Document Management (DocMan)

I wonder if somebody has done automation where a process needs to export a document to a shared drive?Any idea how to do this? Is there a tool in IFS to do the export?Thanks,JL 

In document revision screen in general tab while clicking on View/Edit/Print option I am not able to see the report which is checked in. but from database in EDM_FILE_STORAGE_TAB I can see the PDF report. I am getting the information message as shown in the screenshot.Appreciate any lead or help for the fix. Thanks in Advance. 

There is a customer requirement to hide the document number from the “list view” of the document attachment panel. Is this possible? Please check the attached screen shot. They want to hide the underlined portion.

Hi,Is it possible to attach more than one file to a Document Revision/Document Sheet?

Hi,Whenever we create project invoice, it seems that IFS generates a PDF that is automatically attached to the invoice object. But we do not understand where this functionality has been set up… In the past, we were generating documents in Database repository, and this functionality described above was working fine. Then we switched to FTP repository and since then, it became impossible to retrieve invoices atached automatically after the date of implementation of the ftp (past invoice are still accessible). It seems that IFS keeps creating the invoice in the DataBase, but tries to retrieve them from the FTP, so we get an error message saying the document does not exist on the FTP.Does anyone face such issues? or know where all of that is set up ?NB: We do not mind to keep our invoices in the database instead of FTP, but all the other documents must be on FTP due to size issues.Thanks in advance for your hep !

We are in Apps 10 UPD 10.  Our Accounts payable team is currently manually attaching a document with Document class ‘Payment’ to the Manual Supplier Invoice screen for a Supplier / Invoice, so they have a copy of the supplier invoice to refer to on that screen. They would like the same document to also be attached (automatically if possible) to the Supplier Invoices Analysis screen for that Supplier / Invoice.I thought this was done via Document Object Connection or Object Connection Transformation but I have not figured out how. Hint please? Thanks

Do anyone know whether  IFS Rental Module supports Rent Out of Configured Parts (CTO Parts)?

Business requirement is that we receive Supplier quality certificates that we check into IFS / Supplier. Those certificates need a validity period set. The users need to get notified when the quality certificate is about to expire. I found the below thread useful where I read the responses from @Mathias Dahl and @william.klotz. My question is slightly similar to @DominikaM’s question on the previous thread. I need set an expiry date for a certain document class only. Within that Doc class, I need to control the expiry date at individual doc revisions and get a notification before that date.  Seems IFS dosen’t provide a straightforward way of doing it. Do you think I will be able to achieve it through a custom event only? i.e. I set up a user email that gets a notification generated when the document is nearing the expiry date that I entered when checking it in IFS. Unlike the previous thread, we enter a new revision only after Rev 1 is set to expiry / obsolete. 

Hi,There is a threads in the category “Framework & Experience” regarding handling documents on different versions of the new migration tool Smart Data Manager.Maybe someone within the DocMan community have an answer to the following, which is part of a question I posted in that thread? (Please see the other post to get the context of the question.)“Will any or both of the versions be able to handle BLOB/CLOB data? Or in other words, possible to handle file data in DocMan which is stored as BLOB data.”(The wording “both versions” refer to Smart Data Tool (an add-on for IFS Apps 10) and Smart Data Manager (IFS Cloud), and whether this is correct I leave to the authors in that thread to cater for:) )/Erik

We have documents flow from Business Opportunity to Customer Order - in one instance a bunch of documents flowed from Business Opportunity to Customer Order but we don’t actually want them on the Customer Order.   How can I detach them without losing the original document attached to Business Opportunity

Hi, Can Lobby displays attached documents and when click, it can also be opened? Thanks for answering.  

If the requirement was to upload 8,00,000 images in media library. Would it be advisable to load it in database?  What is the expected growth in the size of the database? If not in media library, is the only other alternative isto store in Docman?.  

Is there any way to use metadata on document revisions other than creating custom fields?

Hi ,If anyone has set up Redline comment using an External RedLine Application (BlueBeam or RXHighlight)? In case of BlueBeam which file type has been used as File Extension? Any other Information about Redline using External Application will be appreciated.  

Hi there,Would you have a comprehensive document explaining the limitations of IFS Replication from HUB to SAT (Central to Vessel) regardless of the connectivity?For instance regarding the size volume of data replicated : number of messages per hour, message or bundle cannot exceed xxMB, etcThanks for your help !Kr,

Is there a way in Apps8 to put automatically a generated report into Document management and attach it to the business object ?When printing a purchase order, we would like to have the report created in the docman and attach automatically it to the concerned logical unit. And after that, how to send by email the attached documents ? For example, the drawing is attached to the inventory part. With the object connection transformation, the drawing is coming in the attachments of the PO. But how to include this document in the email ?

My customer are in APP10 UPD12 using only Aurena client and MS AAD. They are going to start using the DOCMAN..Here is the question I received from customer “ I need to know the impact of Document Management on the system?  We are looking at approximately 1 million + documents per year.  What is the impact of using the default repository?  What options are available?  Ect" I have also read it in community note that “to over come the growing database concern, customer could opt for the other repository options which is already there in the document management.Those other options are FTP and shared folders (on the application server itself or on a network share).”But in another answer FTP and Shared document repositories are currently not supported there. Could someone clarify the above so we can give them a firm solution for this please?  Thank youUma Selvaraj

Hi, Trying to get report rule to check in report file to docman when printed. Is there something more needed in the background for this work?Found some related posts and I have set up the action properties according to those but still no luckWe run on IFS 10 upd 3  Regards,Anna 

Hello,yesterday after power outage(restart all servers) we are not able to attach document to any IFS object (CustomerOrder, PurchaseOrder) that has diacritic in filename (NabídkaMŠ.pdf). We are not able even open(see) the documents, that have been already saved in IFS before (for example 3 weeks ago) and have diacritic filenames. The documents without diacritic we can attach and see in IFS.Very strange behaviour.Any help please?Jan West

For customer on APPS10, soon to be on IFS Cloud 21R1, On a work order, is there a way to get attached documents to print to a specific printer?In existing functionality where you can “Print attached documents” from work order guidelines, it will download docman document and then print to the default printer installed on device running the IFS application.Could it be possible to setup so that certain doc classes for example, gets routed to specific printers? Similar to our Printer Definition for operational reports functionality?Any ideas how to create such a modification, or configure it to do that? This is a question i have gotten few times by different customers. For example, drawings needs to go to a certain color printer, while work instructions or other attached pdf documents should go to a black and white printer in a different area. Ideally we would select a RMB, “print work order package” and print all attached documents, and depending on what doc class, send them to different

Hi,This is related to a prospect customization in Aurena App10 (UPD9):One of our Customers has a requirement to open documents (Word or Excel) in an editable mode once it is uploaded to IFS DocMan through the attachment panel. Then the User is allowed to do required changes to the document content, and upon closing the document it should be automatically checked-in to IFS.I would highly appreciate if you can respond whether this is a feasible solution or if you have any previous experience related to this.

Hi All,There is a request from a customer to customize the Attachments Panel in IFS Aurena (APP10 - UPD9),  to convert  the documents attached using the below options in the attachment panel as a PDF Document upon creating the document. This can be used for any of the file types (Word / Excel). Both Original version and the created PDF should be stored in DocMan. I would highly appreciate if you can respond whether this is a feasible solution or if you have any previous experience related to this

Hello IFS Community,We are running IFS 9I am trying to download the To run IFS Document Management in Microsoft Office you need to install the Document Management Office Add-In. However, I received the following error message:Name: IFS Document Management Office Add-InFrom: https://XXXXXXXXX/client/officeaddins/docmanofficeaddin/Ifs.Application.Docman.OfficeAddinInstaller.vsto************** Exception Text **************System.Security.SecurityException: Customized functionality in this application will not work because the certificate used to sign the deployment manifest for IFS Document Management Office Add-In or its location is not trusted. Contact your administrator for further assistance.   at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInTrustEvaluator.VerifyTrustPromptKeyInternal(ClickOnceTrustPromptKeyValue promptKeyValue, DeploymentSignatureInformation signatureInformation, String productName, TrustStatus status)   at Microsoft.VisualStudio.Tools.Applicati

Hi Gents,I have been doing emailing DOCMAN files to user by downloading it to a locationa and attaching them. It is a long way.Is there any new way that IFS APPS10 has introduced to attach and send multiple files?Sceenario: When releasing a customer order, email with all docman files to external customer. Thank you in advance.

Hi,IFSAPP10, Aurena with IFS Aurena Agent and IFS Aurena Extension, DocMan with Macro and open Word. When I have use edit document, word file has been checked out according user settings, but word does not open with word file. How can we open world file directly after checkout with Aurena Client?