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I am under the impression that it should be like it was in 6.x where you select the Document Name in the Field set up of the cabinet. I tried this and several other work arounds and none of them work.
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This seems to be a bug unless I am missing something.
I have marked the Field in the Cab to be the filename and it ignores it. Seems to always use the data stored in the Database called DWNAME for that info at the top of the screen and when downloading.
It use to work in 6.12 and before.
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Depending on the version of DocuWare, I use to add a field like WFStep to the cabinet and set my trigger to this field being empty and whatever else you are using.
Then as a very first step in the workflow, write back to the index field WFStep and change it to something else, in my case I wouls use A (for step A) and that will keep it from triggering again.
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LDAP works fully for On-Premise. Sync's users pulls there network ID and allows for "Windows Account" login.
LDAP can be used to sync users to the cloud if you use the User Synchronization Desktop app. However, with this method you will not be able to use Windows Account login since it is not available in the same form in the cloud at all v7.2 and prior.
Starting in v7.3, Azure AD is available to use with the cloud to connect on site ad with cloud DocuWare Accounts.
Attached is the basic guide to get that done. It is different than the On-Prem....
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IE is very stubborn. Using Edge or Chrome will work way better and you will find that load times for everything have a marked improvement.
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There is not a way for theses fields to be pickup up automatically and then stored to the tray unless they are in the same zone all the time and an OCR template can extract them. But usually these are A/P invoices from avariety of vendors so the info moves around. In that case you need Intelligent Indexing which can only be done in a tray and therefore not automated to the cabinet directly
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Depending on your version...My reference is v7+...renaming is not a problem. Only the display name is changed. All of the Database naming and storage location folder naming will stay the same so from a programatic stand point it will be fine.
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Pretty sure if you can use IMAP or POP to connect to the incoming mail box it can work.
Outgoing is just and SMTP connection to the email server.
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Spoke too soon. I had my database field set for a numberic field and not a decimal.
So back to maybe a bug!
