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Michael Weingand Sales Engineer

Michael Weingand

Joined: 7/8/2017

  • Forum Posts
  • Drop down List in Stamp???

    Tue, 22 Dec 2020 16:19:07 GMT – Drop down List in Stamp???
    Does anyone know of a way to have a drop down list in a Stamp?  I have a field that is Case Status and is tied to an index list of 5 items.  Customer wants to select from the list when placing a stamp called Case Status instead of having 5 stamps.

    Any help would be greatly appreciated.
  • Import Excel data to add records?????

    Wed, 16 Dec 2020 02:01:42 GMT – Import Excel data to add records?????
    I have a client that gets a weekly excel files with 4 columns and about 50 rows of data.  They would like a way to import the records as new record data.  anyone know a way to do this.  This is a new cloud customer.

    **Update****
    I have this figured out using AutoIndex.
  • Create a document from a template filled in with Index Values

    Tue, 13 Oct 2020 23:33:10 GMT – Create a document from a template filled in with Index Values
    I have a Prospect that would like to import a quote with 10 index fields and have those 10 fields propagate another document.  In esense we have a template Purchase Order that when we Import a quote would fill out the Purchase order template and save as a Purchase Order document.  Has anyone found a way to do this with Workflow and/or auto index?
  • Cant Clip i Internet Explorer

    Thu, 10 Sep 2020 22:15:14 GMT – Cant Clip i Internet Explorer
    Two of my users can not clip documents from the tray to the doc in Internet Explorer.  They are on IE 11.1016.  They get the clip boxes next to the main doc but can not drag and drop into place.  The mouse just does not grab the doc in the tray.   Is this known and is there a fix?  DocuWare 7.2
  • Increase Max Documetn Views in Tray to more than 100

    Fri, 04 Sep 2020 16:11:37 GMT – Increase Max Documetn Views in Tray to more than 100
    I have a client who has amassed thousands of files in a few Trays by having failed import processes.  They need to delete all files but can only do them 100 at a time.  Is there a way I can temporarily change a setting, even in an ini if nessesary to be able to see and select more than the max of 100?
  • RE: Limit search if Status = Delete

    Mon, 31 Aug 2020 19:12:29 GMT – Limit search if Status = Delete

    Hi Folks,

    1. tried setting this up and it still shows all documents including the ones with a Status=Delete.

    Here is a screen shot. I assigned this to my test user. Is there anything else I need to do?

  • Restrict access to mobile access by cabinet?

    Sat, 29 Aug 2020 12:30:08 GMT – Restrict access to mobile access by cabinet?
    My client is a medium size city.  They would like to restrict access to a specific cabinet if using a mobile device.  Is this possible.
  • Document Tray access for Administrator

    Sat, 29 Aug 2020 12:26:09 GMT – Document Tray access for Administrator
    My client has 3 user accounts creating users and trays.  Is there any way to see all trays created without specifically making a user account as an Administrator of the trays?
  • Limit search if Status = Delete

    Sat, 29 Aug 2020 12:21:45 GMT – Limit search if Status = Delete
    HI Folks,
    Does anyone know how to setup a search dialog that if a person is searching for documents with a status of delete, they are not to see any of those documents?  I only want an Admin role to be allowed to see documents with the status of Delete.  Any other status would return a value.
  • Remove Stamp from Document

    Sat, 29 Aug 2020 12:04:22 GMT – Remove Stamp from Document

    Hi Folks,

    does anyone know if it's possible to perminantely remove a stamp from a document?  Not hide with the hide show annotations but remove.
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