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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. Add basket level alerts.

    I'd like it so that if a basket reaches over a certain amount of documents (or total file size) it'll email a person of choice to alert them to it. So if we have an import job that grabs files from a network location and uploads them into a "pending" basket, if it gets over say 50 it'll email someone's supervisor to alert that the documents aren't being processed timely.

    5 votes

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  2. Would like to be able to find a Web basket by name on the server

    Sometimes when trouble shooting it would be a help to know the name of the document tray when looking at the file folders on the server. We used to be able to do that on older versions. Our site recently migrated to 6.6 from 5.1b and all the web baskets have the same folder name with just a number appended. Ex. DWWebBas.000047 instead of "Accounting"

    5 votes

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  3. Connect 2 Mail to also allow the usage of .msg not just .pdf and .eml

    I think it is great you added the .eml to the Exchange configuration in Coonect2Mail feature of 6.6.
    However the .eml extension does not allow for forward/reply/reply all from the right-click context menu. This is currently allowed with an Active import and Connect2Outlook stored emails.
    The only way to forward/reply/reply all is to edit the document. This causes a security concern for users that do not have the edit right/ however they were still able to forward/reply/ reply all from the context menu.

    Please look at adding the emails as .msg again from the C2M module.

    5 votes

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  4. Batch user tools for managing users.

    Some installations have hundreds or thousands of users. We need tools to manage sub-groups, for ex., the DW customer's customers customers, or enterprise customers with large divisions. In particular one function badly needed is a wayt to export users (and attributes) to CSV or Excel.

    5 votes

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  5. Prefill form field with another form field

    Some forms capture the same data over and over again, we need to be able to prefill a form field with one that was captured earlier.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. New 'Add attachments' Dialog to DW WF Designer

    I am currently working on a project in which we are essentially building a ticketing system within DW for our IT team, this system will work similarly to Jira. I am near the end of this build, and an area where I believe the WF designer can improve would be, if we had the ability to drag/attach files in a WF task setting. Ultimately when a user would get a task sent to them, in one of the dialog the user will be able to to drag and/or paste (ctrl+v) an image or file, and press 'Confirm'. Once the task…

    4 votes

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  7. Switch Case sentence in workflow designer

    Should exist an element that emulate a Switch Case sentence because when you have to evaluate a lot of conditions with a only one variable or index field, you should nest them until you've evaluated all conditions, so think about if you have for example 20 contiditions, you must use at least 20 "Decitions" in the work flow.

    Really bad practice at the time to make maintinance to the workflow.

    4 votes

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  8. Optimizing access to document history

    Problem: In the _AUD tables with more than 10 000 000 rows we are experiencing delays in consulting the document history.

    The service is functional, the first log entries are displayed immediately, but after browsing the drop-down menu, the rest of the display takes more than 1 minute.

    Solution: We want a development that avoids having to purge the _AUD tables.

    -.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.

    Problème : Dans les tables _AUD de plus de 10 000 000 de lignes nous rencontrons des retards dans la consultation de l'historique des documents.

    Le service est fonctionnel, les premières entrées du journal s'affichent immédiatement, mais après…

    4 votes

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    1 comment  ·  Admin →
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  9. Require entries in table field on forms

    I would like the ability to require at least one row be completed in a table field on the form.
    I would also like the ability to require certain columns in the table field to be required for each row of the table.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. Document Processing General Email

    In Email from Outlook it is possible to configure a document processing, it would be great to be able to do the same while using General EMail configuration.
    As many users do not use anymore Outlook but Google solution or other webmail

    4 votes

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  11. Allow an admin to determine what annotation tools are enabled by default in profile and settings for all users.

    Allow an admin to determine what annotation tools are enabled by default in profile and settings for

    4 votes

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  12. Restrict possibility to apply a Stamp based on document index fields

    It would be useful to be able to restrict the possibility of applying a stamp on a document according to its indexes, some examples :

    • A stamp is intended for certain types of documents and has no purpose to be applied to others

    • A stamp can only be applied if the document is at a certain status

    • A stamp can only be applied if all the required fields have been completed

    This would make it possible to propose processes in case management and optimize the user experience by displaying only the stamps that are useful for the document

    4 votes

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  13. Bring back the comment in case of a reject decision (Docusign connector)

    When using Docusign webservices with Docuware. This is not possible to bring back the comment of Docusign.
    However when a user is taking a decision into Docusign this is mandatory to add a comment in case of reject.

    And this could be really usefull for all webservice method of Docusign, especially the method AddNewDocumentMultiSigners.

    4 votes

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  14. Trigger a Workflow or Autoindex upon version change.

    It would be useful, when a new version of a document is archived, to trigger a task or autoindex.
    Currently, it is not possible to trigger a process if the version of the document is changed

    4 votes

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  15. Creating lists of users within groups/roles.

    We need to be able to create lists of users within a role or group.
    In on premise systems it is possible to make a query to generate such lists. On the cloud, SQL statements being disabled (!), this is not possible.
    These lists would make it possible to have a dynamic list of users without needing support tables to be maintained manually.

    4 votes

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  16. 4 votes

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  17. Implement Microsoft HealthChecks Module

    For large deployments it is important to have proper system health check capabilities. Client is requesting that you implement the Microsoft.Extensions.Diagnostics.HealthChecks module and define a /health, /shealth, or /healthz endpoint natively. This is of great importance in large deployments. One factor being that the load balancer will need health check information to avoid routing to a server with issues.

    4 votes

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    1 comment  ·  Admin →
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  18. Ability to disable a step in the Workflow Designer to bypass without having to delete it.

    While working in Workflow Designer, I would like to be able to disable or hide the email notifications, while I test the main parts of the workflow.

    Add a way to keep a step in a workflow connected to the workflow, but have it be ignored so the rest of the workflow can be tested.

    4 votes

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  19. Time picker

    A basic option that is missing on the web forms designer is a time picker. The date one works great...now if we just had a time option that pulled up a clock on the mobile device or browser to easily and consistently set the time that would be great.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Related documents - New condition "Is contained"

    Add new condition to document relation.

    Ability to search is a specific field value "is contained" in a cabinet field.

    4 votes

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