Document Management (DocMan)

Hello,We are using Document Management File share respositary. is there a way to keep password in azure key vault. so password can be secured RegardsPankaj

Hi, i have imported  events from V10   to add customer order lines as attributes child in word document created from a customer orders.although , the customer order lines have been added as connexion objects in the IFS document, the customer lines  attributes were not added in the proprietydoc in the Word document .Thanks in advance for your help. BR

I’m trying to get the STEP_APPROVED event to add signatures in our test environment using the following code: Our image is stored in DocMan with a PNG File: But, when I go to approve a step for a test document I get the following error:I feel like I’m missing something because we do have a PNG file on document DS_EAMONN.DUNCLIFFE.

I have a user that mistakenly approved a document and would now like it unapproved. Is this possible or will he need to create a revision?We are currently Apps10 UPD14 

Hi all IFS customers!I would like to know if you are using digital signing (DocuSign, Adobe Sign etc) in your business processes, and if so also what is the volume of signatures that you process, let’s say on a monthly or yearly basis.Thanks,Stefan Pettersson

Hi, URL has changed when accessing anything from the SharePoint       Just change this word “ifsworld” to “ifs” in the URL    

Is there a way in which you can choose the next approver of a document from a group, so in the below example the first approver would choose who is the next approver of the document: 

Having an Upgrade von IFS Applications 8 to IFS Cloud we faced a strange occurence.During the first upgrades, there had been no issue displaying the attachments in the system. Now, for this environment, the attachments are just not working.Here you can see some details from the system in the current state.  Attachments not available  Documents are not available Trying to view a document results in an error   Error while downloading the file. Failed to connect to FTP ServerRepository is set to FTP  

Hi, Are there any existing macro layouts for document management in Cloud ?For example, create a PDF file when we are checking in a Word document.Thanks! Linda 

Hi Docman lovers!I think the comment will probably be missed by many. If you are interested in importing e-mails from Outlook into IFS in a simple way, you should check it out:https://community.ifs.com/document-management-docman-248/attachments-27075?postid=97775#post97775(It works for multiple e-mails as well)Happy dropping! 

can we add more than one attachment to Aurena assistant ?  Pls advice how to do that.   

Hi,I am trying to enable Object Connection Transformation for attachment in GL Voucher.And get this error while Updating GL. Does any one know how to setup this properly?ThanksGayan

Hello All,I’m hoping you can help me, looking at our ftp servers for document management there seems to have been duplication of files (this is around the time last year when we had server issues). Before I just go ahead and delete files from one server I want to check the database itself for these files to see where the database record is pointing to. Unfortunately I can’t seem to locate the table. Table edm_file is just showing the path not the repository address - any ideas on which table I need to check?Thanks Sarah

IFS CloudI have Sales Part documents (PDFs) that are occasionally updated. We have been able to attach the Sales Part Document to the Customer Order Line Item.   I would like to send them to every customer that orders that sales part.  But I only want to send them once, the again if the documents change.I want to compare the Creation Date of the Sales Part Attachment to the Date the Customer on the Order last ordered the Sales Part.   If the Creation Date is Later than the Order Date, send the PDF Document with an Order Confirmation Report.How do I get the variables to make the comparison to include or exclude the PDF?Can this be in a Report Rule that would allow the test of all line items?  with multiple attachments?  

DocMan in Aurena and IEE requires a Check out folder to handle view and edit of documents. How is this done on Iphone and Ipad? 

I want to retrieve data from IFS database into a Word document, e.g. work order number and task number to which the document is connected. Document is stored to IFS docman and data should be fetched when document is opened for viewing.Is it possible to do the procedure with document macros?

Hi Is there in IEE a way that a user might grant document access to multiple documents without having to open every single document individually?We would like to avoid PLSQL scripting, as the user who would give access do not have access to the database, but are only admins in the document management area.Is there a screen we cant find, or a IFS standard RMB or assistant which does this? We are on IFS10 upd.8Best Regards

Hi,This message appears when we open user settings. See attached picture.How do we solve this? I have tried to find a solution but can not find one that fits :-) /Linda

I need to be able to print the quotes in word format. In IFS standard, we can only print them in pdf format.Is it possible to generate the quotation form in word format with all the required information?

Our customer is in APPS8 and they require to convert file type DOC and XLS in DOCMAN to DOCX and XLSX for existing documents. The reason why they want to change is that old file type could be a security risk and are sometimes blocked by Onedrive. Therefore, the customer thinks the only reliable solution is to convert file types to DOCX and XLSX.Is there a recommended mechanism/process to get this done? Appreciate any input.

We were having an issue moving the file system that contains all the documents (i.e. invoices, contracts, etc.) on 9.7 to Cloud.  Under 9.7, there are about 120 GB of files stored on a drive attached to the apps server: We need to move the data to another location (e.g. windows server or Azure file system) and attach to Cloud, or temporarily attach the currently used file system on 9.7 (i.e.  \\MLHAPP01-PROD.mlh.local\E$\IFS\DocMGMT\ ) to Cloud.  We’re having 2 issues: 1) attaching a Windows based file system to Cloud through the Linux middle tier.  We’re not having success figuring out the proper configuration.  2) What is the process for updating the meta data in Cloud so that it points at the new location? These issues need to be resolved ASAP as we’re going live on cloud later this week.

HiWe've an issue with setting up DOCMAN file repository with shared option in IFS Cloud 22R1 Remote deployment.We're upgrading from IFS Applications 10 to IFS Cloud 22R1. Current IFS installation uses a windows file share as the primary DOCMAN repository. We'd like have a similar setup for IFS Cloud as well. But after doing required configuration, we’re still unable to connect to the created repository.We're getting the following error when attempting to attach a document.Repository Address SetupRepository setupWe noticed the below log entries in

Maybe it is better to paste my question in this community:  The challenge here is to make the document files in IFS available for persons who currently are not working in IFS. The sales representatives are not using IFS now, but they need to find the signed contracts (which are stored in IFS.This question is coming from a Customer who also works with Mobile Work Order. Maybe this can also be a solution. So set an equipment structure for the customers and connect documents to the equipment. So MWO will be used only to find any document, not for working with work orders.But the CRM Companion sounds more where is meant for!Thanks,Robert

Hi, on document revision form, it is possible to view document using a specific button. Which access rigths (projection) is necessary to have it ?If I add DOC_ADMINISTRATOR acces privilege, it works but it is “too much”. Best regards,Christophe

HiWe are looking into enabling text search on documents, and have looked at the document content search domain which would allow this. But enabling this search domain, gets it to start synchronizing all documents, of which we have millions. Is it possible to limit this to specific document classes? We are only interested in doing this for certain document classes. Doing it for all our documents at once also seems unfeasible, at the rate of syncronizing we see.Is this possible, or is it necessary to create a new search domain?We use IFS APP10 UPD8Best Regards