• RE: Ugrade from 4.5b to 6.7

    Support should be able to help you with the links. Just create a support request.

    Regards
    Tobias Getz
    Director Product
  • RE: How to add a column to the list of "received requests" ?

    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
  • RE: How do you create a data record from an external database?

    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

  • RE: Stamp buttons disappear

    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
  • RE: System backup xml file restore

    Hi Kim,

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

    Regards
    Tobias Getz
    Director Product
  • RE: Ugrade from 4.5b to 6.7

    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


     
  • RE: Workflow, nach Ablage einem Benutzer zuweisen je nach Abteilung

    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
  • RE: Saving a form error message: Either the username or the password is empty

    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
  • RE: Import job password error

    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

  • RE: Workflow: How to validate if Related documents Exists

    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