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Hi Folks,
Do any of you know of a quick way (possibly through workflow) to change Index Values that are in all Upper Case to Proper?? (First letter of each Word is Cap)
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I am importing thousands of documents for a client of mine by dragging them into a folder. I am doing this 200 at a time. A few files failed to come over but I can not find a report on which files failed so I do not know which ones to find and import. I have had to Bring up DocuWare and the windows Folder side by side then compare. You can imagine how tedious and time consuming this will be for 4211 files in just this one folder and I have a total of 65,000 docs. Is there a report that will tell me failed files on import that I can check each time I drag and drop a batch of files??
Does anyone have a better idea of how to Import 4211 documents in one chunk instead of 100 or so at a time to make sure we get all documents Imported.
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Does anyone have full documentation on how to setup DocuSign in DocuWare 7.4? I have found a few pieces but not a full manual with instructions. All the pieces in the searches I have found do not give details, so I am finding that I have to go with the partial screen shots that I have found and then I just try it, take the error message, try to interpret it, then make one change and it gets me pasted the first item then I look at the next error and so forth. Very time consuming.
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I have a workflow that I am setting the Date and Time when stamped. It shows the date with the time as 12:00, Not the actual time. I have the fields built as DATETIME in the database. What am I missing?
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I have a WorkFlow with a Task and the first Decision is setup with a user Dialog select a Name from a list. I have assigned the data to both a field on the document and variable. I then want to Assign too option to use the Assigned By Workflow Field but it is blank. How do i use the Name in the variable to go into the assign field too.
Breakdown of what I doing with this task.
This step of the workflow is to notify a user as normal and then open the document and with the task they assign to a person in a drop down list. This then propagates the field of assigned to and assigns the document to that person. The next step notifies the person selected in the last step.
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My clients data for DOC DATE is stored in a text field as follows: 01252019
Does anyone know how I can copy this to a true data field so it comes out: 01/25/2019 ? (Standard US date formatting)
I built a workflow to copy the field but due to the format, it shows up as today's date.
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Hi Folks,
I have a client with a Field called Document Name that looks like the following. {ag02152004sp} This is the only place that the date is correct for the document and they just want to extract everything after the "ag" and after the "sp" to a text field. Does anyone know of a way to do this in workflow or autoindex???
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Hi Folks,
Is there any way to use an XML file for AutoIndex instead of a csv? Has anyone done this before? I have tried all combinations in the file connections but I can't parse out the data.
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HI Folks,
When I add a user to the Demo VM and add the In-Box/Tray at that time or even if I add it later, the new user does not have access to the trays. It does not even show up on the choices. There are no trays. anyone figure out what is going on with this?
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I have a client who needs a field called "File Name" concatenated which is no problem but they want the date to read in the following format.
yearmonthday (210212). the year is just a 2 digit not 4 but that is not as important as transforming it from 02/12/2021 which is what we are capturing.
Can anyone help?
