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Weingand Michael Professional Services Manager

Weingand Michael

参加日時: 2017/07/08

  • フォーラムの投稿
  • Signature Integration with existing Cabinets

    Thu, 12 Dec 2024 23:37:02 GMT – Signature Integration with existing Cabinets
    HI Folks,
    I have a client (Cloud) who needs signature with DocuSign.  I imported the preconfigured workflow for 7.11 and went through the Configuration Guide (DocuWare Version 7.11 / SG7.11T0) but there are a few holes in the guide and I can not figure out how to move of configure the Workflow/s to work in an existing cabinet.  Does anyone have a better document than the DocuWare for Electronic Signature (DocuWare Version 7.11 / SG7.11T0) that is referenced? 
  • Add data to webform

    Mon, 25 Nov 2024 18:13:50 GMT – Add data to webform
    My client has a Web form not a Merge Form that they would like to fill one piece of data.  The workflow we have builds a Claim Number and they want that on the form.  Is there any way to do this?  Maybe Workflow assigns a stamp in the claim number field on the form.  Can Workflow stamp a Webform?  If so how?

    thanks in advance for any help.
  • RE: Move Documents to a different Cabinet with Workflow

    Fri, 15 Nov 2024 16:11:01 GMT – Move Documents to a different Cabinet with Workflow
    Transfer worked without needing the workflow.
  • How to create a claim number based on the next available number in Workflow

    Thu, 14 Nov 2024 17:13:42 GMT – How to create a claim number based on the next available number in Workflow
    My client has a Web Form that they would like to have a claim number auto created.  They have claim numbers already in DocuWare so I would need a way to basically look at the last Claim number created and then create the new number incrimenting it by 1.   
  • Move Documents to a different Cabinet with Workflow

    Thu, 31 Oct 2024 22:44:59 GMT – Move Documents to a different Cabinet with Workflow
    HI Folks,
    Is there a way to move Documents to another Cabinet in workflow.  My customer has about 15K files out of 45K in one cabinet that need to be moved to another. They can move them manually but only 100 at a time after a search.
  • Store Automatically choice in a Document Tray.

    Mon, 01 Apr 2024 17:30:21 GMT – Store Automatically choice in a Document Tray.
    How is the Store Automatically option used in the Document tray? Client does not have Inteligent Indexing.  Can't find any specific information in help files. 
  • Create URL to docuement via Workflow

    Mon, 25 Mar 2024 21:58:53 GMT – Create URL to docuement via Workflow
    Is there a way to create a URL directly to the document in WorkFlow? Customer want's to put links in their homegrown software of each document that gets put in for a certain document Type. Any help would be greatly appricciated.
  • Stamps with Multi Column Select lists

    Thu, 16 Nov 2023 20:02:16 GMT – Stamps with Multi Column Select lists
    HI Folks,
    My customer has asked if it;s possible to add a second field in a stamp that pulls from a multi column select list.  Example.  They have a field called GL code that is being pulled from a select list connected to a database. They would also like the GL name, but I don't have a way to select in configuration what column it is puling from.  It looks like it will only pull from the first column.  Can anyone figure out a way to do that.  Also if that is possible, can the two be linked, so when you select the GLcode, the second field only has the GL code associated with the first column.

    Thanks for any input you might have.  
  • Monitoring Email Notifications

    Mon, 30 Oct 2023 17:20:54 GMT – Monitoring Email Notifications
    HI Folks,
    This is all for notifications, either in workflows or just a plain notification configuration.
    Is there a way to monitor what emails have been sent? What Emails have not been sent and a log file to help troubleshoot why?
  • Recently Deleted Docs More than 30 days

    Thu, 28 Sep 2023 15:51:42 GMT – Recently Deleted Docs More than 30 days
    Does anyone know if there is a way to increase the number of days that the Recently Deleted Bin can hold documents?
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