Weingand Michael Professional Services Manager

I have a client that gets a weekly excel files with 4 columns and about 50 rows of data.  They would like a way to import the records as new record data.  anyone know a way to do this.  This is a new cloud customer.

**Update****
I have this figured out using AutoIndex.

I have a Prospect that would like to import a quote with 10 index fields and have those 10 fields propagate another document.  In esense we have a template Purchase Order that when we Import a quote would fill out the Purchase order template and save as a Purchase Order document.  Has anyone found a way to do this with Workflow and/or auto index?

Two of my users can not clip documents from the tray to the doc in Internet Explorer.  They are on IE 11.1016.  They get the clip boxes next to the main doc but can not drag and drop into place.  The mouse just does not grab the doc in the tray.   Is this known and is there a fix?  DocuWare 7.2

I have a client who has amassed thousands of files in a few Trays by having failed import processes.  They need to delete all files but can only do them 100 at a time.  Is there a way I can temporarily change a setting, even in an ini if nessesary to be able to see and select more than the max of 100?

Hi Folks,

1. tried setting this up and it still shows all documents including the ones with a Status=Delete.

Here is a screen shot. I assigned this to my test user. Is there anything else I need to do?

My client is a medium size city.  They would like to restrict access to a specific cabinet if using a mobile device.  Is this possible.

My client has 3 user accounts creating users and trays.  Is there any way to see all trays created without specifically making a user account as an Administrator of the trays?

HI Folks,
Does anyone know how to setup a search dialog that if a person is searching for documents with a status of delete, they are not to see any of those documents?  I only want an Admin role to be allowed to see documents with the status of Delete.  Any other status would return a value.

Hi Folks,

does anyone know if it's possible to perminantely remove a stamp from a document?  Not hide with the hide show annotations but remove.

Hi Folks,
Does anyone know how to remove tasklist from the Web Client?  I have built a url with a specific user embedded for use off of the city website for the public to access public documents.  I do not want the tasklist option to show and can not figure out how to do that.