Document Management (DocMan)

833 Topics

TTRACYSidekick (Customer)

I am working on setting up Document Management in our company for Standard Operating Procedures. The management part is working, but I am curious how other users are making the documents available to the basic users (operators, laborers, etc) with limited access.Are you just managing the document revisions in Doc Mgmt and the publishing out to another location (Internal company webpage)?Are you creating a custom lobby to present the documents in an “organized” manner?Just looking for ideas from other users. Thanks in advance.

13210

6 months ago

EqeMithuVSuperhero (Partner)

asked in Document Management (DocMan)

IFS Cloud - Document Management - Flexibility to edit documents by multiple users at same time

Hi All, I have requirement from customer where they would like to have such option in IFS which allows multiple users to edit the same document at same time.As far as I am aware in IFS it is not possible to access the document by other users until it is been checked back in by the user who checkout to edit the document.So, do we have any such functionality in IFS Cloud?? or Any work around solution to achieve this requirement.You help and suggestions are highly appreciated. Regards,Mithun K V

2927

6 months ago

DollyDo Gooder (Customer)

asked in Document Management (DocMan)

Document Revisions - Operation in Progress

Hi, The document revision with a file status “Object in Progress” cannot view the attached documents. Is there a way to change the file status of a document revision from “object in Progress” to “Check In”? I tried to detached the errored file and re-attached the same file and it generates new document number, However the document no. with file status “object in progress” is still appearing in the document revision. Thank you in advance :)

802

6 months ago

SrikanthSuperhero (Partner)

asked in Document Management (DocMan)

IFS DOCMAN FSS question

Hi,We are in middle of upgrading from Apps 9 (IFS Hosted) to Cloud 23R1 (IFS Hosted) and exploring migrating documents from database to FSS repository in IFS Cloud.While the transfer documents process is working as expected, we have few questions on how this will impact the next Upgrade iterations.Let’s assume, we create a FSS repository IFS_FSS_IT1 for Iteration 1 and migrate all documents from Database → IFS_FSS_IT1.For the next upgrade iteration can we create another FSS repository IFS_FSS_IT2 and migrate documents again and will this overwrite/affect files in IFS_FSS_IT1?The same question can be raised for creating separate storage repositories for each of the three Use Place instances - CFG, UAT & PRD, so they have separate FSS repositories?

1036

6 months ago

wiajeyaniSidekick (Partner)

asked in Document Management (DocMan)

IFS Docman can handle structured (and linked) documents as well as Xref files

What is defined as “Linked Documents” in IFS?

504

6 months ago

Chamath KuruppuarachchiHero (Partner)

asked in Document Management (DocMan)

Document Class Access based on the Companies or Sites

Hello I am looking for a possible option for below concern.I have a customer who is looking to move to doc man from a third party tool.Lets say this customer has 2 companies, and both companies use the same document class. For example document class 100.Customer wants to restrict the document access based on the users in the companies. Lets say Company A users shouldn’t be able to view the documents Related to Company B users even all of them using the same document class.I know we can restrict the access based on the document class, is there any other method? Thanks,Chamath

772

6 months ago

EqeMithuVSuperhero (Partner)

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

2066

7 months ago

SHAUN_KERSLAKEHero (Customer)

asked in Document Management (DocMan)

File Names in File Storage

We are using IFS Cloud 23R2 SU4.When we use Repository ‘File Storage’, we have noticed that the file name uploaded to the Windows share repository appears to have been encrypted and differs from what was uploaded by the user.If we check through the application and look at the database tables, there is no mention of this file name.Previously using FTP repository in Apps 10, it would store the file with a name like 3001-2279139-1-REV00-1See below snip shows 1st record uploaded from Cloud (File Storage) vs others from Apps 10 (FTP): Do we know what is causing this and if this is a security feature that could be turned off?

1256

7 months ago

zuhaibSidekick (Customer)

asked in Document Management (DocMan)

DOCUMENT MANAGEMENT ERROR WHILE UPLOADING IFS10

UPLOAD DOCUMENT IN DOCUMENT REVISION WINDOW ERROR IS SHOW SCREENSHOT IS ATTACHED THANKS IN ADVANCE.

1072

7 months ago

Aravinda.PrSidekick (Employee)

asked in Document Management (DocMan)

Error in viewing/ downloading document when Archiving Active in B2B Portal

Hi all 😊,The customer has a problem with viewing/ downloading Archived attachments in APP10 Aurena B2B Portal.Create Request Order Quotation and attach a document(drag and drop).Right Click and go to Document Revision VAP-DMS Data tab and Set the Archive ID Active.Set the status to Approve and Release.The Background job is executed perfectly without errors.Navigate to B2B portal, Request Order Quotation Lobby and when attempting to view/ download the document, an error displays and the requirement is not allowed.When checked the Debug Info, the following error is shown.But when the Archiving Active is turned off for another example, the Document can be viewed/ downloaded in B2B portal perfectly.I wonder whether, there is a customized extension is available in this environment. Because we cannot test in our environment since Archiving Active (VAP-DMS Data tab) is not available.Any idea on how to fix this issue is highly appreciated. Thank You 😊

412

7 months ago

kaannehDo Gooder (Customer)

asked in Document Management (DocMan)

Import documents with different class/format

Hello,Currently testing cloud and I’m able to upload documents with the same class/format from My documents - upload document. What I would like to know if there is an option to upload files with different class/formats? Thanks!

485

7 months ago

paul harland

asked in Document Management (DocMan)

IFS Cloud - PDF viewed in browser vs download and view

21r2, using Chrome and with Aurena Agent installed, I find that the “eye” preview icon on a document attachment opens a PDF in the browser, whereas if i go to the document and click “View” i get the standard docman download to local checkout path.What’s the reason for the difference?Is there a way to get the eye/in-browser preview elsewhere?Preview in browser:

106312

7 months ago

Malin NorgrenSidekick (Employee)

asked in Document Management (DocMan)

23R1 Report rule Check In To Document Management

We are using report rule Check in to document management. This worked fine in 21R2. We recently upgraded to 23R1 and it is no longer working. Is anyone else having issues with this in 23R1 SU1?I also set up a test in demo env, where it is also not working. Please let me know if anyone else has run into this in 23R1.https://j9s7r5g-dev1.build.ifsdemoworld.com/

1908

7 months ago

kvbeHero (Partner)

asked in Document Management (DocMan)

Enable attachments on Shipment screen

I was looking how I could attach picking lists printed onto a shipment. I could only think about two options Use report archive and try to find the picking listIn report archive set the validity a bit longer (they only need 10 days) Try to find the shipment based on the notes (which is not so easy) Report rule and attach a shipmentSo secondly I was thinking of using a report rule and attach a shipmentbut I cannot see an attachment screen on shipment so I was not sure how to enable this. I checked object connections but could not choose shipment as an entity? Its on this screen I would like to attach some documents @Tomas Ruderfelt @Mathias Dahl

1125

7 months ago

epruittDo Gooder (Customer)

asked in Document Management (DocMan)

Unhandled Security Checkpoint Error on approval process

We are receiving an unhandled security checkpoint error. This is on attached approval processes when using an approval template. So in the example below, it is on an Inventory part. It also happens on a Supplier for Purchase part as another example. However, it does not happen for any of our document approvals within the document revision screen. I did see another post that recommended going to system parameters and turning the Security checkpoint framework available off and then on again….but this did not correct our issue.

1427

7 months ago

zuhaibSidekick (Customer)

asked in Document Management (DocMan)

Document Management

How to Add single Signature (control step) on every pages in Document Management. Thanks & Regads,ZuhaibIFS Consultanthttps://www.linkedin.com/feed/

241

7 months ago

Vernon AndersonSidekick (Employee)

asked in Document Management (DocMan)

Mass Change of Document Object Connections

I am working with a customer that would like to change the document object connections for documents connected to an activity on a project to an activity on a different project? Thanks!

432

7 months ago

VirajWDo Gooder (Partner)

asked in Document Management (DocMan)

Supplier for Purchase Part Document attachment

Is there any restriction/limitation on the Supplier for Purchase Part window to add new documents?Trying to get the “New” button enabled, can use some helpful pointers. Followed the steps mentioned in the Enable attachments in IEE windows | IFS Community Granted the user with Document Administration permission sets. Users can attach new documents in other IFS screens, not in the Supplier for Purchase part. This brings the question, is there any special setup needed or any limitation (APP10 UPD16)

994

7 months ago

CAPALKDo Gooder (Employee)

asked in Document Management (DocMan)

Is there anyway to call a get function in VBScript or something Similar?

Hi All, Is it possible to call a get function in VBScript or something similar? Because I want to get a value which is getting calculated from a method/function and use it in a VBScript block.Is there any way to achieve it?Thank you in advance for any insight on this.

624

7 months ago

Kazuya SashinoDo Gooder (Partner)

asked in Document Management (DocMan)

How to implement command (RunLocalMacro) by IFS Aurena Agent

I would like to know the specific values of the arguments of "RunLocalMacro" that can be executed using IFS Aurena Agent.If anyone can confirm that it actually works, please let us know the argument values. Related links on this subject:https://docs.ifs.com/techdocs/Foundation1/050_development/022_user_interface/030_aurena_dev/100_how_to_develop_aurena_pages/045_aurena_agent/

1075

7 months ago

Divya WickramasingheDo Gooder (Employee)

posted in Document Management (DocMan)

Unable to upload documents

An issue is occurring with uploading documents to the Azure blob repository.In this scenario, customer is unable to attach documents to POs as the error, ‘Error when checking the repository validity: null’ appears. Product version: 23.1.9The problem was caused by the container ifs-file-storage which was Unhealthy and reported Readiness probe failure:Error:the error isEvents:Type Reason Age From Message---- ------ ---- ---- -------Warning Unhealthy 71s (x37368 over 6d20h) kubelet Readiness probe failed: Get "http://10.228.22.151:8080/q/health/ready": context deadline exceeded (Client.Timeout exceeded while awaiting headers)A "readiness probe failed" message typically indicates an issue with a Kubernetes pod. In Kubernetes, readiness probes are used to determine if a pod is ready for service requests. When a readiness probe fails, it means that the container within the pod is not ready to serve traffic even though it might be running.Restarting the pod solved the problem and enables to a

1293

7 months ago

NicolasB-K4USidekick (Partner)

asked in Document Management (DocMan)

New file type - e-sign required and error message

Hi,I use IFS Cloud (Application service update: 23.2.1).I create a new file type in the EDM basic data. This is for the .stp Extension (3D Files from CAD)Then I use this new file type when creating a new document revision. When I try to approve the revision, I have this message :“The number of PDF files and/or the combination of view and original files on this document is invalid for PDF signature and certification. If you are an end-user, talk to your system administrator. If you are calling this API from code, check your data or consider using the more specific method to sign your PDF file.”This file type is not PDF so I don’t want (and I can’t) use e-sign for this file.I use several document class to test and the result is the same.If I use a already created file type, this OK, I can validate it without any problems. Does somebody have any ideas about this issue ?Thanks for your feedback if you have same issue.Nicolas.

975

7 months ago

CorGreggBDo Gooder (Partner)

asked in Document Management (DocMan)

Document Revision - Multiple Sheets - Connect to Object

After I create a Document with Multiple sheets, and I want to connect all the sheets to an Object, I have to manually connect all sheets to the Object. I can utilize the Document Revisions screen and select all the sheets for the Document Revision and the Connect to an Object. If Document Sheet 1 is already connected, and I create new sheets after the connection, I can connect automatically using the New Sheet Wizard. Is there a way I can connect Document Sheet 1 to an Object using the Connect Object button on the Document Revision screen and all the other sheets are automatically connected to the Object? Our process is to load all the sheets first and then connect to the Object. Thanks,Gregg

453

7 months ago

SrikanthSuperhero (Partner)

asked in Document Management (DocMan)

DOCMAN documents cleanup in Apps 9

Hi,We are are looking at ways to automatically clear out obsolete documents stored inside the database.One of the posts suggested setting this parameter in Document Default Values: How does the cleanup work once this parameter is set?Is there is a Scheduled Task which is running or needs to be enabled?

1284

7 months ago

CAMHDMSDo Gooder (Customer)

asked in Document Management (DocMan)

Document revision print/download history

Hello,I have been looking into how to trace the download and/or print of document revisions. I have been looking at report archive and that appears to only log operational reports. Is there a way to track what is being printed or downloaded from document revisions?

756

7 months ago

Page 8 / 34

Document Management (DocMan)

Badges

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded