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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  1. Bring Forcing Upper Case in index field back

    When the cloud was updated to 6.12, all the cabinets quit enforcing the forced upper case indexes rule available before 6.12. I can't speak for other customers but this is (was) a critical part of how our workflows worked, and the interactions between Docuware and our other systems.

    12 votes

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    0 comments  ·  File Cabinet  ·  Flag idea as inappropriate…  ·  Admin →
  2. All various configurations such as C2O, Baskets, Printer etc created by other users should be visible to Organization Administrator

    All configurations such as baskets, C2O, SmartConnect etc should be visible to Organization Administrator

    10 votes

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    1 comment  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →

    After reviewing this use case we have determined that this type of behavior would have a non-desirable impact in organizations which have lots of configurations, where administrators do no wish to see all configurations. We have added to our product roadmap a new idea for improved deletion of users – we have planned a feature to allow the administrator to delete all or take ownership of all configurations owned by a user when deleting that user.

  3. Docuware Administration for Mac OS X

    Docuware Administration for laptot with MAC OS X

    4 votes

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    2 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  4. Active Directory syncing with display name

    Allow the syncing of Display Name with in the active directory. This way when selecting a user to assign a task they don't have to know their login name.

    For example if my login name was John. Yet there are more than one person named John within the directory. If you use display name the user will see John Smith.

    By allowing this I will not have to create special lookup lists or rename all the user accounts.

    2 votes

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    1 comment  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →

    It is not possible to use the Display Name as username in DocuWare, as it is not unique.
    The User Synchronization App synchronizes also the first and lastname of the users from Active Directory.

    We will take a look at the built-in select list of users, to include the first and lastname.

  5. Create logging process for Predefined Workflows

    Create logging process for Predefined Workflows

    2 votes

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. Connect to Mail File Type

    Since Connect to Mail now supports Exchange Integration in 6.5, it would be quite beneficial for an option to store the email as an MSG file instead of just a PDF as it is now.

    2 votes

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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
    Declined  ·  Mario Schwarz responded

    We are using the manufacturer-independent format .eml instead of the Microsoft-proprietary format .msg

  7. Intelligent Index Search and Store Fields

    Allow Different Index Fields to Be Displayed Based on the Choices Picked in Another Index Field. Example:
    Field 1:

    1
    2
    3
    4
    5

    Field 2:
    Based on What Data was picked in Field 1. Different Index Data is displayed in Field 2.

    I know this is possible through Select Fields. But the way you have to create and administer this by saving a file in the system is not a good method. They need to improve on the administration of this.

    2 votes

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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your idea. Unfortunately, due to several factors we are currently not able to plan this idea for a future version. Intelligent Indexing is a service which provides accuratly indexing entries per document not via selected index entries.

  8. Is there any program or DocuWare application that can convert Tiff files to PDF in large batches while in DocuWare?

    We have a large number of Tiff Files that take up a lot of server space as well as take up time to convert on a file by file basis. Is there an application or way we can do this on a larger scale over time through DocuWare?

    1 vote

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    0 comments  ·  Document trays  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the ability to change the DW user ID for SSO purposes

    Every time we have a user ID change, we must delete the user and re-sync users. It would be nice for the admin to be able to change this ID even if it's a manual process.

    1 vote

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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →

    The Network ID can be changed by the user itself. Login to DocuWare Administration with the affected user and navigate to his user settings.

    In future releases Single Sign-On will be based on user name and email address, this means the Network ID will be obsolete.

  10. Assign dialog to roles

    Need to go back to assigning dialog to file cabinet profiles instead of having to individually assign dialogs to each user.

    1 vote

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    0 comments  ·  File Cabinet  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote

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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  12. Fix workflow scheduled trigger

    Scheduled trigger triggers it's task twice in DocuWare Cloud.

    1 vote

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  13. Supplier clean-up

    the suppliers can be cleaned up so that only one option is available. eg. Sonepar. Here there are currently three options for the same supplier

    1 vote

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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your idea.
    Unfortunately, due to several factors we are currently not able to plan this idea for a future version. 

    This seems to be an issue specific to you installation of DocuWare. Please address this to you administrator or DocuWare partner. There is also a tool available which is called DocuWare Index Cleaner, which can clean up index fields in DocuWare. You can find more information here: http://help.docuware.com/en/#b57860t53810n73285

  14. I'm sure that it would be useful if the DW Administration window is highlighted in color if settings not saved.

    I'm sure that it would be useful if the DW Administration window is highlighted in color if settings is not saved.
    It is difficult to understand whether the settings are saved. It would be useful if unobtrusive notification appears in the DW Administration window (eg color bar or color line, or other way) that the settings are not saved.

    1 vote

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    1 comment  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  15. Separate the color of stamps in workflow manger from the color of the task outputs.

    Separate the color of stamps in workflow manger from the color of the task outputs.

    Following the path of a complex workflow is not really related to the color of the stam displayed on a document.

    1 vote

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  16. Workflow : Add the ability to use (text) global variable in the name of activities

    I suggest to Add the ability to use a global variable to define the name of an activity.
    It can add more flexibility to these tasks and use for example the same task to process Invoice or Credit note by just changing the name of the activity

    1 vote

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. Be able to migrate documents from an old workflow version to the new published one

    Be able to migrate documents from an old workflow version to the new published one

    1 vote

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your idea. Unfortunately, due to several factors we are currently not able to plan this idea for a future version. Two different versions of a workflow can be completely different from each other. They can have different activities, variables and connections between activities. This would almost always result in broken workflows as the new version might relay on data (e.g. in variables) which were not present in the older version.
    Therefore we decided to not make this possible.

  18. Offer DW Administrative Training for Customers

    Our company started with DW in just accounting a few years ago. We liked it, so we've started to expand it into other departments (HR, looking at Legal). As our reliance on DW has increased, we have wanted to develop some in-house DW administrative talent to reduce our reliance on external professional services for every small tweak or change. This is where I feel DW has failed. The support portal offers nothing to help getting started with the administration of DW. Customer support directed me to the Docuware training manager (vmail only, never returned any calls).

    We are seriously considering…

    1 vote

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    0 comments  ·  Administration  ·  Flag idea as inappropriate…  ·  Admin →
  19. add the option to search for documents related

    add the option to search related documents, to place a clip

    sometimes it is required to validate if there is already a document in a file cabinet, this by field value, then decide:

    1. Place a clip to existing document
    2. Remove the existing document
    3. Remove the incoming document
    1 vote

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  20. work-embedded

    work-embedded

    allows you to work more orderly if it has embedded activities, ie, an activity that contains a series of activities, or employment, tasks, notifications

    1 vote

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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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