Craig Heintz SE

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

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.

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.

From the Requires page on the Help web site.  FYI

"Amazon Web Services (AWS) are not supported for running DocuWare, neither for servers nor for clients."

https://help.docuware.com/#/home/55049/2/2

Spoke too soon.  I had my database field set for a numberic field and not a decimal.
So back to maybe a bug!

If your database field is a decimal field and you set your select list as a CSV and use a file connect to access it, you will need to assign the column to an integer in the file connect configuration and then click on the number format and set the decimal to 2 digits.  This made the select list available to me.

Have you tries to use decimal instead of comma for in your price column?

like 0.30 and 15.00

To get File connection to work in the cloud you need to install the desktop apps for LOCAL DATA CONNECTOR on a computer that will not be turned off since it will always be needed.  Once you do this and set up the connection, you will be able to select it in the cloud config.

 

Has anyone else experienced that when 2 filter profiles are assigned to a Role like this:
1. DocumentType=Invoice (search, view, export)
2. Document Type=Invoice and Security=Locked (search, View)

When a user does a search and the result list includes documents that have a mix of both match scenarios above, when a user opens either document match, the viewer tools will change based on which match exists. For instance the download tool will gray out when match#2 matches.
However, in the result list, if I right click the same document, the Download link is still there. If I click it it begins the action but then opens a new window and errors out with a permissions reason.

So here is my question...Is there any way to make the viewer tools and the right click menu work the same?

Here are screen shots