Document Management (DocMan)

Hi,We have recently cloned the PROD to UAT. Now I am using the Aurena Agent for Excel attachments in UAT. Attachment, Creation of file work correctly however, When I refresh the file, I get the data from PROD rather than UAT, How should I fix this, I believe there is something to change in UAT

Hi,We are looking for a way to import documents from a shared folder or local c drive into IFS cloud document management.Tried using Cloud File storage Migration Tool (FS Mig Tool) but seems it is most suitable for environment-to-environment migration.The documents need to be attached to the corresponding business object screens under the attachment section. Importing them manually one by one would be time consuming, so we are looking for a batch import approach.Any suggestions would be greatly appreciated.Thank You!

Hi IFS Community, We are going to move documents from DB to FSS via ‘Transfer Document’ assistant. The customer is a live customer hosted in IFS Managed cloud and therefore we do not have access to File Storage. Then I have a major concern on what will happen if any technical failure happen ? Is there any chance of happening technical failure during the transfer.  I have analyze the code and here are my findings.Back ground job created for ‘EDM_FILE_API.Batch_Process’ and then execute Batch_Transfer_Handler_API.Move_From_Db_To_Fss. This create application messages to transfer each file to FSS. Then the IFS connect logic executes as below.I would like to check whether is there any chance of executing modifyLoactionName without executing actual logic for physical file transfer. The location Name in Edm_File_Tab will be changed when ‘modifyLoactionName ’ executes. 

The user is intermittently unable to create Field Activities, as the system returns a negative acknowledgment along with error messages. (25R1)The issue: Occurs sometimes and only for some users Cannot be consistently reproduced Does not occur every time the action is performed Test steps to replicate the issue - Navigate to the page “Prepare work order” and select a work order Go to the bottom of the page to the Attachments section Select the DOCUMENTS tab Click the New Document button Attach the PDF and click OK

24.2.6I have configured the following for a Document Folder in Document Defaults per Object. Using the New Document command in the Attachments panel, this works as expected, pulling in the default Doc Class in the Create Document Assistant. Using the New Document command in the Documents tab of the folder, however, does not pull in the default Doc Class in the Create Document Assistant. Also missing here in the Assistant is the Attach to Object Panel in the Document Information step.

Hi,I’m looking for documentation/information on how to use standard field “Responsible Department” in Document Revision:We want to enrich this field with information on which department the documents Responsible Person is working for. Can this be enriched from Organizations in My Employees Assignments?Jan Henning

Any tips to change the order of the Object Connections?  This is how it’s displayed todayWe would like to get the order that is defined in Default definitions -Documents, Events, Map Positions and Media to improve the usability as intended in standard.Have tried to apply defaults and edit the order of the service list without any luck   (We have the same issue in  24R1 SU12)

 HiWe've managed to retrieve data directly from the document view. If the document is connected to a client, I need data from that client, such as their name. Is this possible?I've attached what I'm using to capture variables within the document view, but I can't figure out how to retrieve data from another connected entity.    d1 = CStr(ScriptValues.Item("DESCRIPTION2").Value)  d2 = CStr(ScriptValues.Item("DESCRIPTION3").Value)  d3 = CStr(ScriptValues.Item("DESCRIPTION4").Value) 

I am facing an issue in IFS Cloud 25R1 when trying to use Media Items. 1) After creating a new Media Item and saving it, I receive the below error. We see this error in both scenarios either we have the object property Repository Value set as "Database" or “File_storage”, “Restricted File type” 2) Additionally, when attempting to upload an image to the Media Item, with the object properties Repository Value set as “File_storage”, I get the following error “Failed to upload file to storage location.” We did not face this issue in 23R2 but after the upgrade we see the above issues. I would like to understand:Why I am receiving these errors during Media Item creation and image upload?What could be causing the “Restricted File type” message?How can this issue b

Outside of using history logging or working through the documentation page, is there a way to reset the Document Default Values in Basic Data to the original settings of when the system was installed? This is the master list, not the settings in Document Class Management.

I write to ask you if you, can explain, for what reasons - when a document is uploaded to IFS that the Original File Type may appear as N/A?I have tried viewing documents with Original File Type N/A and am unable to view them, I receive a "Restricted File Type" error when clicking View Document.My initial thinking on this would be that a user attempts to upload the document, something goes wrong in the file transfer process and as a result IFS ends up with an uploaded file that it cannot understand.Can you indicate:1) Are there any other reasons, besides an upload going wrong, that cause a document to be assigned file type N/A? If so, what are these reasons?2) Has IFS ever given consideration, if N/A file type documents are a result of uploads going wrong to presenting user with a prominent messag

We are considering expiring a document class and, if so, would like to stop users from adding new documents into it. We are on 25R1 However, it does not appear there is a way to hide / block / expire a document class like many other basic data items.  Is there another way to accomplish this objective? How have others managed sunsetting a document class?

Hi all ,Set of users are unable to view document from the change request (through the eye icon ) ,no error message comes the document is not visible. The issue is in production and in test it works fine.These users can view the attachments through document revision through view document.May I kindly know if this is due to a permission or a basic data issue please .Many thanks Udanee

Previously, when creating a new document in Attachments and using drag & drop to upload a file (with Aurena Agent disabled to allow D&D functionality), the title field would populate automatically with the file title. Recently, it stopped doing that (possibly connected to the 25R2 update). Is this something we can change back?Application service update: 25.1.2Framework service update: 25.1.7IFS Cloud Web version: 25.1.7.20251211120243.0

Hello everyone, and happy 2026 :)I have a question about GED. Would it be possible for a customer to sign a document on a tablet and have that signature attached to the order in question? For example, in the service area, we could envisage an intervention followed by a signature from the customer. 

Hello IFS Community,We’ve encountered an issue when using the .rep layout in a Report Rule with the action “Check In To Document Management”. Specifically, the Document Revision is not created or attached to the ProjectInvoice object when the .rep layout is used.In contrast, when using the .rdl layout in the same Report Rule, the Document Revision is successfully created and attached to the ProjectInvoice object.The Report Rule configuration remains unchanged between tests—only the layout name differs. Both layouts (.rdl and .rep) generate PDF results in the Report Archive, and the Report Rule Log confirms that the rule is triggered in both cases.Does anyone know why the .rdl layout works for creating Document Revisions, while the .rep layout does not? Could it be a configuration we’re missing?

Hi All, When we navigate to the  “Change Order” Screen and opening some documents below error appears     Customer has recently upgraded the application from App8 to Cloud 22R2, and this error appears only for documents came from App8. When downloaded the documents, the document is getting downloaded, but when try to open it, we get the below error.  this error is appearing for any document, including images. The repository type of the documents is 'Database' and the documents are accessible via the database. That means the files are available in the database. Following is the detailed error message we are getting.

Dear IFS Community, We didn’t found a way to Detach or Delete approved step from Document Approvals (Attachments/APPROVAL PROCESS tab - IFS CLOUD 24R2 SU5).Even the user who approved has the error message “Illegal to remove a step with status Approved”.Anyone has a solution for this?  

Hi,I am facing an issue when moving files from Database to FTP. Currently we are using APP 09 UPD 08.  Below are the steps I’ve followed,I have two repositories: TEST_DB and TEST_FTP. The TEST_DB is of the ‘database’ repository type and is set to the usable state, while TEST_FTP is of the ‘FTP’ repository type and is set to the generating state.   I have configured the FTP details under Repository Address and User, and I have also created a document class on the FTP server with the exact name that I am going to use to move the files. First, I selected the relevant repository IDs. However, when I clicked Next, the document classes were not listed. So, I manually entered

Hello, my customer (still in Apps 10) uses FileShare as repository. Attachments are correctly stored on the file share. So far so good.But: Column FILE_DATA of EDM_FILE_STORAGE_TAB still contains the attachment too.Can anybody tell me, which cleanip job will remove attachments from EDM_FILE_STORGE_TAB if the repository is different from database?

Hi Team,I have invoice PDFs in a shared location with unique invoice IDs, and I want to connect those to already created invoice objects in IFS system. What are the easiest ways to handle bulk connection? 

25.1.2In the activity Copy Document Package, the documentation reads as:If the source document package has connected documents, you can copy those documents and add them to the new package as new document titles and revisions. If the source document has a connected electronic document file, that electronic file is copied to the new revision. The Copy Original Document button copies the following data to the new document revision:Where does the user have the option to “copy those documents and add them to the new package as new document titles and revisions”? Where is this Copy Original Document button? 

24.2.6Installed the Aurena Agent last week and did some work in DocMan, no issues.Logged in yesterday, User Settings shows Agent Available = No. Installed the agent again, worked in DocMan, no issues.Logged in today, User Settings shows Agent Available = No.What could be causing the need to install the agent every day?

Hi!Like the title says I am curious if it is possible to attach documents to the shipment screen. I can attach documents to AP & AR invoices, not sure why this would not be possible. I am being advised internally it is not possible, but I am wondering if they are incorrect. I am on IFS V8Thank you!   

Hey,I wanted to create a reporting rule so that when generating and downloading invoices, the [invoice_no].pdf file would be replaced. My rule looks like this:Despite this rule, the PDF files are still generate like this: