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Activity

26
    N
    Thinker
    nnedi okonkwoThinker
     Discussions
    Cancel Document Read & Acknowledge Request

    Hello. Does anyone know whether it is possible to cancel document read & acknowledge sent in error to users?

    173
    C
    Ideagen Employee
    3 days ago
    K
    Thinker
    kkalokoThinker
     Discussions
    "Document Includes File Extension that is Prohibited"

    Has anyone come across this error when attempting to save a change document to the document detail? I’ve attempted to save this multiple times and I get this message. This hasn’t happened with any other documents that I’ve worked with. I’ve tried to see about changing the extension itself (it’s a Word doc), well more like saving it again as a .docx to see if that helped at all- it didn’t. Any insight would be greatly appreciated! 

    110
    K
    Thinker
    3 days ago
    Greg Harper
    Ideagen Employee
    Greg HarperIdeagen Employee
     Technology updates
    No-downtime Production Updates (2.62.4) starting Thursday, September 18, 2025, and Maintenance

    Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.62.4 to the following areas:US Production: Thursday, September 18th US Government Cloud Production: Thursday, September 25th Europe and Canada Production: Wednesday, October 1stYou can review these release notes for an overview of the changes.ActionPlease report any unexpected behavior that you notice in your US Config (Build, Test, and UAT) areas, which we plan to update with this new 2.62.4 version by Friday, September 12th. (We will postpone the Production update if we're not confident in its quality.) This release will reach the European and Canadian Config areas on Wednesday, September 24th.MaintenanceNo-downtime software maintenance on US Production servers:Between Tuesday, September 16th, and Thursday, September 18th No-downtime software maintenance on European and Canadian servers as outlined in the Maintenance Schedule.As always, if you have any questions or concerns, please don't hesitate to cont

    270
    Greg Harper
    Ideagen Employee
    5 days ago
    G
    Thinker
    GeorgeHimeThinker
     Discussions
    Multiple documents upload

    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?

    362
    G
    Thinker
    5 days ago
    Jackie Sexton
    Ideagen Employee
    Jackie SextonIdeagen Employee
     Technology updates
    Mobile App Rebranding Notice

    Important changes coming to our mobile application.Starting November 20th, 2025, the DevonWay 2 mobile app will be renamed Ideagen EHSQ Enterprise with platform-specific updates detailed below. iOS and Windows PlatformsThe following changes will take effect:Application Name: DevonWay 2 → Ideagen EHSQ Enterprise Visual Identity: Updated icon design aligned with Ideagen's EHSQ brandingUser Impact Summary:Standard Users: All functionality and login credentials remain identical—only the name and icon will change MDM-Managed Deployments: The underlying package identifier stays the same, ensuring automatic updates through existing MDM systems without additional IT intervention. We suggest alerting end users about the visual changes they'll see on their devices. Android PlatformWe're currently developing a completely new Android application that will match iOS capabilities and features. During this development phase, the existing Android app will retain the DevonWay 2 name.Once the new versio

    402
    M
    Ideagen Employee
    5 days ago
    A
    Thinker
    AlisaThinker
     Discussions
    Filing Issues

    When we try to file emails in MM many projects don’t file. They are either Cancelled or have Error: the remote server returned an error in the Progress column. We do not have a physical server. I have requested help with this before but it keeps happening. Can anyone help with this?Thank you.

    50
    A
    Thinker
    5 days ago
    Samuel Brown
    Ideagen Community Manager
    Samuel BrownIdeagen Community Manager
     Feature spotlight
    🔔 Stay connected: Introducing Community notifications
    🔔 Stay connected: Introducing Community notifications

    Look up at your navigation bar right now. See that new bell icon? That's your gateway to never missing a reply to your question, or content you’ve subscribed to. We've just launched our real-time notification system, and it's about to become your new best friend.Here’s what to expect:Instant updates: The moment someone interacts with your posts, comments on discussions you're following, or activity happens in categories you've subscribed to, you'll see it instantly in your notifications panel. Smart organisation: No more email clutter! Everything from the last 30 days is neatly organised in one convenient location, making it easier to prioritise and respond to what matters most. Stay engaged: Whether it's a reply to your question, a like on your contribution, or new activity in your favorite discussion threads, you'll be the first to know.Why this mattersWe know how frustrating it can be to lose track of important conversations or miss opportunities to engage with fellow Community memb

    230
    Samuel Brown
    Ideagen Community Manager
    5 days ago
    G
    Thinker
    garyfThinker
     Discussions
    Document Save Error

    Is anyone else having an issue with saving a draft document after submitting for approvals? I have had this issue multiple times now, where once all approvals are complete and I try to make any changes to the document and then save it, I receive the save error at the top of the record. The tool tip does not show up anywhere in the record, but when I hover over the save error I get a popup message that says “You must specify some text in your note”.  Also, if I try to Activate the document using the wizard in the  desktop client I can go through all the windows and then the last box has the “Save” button greyed out. 

    623
    A
    Thinker
    5 days ago
    A
    Thinker
    amoutoThinker
     Discussions
    Web Reporting - Unauthenticated for external entry

    Hi there,Is there a security issue with enabling the web reporting portal in unauthenticated mode (no SSO), where external users from anywhere in the world can upload attachments?I’m specifically concerned about the risk of someone uploading a file that contains malware. How is this normally managed in practice? do systems in Ideagen usually scan uploads, restrict file types, or isolate them before we access and possibly download them? What are the best practices for handling this kind of setup or is it always recommended to be authenticated (which means external parties cant fill the form)Thanks,Alex

    322
    A
    Thinker
    6 days ago
    M
    Enthusiast
    Mkealey-harbaughEnthusiast
     Discussions
    Issues loading .xls files

    When using the web version, I have been unable to load .xls files. I get a notification stating that it is a forbidden file type.  So I typically revert to the desktop version, as I have never gotten the error using that.  Has anyone else experienced this? Is there a setting that I need to change? 

    191
    Alan Blair
    Ideagen Community Manager
    6 days ago
    D
    Thinker
    dlucasThinker
     Discussions
    Designing customer/supplier notification reports

    Hi All, Many years ago, in a previous job, I had the pleasure of attending an Ideagen conference that I believe was help in Nottingham but I can’t quite remember.I do remember one of the attendees giving a presentation on how they created bespoke reports to send to suppliers for notification of complaints.In my current role I am back working with Q-Pulse, or it’s new identity as Ideagen Quality Management Professional, and would like to update the look and feel of the reports we are using for supplier (and customer) notifications. If you are still around and are able to share the information/presentation that would be fantastic.If anyone else has a good how-to guide for setting up reports that would also be much appreciated!Thank you

    151
    Alan Blair
    Ideagen Community Manager
    6 days ago
    M
    Enthusiast
    Mkealey-harbaughEnthusiast
     Discussions
    People and training

    Hello,I have been reviewing the skills catalog in search of courses or a curriculum for the people and training modules. I have not been able to find any. Are there some that I am missing?  I was hoping to get our HR people through some of those so that they have a better understanding to build out the matrices and competencies.  We do have some success training in June, but I was hoping to give them some information in advance.  

    35615
    Alan Blair
    Ideagen Community Manager
    6 days ago
    Greg Harper
    Ideagen Employee
    Greg HarperIdeagen Employee
     Technology updates
    No-downtime Production Updates (2.62.3.1), Friday, September 5, 2025

    The No-downtime 2.62.3 Production Update originally scheduled for last Thursday, August 28, 2025, occurred on September 4. This update introduced an issue with certain Mobile reference fields that prevented data from returning. We are addressing this issue with a no-downtime Production Update later today, September 5, 2025. You can read the release notes here for more detail.

    180
    Greg Harper
    Ideagen Employee
    10 days ago
    M
    Enthusiast
    Mkealey-harbaughEnthusiast
     Discussions
    Login license issue

    Hello, Quick question for the group. Is there a way for an individual who has a ‘primary license’ to be logged in with a secondary license if there are no primary licenses available at that time? Is there a way to set it that way? As an example, earlier this week, I had two associates who were unable to log in because there were no primary licenses available, but what they were logging in to do did not require the actual primary license at that time.   Does that make sense?Thanks in advance! Michelle

    572
    M
    Enthusiast
    12 days ago
    A
    Thinker
    Andrew TThinker
     Discussions
    When will Mail Manager be able to Automatically Find locations?

    When will Mail Manager be able to scan an entire Sharepoint library and automatically find and index all emails? This would be useful for us.  We have a SP library with tens of thousands of folders and subfolders, some of which (but not all) have emails in them.  New folders are created all the time.  It is far too much effort to manually find all the email locations.  And we don’t want to have to create a new MM location every time we save an email in a new place.

    201
    P
    Ideagen Employee
    14 days ago
    F
    Thinker
    faseehThinker
     Discussions
    track who obsolete doc in the system

    The QM department has reported that a specific document has been marked as obsolete in the system. They would like to track and identify the user who performed this action, along with the date and time it occurred.Could anyone please advise which database tables or logs we should check to retrieve this information?Your guidance is appreciated.

    471
    M
    Maven
    14 days ago
    S
    Thinker
    swhgrahamThinker
     Discussions
    Document Numbering with Leading Zeros

    Does anyone know if it possible for a Document Type assigned with a document numbering prefix to automatically assign the next sequential number but formatted with leading zeros (fixed number of digits). For example SOP00005, SOP00134, etc. I seem to only be able to get SOP5, SOP134.  We really need to ensure the total number of characters for document ID is consistent of always being 8 characters. We are currently using version 7.8.0.

    150
    S
    Thinker
    17 days ago
    Abi Davies
    Ideagen Community Manager
    Abi DaviesIdeagen Community Manager
     Announcements
    The logo for Ideagen Luminate added in front of a gradient background
    Introducing Ideagen Luminate💡

    Your new portal for connection, learning, and support We’re excited to announce the upcoming launch of Luminate, our new unified customer portal designed to simplify how you engage with our products, teams, and resources.Luminate brings together everything you need: expert communities, product guides, learning courses, and support, all within one intuitive platform. No more jumping between multiple sites or wondering where to find guidance. With Luminate, you’ll have a single entry point to explore, learn, and connect at your own pace.Why are we making this change?Because you’ve told us what matters. You want clarity, consistency, and a space that reflects how you use our products day to day. Luminate is designed for you; the hands-on users. It’s a place where you can build expertise, get answers quickly, and connect with others who are solving the same challenges.What’s coming in September?A fresh new homepage with four clear paths: community forums, product guides, learning courses,

    3000
    Abi Davies
    Ideagen Community Manager
    17 days ago
    M
    Ideagen Employee
    Mark LierleyIdeagen Employee
     Technology updates
    Postponed: No-downtime Production Updates (2.62.3), Thursday, August 28, 2025

    Please be aware that the release previously planned for this evening (Thursday, August 28) is postponed. We always strive to release the highest quality software possible, and in this case we have identified areas that require further testing to guarantee the high quality that you expect. Check back here for more information as we determine the new 2.62.3 release date.

    240
    M
    Ideagen Employee
    18 days ago
    M
    Enthusiast
    Mkealey-harbaughEnthusiast
     Discussions
    Audits and documents

    Hello,As we are using IQMS as our document control system, and we are using the audit module is it possible to link documents from the documents module to the audit module without having to upload the document again? 

    491
    M
    Maven
    18 days ago
    Jackie Sexton
    Ideagen Employee
    Jackie SextonIdeagen Employee
     Technology updates
    No-downtime Production Updates (2.62.3) starting Thursday, August 28, 2025, and Maintenance

    August 21, 2025Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.62.3 to the following areas:US Production: Thursday, August 28 US Government Cloud Production: Thursday, September 4 Europe and Canada Production: Wednesday, September 10You can review these release notes for an overview of the changes.ActionPlease report any unexpected behavior that you notice in your US Config (Build, Test, and UAT) areas, which we plan to update with this new 2.62.3 version by Monday, August 25. (We will postpone the Production update if we're not confident in its quality.) This release will reach the European and Canadian Config areas on Wednesday, September 3.MaintenanceNo-downtime software maintenance on US Production servers: Between Tuesday, September 16, and Thursday, September 18 No-downtime software maintenance on European and Canadian servers as outlined in the Maintenance Schedule.As always, if you have any questions or concerns, please don't hesitate to contac

    180
    Jackie Sexton
    Ideagen Employee
    25 days ago
    J
    Thinker
    John MilneThinker
     Discussions
    Record and manage professional referrals to HCPC and NMC using InPhase

    Hi All,Does anyone use InPhase to help record and manage professional referrals to the Health and Care Professions Council (HCPC), Nursing and Midwifery Council (NMC)?Many thanks

    150
    J
    Thinker
    25 days ago
    M
    Enthusiast
    Mkealey-harbaughEnthusiast
     Discussions
    Exception Error

    Hello, A user at my workplace is receiving the following error and I am uncertain how to resolve the problem.  

    522
    M
    Enthusiast
    26 days ago
    C
    Thinker
    Clive WarrenThinker
     Discussions
    Visual FAIR Issue

    Hi,My colleague is encountering issues when he opens the Visual FAIR App whereby the repository is showing as empty.Other users of the App are not having this issue?Any assistance you can provide would be greatly appreciated.Kind regards,Clive. 

    363
    H
    Thinker
    27 days ago
    Samuel Brown
    Ideagen Community Manager
    Samuel BrownIdeagen Community Manager
     General
    Introduce yourself and welcome others 👋
    Introduce yourself and welcome others 👋

    Hello everyone and welcome to the Ideagen Luminate community!The Ideagen Luminate team is excited to get to know our new users and their backgrounds. We would love to hear a little bit about yourself and what you do for your company. You may meet others on this thread who share common interests or work in the same industry as you.We believe that by getting to know each other, we can build a stronger community and learn from each other. So please, take a moment to introduce yourself and let us know what you're interested in. We can't wait to get to know you!Here are some questions to get you started: What is your name? What do you do for a living? What are your interests? What are you hoping to get out of the Ideagen Luminate? A little about me…I have been with Ideagen for almost seven years now, and some of you may recognise my name. I started out in the support team, where I covered both frontline and escalated support for products including Coruson, Q-Pulse Cloud, Risk Manageme

    157339
    H
    Thinker
    27 days ago
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