• Signature Services for Docusign

    Does anyone have full documentation on how to setup DocuSign in DocuWare 7.4?  I have found a few pieces but not a full manual with instructions.  All the pieces in the searches I have found do not give details, so I am finding that I have to go with the partial screen shots that I have found and then I just try it, take the error message, try to interpret it, then make one change and it gets me pasted the first item then I look at the next error and so forth.  Very time consuming. 
  • DateTime field only shows 12:00 when set through workflow

    I have a workflow that I am setting the Date and Time  when stamped.  It shows the date with the time as 12:00, Not the actual time.  I have the fields built as DATETIME in the database.  What am I missing?
  • Using the "Assign by workflow field" in Task

    I have a WorkFlow with a Task and the first Decision is setup with a user Dialog select a Name from a list. I have assigned the data to both a field on the document and variable. I then want to Assign too option to use the Assigned By Workflow Field but it is blank. How do i use the Name in the variable to go into the assign field too. 

    Breakdown of what I doing with this task.
    This step of the workflow is to notify a user as normal and then open the document and with the task they assign to a person in a drop down list.  This then propagates the field of assigned to and assigns the document to that person. The next step notifies the person selected in the last step.
  • Copy date in a Text Field to a date field

    My clients data for DOC DATE is stored in a text field as follows:  01252019
    Does anyone know how I can copy this to a true data field so it comes out: 01/25/2019 ?  (Standard US date formatting)
    I built a workflow to copy the field but due to the format, it shows up as today's date.
  • pull part of a field out to use in another field?

    Hi Folks,
    I have  a client with a Field called Document Name that looks like the following. {ag02152004sp} This is the only place that the date is correct for the document and they just want to extract everything after the "ag" and after the "sp" to a text field.  Does anyone know of a way to do this in workflow or autoindex???
  • XML for autoIndex???

    Hi Folks,

    Is there any way to use an XML file for AutoIndex instead of a csv?  Has anyone done this before?  I have tried all combinations in the file connections but I can't parse out the data.
  • Demo VM 7.3 has no trays for new users.

    HI Folks,
    When I add a user to the Demo VM and add the In-Box/Tray at that time or even if I add it later, the new user does not have access to the trays.  It does not even show up on the choices.  There are no trays.  anyone figure out what is going on with this?
  • Change date format in workflow

    I have a client who needs a field called "File Name" concatenated which is no problem but they want the date to read in the following format.
    yearmonthday (210212).  the year is just a 2 digit not 4 but that is not as important as transforming it from 02/12/2021 which is what we are capturing.

    Can anyone help?
  • Drop down List in Stamp???

    Does anyone know of a way to have a drop down list in a Stamp?  I have a field that is Case Status and is tied to an index list of 5 items.  Customer wants to select from the list when placing a stamp called Case Status instead of having 5 stamps.

    Any help would be greatly appreciated.
  • Import Excel data to add records?????

    I have a client that gets a weekly excel files with 4 columns and about 50 rows of data.  They would like a way to import the records as new record data.  anyone know a way to do this.  This is a new cloud customer.

    **Update****
    I have this figured out using AutoIndex.