Connect DocuWare
Connect your DocuWare Cloud in about 15 minutes. The agent then files each shipment's documents into your file cabinet with their index fields.
Before you start
| What | Who |
|---|---|
DocuWare Cloud (yourcompany.docuware.cloud), version 7.10 or later. On-premises DocuWare isn't supported yet. | — |
| DocuWare administrator rights, to create the agent's user and register Threadship | Your DocuWare admin |
| A file cabinet for shipment documents, with index fields for at least the shipment reference (e.g. PO or booking number) and the document type | Your DocuWare admin |
| A Threadship admin account | Your Threadship admin |
1. Create a DocuWare user for the agent
- In Configuration → User Management, create a user, e.g.
threadship.agent, with a password you keep. You'll use it once, in step 4. - In Configuration → Profiles & Rights, give it a file cabinet profile for your shipment cabinet with Store, Search, View and Edit index entries. Delete, annotate and workflow rights aren't needed.
- Make sure it can use at least one search dialog of that cabinet (the default is fine).
2. Register Threadship in DocuWare
- Open Configuration → Integrations → App Registration, choose Add, then Web application.
- Fill in the registration and save:
| Setting | Value |
|---|---|
| Name | Threadship |
| Redirect URL | https://agent.threadship.ai/auth/docuware/callback |
| Grant type | Authorization Code (not Client Credentials) |
| Allowed resources | Platform API only |
| Refresh token | Use refresh token: ticked |
Copy the Application (Client) ID and the client secret. The secret is shown only once; send both to your Threadship admin through a secure channel, not by plain email.
3. Connect DocuWare in Threadship
- On agent.threadship.ai, open the team's Agent page and scroll to DocuWare.
- Enter the DocuWare address (e.g.
https://yourcompany.docuware.cloud), the Client ID and the Client secret, then choose Save and sign in.
4. Sign in as the agent and choose the cabinet
- On DocuWare's sign-in page, sign in as the agent's user from step 1, not as yourself.
- Back on the Agent page, under Choose the file cabinet, pick your shipment cabinet and choose Use this cabinet.
The section shows Connected and the cabinet's index fields. If no cabinets appear, check the user's file cabinet profile in step 1.
What the agent does
- Files email attachments, files people attach in chats, and the PDFs it makes from your templates into the cabinet, with their index fields. Your Excel and Word templates stay in OneDrive or Google Drive.
- Searches the cabinet, opens documents to read them, and links documents someone stored to a shipment.
- Fills index fields whose meaning is plain (e.g.
SHIPMENT_REF,DOCUMENT_TYPE). When unsure, it asks your team once and remembers the answer. - Never deletes or moves documents, never starts workflows, and changes index fields only on documents it stored itself.
Security
- Threadship signs in with DocuWare's own OAuth 2.0 (scopes
docuware.platform,openid,dwprofile,offline_access). Your DocuWare password never reaches Threadship. - It stores only your DocuWare address, the client ID, the client secret and the refresh token, encrypted, and the chosen cabinet. It keeps links to your documents, not copies.
- Everything the agent does is subject to the DocuWare rights of its user.
Disconnecting
On the Agent page, choose Disconnect: the agent stops using DocuWare and its sign-in is revoked; your documents are not touched. In DocuWare, you can also deactivate the agent's user or delete the App Registration. More on our Security page.
Questions: support@threadship.ai