Installing and connecting DocuWare Desktop Apps

The Desktop Apps consist of two software components:

  1. DocuWare Desktop Apps: This component will be installed on your PC.

  2. DocuWare Desktop Service: This service links DocuWare Desktop Apps with your DocuWare system.

Once both components are installed, they will be started in the background when you start your PC. Should a component not be launched, you can launch it manually later on, as described in the following sections.

Installing Desktop Apps

The Desktop Apps are installed locally on the computer of the user who is to work with the applications. You have two options for the installation:

  • Open the main menu in DocuWare and click Desktop Apps.

  • Or right-click to open the context menu of the DocuWare Desktop Apps icon in the Windows taskbar and click Install DocuWare Desktop Apps. In both cases, this opens the setup dialog.

To start the Desktop Apps, in the Windows search bar, type: DocuWare Desktop Apps. In the results list, click on the entry DocuWare Desktop Apps. Alternatively, right-click on the DocuWare Desktop Apps in the Windows taskbar and select Open DocuWare Desktop Apps.

Connecting Desktop Apps with the system

To establish a connection to your DocuWare system via the Desktop Service, click Connect Desktop Apps in the DocuWare main menu.

Note: DocuWare Desktop only connects to DocuWare systems that have the same version as DocuWare Desktop.

If the Desktop Service is not started yet, there are two ways to do it:

  • Reboot your PC. The Desktop Service then launches in the background.

  • Restart the service: Open the Windows Task Manager by right-clicking in the Windows taskbar and select the Task Manager from the context menu. Open the Services tab and click More Details. Right-click DWDesktopService and select Start or Restart from the context menu.

Editing connections

You can edit your connections on the page of the same name in the Desktop Apps:

  • To remove an existing connection from the list, select it and click Remove.

  • To enable a connection for use, select the desired connection and click Enable.

  • To create a default connection to the DocuWare system from which you started DocuWare Desktop Apps, click Establish a default connection. This may be necessary if, for example, your user ID has changed.

If you open DocuWare Desktop Apps as a new user and log in via the Windows login, a connection to DocuWare is automatically established for you. When you authenticate using the DocuWare login, you receive a message in the Windows systems tray and can enter the user name and password directly, without having to open DocuWare.

Job history

Click the History button History to view the details of all orders started in the DocuWare Desktop Apps. The date, start time, name, source, and status of each job are displayed. You can filter the information by time, source, and status using the dropdown menu in the column header of the history.

To open the detail view for an order, click on its row. The detail view also tells you how many sub-documents a document has been split into, if applicable. Click on the linked information about the split documents to open another new dialog, where you can view all newly created documents and their status.

To update a view to the latest version, click Update, for example if an order is not yet completed when you view the history.

To delete all information for all jobs, click Delete history.

Retrying failed jobs

If an order cannot be successfully completed, it has the status Warning. A maximum of 1000 orders from the last seven days can be displayed.

DocuWare Desktop Apps retries failed import jobs automatically, for example if the DocuWare Server cannot be reached. However, if it is not possible to store a document over a longer period of time, for example, it is now also possible to restart the job manually by pressing the Retry jobs button. This ensures that all documents are stored correctly.

Exporting a file

If a document cannot be imported into DocuWare due to an error, you can export it in order to import it into the DocuWare system in another way. The feature is only available in the event of an error. It is an alternative to retrying an import job manually.

In the case of a split document, you can still export all documents resulting from the split. The documents are exported as compressed ZIP files, which also contain additional information for error analysis.

User interface of DocuWare Scan, DocuWare Import and Smart Connect

The DocuWare Desktop Apps provide you with the applications DocuWare Scan, Import, Printer and Smart Connect. With these you can:

  • Scan documents and import them into your DocuWare file cabinet - DocuWare Scan

  • Automatically import documents into DocuWare document trays or file cabinets by monitoring folders in the file system - DocuWare Import

  • Export index data and pass it to a third-party application - DocuWare Export

  • Print documents directly from other applications (e.g. ERP) as PDF and store them in the file cabinet - DocuWare Printer

  • Access, display, and index documents from other applications (e.g. ERP) at the touch of a button - Smart Connect

In Desktop Apps, all of your active processing jobs appear at the bottom of the page with a progress bar. If a document is not imported due to an error, you can access it via the Job History.

Right-clicking on the tray icon of DocuWare Desktop Apps DocuWare_16x16 in the Windows taskbar opens the context menu, for example, to open the Desktop Apps or to edit Connections.

Creating and editing configurations

You specify how your documents are processed in configurations, in the following areas:

Please note that separate licenses are required for certain functions of DocuWare Desktop Apps. If a function is not available to you, this may be because a license is missing.

More information about the licences in DocuWare Desktop Apps (valid also with the current DocuWare Version)

Scanning documents

With DocuWare Scan you scan your documents, import them into DocuWare and store them in the long-term archiving format PDF/A in your system. Any scanner installed on your PC (which has TWAIN and WIA drivers) can be used for this.

To scan a new document, first select the scanner settings, a configuration (which specifies how the document will be processed), and the scanner. The scanner settings are each saved as a set of settings. Under Scanner Settings you select such a set. To create new scanner settings or to edit existing ones, click Open Scanner Settings.

Here are some hints for selected settings:

  • Display Scanner Device Dialog
    The settings of the scanner device are displayed. This feature is only available for TWAIN scanners.

  • OCR Language
    Select Automatic Recognition from the dropdown list if you want the document language to be identified automatically. Otherwise, select the language you wish to use.

  • Auto Rotate and Deskew
    Pages that are the wrong way up or skewed when scanning are automatically rotated and straightened.

  • Delete blank pages
    Any blank pages will be automatically deleted from the document.

  • Store each sheet as a new document
    Each scanned sheet is stored as a new document. If you want to store several single-sheet documents, you can use this option to scan them together as a batch.

If the Scanner field is filled out but grayed out, only one particular scanner is available.

Document Processing Configurations

You create and edit configurations in DocuWare Configuration > Document Processing > Source Type Scanner.

To be able to store documents with DocuWare Scan in your DocuWare file cabinet, at least one configuration must be created and you must have permission to access the configuration. Otherwise, you can only import documents into your default document tray.

Editing Scanned Documents

To rearrange scanned documents or pages, simply use drag and drop to drag the pages to where you want them.

Each scanned page of a document has its own context menu that you access yourself either via the arrow on each page or by right-clicking on the page itself. It includes functions such as rotating and deleting pages or the entire document.

Importing documents from folders

DocuWare Import monitors selected folders in your file system and imports the documents stored in them into document trays or file cabinets. To import documents into DocuWare, start import jobs automatically or manually.

Under Import, you will see all jobs that are assigned to the currently activated connection.

Here are some hints for selected settings:

  • OCR Language
    Select Automatic Recognition from the dropdown list if you want the document language to be identified automatically. Otherwise, select the language you wish to use.

  • Auto rotate scanned PDFs
    Pages that are the wrong way up or skewed when scanning are automatically rotated and straightened.

  • Check File Age
    The files are not uploaded until they have been in the import folder for at least 30 seconds. This setting prevents large files from being uploaded incompletely.

Starting and stopping jobs

  • Start
    Starts the import job.

  • Start once
    Starts the import job once.

  • Start all
    Starts all jobs from all import folders belonging to the currently active connection.

  • Stop all
    Stops all jobs from all import folders that belong to the currently active connection.

In order to be able to store documents with DocuWare Import in your DocuWare file cabinet, at least one configuration of the source type Folder must be created and you must have permission to access the configuration. Otherwise, you can only import documents into your default document tray.

DocuWare Import is a licensed add-on module. Without this license, only a limited range of functions of the Import App will be available to you.

Document processing configurations

You create and edit configurations in DocuWare Configuration > Document Processing > Source Type Folder.

If you do not have a DocuWare import license, only the option Default Document Tray appears here. Otherwise, all configurations are displayed for which you were assigned permissions in DocuWare Configuration.

Printing documents with DocuWare Printer

With DocuWare Printer, you can import documents directly from your applications into DocuWare, using the long-term archiving format PDF/A. They are stored either in your document tray or directly in your file cabinet. Simply select the DocuWare Printer in your program (e.g. your ERP or MS Word) from the printer list and enter the print command.

DocuWare Printer creates PDFs, so you should not print documents that are already in PDF format. This could lead to problems when processing the document and its later layout.

DocuWare Printer recognizes, via certain text criteria and/or via the printing application, which of the configurations created for it are to be executed for the document processing. Thus DocuWare Printer automatically processes documents according to the relevant configuration.

How many pages can be printed with DocuWare Printer depends on the amount of text per document. DocuWare Printer supports the printing and storage of a maximum of 10,000 document pages per print job.

Document Processing Configurations

You create and edit configurations in DocuWare Configuration > Document Processing > Source Type Folder.

To use DocuWare Printer in your organization, you need at least one configuration.

Using Smart Connect

The DocuWare Smart Connect page displays all configurations for Smart Search and Smart Index for which you have been assigned user rights. In each case, both lists contain the name of the configuration, the keyboard shortcut for running it (for Smart Searches), and the window title in the respective application.

You use Smart Connect by running a previously created configuration. There are lots of options for this:

  • Use the DocuWare Desktop Apps tray icon to open the context menu, move the mouse to Smart Searches, and then click Smart Search in the list which appears.

  • For Smart Search: via a button which is displayed in the dialog of the third-party application (depending on configuration) or via a particular key combination which is specified in the configuration.

  • For Smart Index: via a menu item, on which you click in the store dialog settings in DocuWare.

Managing Smart Connect Configurations

Click here to create and change Smart Connect configurations. The Smart Connect section opens in the DocuWare configuration. To be able to create or edit Smart Connect configurations, you need the Manage Smart Connect configurations right, which is assigned in DocuWare Administration in the User Rights section.

Using Diagnostic Mode

If you enable this option, an additional window opens when you run Smart Connect. This shows whether the Smart Connect configuration is executed correctly, i.e. whether the window title and the anchor can be found and whether the defined sections can be read and their content transferred to the index fields.

Sending Feedback

So that your Smart Connect recognizes more applications with each DocuWare update, DocuWare requires information from you about which applications Smart Connect has recognized successfully. Select an application from the drop-down menu and click on OK. Your email client opens to send the corresponding information to DocuWare. No other data is transferred when sending the email. This helps DocuWare to constantly improve your Smart Connect.

Support for Java Applications

If the windows to be read are based on Java, you should also download a mini-program here, so that the data read with Smart Connect provides better results. Windows administrator rights are needed to install the program.