Document Management (DocMan)

479 Topics

DocMan - Document Access Issues

Hello Community, I aim for users to use DocMan actively. But there are some questions and problems that I can't find the answer to. I will try to explain them to you step by step and with screenshots. If it is not clear, please write to me. I have a document as you can see in ss-01. There is a pdf file reference to it. And it's connected to a parts catalog object. In ss-02, the document class default values. For PDM-001 document class;1- All users can view this document. Let it download the linked file.2- You cannot make any changes other than viewing and downloading.3- Nobody can do the object connect detach process if it is not authorized. (Lock/Unlock) End user;It can only add it to the document class for which it is authorized and change its own document. Another question I have is:A document class can only bind to allowed objects. E.g; The PDM-001 document class can only be connect to the part catalog object. (I think it should be the default without adding db trigger) I would be

1 day ago

Tharani AriyawansaDo Gooder (Employee)

asked in Document Management (DocMan)

Attaching a PDF report to another object

Hi Team, I'm hoping to connect customer invoice PDF document back to customer order. Following is the report rule : and following are the actions: When I invoiced customer order, it does not create any record at 'Report rule log' page and same time there is no error in Print manager as well.Could anyone here suggest, what are the changes should be made to actions?Cloud version 22R2

1 day ago

AlanSSidekick

asked in Document Management (DocMan)

Posting Proposal Instant Authorization - Preview Issue

HelloWe have a couple of users who when using the RMB to perform Instant Authorization in the Posting Proposals screen have overnight come across an issue with the Preview section of the screen. These users who previously could see the Preview section now cannot and the document being authorised now opens up in full screen mode in Adobe.IFS takes some time to open the document in full screen mode - the user then has to close the adobe screen, authorize the invoice(s) and then IFS once again re-opens the document in full screen mode.This change in behavior is really slowing down the authorization process for our users.Does anyone know why the Preview section of the screen is no longer available to the users and why all of a sudden these documents open up in Adobe full screen?ThanksAS

2 days ago

Chamuditha GunarathnaDo Gooder (Employee)

asked in Document Management (DocMan)

Printing USERID and time stamp when downloading a document

When a user is downloading a document maintained in the system in Document management, a few pieces of information should be printed/ attached to the document for example, USER ID of the user who downloaded the document. Timestamp: Document downloaded time.Is there any way to get this request fulfilled? This is achievable via document macros, but the problem is, the customer does not like to use a document template. Any thoughts on this?

2 days ago

Ryo AsadaDo Gooder (Partner)

asked in Document Management (DocMan)

Point of file storage types [FTP] or [Database]

I would like to know more about the explanation for the following pages as help on .file storage types1. "Complex to setup" is described in the case of "FTP", the environment required for setup and the setup procedure.2. "Very secure" is described in the case of "database", but we would like to know the specific reason/contents why it is more secure when compared to "FTP".https://kw-erp-ifs-vm-2.5kxpe4zzxgje5el0mp3f1l4iad.lx.internal.cloudapp.net:48080/ifsdoc/documentation/ja/default.htm?openpage=https://kw-erp-ifs-vm-2.5kxpe4zzxgje5el0mp3f1l4iad.lx.internal.cloudapp.net:48080/ifsdoc/documentation/ja/CreateAndMaintainDocument/AboutDocumentFileRepositories.htm

2 days ago

Ryo AsadaDo Gooder (Partner)

asked in Document Management (DocMan)

document revision released without a object reference

When I press "Release" from the right-click menu "Status" on the document revision screen, the following message appears and I cannot release the document(IFS10). "Need object reference for document revision ([document class]-[document number]-[sheet]-[revision]). Check document title."Is it possible to make a document revision released without a object reference?

2 days ago

SasonoSidekick (Employee)

asked in Document Management (DocMan)

local checkout path - Cloud

How can I change local checkout path ?It is not automatically set, after first time of checking in/out the document, and it is not possible to change it in the User setting even if the user has document admin access.

7 days ago

asmackenzieSidekick (Customer)

asked in Document Management (DocMan)

Report rule Check in to Document Management and FTP

Hi,We have set up a new report rule to get the PDF from our Project invoice print, check it in Document Management and attach it to the Project Invoice screen. It works really well if the Document Management repository is set to Database but we cannot get it to work if is FTP. We are in Apps10 UPD6.Has anyone got a report rule Check in Document Management to work with FTP or do you think it is a restriction from IFS?Many Thanks and Regards,Anne-Sophie

8 days ago

sood33Do Gooder (Partner)

asked in Document Management (DocMan)

Bulk Download of Attachments

Hi All - Does any one know the way to download the attachments from a particular screen in Bulk ?

8 days ago

heibdeHero (Employee)

asked in Document Management (DocMan)

Configure attachment panel in Aurena client

Hi,several customers who use Aurena client in Apps 10 or IFS Cloud ask for the old functionality to configure the attachment panel if it should show icons, lists or details. Of course it is possible to press the button ‘Document Revisions’ to see all the details of all attached documents.Is it on the roadmap for DocMan to offer a possibilty for getting the table view of all connected documents in the attachment panel? This should not be a big modification and would help all customers who have lot of documents attached.Best regardsHeinz

8 days ago

gcraig22Do Gooder (Customer)

asked in Document Management (DocMan)

Automatic WIP Report Email

With WIP report being a moment in time report, can I schedule the report to run at a certain time and then have it email that report or put it in the report archive to print later?

10 days ago

eric.vivesDo Gooder (Employee)

asked in Document Management (DocMan)

Document Management Macros Issue

Good afternoon, I’m trying to set up macros for a customer environment and I’m unable to make it work for a customer environment in cloud. I’ll list out the bullet points of steps followed to see if anyone could help out: Downloaded and installed IFS Aurena Extension (for correct environment) Created new Doc Class Created Document Macro Blocks Created Document Macros: Entered the Object Attributes for Macros: Copied Macros into Doc Class Management page (checkin, checkout, createnew) Created Checkin, Checkout and Createnew in Doc Class Process Action with macro option: RunIfOnlyOne (tried SelectAndRun too) - and Name Files Using: Force Document Title and Name. Made sure that on Object Connections, the Logical Unit contains the “DocReferenceObject” Then when creating a document from the LU chosen, and opening the Word Doc (doing it for Word07 - Docx), and clicking on: Insert > Quick Part > Document Information > DocProperty After following those steps, I a

11 days ago

ADNANSidekick (Customer)

asked in Document Management (DocMan)

WHEN I SAY VIEW DOCUMENT, IFS PROGRAM CLOSES

Hello, I am using IFS version 8. On some computers, when "view" is tried in the document management system, it throws it from IFS. Is anyone experiencing this problem. IFS closes on my computer with the same user, but not on my friend's computer.

11 days ago

OsthewhaSidekick (Customer)

asked in Document Management (DocMan)

Bookmarklets.. but how can we make these ourselves ?

Attending a webinar regarding Document Managament where Bookmarklets were presented …How can I make them myself ?

14 days ago

MitDenukN

asked in Document Management (DocMan)

Add Purchase Order Attachments to the Same Email , When Print Order

Hello Everyone, There is a requirement to send Attachments with the same email of the Purchase Order’s Print Order...The mail should contain the attachments of the Purchase Order as well as the Purchase Order report.This should be happen only if the attachments are in specific document classes eg: 4600 - 4699.This should be work in Aurena as well. Please let me know if you have any idea of how to do this. Many Thanks,Denuka

14 days ago

SteveCDo Gooder (Customer)

asked in Document Management (DocMan)

Work Center Document Attachments in Apps10

Is it possible to attach documents to a Work Center in Apps10?

15 days ago

EqeRobertKHero (Partner)

asked in Document Management (DocMan)

Order in Service List of Object Connections

Hi All,Currently I am working on IFS Cloud 21R2 and I want to change the order of the attachments.When I edit this in the Object Connections, it changes back on the order of the Alphabet.Can someone let me know if I do something wrong, or is this not possible to change the order?So I change the order: When I press Ok, it is changed back (so ChangeObjectConnection) is set as first: Thanks in advance, Robert Kool

15 days ago

EqeMithuVSuperhero (Partner)

asked in Document Management (DocMan)

Online Document Signature

Hi Community,One of our customer has a requirement for document sign where they need to get the quotes signed by the customer online.I am aware that in document management we have the functionality to get the approver signature on the document but here the customer doesn’t have access to IFS.So, we are thinking of integrating with document sign software like DocuSign, Adobe etc.Could anyone share their experience with this regard and suggest which document sign application will be best suited to integrate with IFS.Looking forward for the suggestions & feedbackRegards,Mithun K V

16 days ago

jamiSidekick (Employee)

asked in Document Management (DocMan)

Document Object Connection - Equipment

Previously, the object connections in the document revision page showed both the object ID in the key field and the object description. Can both of these information be displayed here?

21 days ago

kibsdkSidekick (Employee)

asked in Document Management (DocMan)

Merging Object Technical Characteristics into Documents

Anybody who ever managed to pick up Technical Characteristics and merge them into a document using macros?If so - can you share how to set up the object connection to manage this?

22 days ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

Delete document file button in document revision

Can this button be moved? (Or get a different color. Red for example) See picture belowWe have now experienced several people who have had the file deleted even though they have been asked if they want to delete the file.BrLinda

22 days ago

kibsdkSidekick (Employee)

asked in Document Management (DocMan)

IFS Cloud Macros in IFS Document Management

I am trying to enable macros for MS Word from Demo Showroom environment 22R2. I have copied my macros from an environment also 22R2 that works - but in my demoshowroom environment - the IFS Fields are not appearing in MS WordI noticed that I got a message that Macros has been blocked. But after having enabled all macros in the MS Word Trust Center - the IFS fields are still not vissible for insert in the document.Any tips must appreciated :-) This is for a very important demo and this is a key scenario for the customer/kim

22 days ago

L.Krupa

asked in Document Management (DocMan)

Preview a pdf document in a new browser window

Hi I wanted to ask if it is possible to preview a pdf document in a new browser window or a new tab (sheet). Currently, the preview runs within the same window/sheet.(IFS Cloud)

22 days ago

Roshan MadusankaDo Gooder (Employee)

asked in Document Management (DocMan)

No drag and drop option in ‘New Document Revision’

Hi All,When we creating a new revision of an existing document, if we uncheck the "Keep file" option, there is no drag and drop option enabled in ‘New Document Revision’.Why this functionality is not added to the ‘New Document Revision’ ? If anyone needs to add a document it should be done through Document Revision window. This causes a time loss. Best Regards,Roshan

22 days ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

The responsible person on the document changes when we create a new revision

HiThe responsible person on the document changes when we create a new revision. The customer says that in app 8 the responsible person does not change. Is it a bug that it changes now?I don't know much about this so I have to ask here 😊 BrLinda

23 days ago

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Document Management (DocMan)

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