The next step is to define where the processed documents will be stored. Usually, the target is a specific file cabinet within DocuWare, but you can also choose a document tray.
Additionally, you can send the document by email and add an electronic signature, as described in the next sections.
Sending the document by email
If you store a document in DocuWare, you can also send it by email at the same time. For example, you create an invoice that needs to be emailed to the customer. To do this, under Target, enable the option “Open new email with document attached”.
After storing the document in the file cabinet, your email client opens with the document attached to a new email. The recipient, subject, name of the attachment, and the content of the email can be automatically filled with index entries that you select from the list.
Inserting an electronic signature
If you want to add an electronic signature with a certificate to documents, you should pay attention to the following notes.
Features of a certificate
The certificates used should have the following features:
RSA certificate (recommended)
Length: at least 1024 Bit, recommended 2048 Bit
Key usage: digital signature
Sources for certificates
You can receive certificates from various certification authorities. Some certificates are free of charge, and others must be paid for.
Certificates in the Windows certificate store
You normally save certificates in the Windows certificate store in the "Current User" area. This ensures that documents can be signed as soon as the user is logged in to the Windows system and the DocuWare Desktop Apps have started. If documents should then also be signed during import, if the user is not logged in to Windows, save the certificate in the "Local Computer" area.
The "High security" setting is not recommended when importing certificates into the Windows certificate store. Enabling this setting could prompt a password request as soon as a document is to be signed, i.e., when the certificate is accessed.