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My client has a Web form not a Merge Form that they would like to fill one piece of data. The workflow we have builds a Claim Number and they want that on the form. Is there any way to do this? Maybe Workflow assigns a stamp in the claim number field on the form. Can Workflow stamp a Webform? If so how?
thanks in advance for any help.
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Transfer worked without needing the workflow.
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My client has a Web Form that they would like to have a claim number auto created. They have claim numbers already in DocuWare so I would need a way to basically look at the last Claim number created and then create the new number incrimenting it by 1.
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HI Folks,
Is there a way to move Documents to another Cabinet in workflow. My customer has about 15K files out of 45K in one cabinet that need to be moved to another. They can move them manually but only 100 at a time after a search.
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How is the Store Automatically option used in the Document tray? Client does not have Inteligent Indexing. Can't find any specific information in help files.
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Is there a way to create a URL directly to the document in WorkFlow? Customer want's to put links in their homegrown software of each document that gets put in for a certain document Type. Any help would be greatly appricciated.
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HI Folks,
My customer has asked if it;s possible to add a second field in a stamp that pulls from a multi column select list. Example. They have a field called GL code that is being pulled from a select list connected to a database. They would also like the GL name, but I don't have a way to select in configuration what column it is puling from. It looks like it will only pull from the first column. Can anyone figure out a way to do that. Also if that is possible, can the two be linked, so when you select the GLcode, the second field only has the GL code associated with the first column.
Thanks for any input you might have.
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HI Folks,
This is all for notifications, either in workflows or just a plain notification configuration.
Is there a way to monitor what emails have been sent? What Emails have not been sent and a log file to help troubleshoot why?
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Does anyone know if there is a way to increase the number of days that the Recently Deleted Bin can hold documents?
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HI Folks,
I have a need to redact a field for Credit Card on a document that has been stored. Workflow will be used for the approval stamp, then they want the Credit card field to either be fully redacted or partially redacted. The document is a form, so I know i'd have to make it editable and a merge form.
Does anyone know if this can be done and how.