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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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401 results found

  1. Multi-stage forms

    I think it would be helpful if one party could pre-fill part of a form, then another person could finish filling out the form (i.e. office could fill out customer info, then technician onsite could fill in details and submit form).

    5 votes

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  2. Allow Admin to emulate a user to test permissions viewing, and availability of dialogs/stamps etc

    Allow Admin to emulate a user to test permissions viewing, and availability of dialogs/stamps etc.

    Don't allow us to apply or modify anything but at least the ability to check the avalibilityof items/lists/tasks/stamps/dialogs everything assigned via a Role/Functional Profile etc.

    5 votes

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  3. Allow a standard attachment to add to a workflow

    I want to use a public form for a lead to register and download an e-book. I want to do that by asking a lead to fill in a form after which I send the e-book via e-mail (after which I send the lead to an ccountmanager to follow-up. It would be great if I had the possibility of attaching an attachment of choice to a workflow generated e-mail.

    5 votes

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  4. Workflow version should be a workflow system variable

    Workflow version should be a workflow system variable so you can assign it to an index

    5 votes

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  5. Single Sign-on is great however it automatically add all users from AD into Docuware and assigns them a license automatically.

    Single Sign-on is great however it automatically add all users from AD into Docuware and assigns them a license automatically.

    This process negates the AD user management feature, if they still need to assign licenses manually. Additionally I noticed that ALL AD Groups could be added to Docuware automatically, typically only a subset of AD groups are used in Docuware.

    5 votes

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  6. Highlight mandatory fields in forms

    Is it possible to have something more visual for mandatory form fields, that draws a users' attention to complete a specific required field, as currently the submit button remains greyed out and you have to hover to find the names of the field that need to be completed.

    For example a red outline (as shown in the attachment, an example from Office 365 Forms), it will be easier for users to complete mandatory fields, by visually drawing their attention to it.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Add ability to invoke another workflow from a current workflow

    Would be awesome if you could have a module that would start another workflow. It would make large workflows easier to design and keep them cleaner. I know that you can do this by using modified index and such but I always run into issues with that and workflows starting when they shouldn't. Would be a lot better if you could just create workflows and then call them when needed within another workflow.

    5 votes

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  8. Option to set Merge Form Field behaviour as Single Line Text or Multi Lines Text

    As default Merge Form Field displays text as Single Line Text and often text from a web form disappears if it's too long. They only way the text breaks lines is if it's linked to a Multi Lines Text Field from a web form.
    Now with Fill Areas if I want to overlay text from a Keyword type index in workflow to a fill area that wasn't linked to Multi Lines Field it behaves as Single Line Text.
    Could you give us an option to choose Fill Area behaviour (as a Single Line Text or Multi Lines Text), please?

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Add notes on workflow designer

    It would be helpfull to be able to create personal notes in workflow designer. For example : I can note the last modification, leave a not on the WF for someone else...

    5 votes

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  10. Comments section in the workflow

    Some of our Workflows can get long and complicated, and for support reasons would be great to have a "Comments" node that isn't connected to the actual workflow, but simply displays in the viewer window. This way we can see at a glance what certain nodes are doing

    5 votes

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  11. allow for notifications to be sent on a timer as a group, rather than being sent individually

    Every time a document gets assigned to a user a notification is sent to the user. Some users can end up getting hundreds of email notifications daily. Would be great if the notifications could be held and sent on a timer as a single email.

    5 votes

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  12. Set Logging Level for Local Data Connector

    Requesting the ability to manage the logging level of the Local Data Connector logs. Currently, any event ran through the data connector is logged (including the sql query ran against the database). For one of our queries, this results in a log that grows in size by 250MB to 1GB (varies based on active purchase orders and invoices) over the course of 24 hours. Would like the ability to set this to be different levels from logging everything like it currently does, to only logging errors and critical events. So this logging control would be similar to the logging level…

    5 votes

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  13. Allow for a customer SMTP connection with DocuWare Cloud

    Customer's want to have the sender address as their own company when email documents within workflows.

    5 votes

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  14. When using an XML file to clone a file cabinet, the dialog permissions aren't set.

    Dialog assignments need to get copied as well when copying a file cabinet

    5 votes

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  15. Fixed location option for workflow stamps

    We have need to have approval stamps located in a particular location on the documents in the workflow. Being able to set a static location for a particular workflow task stamp would be nice.

    5 votes

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  16. Autoindex monitor should show updated documents

    The Auto Index monitor in DocuWare 6.11 shows the number of documents processed, not the number of documents updated. I like that it now shows how many documents were processed. It would be nice if it showed both the documents processed and the number that were updated.

    5 votes

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    0 comments  ·  Autoindex  ·  Admin →
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  17. URL Creater Options

    I would like to be able to create URL's that will take someone to the full Docuware interface while still redirecting them to the piece I want. Currently, if I want to take someone to their task list, it gives them a pruned down interface that doesn't allow them to use all of the features of docuware. Very confusing for the users, as there is no easy way to get the the full interface from the hobbled version.

    5 votes

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  18. Allow the copying (Ctrl+C or right click menu) of Workflow ID in Workflow manager for use in the URL creator

    This would eliminate the need to open the database manager or key in that long number.

    5 votes

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  19. User Reporting Capabilities

    I would like to see who is using the system and what files each person has touched as well as how many people are in Docuware at any given moment.

    5 votes

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  20. Separate the Check Out/Check In and Set As Current Version Rights For File Cabinet Profiles

    Currently the Check Out/Check In and the Set as Current Version rights are bundled together as the "Check Out" right under the File Cabinet Profiles.

    These should be considered as separate rights as we should be able to give users the right to Edit and the ability to set previous versions to current versions without giving the users right to Check Out a document.

    5 votes

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