• User Conference videos

    Are there any recordings of the sessions from the May 2021 user conference available for end users who missed the conference?
  • Updating a second document

    Is it possible now, in version 7.4, to update a document in a second file cabinet, from a workflow?

    That is, finding the PO in the PO File Cabinet, for an invoice in the Invoice File Cabinet for example, and then changing the status of the PO to 'Invoice Received' (or the like) from the Invoice workflow?

  • Workflow License permissions

    Does a user assigned a Workflow license have the ability to Clip a document to another document within a workflow task?

    Can a user assigned to a Workflow License fill out and store a Form that then triggers a workflow?
  • Email notifications fail after updates

    A user of a cloud system has several email notifications configured. He notices that these notifications fail to trigger after a cloud Desktop Apps update is pushed out. Once the end user's PC has been updated the notifications resume as designed.

    This is a problem as the security at this organization prohibits end users from installing the update and the IT staff must respond to each instance.

    Has anyone else seen this happen? Any workarounds available?

  • Simple conditions are not supported

    When adding a decimal field type to a file cabinet I received a "Simple conditions are not supported" error and the field was removed. I have never seen this before.

    Any clues appreciated.
  • Upgrade path from 6.12 to 7.3

    In KB-34774 it appears that we can upgrade from 6.12 to 7.1 and then to 7.3 (or 7.4 if we wait a little while).

    Do I understand this correctly? I was under the impression that we had to go to 7.0 from 6.12.
  • RE: UTC instead of local

    Upon further investigation it appears that the correct local time is used when the stamp is first applied. However when the document is reviewed later, 5 hours has been added to the previously stamped time. As the user is in EST that makes the new time UTC.
  • UTC instead of local

    An end user of a cloud system reports that stamps are using UTC instead of the local time when applied to a document. Also, email notifications seem to be running late and based on UTC instead of local time.

    Is there a setting that needs adjusted?

  • RE: Relative dates in AutoIndex


    Looking closer I believe you are correct. The date filter options are expanded if you use a file event or scheduled AutoIndex. They are restricted to specific dates when use a file cabinet event configuration.

    Many thanks,
  • Relative dates in AutoIndex

    Back in the days when AutoIndex was configured using the Admin tool it was possible to filter records using relative dates, 'Within the last x days', 'Before the last x months' etc.

    Now the choices all seem to be based on a specific date, Is before, is after, and so forth.

    Is there anyway to configure a relative date? I'm looking specifically for 'within the current year' so that I do not have to remember to change the configuration every Jan 1st.