Josef Zayats

Joe,

the feature was only available in old Docuware Windows Client, when trays were called baskets. With those you could 'cascade' Import Jobs - Called Active Import then - from a folder to a basket, or to one of many basket based on conditions - and that basket was in turn monitored by another job, pretty powerful, you could do multiple separation and even simulate in Docuware Fortis-like 'Folder" level index fields.

Unfortunaltely, with webclient it's no longer available,  Technically impossibe? but if you can download a document from a tray into a monitored folder, why can't it be done by a client-based DesktopApp program.

On top of all tha great fuctionality from before I really miss, here is a new use case. An office with no servers - everything including Docware is in the Cloud, only client computers, printers and copiers, and no servers means no network shares, so the scanning is done on copiers to Docuware-Online FTP folders. From there is automatically moved to trays. No import possible. IntelligentIndexing is surely great, but what about document separation? 

Joe,

I suggest you try to run the Import job against the downloaded PDFs on the scanstation itself - even if result is the same, it would eliminate many things as the problem cause.

Also I suggest you push Docuware hard enough so they make possible running Import Jobs from Trays. This functionality used to be available in old Docuware version.

I tried long time ago but did not get anywhere. 

Joe,

I'd be looking for a resolution on your Docuware server. First thing to check would be the IIS Application Pool for Job Server. See if that starts and stays up. Windows Application Event Log on the server is another place to look for potential hints twds resolution

Keith,

you could add a predefined image to your checks by configuring Form/Letterhead tab to an import configuration to be used with Docuware scanner, or if you use a different way to scan, such as scan to a folder, the import configuration to be used with an Import Job.

The image from letterhead could be made 'transparent' - this would be pretty much close to a watermark 

Find out your File Cabinet database table name (here is FCTABLE) and names of fields that determine your duplicity criteria  (here VENDOR_ID and INVOICE_NUMBER) 

1. Create a new field in the FC that will indicate non-duplicates (DSTATUS)

2.Create an Autoindex Workflow as following:

External Data Source: Database Connection

Iterated records are in External Data Source - THIS IS IMPORTANT!!!

your FC - no filter (unless fully understand the need of a filter)

Database Connection - Select GUID for your cloud database connection

SQL statement : SELECT DISTINCT VENDOR_ID, INVOICE_NUMBER from FCTABLE

MatchCode on VENDOR_ID and INVOICE_NUMBER

Process First found Document - THIS IS IMPORTANT!!!

Assignment Index Replacement: DSTATUS=NOT DUPLICATE

3. Run the Workflow.

4.Run a Search, observe the result list - all duplicates should have field DSTATUS empty.

5.(Optional and to be used with care only if fully understand) Create a deletion Workflow

Posted in a wrong chain

Joe,

it should not be "localhost" in the configuration, but your Exchange server instead. You really need to consult with your IT guys on setting this correctly, especially authentication and SSL setting. You may try without authentication and then with your own credentials. There is a check configuration button on top of this screen that actually sends a test e-mail. (to docuware@bellabs,com in your case).

If you are going to send e-mails to people outside your organization, your IT will have to allow your connection to use 'relay', but this is done on Exchange side.

Nathan,

most likely you were referring to a limit on number of pages OCRed by client on documents in a Tray. I think this is done for assisted point-n-shoot indexing and by default is 20 first and last pages of a document, but the default can be changed. 

Joe,

I presume you use Docuware on-premise.

You need to configure SMTP Connection - Under Data Connections in Docuware Administration System hive. You test it right from there to make sure your SMTP works (test e-mail to be sent to Sender email address in the configuration)

Then you'd need to restart your Notification server service. After that it all should work.

Steve, I think that using whre (like clause) with the value set just as  NOT *Complete* 

No Quotes just NOT in all caps and to astericks around the word you want to exclude.

This should work