What's New in DocuWare Version 6.10
What's New in DocuWare Version 6.10
Due to continued product development this information may change without notice. The
information and intellectual property contained herein is confidential between DocuWare
GmbH and the client and remains the exclusive property of DocuWare. If you find any
problems in the documentation, please report them to us in writing. DocuWare does not
warranty that this document is error-free.
This document was created using AuthorIT™, Total Document Creation (http://www.author-
it.com).
Disclaimer
The content of this guide is furnished for informational use only, is subject to change without
notice, and should not be construed as a commitment by DocuWare GmbH. DocuWare
GmbH assumes no responsibility or liability for any errors or inaccuracies that may appear in
the informational content contained in this guide.
DocuWare GmbH
Therese-Giehse-Platz 2
D-82110 Germering
www.docuware.com (http://www.docuware.com)
Contents
1 Storing Documents 5
4 Teamwork 17
3
6 Other New Features and Improvements 22
4
Storing Documents
1 Storing Documents
You can now work with folder structures in Web Client too, as before in the Windows
Explorer Client. This kind of folder structure is based on the index fields of a file cabinet,
which are arranged in a certain hierarchy.
A folder structure includes, for example, the index entries for the Company field on the top
level, the Project field on the second level, and the Document type field on the third level. In
the folder structure display there is then one folder for each company at the top level,
followed by folders for the company's various projects, and below these folders for the
individual document types. The corresponding documents are then displayed in these
folders.
These folder structures are also practical for storing: Within the folder structure, navigate to
the location where you want to add documents. Then drag the desired documents to the
folder structure from the document tray or from the desktop using drag & drop. The
documents are then stored here. This means that they are automatically given index values
that are predefined by the folder structure. You can add other index entries in the store dialog
if needed.
As an alternative to drag & drop, select the file to be stored at the desired location in the
folder structure using the import function and a corresponding file selection window.
If you use Google Chrome as a browser, you can also drag entire folders from the desktop or
the file system to the DocuWare folder structure, in addition to single files. All documents in
the folder are then stored in DocuWare, in each case with the folder name as an index entry.
As a result, you then have the folder with the documents in your DocuWare folder structure,
just like you did before in your file system.
5
Storing Documents
Application
You want to store a document for an existing process in which you were not previously
involved. Therefore you are not exactly sure which indexing was previously used by your
colleagues. Using the folder structure you easily find the right location for your document
and drag it there. As the folder names make up the index entries, your document is
immediately indexed and you have finished the task. And of course all documents for the
process automatically have consistent indexing.
For one project you initially saved several files locally on your computer, in a folder in the
file system. Now you want to store all these files. In the DocuWare folder structure,
navigate to the location where the corresponding project folder is located and drag your
local folder there too. For all files in the folder, both the name of the project folder and the
name of the parent folder are automatically used as index entries. You only have to add
index entries that are specific to single documents.
Benefits
Folders offer a structure similar to a filing structure for document storage
Intuitive access to the file cabinet for people who are used to hierarchical document
structures, regardless of whether this is via conventional paper folders or the file system
Easily store documents for a process, even if you do not know exactly which index
entries were used
Quickly store several documents with the same index entries
Access the function Import in the current folder via the drop-down menu:
Define which of the folder structures assigned to you are to be displayed, and in which order,
in the Settings on the Folder tab.
6
Storing Documents
The folder structures are created at the file cabinet level in DocuWare Administration or in file
cabinet administration within the DocuWare configuration (see Creating Folder Structures (on
page 24)). The same folder structures are used as in the Windows Explorer Client.
If you use Intelligent Indexing together with the index card view in the document tray, the
index entries suggested by Intelligent Indexing are dynamically displayed and color coded.
Benefits
Results of automatic indexing immediately displayed
Easy to select documents that can be automatically stored without opening the store
dialog
Display is automatic with Intelligent Indexing in connection with the index card view.
Documents can automatically receive a unique number as an index value when they are
stored in the file cabinet. Regardless of the user and the DocuWare client used, this number
is assigned during the store process or when pre-indexing the document. The value is
displayed both in the store dialog and in the index dialog, and can be copied for further use
from there.
7
Storing Documents
Application
Unique number as a match code, e.g. between an invoice in DocuWare and the
associated accounting record in the ERP system.
Orders received via email are stored with Connect to Outlook and are automatically given
an order number which is then also used for further order processing in the systems
concerned.
Invoices can be assigned to different departments via different number ranges.
Consecutive numbering for an incoming post book, which is a legal requirement in Spain
or Italy for example.
Benefit
Easy linking of documents in DocuWare with other systems
Automatic numbering is executed in text fields. Configure it in the file cabinet administration
within the DocuWare configuration, via Store dialogs > Field > Predefined Entry > Automatic
Numbering. Here you also have the option of defining the first number to be used. For
subsequent automatically assigned numbers, this number always increases by one.
8
Storing Documents
The settings for OCR (Optical Character Recognition) are made in the new area Text
Recognition within the DocuWare configuration. By switching to HTML5, it is even easier for
users to configure text recognition in all up-to-date browsers.
Arabic text is also now recognized.
Benefits
For all browsers
Easier to configure
More languages
Make settings for the recognition quality and languages. When selecting a language
manually, depending on the language group selected, another select list appears on the
right.
You can continue to use all configurations that were created with the "OCR Settings"
available up to DocuWare version 6.9.
9
Finding and Displaying Documents
As already mentioned under Store (on page 5), you now have the option to access file
cabinets through folder structures in the Web Client . You can use these folder structures to
search for documents hierarchically.
If a folder structure includes, for example, the index entries for the Company field on the top
level, the Project field on the second level, and the Document type field on the third level, first
click on the folder for the company concerned. Folders are then displayed for each of the
projects, and then under those folders for the available document types. As in the file system,
you see all documents in the folders that match the selected criteria.
Application
You are searching for documents concerning a project for a customer and therefore
select the customer folder followed by the project folder. First, you are interested in offers
located in the folder for the document type. With just one click, you then switch to the
orders by clicking on the appropriate folder. There is no need to run a new search using
the search dialog.
You search for a document in a file cabinet that you rarely work with, and therefore are
less familiar with the indexing. Using the folder structure, you have a logical way to
quickly find the desired document.
For example, personnel or project folders can be displayed using the folders
Benefits
Folders provide similar access to documents as files
Intuitive access to the file cabinet for people who are used to hierarchical document
structures, regardless of whether this is via conventional paper folders or the file system
Quickly access associated documents, because they are clearly located in a folder with
the appropriate structure
Easily find documents, even if you do not know exactly which index entries were used
10
Finding and Displaying Documents
When exporting result lists as CSV files there are now two options: export the entire result list
or only the entries of the currently displayed page of the result list.
Application
You want to analyze several documents of one type, e.g., incoming invoices, which are in
your file cabinet. As a general search would lead to too many entries in the result list, it is
easier to analyze the results in Excel. When exporting the entire list as a CSV file, you
receive all entries in the result list, even if it contains over 10,000 entries.
Benefits
Easily handle result lists, even those with over 10,000 entries
Individual export options
Result list > Export as a CSV File > Only current page in result list or Entire result list
11
Workflow: Controlling Business Processes Professionally
This lets you send a short inquiry about a document directly from the DocuWare Client to
your colleagues. Such inquiries are suited to one-off or rarely used processes for which
setting up a standard workflow would be too time-consuming.
Application
The Head of Finance has negotiated a new lease with the lessor of the company building.
To obtain the approval of the CEO, she assigns an inquiry to him. She specifies the
subject and details of the email plus the decisions to be made. The CEO receives an
email and approves the lease among his tasks or rejects it. The Head of Finance can
immediately view the decision under "Assigned inquiries."
A team leader receives an interesting newsletter, that he wishes to forward by email to
three team members. All three should confirm that they have read the newsletter. The
team leader assigns this colleague an inquiry with the relevant information. All three
employees receive the same email and each separately confirms that they have read the
document. The team leader immediately sees who has already completed the inquiry.
Benefits
Simple and practical: Send inquiry directly from the DocuWare Client
Greater flexibility when using rarely needed processes
12
Workflow: Controlling Business Processes Professionally
Send a request via the context menu of a result list or a saved list. The context menu entry is
only displayed if a single document was previously selected.
You can assign queries to one or more users or even roles. In doing so you can define
whether the inquiries go to participants one after the other or simultaneously."
13
Workflow: Controlling Business Processes Professionally
The inquiries you have sent can be viewed under "Sent Requests" (1). You can stop the
inquiries at any time or close them after they end normally by clicking "Close task" (2).
Under Tasks you can now edit the index entries for a document that is currently in a
workflow.
Benefits
Greater flexibility when indexing
Faster working
14
Workflow: Controlling Business Processes Professionally
When you assign data you can overwrite the entries in keyword fields.
In the assignment concerned, enable the option "Replace" and enter the new text
under "Entry."
Application
When creating a new workflow version, you can open previous workflow versions in read-
only mode to see how the process was structured in the past.
Benefit
Easier to track changes in the workflow
15
Workflow: Controlling Business Processes Professionally
Open the old workflow versions in read-only mode using the Version History context menu.
Only the current workflow version will be opened in edit mode. "Read only mode" will then be
displayed on the tab in the workflow overview.
Benefit
Tasks can be dynamically assigned to several users
16
Teamwork
4 Teamwork
The design of Web Forms and Merge Forms is simpler thanks to many small improvements:
Insert an image (for example your company logo) into the Web Form. You can adapt the
size of the image element and align it to the left, center, or right.
Select a color for the Web Form background and specify the width of the form as it
appears in the browser. You can also select the orientation:
You have unlimited selection options for radio buttons, checkboxes, and dropdown lists.
Use the entries from single-column select lists as selection options for a dropdown list.
This reduces the time spent inputting information.
In the Merge Form Designer, the most important functions for the fill area tool are
available directly by right-clicking:
17
Teamwork
Use a keyboard shortcut to enter frequently used commands like pasting or deleting.
Ctrl+Z allows you to undo work steps.
Change several fill areas at once: Enable the desired fill areas, so that functions like
orientation or resizing are applied to all areas.
Copy, Cut and Paste fill areas within a merge form.
Fill areas can be accurately positioned with the arrow keys.
Benefits
Less time-consuming for administrators
More options for designing Web Forms
Web Forms and Merge Forms are configured in the Collaboration > DocuWare Forms area
of the DocuWare Configuration.
Administrators can now edit the message that is shown to the user after the form is
submitted. There are several options available for additional information to provide the user
after submission: You can direct the user to a new form, a website, or the stored form. The
actions can be performed manually, or automatically immediately or with a delay.
For example, you can display the link to the saved form once the form has been submitted.
This allows the user to call up their filled-out form from DocuWare at any time.
Benefits
Users can easily copy the link to the form
Several forms can be filled out more quickly
18
Teamwork
The following new functions make it easier to fill out Web Forms:
When the user accesses DocuWare Forms from a smartphone or tablet, the display is
automatically adapted to the mobile device.
Files can be attached to the Web Form from Windows Explorer using drag and drop.
19
Integration into Company IT Systems
Using the local data connector you connect your DocuWare cloud system to local databases
to access dynamic data from there. For example, Autoindex can be used with your cloud
system to access data that is on systems installed on site. And you can also access local
data in the same way for external select lists.
Application
Accounting records an invoice in your on-premise accounting system with the sender,
document number, date, and amount. If this invoice is archived in DocuWare, Autoindex
can access the content of the local accounting data record from the cloud system and
automatically add it as index information in DocuWare – without the user having to type
the index entries first.
For consistent data and spelling, fill in a DocuWare select list dynamically with the
company names from your customer database.
Read about other applications for autoindex here (http://pub.docuware.com/en/autoindex)
Benefits
Easily connect data from the on-premise systems with the DocuWare cloud system
Automatic indexing
Consistent data throughout different systems
20
Integration into Company IT Systems
Install the local data connector through the DocuWare Desktop Apps. There it can be
selected from the administrative apps area.
21
Other New Features and Improvements
The new Synchronization module simplifies the synchronization of file cabinets, especially
the data exchange of different DocuWare systems. In the newly developed interface you can
select file cabinets from the cloud and local organizations with just a couple of clicks of the
mouse. Even data reconciliation is possible within hybrid cloud systems: Documents can be
mirrored or synchronized from the DocuWare cloud, for example, into an on-premise system.
Application
In order to regularly back up the central document pool of a company, the documents are
synchronized every evening in a backup file cabinet. This ensures there is always an up-
to-date backup available.
Synchronize documents in a hybrid DocuWare Cloud system – for example when you
use the DocuWare Cloud as a backup and transfer documents from your on-premise
system to the DocuWare Cloud.
The database of several branches is compared with the database at the central office
every week. The latest documents are transferred in each case. All branches therefore
have the updated forms from the central office. Conversely, new customers who have
been entered in the branches are added to the central document pool.
Benefits
Documents are quickly transferred
Flexible scheduling of the synchronization job
Synchronization jobs can be easily created and managed
Access the Synchronization module in the System section of the DocuWare configuration.
22
Other New Features and Improvements
The interface is subdivided into the sections Mirroring for the backup and Synchronization.
Within these sections, all important functions are clearly listed for the application concerned:
Mirror:
Synchronization:
Note: The Synchronization module does not display the synchronization jobs that are
created with the synchronization workflow in DocuWare Administration. The jobs from the
new synchronization module are also not listed in DocuWare Administration.
23
Other New Features and Improvements
Folder structures (on page 5) can now be created in DocuWare Configuration, in addition to
in DocuWare Administration. There you conveniently drag the desired fields to a folder
structure using drag & drop. You also select a store dialog and, if necessary, adapt the index
information in the dialog.
In order to make indexing even simpler, you can predefine empty folders. The user can then
work with the predefined structures to store files. Entries from select lists are used to create
empty folders.
To use index fields as folders: Drag text fields into a folder structure in the file cabinet area of
DocuWare configuration.
Benefit
Easy to set up with drag & drop
Create folder structures in the file cabinet area of DocuWare configuration under Dialogs >
Folders.
24
Other New Features and Improvements
6.1.3 Opening and Editing Fixed Select Lists from the Store Dialog
Component: DocuWare Client
Directly access the "Select lists" module from the store dialog to edit select lists saved in
DocuWare from external sources.
If a fixed select list is assigned to a field in a store dialog, you can directly call up the Select
list module via the link and edit the select list there.
Application
While working, the head of the department notices that a new cost center is still missing from
the DocuWare select list. They open the select list directly from the store dialog in the
DocuWare configuration and add the new cost center. The select list is immediately updated
for all staff.
This saves the head of the department from sending an email to the organization
administrator asking them to customize the select list – less work all round.
Benefits
Faster access to the fixed select list
Easy to change the select list entries
Less administrative work
For the user to see the link to the select module, they need the new Maintain Fixed Select
Lists functional right, which is assigned in DocuWare Administration under Organization >
User Administration > User > Functions > DocuWare Administration. This right allows the
user to edit existing select lists, but not to add or delete select lists.
25
Other New Features and Improvements
Note: The previous Select lists right is renamed as Manage select lists. This right allows
users to add, edit, and delete select lists. However, a link from the store dialog to DocuWare
configuration is not displayed for them.
Users who had the Select Lists right before the upgrade to Version 6.10 are automatically
assigned both rights: Manage Select Lists and Maintain Fixed Select Lists.
The rights Maintain Fixed Select Lists and Manage Select Lists can be assigned
independently of each other.
Automatic Numbering (on page 7): Create number ranges for automatic numbering of
documents and assign errors (only in DocuWare configuration, not in DocuWare
Administration)
Select database connections when creating a new file cabinet
To simplify the management of file cabinet profiles, there is now only one profile with
administrative permissions: the default profile "Owner." The Administrator profile has been
omitted. All users with an Administrator profile automatically receive the owner profile with
the upgrade to DocuWare Version 6.10.
The administrative right "file cabinet administrator" has also been renamed "operator."
26
Other New Features and Improvements
You can configure the file cabinet profile in DocuWare Administration under Organization >
File Cabinets > Profiles > Administrative Profiles. You can find the file cabinet profiles in the
DocuWare configuration in the File Cabinets > Advanced section.
In the DocuWare configuration the permissions for a file cabinet profile can be clearly viewed
at a glance.
27
Other New Features and Improvements
If you have several document trays, search dialogs, lists, and/or tasks open at the same
time, they will be displayed as usual in multiple tabs. As a new feature, you no longer have to
scroll sideways to access each of the tabs. Instead they are all shown all of the time. If there
is not enough space for the whole dialog name, the name is displayed when you click on the
tab.
To quickly close several tabs at once, there is now the option to close all tabs of the same
type, for example all search dialogs, at once.
Benefits
All opened dialogs always in view
Quickly close several tabs at once
To close all search dialogs at once. The same applies for document trays, lists, and folders.
28
Other New Features and Improvements
Searches that were saved as lists can also be deleted directly in the Web Client: you no
longer have to switch to Settings.
Benefit
Quickly delete single lists
When you select lists, a trash can symbol is displayed next to the list name:
The Options menu within the document tray has been discontinued. The functions concerned
can now be selected as buttons directly in the document tray.
29
Other New Features and Improvements
Frequently used functions are also available directly in the result list and no longer have to
be called up from the Options menu.
Benefits
Fast access to the most important functions
No hidden functions
To split documents in the viewer, as an alternative to the button you can now
also use the keyboard shortcut Ctrl+Alt+ comma (,).
Benefit
Work faster with keyboard shortcuts
30
Other New Features and Improvements
Setup for DocuWare Desktop Apps has been completely redone, from both the technological
implementation aspect and the user navigation aspect.
Benefits
Simple standard installation without having to select modules
User-specific installation, particularly for administrators with additional modules
Faster execution of installation
Intuitive operation
Start the installation as usual through the DocuWare Main Menu > Install Desktop Apps
The "All Tasks" area is now called "Monitor Tasks." All tasks for workflows for which you
have controller rights and that you have created with Workflow Designer will continue to be
displayed here.
31
Other New Features and Improvements
Only compatible field types will now be displayed when assigning data between workflow
variables and the index fields of a file cabinet. For example, you will now only be able to
assign a numeric variable to a numeric index field.
If you still need to assign different field types to each other, use an arithmetic expression for
conversion.
Benefits
Incorrect assignments are not possible with direct field assignments.
Conversion of field types is still possible.
This function is automatically enabled for workflows created with DocuWare Version 6.10. If,
for example, you wish to assign a field to a numeric variable, only numeric fields are
displayed for selection.
For workflows that were created with earlier DocuWare versions, incompatible field types can
still be assigned to each other.
If when assigning data you wish to convert its type, you can use the following VBA functions:
CDate, CDec, CInt, CStr.
If the document belonging to a task is deleted, the task itself will also be automatically
deleted in the workflow.
32
Other New Features and Improvements
The Connect to Ricoh client, i.e. the DocuWare user interface directly on the Ricoh device, is
now available in a further 15 languages in addition to English: Arabic, Bulgarian, Chinese,
Croatian, Dutch, French, German, Greek, Italian, Japanese, Polish, Portuguese, Russian,
Spanish, and Swedish.
Benefits
Users enter information in their local language
Fewer errors when recording and indexing documents
33