D3 Technology Solutions

DocuWare version 7.11 has launched. A new overview that’s integrated into the viewer shows all decisions made and the current status of a document in the workflow. In addition, end-to-end oAuth2 authorization for all third-party applications that access your system provides greater security.

Contents:

• Decision history directly in the viewer
• Secure oAuth2 Authentication for Third-Party Applications
• Other new features of the version
• How to update to DocuWare version 7.11
• Additional highlights of the last few months

Decision history directly in the viewer

Starting with this DocuWare version, you can easily track which decisions have been made about a particular document in a workflow, to whom it is currently assigned, and at what point in the workflow the document is currently located.

The new decision history can be found in the sidebar of the viewer. It shows all decisions made during a workflow on a document and can also be retrieved retroactively for documents that have been completed.

You need the “View Document History” right to open the decision history in the viewer.

You can open the decision history via the button in the top bar. The entries are sorted chronologically from youngest to oldest.

Read Wiebke Bortnik‘s full article here: https://start.docuware.com/blog/product-news/new-release-offers-decision-history-for-more-transparency-in-the-workflow

With the current release, you can make procurement processes faster and more robust with DocuWare: through extensive cross-checking of invoice items, the comparison of table data from different sources, and new functions for forms and XML invoices.  

Tables in DocuWare Forms 

You can now insert tables in DocuWare Web Forms. This simplifies the structured collection of data and lays the foundation for additional processing that’s all automated. As part of the purchasing process, also known as the purchase-to-pay process, you use this in the purchase requisition form with a table for items that colleagues request. But this innovation is also helpful in other scenarios. For example, in travel expense forms they might use a table to track expenses during a business trip. 

Web form with table for entering items to purchase  

Read Wiebke Bortnik‘s full article at: https://start.docuware.com/blog/product-news/from-order-to-payment-new-version-revs-up-purchasing-process

This release provides innovations that connect DocuWare to third-party applications – making it a lot easier for you than before. This is in addition to DocuWare Export which was previously rolled out in DocuWare Cloud (PartnerInfo 304). Here are a few details:

Integration enhancements

• File cabinet notifications with webhooks: When documents are newly stored in a file cabinet or index entries are changed, DocuWare sends a message to a URL. Other applications can react to this, synchronize their dataset or trigger other actions.
• REST web services in workflow: In addition to SOAP, REST web services and webhooks can also be integrated in workflows.

Other highlights

• Apply document processing configurations to Connect to Outlook – to directly incorporate attached PDF documents
• It is easier to fill and edit table fields
• A newly developed Windows Explorer client that is fully Windows 10 compatible
• Configurable automatic logout on inactivity for added security
• Desktop apps can be updated even without administrator rights

Learn more about these and all other new features in DocuWare version 7.5 in “What’s New in DocuWare.” This update includes use cases and user benefits.

On-premises version The on-premises software for DocuWare version 7.5 will follow in the second half of September.

Improved features pave the way in 2021 as the number of remote workers is expected to double

New Windsor NY, May 18, 2021 – DocuWare, provider of cloud solutions for document management and workflow automation, announces version 7.4 of its flagship product.

DocuWare has spent the last year improving its digital infrastructure so that users can reach maximum productivity and businesses can maintain business continuity. 

Here are some of the highlights of DocuWare version 7.4

Collaboration: On Microsoft Office documents

This new function enables live collaboration on documents stored in DocuWare. Microsoft Office documents (Word, Excel, and Power Point) located in DocuWare Cloud can be edited natively in Microsoft Office for the web so co-workers can work on the same document at the same time. Editing is much faster, as documents no longer need to be downloaded then uploaded after edits are complete. To access this function, a Microsoft 365 subscription which includes an Office Online Business license is needed.

Highlight Search: Faster search results

Highlight Search is the easiest way to search from any program. The powerful and faster search functionality allows users to simply highlight the text, press the hotkey, and the relevant documents in the DocuWare file cabinet will be displayed. Once configured, this works from any application such as an ERP, CRM, accounting software, chat, or Word. This easy-to-use function is available with DocuWare Cloud and for customers with an on-premises system.

Workflows: Error-proof and shareable

Workflows can be copied from one cabinet to another, from one system to another, and entire systems can be cloned. For example, a workflow created for HR that is also suitable for marketing with small modifications can now be transferred from the HR file cabinet to the marketing one and adapted as needed, saving valuable man-hours on creating new workflows. The automatic validation of dependencies in a workflow makes customizing any copied workflows an error-proof task. When a workflow is opened, DocuWare version 7.4 validates resources and dependencies and reports any errors. Only when the error is fixed can the workflow be used.

Security: Improved user authentication

User authentication for an on-premises system, DocuWare Cloud or the mobile app is key. DocuWare version 7.4 includes a new identity service for on-premises, a new identity provider for DocuWare Cloud, the ability to enforce single sign-on for secure login, single sign-on for the mobile app and for URL integrations. These security measures are compliant with security standards, strengthen protection around archived documents and prevent unauthorized access.

Preconfigured Solutions

For the first time, the combined usage of several preconfigured solutions is possible. For example, Invoice Processing and Smart Document Control can be combined, the solutions can be imported into existing cloud systems and will work with existing configurations of the same version.

To update to version 7.4, please contact your Authorized DocuWare Partner. To learn more about the new features and updates visit the DocuWare blog.