I am looking to add a header/footer to documents on our system.Is there a viable way to do this. Ideally it would contain the document title, ID and revision number.Has anyone had any experience with this?

Hello! We are looking at a way to reconfigure out how to set up our document management system in Ideagen to account for major and minor revisions. Essentially our current policy is that we must do a full review of our documents every 2 years, however if minor changes are needed between that those cycles we can do a shortened review before publishing the updates. We do not want these minor reviews to reset the expiration clock for the “full review”.How would you go about using the system to accomplish that?Hope that makes sense!

Good morning,We are curious if any organizations currently use Qualtrax for your NAME accreditation and how your incorporate your NAME checklist into the system? Is it helpful for you?

Is there currently a way to use the external custom fields to attach more than one file at a time?I have users needing to upload between 2 and 20 pictures and having to go through the ‘Choose File’ button for each is very time consuming. Is there a way to bulk attach to the form/ workflow?

Is there a way to have a workflow generate a report at the end?Idealy i would like to have this sent to either a SharePoint folder or an internal folder in Qualtrax.The goal is to be ablet o look up old reports if you dont know the information to search the primary database of the workflow. Or have a PDF/Word/ or other format created to be exproted to send to internal and external customers. the work flow we are trying to do this with are quality non conformances.

At this point can a PDF be used to initiat a work flow or uploaded to a work flow to fill in fields?

Is there a way to temporary lock out all users while we perform system maintenance?  I want to lock out all users except for the few admin members.  I don’t want to have to manually reset each password of my users, if possible.  Thanks!

Wondering if Automatic File Transfer can be configured to drop files into a Microsoft SharePoint location? 

Hello,I have been trying for a while to find a way to create an automated email or a periodic report without success and perhaps you may know a way to get this done.We want to send a report summarising the staff who has not completed their assigned training in time, or tests assigned more than 15 days ago. This report would be sent as an email to their managers on a weekly basis.Do you have any ideas about this or something similar?Regards,Pedro

I created a Custom Field (text type) and added them to a folder. Let’s call the Custom Field = A. I entered the text data into the custom field properties of a document in the folder. When running a Document report to retrieve the data, the report displays previous/historical data of the custom field B (note: custom field B was deleted and replaced with custom field A). Is there anyway to update the report display to show data entered into custom field A, which is the current setting of the document properties?

I have an issue with users unable to view reports.I have enabled the ‘Create Reports’ & ‘Alter Reports’ permissions for these users but they still are unable to view reports. Has anyone had an issue that is similar?

Good afternoon customers,I hope you all are doing well. I wanted to take a moment to introduce myself in case we hadn't had the opportunity to meet and speak. My name is Ali and I’m your Product Manager. I was gifted this product at the beginning of the year and hit the ground running thanks to your willingness to engage in conversation. Truly grateful for the opportunity to speak with you, it allows me to know what’s working well, what we can do better, and what it is you need. I’m a firm believer that we should be building products for the customer, by the customer. I’d like to ask you some questions and am hoping this is a tool that we can use to:Create and vote on ideas as many of you had done in the old Qualtrax days. I’ve had a look at the list of ideas that you all submitted and voted on and we have prioritized these requests by number of votes. We have challenged ourselves as a team to deliver is at all possible so keep them coming! We are here and I am li

Seeing a new column when accessing user profile called “Action”, first noted today, have not noted this previously. Any insight what it is?

If i have a user that’s not in Qualtrax (no license), is it possible to input an email address within the workflow and/or email action and have the completed workflow email sent to them to let the know it’s complete?

Hello! I’m working on creating a new workflow. I found the option to add an External File as a custom field which helps for any document that’s not maintained inside Qualtrax. If i have a document already in our document tree that i’d like to attach to the workflow (in this case, it’s for a literature review assignment log), is it possible to make that connection without using an external file? Thank you!

I am working on a workflow that will enable the user to upload saved documents in one occurrence. Each document has its own category which the user selects. Can this be done in a subform? Or, can the user indicate that there are more documents to load and restart the workflow again without exiting? What’s the most efficient way to do this?

Hello, How do I make sure the document revisions are reviewed by the users if the user is logging into the system using single sign on(not using a password, instead using Microsoft Azure)

Hello, has anyone came across an issue whereby a document is in the same folder location twice and both are showing as the ‘Main Location’? For reference they both have the exact same ID number and there is no possibility to ‘Remove Document Location’ for either of them. 

Hello, we’re attempting to export data from our modules, however there is detailed information from fields we customized specific for our occurrences. Is there a way we can bring in custom columns to those tables to sort through and export? I know there is the report function, but we’re having difficulty generating that. To me, it seems like the verbiage we can select is not connected to the items we’ve created in our fields. Thank you for your help.

Hello, is it possible to see calibration / annual check due dates in the Assets List view?

Hi there, I’m new to the People’s module.So looking for any suggestions, tips, tricks or avoidable pitfalls, when setting up a training competency matrix. We are a manufacturing facility, with operators at different levels within various departments. My aim is to get the structure right from the start, so that I don’t have to go back over my work later, as I learn more.All help is gratefully received.

Anyone using this functionality yet? If so, how are you implementing it from a process perspective in our organization?

Is there a way to have an automatic report sent out weekly that contains information on what documents were published the previous week.  I know that I can set it up so it will report out a weeks' worth of information, but it has to be the same week, or it needs to be redone each Monday with a new week.  I would like it to automatically send per week with the previous week's information.Thank You

Hello Everyone,I was wondering if it is possible to modify the size of the List-Type Custom field. When scrolling down, it would be nice to see more than one item within the list.Best,Huan Nguyen

Hello all, For the List custom field, is there any way for it to be edited into a nested format? For example, if I wanted to create an EPA method and within said method, there would be a certain number of analytes that need to be included. Also, is there a way to change the selection style within a list when the “multi-select” option is chosen? It is inconvenient to hold shift and click multiple items within a tiny box.