DW Administration

Docuware- Filtering Records

Ever want to give someone or some group access to ALMOST everything?  For example:A client file may have invoices, purchase orders, correspondence and other common items that people need to have access to do their job butClient files may ALSO have Financial Reports, Legal Contracts and other PRIVATE documents not everyone should be able to…

How do I restrict which file types can be stored in my Docuware file cabinets?

If you want to prevent users from storing certain file types as documents in your file cabinets, please navigate to “Organisation” -> “General” and add the file types you do not want to be stored as “Restricted file types”To be able to choose those file types, you mus first have defined them by creating “file…

ERROR Settings server returned NULL for File Cabinet with GUID 5f7198f1-198f1-f1f6-4ff2-8ad2-a8c1246ffe67

ERROR COI.PDF Settings server returned NULL for File Cabinet with GUID 5f7198f1-198f1-f1f6-4ff2-8ad2-a8c1246ffe67The GUID was not the GUID in the system.  This could be the GUID did not exist any longer. The fix was to open the TRAY in configuration and reattach it to the new dialog box/file cabinet.

Adding a new Select List

Select List can be built fresh or using existing data.Producing a Select List does not associate it to a field. Associating the Select List to a field does not make it active. Making it active does not make the users able to see it.  What seems like a very simple thing is actually pretty complex.  A select…