer to customize calendars (working hours)
Different companies has different working hours, in this moment is impossible customize this schedule for due date or recordatories.
4 votesThis is available with version 6.6
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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 votesThank you for your contribution.
Your idea is available with version 7.13
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Add rejection reason field (RejectionReasonFieldName) when using Vidsigner centralized signing
There is no option for rejection reason field (RejectionReasonFieldName) when using Vidsigner centralized signing (Service method AddNewDocument) whitch is available when using remore signatures (AddNewDocumentRemote). Since the rejection reason is mandatory when rejecting a singning via centralized vidsigner portal (https://centralized.vidsigner.net/), we should be able to receive the reason given back to Docuware. This should be implemented.
3 votesThank you for your contribution. Your idea is now available . Please have a look at the documentation: http://help.docuware.com/#/home/90697/1/1
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Add possibility to fill TABLE field from WF, autoindex or Forms + filter INSIDE Table field
Currently there is no way of creating data record with Table field in it or even fill existing data containing Table field and fill that.
Example: invoice might have more than one order and approver usually takes a look at each oreder (or receipt) corresponding to that invoice. Simple table field with prefilled data would totally make sense.
As of now you can only fill Table field using one click / intelligent indexing or just manually typing stuff.
3 votesThank you for your contribution. Your idea is available with version 7.5.
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Change File Cabinet in WorkFlow
Create a Workflow in Workflow Designer.
After copying the Workflow, change the File Cabinet.This would allow creation of Workflow outside production Cabinet and then remove re-create error when adding to production Cabinet.
3 votesThank you for your contribution. Your idea is available with version 7.4 if you use the new export function.
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Copy an existing select list to a new list
...so that we do not have to create it from scratch. That way we could edit the copy for use in a different file cabinet.
3 votesThank you for your contribution.
Your idea is available with version 7.1. -
Smart Index - Make Functionality Similar to Document Processing Select Text Options
It would be very helpful if we were able to use the "after known character(s), before known character(s), between known character(s), between separator" options when configuring the Smart Index settings. These are available within Document Processing but for some reason when using Smart Index to OCR another screen there is no way to set the field values with this type of logic.
The other web based applications we have configured for the Smart Index may display headers and sections of data that vary in length, based upon each value. For example, our claims system always pulls up a "header" section…
3 votes -
How to configure load balancing in Docuware ?
I have a project with load balancing in Docuware Entreprise. I need documentation about this topic in Docuware. I appreciate sharing information on how to do this with Docuware.
3 votesPlease have a look in our White Paper System Architecture or contact DocuWare Professional Services
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Bring back option to filter preceding spaces
Before the upgrade in version 7, the autoindex workflows were able to filter preceding spaces on entries coming from a GP database. This was disabled and either removed or hidden in the workflow changes made with the Version 7 update. These spaces are causing issues with reporting and searches within docuware due to their inconsistent nature and currently, a team member has to go through every document to ensure that the spaces are removed in the linked fields.
Please bring this feature back as part of the auto-index workflow setup.
3 votesThank you for your contribution. Your idea is available with version 7.0.
If the option “Drop leading blanks” is enabled for the appropriate file cabinet field, preceding spaces are automatically removed, regardless of how the index entry was set.
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Default the storage location for a Document Tray to a Document Tray storage location
Currently, when creating a new Document Tray, the storage locations are hidden in the advanced section. On DocuTray creation, unless the advanced section is opened and scrolled down, the DocuTray location is not seen. It may default to another non-DocuTray location in the drop-down list and cause failure late when the DocuTray is used. I recommend removing all non-DocuTray storage locations from this list - or at least, default to one of the DocuTray locations.
3 votesThank you for your contribution.
Your idea is already available. -
AutoIndex Jobs: Modify Scheduling on Event so that it can be based on Documents Stored in A File Cabinet
You can currently schedule AutoIndex Workflows using either a time/date or on Event. On Event though only references the external file modifications. It would be nice if you could modify the Event to be based on changes to the DocuWare File Cabinet ( i.e. New Documents/Edited Indexes/etc)
I had a customer run into a situation where this would be more manageable if this option existed.
3 votesThank you for your contribution. Your idea is available with version 7.0
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Ability to set fields to 'force filtering' on a store dialogue
When configuring a new store dialogue, it would be good to be able to set a field's Select List to 'Filtered Only' or something similar.
When trying to set dependant fields for selective select lists it can be annoying for users to have to see the whole select list, click filtering and then choose the correct value.
3 votesVielen Dank für Ihren Beitrag. Ihre Idee ist bereits umgesetzt.
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a way to know if a user has out of office enabled without looking at the user settings
a way to know if a user has out of office enabled without looking at the user settings. like through a data source connection
2 votesWith the Platform API available in Workflows since DocuWare version 7.9 you can get this information by the endpoint "GET /Organization/UserByID?userId={UserId}"
You'll find more information here: https://help.docuware.com/#/home/62290/2/2
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Add italian email language for validatedID web service
Dear,
Is it possible to add the Italian language, in the EmailLanguage parameter, for the validatedID Web Service ?
Best regards,
2 votesThank you for your contribution. Your idea is available. Please have a look at the documentation: http://help.docuware.com/#/home/90697/1/1
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Authentication with SAML IDP
It is a need in these days for our customers that Docuware has a posibility to integrate and use SAML protocol for authentication and roles management.
It is a protocol very popular nowdays.
2 votesThank you for your contribution. We implemented generic OpenID Connect integration for usage with alternative identity providers with version 7.8.
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Allow customization of email address in Docuware Cloud notifications
Change the "Docuware Notification / noreply@docuware.cloud" to a custom name and email address. This can be based on tasks or a global setting.
2 votesThank you for your contribution.
Your idea is available with version 7.1. -
74/5000 Field masks must be taken into account during storage via DocuWare Forms
If, when filing via DocuWare Forms, I assign a filing mask in which the field for entering an email address is restricted to a correct email address via a field mask, this field mask is not taken into account when the form is placed in the archive.
292/5000
To correctly fill in fields in a form, e.g. when entering an e-mail or telephone number, the field masks defined in the corresponding filing mask should also be taken into account during storage.2 votesThank you for your contribution. Your idea is available.
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Admin Tool: List all recent changes on the opening screen
List all recent changes made to settings:
In example:
2018/03/18 Admin Added User xxxxx
2018/03/18 Admin Created Storage Location ***
2018/03/18 Admin Changed field *** from FC *** to required
2018/03/18 Admin Removed Field *** from FC ***
2018/03/18 Admin Added Filecabinet xxxxxx
2018/03/18 Admin Removed Database Connection XXXX2 votesIn DocuWare Version 7 there will be a new Auditing tool that collects System audit reports, Organization audit reports and File cabinet audit reports
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Allow Filter by External Data Source to be for empty and non-empty fields.
It would be nice to be able to tell autoindex workflow to ignore all entries where a field is blank when interacting with an external data source.
2 votesThank you for your contribution. Your idea is available with version 7.0.
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