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Pedro E. Gonzalez-Santini

Pedro E. Gonzalez-Santini

Joined: 7/8/2017

  • Forum Posts
  • RE: Storing multiple entries to a Keyword field from a form

    Thu, 24 Sep 2020 17:52:53 GMT – Storing multiple entries to a Keyword field from a form
    The Checkbox method works if the text results of the checkboxes are the same text desired in the keyword field but this does not allow for free-fom text input. For example, if the checkbox is for 'Model' and allows A, B, C and D, one can choose any of those and they map to the keyword field. We need to capture  multiple names from a form, such as the names of family members traveling together.  Could this be accomplished?   
  • RE: enable guest accounts

    Wed, 23 Sep 2020 20:10:54 GMT – enable guest accounts
    Hello. This works alright but what if we need more than one user at a time to log in? Can more than one user account be designated as a guest?  
  • How to include non-DocuWare users in workflow using email

    Thu, 30 Apr 2020 18:24:59 GMT – How to include non-DocuWare users in workflow using email
    We are looking for suggestions on how to best include non DocuWare users in workflows.

    The client uses DocuWare on-premise with Import, SmartConnect, Workflow Manager and AutoIndex. A Cloud subscription may be added if justified and to introduce C2Mail and Forms.

    A few rough ideas:
    1-have the email user type Approve or Reject on the Subject line and forward to an email address. This will be received by Connect to Mail and used by AutoIndex to indicate the decision in the correct field and the workflow will continue accordingly.
    2- have the user forward the email to either approve@email.xxx or reject@email.xxx with any comments. The address determines what the decision is and the workflow can take it from there. 
    3-include links in the email text for Approve or Reject. What exactly to include is the question.
    4-include a link to a DocuWare Form that simply allows to enter Approve or Reject and comments, but this would somehow need to be tied to the transaction being approved or rejected. Can parameters be passed to an online form in an URL so it prefills fields?

    Any suggestions or additional ideas will be welcome.

    Pedro 
  • Alternatives for COLD/ERM with DocuWare

    Tue, 28 Apr 2020 13:42:09 GMT – Alternatives for COLD/ERM with DocuWare

    Hello, all. A prospective client would like to replace its old systems, including one that handles reports (COLD/ERM), and is considering DocuWare. Since that module is no longer available, can anyone recommend a solution to coexist and perhaps integrate with DocuWare? 

  • RE: Trays-How to identify a user's default tray & can a tray be assigned after creating a user?

    Wed, 18 Dec 2019 15:13:45 GMT – Trays-How to identify a user's default tray & can a tray be assigned after creating a user?

    Thanks, Simon.

  • Trays-How to identify a user's default tray & can a tray be assigned after creating a user?

    Tue, 17 Dec 2019 14:11:06 GMT – Trays-How to identify a user's default tray & can a tray be assigned after creating a user?
    This is a two-part question.  1 - Can admins determine which tray is the default for a user? This can be useful to find import failures and other documents.  2 - Most users are created without default Inboxes but then we might determine that a particular user really needs a default tray for imports and printing. Can a tray be assigned after a user account has been in use?
  • RE: Digital signatures

    Sat, 26 Oct 2019 18:40:12 GMT – Digital signatures
    DocuWare 7.2 offers integration in a workflow using Validated ID, a cloud digital signature service. We have discussed this but not yet tested it. 
  • RE: Is there a possibility to integrate SharePoint online with Docuware cloud?-1529588165

    Mon, 23 Sep 2019 13:35:44 GMT – Is there a possibility to integrate SharePoint online with Docuware cloud?-1529588165
    Hello, Mihir.  Do you have any new information about connecting to SharePoint Online? A client of ours wants to transfer documents from DW Cloud to SP Online once they have completed a workflow in DW. The idea is to have all customer documents in SP Online, where documents arrive from their CRM and various other applications. We could arrange for custom programming if that is available.   
  • RE: DocuWare to SharePoint-1523464490

    Mon, 23 Sep 2019 13:35:07 GMT – DocuWare to SharePoint-1523464490
    Hello, David and Joseph.  Do you have any new information about connecting to SharePoint Online? A client of ours wants to transfer documents from DW Cloud to SP Online once they have completed a workflow in DW. The idea is to have all customer documents in SP Online, where documents arrive from their CRM and various other applications. We could arrange for custom programming if that is available.   
  • Migrating from Application Xtender

    Mon, 04 Mar 2019 19:51:00 GMT – Validation-1528402985

    Hello, David. This post does not really answer your question, which I found when searching for AX. The validation you mention is a link to a custom routine and examples are found here: https://github.com/DocuWare/Validation-NodeJS-samples

    I am interested in migrating a client's data from AX to DocuWare. Autoindex is available, so that is a good alternative. I am not familiar with AX. How can the data and images be exported?  Did you use a tool or custom programming? Any guidance will be appreciated.

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