Document Management (DocMan)

CaroleSidekick (Customer)

Document revision languages

Dear community,I’d like to know, if in DMS, we can manage different languages for the same doc_class / doc_no / doc_rev / doc_sheet ?Our need is to have one document available in many languages.I know that for the doc templates, we can have a different template based on the language and so, I thought that we could have such a flexibility behind a document revision…We are using the version 8 but migrating to Cloud 22R2Thanks for your help

1 year ago

FNSMITHUNSuperhero (Customer)

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

25 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?

1 year ago

DHCRADPASidekick (Customer)

asked in Document Management (DocMan)

APPS10 UPD16 - Document management access issues after DOCMAN updates.

Hello, after UPD16 deployment, financial, projects and case attachments, are no longer in the “attachments” tab on their corresponding IFS objects. Is this a known problem and does anyone know what steps to take to remediate the issue?We also have problems with several projections which were updated. This can be solves by revoking and regranting the access to them. DOCMAN keeps the grants somewhere else, though. Can anyone help? Many thanks,paul.

1 year ago

JohoDo Gooder (Customer)

asked in Document Management (DocMan)

Multiple Document Object Connections in Aurena

In Apps9 we can quickly create object connections between a document revision and multiple objects (for example several Shop Orders). When adding a row in the Objects tab in Document Revision window the Connect Object dialog appears and I can choose an Object type and then search and select multiple rows to connect to the document revision.I can’t find this functionality in Aurena (Cloud), hope someone could help me!

1 year ago

Tim McWadeDo Gooder (Customer)

asked in Document Management (DocMan)

Additional reporting views IFS Cloud

Looking for information to get multiple views created for reporting. Not ll views contains data need/wanted to create the report. We were advised this is a major task to set two views to be available in one report. Thanks,Tim McWade

1 year ago

nstacktkDo Gooder (Customer)

asked in Document Management (DocMan)

Attaching Document in a UTL_SMTP email

I found code on here that allowed me to attach a document to an email. This worked fine but it uses COMMAND_SYS: PROCEDURE EMAIL_DOC(mailto_ varchar2,mailfrom_ varchar2,doc_class_ varchar2,doc_no_ varchar2,doc_rev_ varchar2,doc_sheet_ varchar2,title_ varchar2,subject_ varchar2,message_ varchar2) IS file_name_ VARCHAR2(2000); file_names_ VARCHAR2(2000); doc_type_ VARCHAR2(2000); f_ VARCHAR2(2000); error_msg_ VARCHAR2(32000); rec_ Plsqlap_Record_API.type_record_; doc_ref_ VARCHAR2(32000); CURSOR get_doc_reference IS SELECT doc_object_desc FROM DOC_REFERENCE_OBJECT WHERE doc_class = doc_class_ AND doc_no = doc_no_; BEGIN OPEN get_doc_reference; FETCH get_doc_reference INTO doc_ref_; IF get_doc_reference%FOUND THEN EDM_FILE_API.REFERENCE_EXIST(f_, doc_class_, doc_no_, doc_sheet_, doc_rev_,'VIEW'); IF f_

6 months ago

Dharshankumaar MahendranSuperhero (Partner)

asked in Document Management (DocMan)

Using Macro Functionality in Docman

Hi Experts, Please let us know whether the below requirement can be met in the Docman functionality.Requirement -To convert documents attached to a document class to PDFDetails - Employees register their expenses in the expense management module of IFS where they attach the receipts/bills they receive to the specific expense sheet. As of now we get documents in different format attached to the document class.Investigations until now - Document class management has a functionality for a Macro According to the help text it is understood that we can register macros to be applied to process within a document classFor testing we created a Document Macro Block with a Script for a pop up message Then connected it to Macro Basic Data And we were able to use the macro to pop up the message. Kindly requesting any tips on how to setup the print functionality or any other process to meet the requirement of converting documents of a document class to pdf.

8 months ago

MatthewSidekick (Customer)

asked in Document Management (DocMan)

Aurena - Register Arrival > Receipt Attachment

Hi, Posted this as a comment - but the thread was dormant - and also getting cross-responses so though would try afresh. We are using Apps 10 - Update 12 - Aurena client and attempting to attach a document at Register Arrivals screen which should go though to the Purchase Receipt. It is not working for us. From what I can see it should not need to Doc Obj Transformation as they (Register Arrivals and Receipt) are both part of the same (ReceiptInfo) LU. It does not display - even if you click on the link in the Doc Revision.The link seems to be taking to ‘SOURCE_REF1=P414334^SOURCE_REF2=1^SOURCE_REF3=1^SOURCE_REF_TYPE_DB=PURCHASE_ORDER^’ Is this passing incorrect information. We are due to take UPD16 shortly - could this have been fixed? Or any thoughts on what to check / config?

1 year ago

ZIGESAMMDo Gooder (Customer)

asked in Document Management (DocMan)

Aurena Document Macros SelectAndRun not working

The function to select a macro for example for editing a document is working good in IEE.We get a question if there are more than one macros defined for one document process.In IEE it looks like This dialog is not shown in Aurena. Is there a special parameter which must be set in Aurena to get the same behavior?

6 months ago

jamiSidekick (Employee)

asked in Document Management (DocMan)

Viewing documents in preliminary status in B2B

Does anyone have experience modifying the B2B portal so that the documents in the preliminary state are also displayed there?

6 months ago

dmooreSidekick (Customer)

asked in Document Management (DocMan)

Document Revisions: status Checked Out

Good Morning - Our managers review and Approve Work Record Sheets via Document Management>Document Revision. Prior to the Work Record Sheet being approved the status of the document is at Checked-In, however we have found that there are occasions when the document has presented at status Check-Out, which doesn't permit the document to be approved. Can anyone advise why the document would default to Checked-Out status? Thank you. Dave

1 year ago

dabeleDo Gooder (Customer)

asked in Document Management (DocMan)

Select Default Documents Only

In Document Basic - Document Defaults per Object, I have assigned document classes to specific Lu’s.When creating a new document on the object, the default document class is pre-populated in the Create New Document pop up dialog. This works as expected.If I have multiple document classes set to the same Lu. When creating a new document from the object, the “priority 1” document class is the default in the Create New Document pop up. This is also expected. However, when I click on the ellipsis to select a different document class, I expect to see only the document classes defined in the Document Defaults per Object. Instead, I see every document class in the system.Is it possible to limit the selectable document classes to those configured in the Document Defaults per Object?

8 months ago

jamiSidekick (Employee)

asked in Document Management (DocMan)

How to set document revision obsolete automatically?

How to set old document revision obsolete automatically, when new revision is created?

1 year ago

roshangaSidekick (Customer)

asked in Document Management (DocMan)

Document upload error

Hello,When trying to upload a document in IFS cloud, im receiving below error.Something went wrong when uploading the file using the Aurena Agent. Error message: Missing or empty mandatory parameter: odata i did a bit of an investigation and the error comes from command CreateAndConnectDoc in the DocReferenceObjectAttachment.client file. When trying to execute the agentcall Upload this is getting failed. It looks like we cannot access aurena agent code. Can someone explain me why this error is raised. I suspect the file part could be a reason. File is located in a folder structure like below.C;\Users\t.user\New Folder\Test.pdf any help is highly appriciated.. ThanksRoshanga

1 year ago

olofjDo Gooder (Employee)

asked in Document Management (DocMan)

Limitations for purchase order attachment

Is there a limitation in total or in single file size for attachments on purchase order?

8 months ago

NicklasMadsenDo Gooder (Customer)

asked in Document Management (DocMan)

Granting document access on multiple documents

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

1 year ago

NicklasMadsenDo Gooder (Customer)

asked in Document Management (DocMan)

Document Content Seach Domain - Possible to limit Doc Classes?

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

1 year ago

bapehuSidekick (Customer)

asked in Document Management (DocMan)

Apps8 unable to open a document attachement

Dear Community, Have anyone seen that error when we try to open an attached file from IFS EE Apps8? When I checked the check out folder, it looks the attachment file was not created. It looks EE are not able to create the file there. But the test environment is able to create the file and open it without any issue. This happens in every client machine, not just in only a few. Has anyone seen this earlier? Thank you very much for any thoughts. Best regards, Balazs

1 year ago

TheofilLepschySidekick (Partner)

asked in Document Management (DocMan)

File Storage and Report Rule with Action "Check In To Document Managent "?

For IFS Cloud 23R1 - Report Rule with Action "Check In To Document Managent " for Repository Type = File Storage, should work? Or is planned to implement the functionality later? Our tests were not successfully. Appreciate your feedback.BR

5 months ago

paul harland

posted in Document Management (DocMan)

Upload Media Library to IFS Cloud using Postman

I’ve written up a document showing how to upload Media Library images to IFS Cloud using Rest calls (Postman)

7 months ago

DjedaiDo Gooder (Partner)

asked in Document Management (DocMan)

Docman: set Defaut Edit AAccess instead of Admin Acess Level for user who created document

Hiis it possible to set Edit Access as default access instead of Admin Acess Level for the user who created the documentIs there a projection or permissionSet set somewhere in permissionSets to change ?Thanks Regards

1 year ago

Sandy_KrDo Gooder

asked in Document Management (DocMan)

DOCMAN - Multiple Digital Signatures

Hello,I was able to sign the pdf document by approving the document via IFS CLOUD 23R1. I used self signed created within IFS in Keystores. I need to send the document to an employee by email and then let him sign on it. Is this a possible functionality?I tried to sign on the downloaded pdf using adobe to emulate above scenario. But I was not able to sign on it. Is it because it is already digitally signed?Or could it be related to keystores? Earlier I got an error saying it is not valid but then I used a valid certificate and could get rid of that error. But still signing was not available to me. I also tried to save a copy and sign, did not work.Also, after go-live should I replace certificate in the keystore with one that is issued by a trusted CA and has a chain to a Root CA? My major concern is how to enable employee to sign on this document? @Mathias Dahl Appreciate if you could share your thoughts. Thanks in advance!

5 months ago

XitSakunESidekick (Partner)

asked in Document Management (DocMan)

Unable to add attachment!

Dear All,This error occurs on APPS9.In every window when we go to create a new document, it shows this error message. I checked the docman_temp_path using cofiguration.xml and the mentioned folder is already in the correct location. can’t determine what is the reason for this issue. kindly, expecting a favourable response from you. Please check the screenshots to get a better understanding.Thank you and Best regards.

1 year ago

Ni0910meshDo Gooder (Customer)

asked in Document Management (DocMan)

Disabling the 'Detach' option in Document management Conditionally

We would like to control the ‘Detach’ option in Document Management. The requirement would be specifically to have few users with the ‘Detach’ capability for specific Document Classes and have the rest of the users in ‘View’ access. Further, we would like to control this by window level. We only need the capability of controlling the ‘Detach’ option in the Shop Order window and it should work as expected in other windows. When I tried the Access levels in Document Basics it overrides from somewhere. I created a Group with all the users and given access level as ‘View’ for the specific Document Class. Then I included the special person IDs into the Document Class with ‘Admin’ access. This did not work. Then I tried to remove the following permission from the allocated permission sets. DOC_REFERENCE_OBJECT_API.RemoveStill I could see the Detach RMB option for the user and the user is able to remove the document from the shop order window. What would be the approach to have this config

5 months ago

Page 7 / 28

Document Management (DocMan)

696 Topics

Document revision languages

Online Document Signature

Merging Object Technical Characteristics into Documents

APPS10 UPD16 - Document management access issues after DOCMAN updates.

Multiple Document Object Connections in Aurena

Additional reporting views IFS Cloud

Attaching Document in a UTL_SMTP email

Using Macro Functionality in Docman

Aurena - Register Arrival > Receipt Attachment

Aurena Document Macros SelectAndRun not working

Viewing documents in preliminary status in B2B

Document Revisions: status Checked Out

Select Default Documents Only

How to set document revision obsolete automatically?

Document upload error

Limitations for purchase order attachment

Granting document access on multiple documents

Document Content Seach Domain - Possible to limit Doc Classes?

Apps8 unable to open a document attachement

File Storage and Report Rule with Action "Check In To Document Managent "?

Upload Media Library to IFS Cloud using Postman

Docman: set Defaut Edit AAccess instead of Admin Acess Level for user who created document

DOCMAN - Multiple Digital Signatures

Unable to add attachment!

Disabling the 'Detach' option in Document management Conditionally

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