Document Management (DocMan)

752 Topics

PatrickDo Gooder (Customer)

asked in Document Management (DocMan)

How create Office and Washroom checklist in IFS system

How do we create a checklist of attached documents in IFS APP10

1 month ago

Anupa95Sidekick (Partner)

asked in Document Management (DocMan)

Approval Basic Data

We are using approval process and even the user is added as a person to approve, the approval button is not enabled for the user. I have verified their permissions and confirmed they match those of another user who can approve without issue. Is there any basic data missing for this user? This is in APP 9

1 month ago

PIrelandSidekick (Employee)

asked in Document Management (DocMan)

Which repository is my document stored in

Is there a way for a sysadmin or docman admin to confirm the repository that is holding the document?Patrick

1 month ago

amackenzieDo Gooder (Customer)

asked in Document Management (DocMan)

IFS Digital signature

Hi,We are looking to use digital signatures on our purchase orders.We would have a need to get our suppliers to sign of the purchase orders.I read that Adobe sign is available from 23R2 but only for hosted IFS customers. Am I correct?We are not hosted, in that case, is our best option digital signature from the keystore?Have other companies integrated a third party software?Many thanks,Kind Regards,Anne-Sophie

1 month ago

JStackSidekick (Customer)

asked in Document Management (DocMan)

Attachments

Are there any plans to allow attachments to be drug in from Microsoft email? Currently you have to drag to your desktop/temp folder and then drag into IFS. This would cut out a step. Thank You

1 month ago

Lina MencieneSidekick (Partner)

asked in Document Management (DocMan)

IFS Cloud 24R1. Document management. Repository types Shared and File Storage.

Hello,After IFS Cloud update to 24R1 version there is no possibility to use Document Repository with Repository Type “Shared”.Client used Repository Type “Shared” and all document files were kept there. After upgrade client cannot access document files from Document Revision. Receives error: Error in downloading file: one or more errors occurred.First question: How to reach the document files after upgrade to 24R1 version if they are uploaded to repository with type „Shared“?***We tried to create new repository with file type „File Storage“, in the field „Path“ (in the form „Repositories“). When uploading the document file to Document Revision, document file is put to the docman place, but not into the certain catalog for the certain Document Class:And document file uploaded to repository is not named by „Repository File Name“.Second question: How should be created new repositories with repository type „File Storage“ that document files could be uploaded to the exact folder of the cert

1 month ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up

Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up This is a heads-up on IFS deprecating support for the FTP and Shared repository types in Docman in IFS Cloud 23R2, for complete removal in 24R1.If you have customers using these two repository types today, you should plan for migrating to Database or File Storage.If you are planning to implement this in Remote Deployment in IFS Cloud right now, you should reconsider, and use File Storage or Database.In Remote deployment, File Storage will still have support for local/external storage (outside the database) by supporting SMB/network shares. BACKGROUND Back in the day, Docman started out with support for "external" file storage via our support for FTP and Shared (folders) as the only repository types. Later, Database storage was added upon request from customers. And, much later (IFS Cloud 21R2), IFS Cloud File Storage was added as yet another repository option where, initially, File Storage was limited to

1 month ago

woprhoweSidekick (Customer)

asked in Document Management (DocMan)

How to delete EDM file repositories under IFS Apps 10

Hello, I am attempting some cleanup and reorganization of our Electronic Document Management (EDM) within our IFS Apps 10 installation. Over the course of our adoption of EDM, we were not consistent with naming or creation of our repositories and this is what I would like to correct. There appears to be no way to “rename” a repository, so what I have tried is to create a “temp” repository, transfer all files into this repository, then create a repository with consistent naming and setup and transfer the documents back. This seemed to work fine (except for one “missing” document which I cannot explain), but I am unable to delete the original repository. I was able to delete the temp repository, but the original repository is “being used in two (2) rows by another object”. Any idea how these object connections can be pointed to the new repository?

1 month ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Manually changing the document repository - what tables are involved and what do we do?

Changing document repository About this document The purpose of this document is to give you the knowledge needed to "manually" migrate files between document repositories. It's important to first understand how Docman keeps track of the files that is stored in IFS.Data model These are the entities involved when document files are stored and retrieved.Apart from just reading the below, it is a good idea to actually look at the contents of the database tables for the entities. Just by looking at the data in EdmFile and EdmLocation, together with the data in your repostitory, should give you a good idea on how things fit together.EdmFile (edm_file_tab) This is what we call the "file reference" of document / document revision. This entity is used to store the original file name as well as the file name in the document repository. Another important attribute is the storage location.Here are the most important attributes:FileName: This is the file name used in the repository / backend. It's

1 month ago

Kalpani DissanayakeSuperhero (Employee)

asked in Document Management (DocMan)

IFS Cloud - Document management

Hi Experts,We have below questions from one of the customers and any input is appreciated.1. What will be the location of DOCUMENT_TICKET_TEMP_PATH if the customer is a hosted instance.2. What is the migration strategy for documents from IFS V8 to IFS Cloud.3. DB Schema definition for all tables associated with Document ManagementThank you.

1 month ago

Hiroshi PereraSidekick (Employee)

asked in Document Management (DocMan)

Transferring data to the FSS

There is a customer who had already migrated documents into IFS Cloud File Storage using "Cloud File Storage Migration Tool". After upgrade database and import it into IFS Cloud Use Place, will the previously migrated documents be retained in File Storage?IFS Documentation (https://docs.ifs.com/techdocs/24r1/030_administration/210_cloud_file_storage/fsmigtool/#configure_the_target_environment_with_all_file_extensions) states the following steps as part of document migration process: Overall process of migrating filesAnalyze data in the source database or Shared and FTP repository folders Decide what to migrate and not Migrate the data (what this tool does) Delete migrated data from the source database (example scripts provided) Export meta data from fss_file_tab (documented here). Move database to IFS managed cloud and upgrade to IFS Cloud Import exported meta data into fss_file_tab. Make sure fs_mig_status_tab is there in the target environment database, with the most recent dat

1 month ago

ROXTOBANEDo Gooder (Customer)

asked in Document Management (DocMan)

REST-API embedded pdf file

I have pdf document embedded in XML file for EDI orders.I want to create document based on embedded file and attach document to order.We are using 23R2, must be handled through REST-API

1 month ago

12gYashoPSidekick (Partner)

asked in Document Management (DocMan)

Is it possible to use SharePoint as a DocMan repository in IFS Cloud ?

Hi,Is it possible to use SharePoint as a DocMan repository in IFS Cloud (22R1) ? kind regards,Yashodha.

1 month ago

GaSoGBSidekick (Partner)

asked in Document Management (DocMan)

IFS Cloud24R1 - DOCMAN : Configure Sharepoint as Docman repository

Hi All,Customer is on 24R1(Managed Cloud). Requirement: Customer has a very large number of documents already existing in SharePoint and across various network share drives. As they are going to implement IFS as the new ERP system, there is a desire to ‘link’ the existing files into IFS, and associate them with the related master entity; customer, supplier, part, invoice etc. The intention is for the documents to remain in SharePoint and for the access control to be applied by SharePoint. Is this possible in IFS Cloud 24R1?If it is not possible, how complex is a MOD to achieve this?

1 month ago

david.harmerSidekick (Customer)

asked in Document Management (DocMan)

Filename when Printing missing Copy of

Hello Community,My question relates to the filename that is created when using docman functions VIEW and PRINT in IFSCloud 23R2. When printing a document using File Operations\Print Document in DOCMAN, the filename that is generated is FILENAME.DOCX, where as when using the View Document command, the filename that is generated is Copy of FILENAME.DOCX. The value that is provided in the Macro ScriptValues of COPY_OF_FILE_NAME is Copy of FILENAME.DOCX, so I dont understand why the filename doesnt follow. I have no Document Class Process Actions setup, so that is not manipulating the file name. Does anyone have any ideas? is this by design?David.Cloud 23R2

1 month ago

mhalnoDo Gooder (Employee)

asked in Document Management (DocMan)

How document file storage using Azure outside the Cloud database works.

Can someone in R&D maybe help me with a description of how document file storage using Azure outside the Cloud database will work. Some customers want to run Documents Management in IFS Cloud, but not with the cost of adding it to the database. Are there any limitations in having a file storage outside the Cloud?

1 month ago

atljlasinskiDo Gooder (Customer)

asked in Document Management (DocMan)

IFS Document Macros Templates

Hi.Is anyone have and can share Macros examples (for Document Management module), for IFSAPPS 10like listed below: Best regards

1 month ago

woprhoweSidekick (Customer)

asked in Document Management (DocMan)

EDM attachment very slow when locking a documnet attached to invoice in App 10 Aurena

As we push to get user’s over to Aurena, we have discovered that when locking an attached document within the Manual Supplier Invoice screen, each time that the Document Object Connections tab is clicked, the systems takes a long time before this option becomes available. All other areas of IFS where this process takes place do not exhibit this behavior, nor do we see this in IEE.

1 month ago

tkvaloDo Gooder (Customer)

asked in Document Management (DocMan)

Import file to a Document with no file refs.

I have searched the forums but I have not been able to find the answer to this:A lot of our documents are created outside of IFS. Before IFS Cloud (i.e. IFS Applications 10) we could create a document in IFS with no file.refs and drag and drop the file to the file refs tab.This does not work now, and there is no + button to press either as I have illustrated below.Does anyone know how to import or check in a file to an existing document from IFS Cloud? We are running 23R1 upd 10. Best regardsTrond Kvalo

1 month ago

kibsdkSidekick (Employee)

asked in Document Management (DocMan)

Missing drag and drop in Create Document form

I am missting the drag and drop option when creating new documents in all of our nordic presales environment on 21R2 - running in Chrome. If I run in Edge it worksWondering if I am missing a setup somewhere - or if I am experiencing a bugMy Create New Document form looks like this in Chrome and like this in Edge:

1 month ago

WynandDo Gooder (Customer)

asked in Document Management (DocMan)

Encrypting pdf customer statements

Hi Fellow Forumites.Is there a way in Apps 10 or Cloud to send out a pdf statement that is password protected? Regards

1 month ago

william.klotzSuperhero (Customer)

asked in Document Management (DocMan)

Using Rest API Retrieve Document and Media Item

Our current environment is IFS Application 10 Update 8.We have created an integration between IFS and Ignition using Rest API allowing Ignition to display shop orders, shop order operations and material lines in the order production needs to run them. The last step we need to accomplish is being able to retrieve the documents and images attached to the material lines. We use document management for the PDF’s and media items for the images of the products. I have been unable to located or figure out the Rest API to allow us to download the documents or images attached to the material lines. Can someone shed some light on the REST API’s we’d need to utilize to download the files so we can display the information within Ignition. Regards,William Klotz

1 month ago

Aravinda.PrSidekick (Employee)

asked in Document Management (DocMan)

Attachment is not shown only for Documents lobby in B2B portal

Hi 😊,I’m having an Issue of not showing the atachment only for Documents lobby (even the counter is shown) in B2B Supplier portal. I wonder why this happens only for this lobby element while the rest is okay. Any idea on how to fix this issue is highly appreciated. Thank you 😊

1 month ago

jporterSidekick (Partner)

asked in Document Management (DocMan)

Transmittal functionality next steps

The transmittal function does not show to have any updated functionality in the coming updates. At this time the transmittal function shows it is being both "created and sent" as an email, but no actual email is being created or sent.What is the plan?

1 month ago

AntonioInfoConsultingSidekick (Partner)

asked in Document Management (DocMan)

Restricted Document Access

In IFS Cloud 23R2, I would like to control the document classes that an End User can see when they go in to Attach a New Document on the Purchase Orders screen.However, they can see all the document classes to select from, I would like them to see only the Doc Class named PUR - Purchases. The steps I have taken are :1.Ensures that this End User does not have the Permission Set DOCMAN_ADMINISTRATOR granted2.On the Doc Class PUR on Doc Default Values, I have specified RESTRICTED_ACCESS to Y3.On the Doc Class PUR Persons and Groups Tab, I have enabled at least 1 line for a Person who is not an End User4.On the Doc Access template I have enabled a line specifying the User and set the Access to No Access and I have enabled a separate line for another User who needs access to this Doc Class. Is there any other step I am missing for what I am trying to achieve ?

1 month ago

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Document Management (DocMan)

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