• RE: Quick Copy in context menu of Result List

    Simon,

    Thanks for your reply. But, yes, I checked all the permissions and the user is an Owner of the file cabinet as well. The file cabinet store dialog and name still does not appear in the list. Some other file cabinets are also missing from this option.

    Is there perhaps some switch that allows or removes certain file cabinets from this feature?
  • RE: DocuWare Database names in MS-SQL

    Marcin,
    Thank you for that info. But just to be clear, we are installing 6.12 to an existing 6.12 Database that is a copy of the production DB using the method described in KBA-35828. Will the installer not find the existing production DB in the same SQL instance and attempt to use it?

    For example we will have DWSYSTEM and DWSYSTEM-TEST, DWDATA and DWDATA-TEST, etc. Will we be able to specify the correct DB at installation time?
  • DocuWare Database names in MS-SQL

    In preparing for an upgrade from 6.12 to 7.5 we would like to create a test version of the system first. We want to install the current 6.12 system on a new server using a backup of the production database. The end user wants to put the restored backup on the same SQL Server and rename the databases to avoid conflict with the existing production database.

    I do not believe this is possible (or a good idea) but I would like to get an 'official' opinion. Is there a way to accomplish this? Or is it absolutely necessary to use a separate instance of SQL in a case such as this?

    Thanks,
  • Quick Copy in context menu of Result List

    Users can us the Quick Copy function in the result list to replicate an entry in a file cabinet if the function is turned on in the file cabinet configuration. However only 2 of the available file cabinets are shown in the list of targets for the copy (as shown in the uploaded image). I want to be able to use this function on another file cabinet that does not appear in this list, even the result list of the intended cabinet.

    The function is enabled and permissions to the Store Dialog are available. Version is 7.3.

    Is there some configuration item that needs to be enabled to allow this function to work in any file cabinet? I can't find any mention of it in configuration or at help.docuware.com.

    Thanks

  • RE: Controlling which Index value is displayed at the top of the viewer pane

    Another image
  • RE: Controlling which Index value is displayed at the top of the viewer pane

    Last night I applied the latest minor update for v7.3 DW7.3_2022-02-01 (Build 7.3.0.56240) on premises.

    Documents stored before this update as well as documents stored recently both display the file name (bottom left of the viewer pane) at the top of the viewer pane. I would like to see the field designated as the Document Name in the Database Fields section of the File Cabinet configuration.

    Is this possible? As mentioned previously in this post, that was what we were used to in our previous version (6.12).

    Is there any way to control what is displayed in this area?

    Thanks
  • Intelligent Indexing Filter

    I have uploaded a text file of Vendor Names as a filter to an intelligent Indexing field according to the instructions. The Invoice image used has the vendor name 3D Diagnostix, Inc. The entry in the filter file has the entry 3D Diagnostix Inc. A subtle difference to be sure (no comma), but this is required due to the strict rules of the accounting application that the data will be imported to after processing.

    After repeated attempts using a new copy of the image each time, Intelligent Indexing always chooses the name used on the image. Should I expect DW to substitute the entry in the filter file, or am I misunderstanding the filter file's purpose.

    Any clues appreciated.
  • Desktop App update permissions

    A user trying to update the desktop apps using a 7.5 cloud system has been prompted for an admin user name and password. Is not this a thing of the past? I thought the desktop updates no longer required elevated permissions. See screen shot uploaded.

    Thanks,
  • Connect to Outlook - Watched folder with subfolder

    Using an Outlook watched folder with 'Include subfolders' option, the documents are stored and indexed immediately if dropped into a folder from the Inbox one at a time. However, if a folder of emails is moved into the watched folder, the emails do not get stored until Outlook is closed and re-opened. 

    Can anyone say what the mechanism for storing these emails is? Is there a cyclical refresh or certain amount of time that must pass first? Is there a refresh option?

    Thanks,
  • RE: AutoIndex - when does write back occurr

    Update FYI...

    I tested the configuration where the write back updates the field being filtered on. It does update the multiple entries in the original file cabinet properly as well as the field in the source file cabinet

    Thanks again,