Tobias Getz DocuWare GmbH Team Leader Product Management

Hello Isabelle,

it is not possible to change the column layout in "Received requests". This is a predefined single step workflow. If you need more sophisticated possibilities you could create your own workflow manually.

Regards
Tobias Getz
Director Product

Hi Kim,

Autoindex can create data records in DocuWare using the external database.
As this is a Cloud system you either need to export your database to an csv-file or use the Local Data Connector to access the database directly.
Then you need to configure Autoindex, the magic happens on the tab "Match data":

• Set "Processing list" to "based on data source"
• Set "No matches" to "Add a new data record ..."

Regards

Tobias Getz

Director Product

Hi Jay,

are you attaching a stamp before or during storage? If yes, this stamp might be a "signature stamp" which prevents to add normal stamps afterwards.

If not, then I also do not know, what could cause this behavior. I would check if there is any difference between the stamp settings but could not give you any direction currently.

Regards
Tobias Getz
Director Product

Hi Kim,

I think this should be handled with a support request. Please create one.

Regards
Tobias Getz
Director Product

Hi Rick,

4.5b to 6.7 is a pretty big step. As far as I know, you need to go at least to 5.1c. This is basically a separate installation with a migration of data as the architecture of the whole system was changed.
Here is the system requirements for version 5.1c.
I would not recommend to do this change by yourself, please involve you DocuWare partner and maybe even DocuWare support. They can also provide you with the needed versions.

Then you need to upgrade to 6.7, the system requirements are here.

Regards
Tobias Getz
Director Product


 

Hallo Herr Hahn,

ist der "admin" derjenige, der den Workflow auslöst (als z.B. das Dokument ablegt)? Dies wäre das Standardverhalten jeden Workflows. Sie können dann als Test erstmal eine feste Zuweisung (z.B. an eine Rolle) vornehmen und sehen, ob das funktioniert und dann wieder zu der dynamischen Zuweisung zurückkehren. Wenn es weiter dem "admin" zugewiesen bleibt, würde ich die Workflow-Historie (vor allem die automatischen Aktivitäten) für das Dokument im Web Client prüfen und nachschauen ob dort die richtigen Werte drinstehen.

Und von diesem Punkt aus weitersuchen.

Viele Grüße
Tobias Getz
Director Product

Hi Kelli,

looks like this is a public form, right?
Go to the tab permissions and enter the credentials again for the user used for the public access.

Regards
Tobias Getz
Director Product

Hi Steve,

this happens, if DocuWare cannot read the document as it is password protected. So anything like read out index values, fulltext search and even viewing the file is normally not possible with password protected files. For sure, you can store these files in DocuWare, but for viewing the file you have to download it and open it in an application which can handle password protected PDF files.
In most cases it is better to remove the password protection before storing the file in DocuWare.

Regards

Tobias Getz

Director Product

Hi Sebastian,

before the wait for event activity you could add an automatic check if the other document already exists by checking if you get a result from searching for the specific index entries. If you get a result (e.g. docid) then you know, the document is already there, if you do not get a result, you can enter the wait for event activity and wait until the document is created.

Regards
Tobias Getz
Director Product

Hi Josef,
actually this is not possible as the command which is used is very limited. It is called Simple MAPI and it only offers to open an email with an attachment. Here is a documentation from Microsoft about it.

Regards
Tobias Getz
Director Product