• Task manager lists icon does not display the number of documents

    I have two customers complaining the the Task manager lists icon does not display the number of documents until each list is opend separately. One is 6.12 (latest HotFix applied) and the other 7 (cloud). The 6.12 complaint is with the Mobile Client and the cloud customer is Using the Chrome browser. It also takes a while for the list to populate once opened. I have used my browser and mobile app to log into the smae systems and do not see this problem.

    Can anyone say if there is a know issue with Lists refreshing in theses versions?


  • Extra Smart Search button

    I have a cloud customer using a Smart Search configured with QuickBooks. (PCs are all Windows 10). The configuration looks fine on the configuration page but 2 buttons appear in actual use, one is positioned correctly and the other kind of floated to the top of the screen. Stangely enough they both seem to work.

    Any clues appreciated,

  • Triggers

  • Clipping a document to one that is in workflow.

    Several workflow tasks are "chained" together so that the second one triggers after the first exits and the third triggers after the second etc. The tasks are accessed by the users from a link received in an email. Sometimes another page or document needs to be clipped to the current one, but since the option is not available when the task is accessed from a link, the user uses the client to add the page. However this triggers the task again and creates a duplicate task. The triggers for each task are configured for changed index values only.

    Is this expected behavior? Does anyone have any ideas for a work-around? Or do I need tech support?

    Many thanks,

  • Document name in Document Tray

    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).



  • AutoIndex in a file cabinet against the same file cabinet

    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,

  • User licenses on Business Server

    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?


  • File Cabinet XML

    Will do Phil.


  • Importing File Cabinet XML

    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,

  • Java update and full-text server

    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.