Steve Shriver Application Specialist

I am sending documents to a Tray using DocuWare Printer and an MS Word mail merge. I am capturing a value from the document and populating an index field. I want this index field value to be the name of the document in the tray, so I set this field as the 'Document Name' in the database fields tab in File Cabinet configuration. 

However, the name in the tray is the name of the word document with a number attached as each document is created.

Is there a way to force the name in the document tray to be a certain value when using DocuWare Printer? (This seems to work for an DW Import configuration).

Thanks,

Can anyone clarify this for me? I'm running an AutoIndex job where the file cabinet is also the external data source. I'm doing this to weed out duplicate invoices. I match on invoice number, amount and vendor. On the first pass I filter for status 'New Invoice' and check against any invoices that are NOT status 'New Invoice'. The AI job runs every 10 seconds. The end user uses an Ad Hoc workflow process using Task Lists and Stamps that change the Status field (Version 6.6) to 'Processed'.

The problem is of course that if 2 users store the same invoice before one of them gets processed, the duplicate is not found because they are both 'New'.

My question is, if I change the filter and just check against all invoices regardless of Status, will the AI job 'find itself' so to speak and mark all "New Invoices" as duplicate? Or does AI not look for the same docID in the comparison set as it has currently in memory?

My head hurts,

What's the rule for the number of users allowed with an on premises Business Server these days? It was capped at 5 I think, so is that now 5 named or 20 named that could be combined into 5 concurrent?

Thanks,

Will do Phil.

Thanks,

I have created a file cabinet and exported the XML structure file from my v7 system. I sent this file to a customer with a new Business Server installation (v7). When I try to import this file to create a file cabinet on his system all looks well during the import process but the file cabinet creation dialog opens with only the standard defaults.

I have done this before with good results in v6.12. Is this function no longer available in version 7?

Any clues appreciated,

A customer has a requirement to install any Java updates that are available. This has caused some problems with the full-text server (Version 7 - on premises). Is there any workaround for this or must we stick with the version of the Java SDK that comes with the installer media.

Thanks,

Is the download link for the DW Printer PS on the SharePoint page that is marked for 5.1c - 6.12 appropriate for the current cloud version 7? I do not see on labeled version 7.

Thanks,

An end user has complained that since upgrading the system from 6.9 to 7 the ability to read bar codes with 1 click indexing no longer works. I was not aware that this was a feature of click capture and after trying it myself the results are mixed. I have been able to read a bar code correctly on the phone wizard invoice that comes with the sample file cabinet. But I have not been able to read the one on the US-Steel invoice.

Is this a feature of 1 click indexing? Does it depend on having a Bar Code & Forms license?

Clues for the clueless appreciated,

Thanks Casey. I have used the Stapleware Stapler and it is a good solution in some circumstances. However it would not be able to populate a scond page with the data collected during each step of the workflow. To recreate the original process I would need to have the second page already be part of the original document (or created on the fly, which is impossible) and then have that second page get filled in with the data and choices from each of the workflow steps. In my mind I see it as being able to pass a DocuWare Form from step to step in the workflow with each step allowing the user to fill out some part of that second page. I don't think we are there yet. Maybe in version 7.5?

Thanks again,

A user has replaced a manual workflow process with one using Workflow Manager. In the original manual process a 2 page document was used. Page 1 collected some basic information and page 2 asked for more details and offerred some choices.

Page 1 is now replaced by a DocuWare form, collecting the basic info. The info previously collected on page 2 is now collected during the workflow and added to index fields of the document. This leaves the users with no way to visualize the data from page 2.

It seems I would need a way to create the second page and populate it with the data that is collected during the workflow steps. This would allow the users to see and perhaps print that page.

I can't think of a way to do this. Does anyone have a suggestion?

Many thanks,