Questions related to the TechDoc Document Manager
I saw similar post but did not want to hijack it. I am working on a project where I will need to access documents using SOAP or REST. Where can I get a guide describing how to use SOAP with Techdoc? I've seen the WSDL. Also we use Single Sign on, but was wondering if I use REST / URL interface can I send a username / password to authenticate my request since an Automated system might not be able authenticate using SSO.
Do you have documentation of what choices you get with choosing the different tables for reports?
Is it possible to add a keyword just for a particular generation? I would like to be able to create a baseline of documents that takes a "snapshot" like for a 45% review, but then I would want to do it at 90% too. This way you could capture the configuration of a system.
Can you create a report to find out what was deleted by a user with Admin privileges?
Do you have a User Acceptance Test document for 9.2?
How does TechDoc manage large video files over 2G? Do they stream when user clicks on link or does it have to be downloaded? Any options for user groups yet, other than manually creating and managing them?
How does TechDoc manage large video files over 2G? Do they stream when user clicks on link or does it have to be downloaded? Any options for user groups yet, other than manually creating and managing them?
How do you get all the sheets to render as a PDF in an Excel Workbook?
Do you have any documentation for the records functionality besides what is in the User Guide?
I am a techdoc manager. I use and create reviews in Techdoc and use it for all our electronic approvals. Recently I'm sharing that responsibility with a co-worker. We have gotten to the point, permission and ownerwise, where we can replace each other's documents, but we can't pause a review or start a review that the other person has created.
If you are using links in another application such as SharePoint and move them from one list to another. Is there any reason on the TechDoc side that the links wouldn't work? They move ok, but links no longer work.
Is there any way to separate the keywords in a csv report into separate columns?
It looks like you can know have spaces in Titles?
I have sent links for single documents, but did not know that you could copy the url at the folder level. This looks like it works like a folder share. Are there any differences?
Can Emails in TechDoc be encrypted?
Also, is their a way to protect a sensitive file from even Admins? Could you password protect (which I don't like) and then encrypt? People always forget password. Any other options?
Do you have any customers that store large amounts of software files, and does TechDoc take ISO files?
As you probably know, Fed Govt will soon be implementing new Rules/requirements for categorizing information as "Controlled Unclassified Information" (CUI). This will replace the document categories previously call SBU, PRA, Privileged/Proprietary, PII etc.
Can you upload OmniGraffle files to TechDoc?
Can you upload OmniGraffle files to TechDoc?
We are wanting to clean up key words - get rid of keywords that don't have value or that no longer make sense, but they're attached to thousands of documents. Is there a way to mass modify to do this?
Does TechDoc count electronic review duration in calendar or work days? I thought it was calendar days, but since the new release, my reviews that are set to Auto-Concur and Auto-Promote do not always progress. For example, one of my reviews has 3 levels. Level 1 duration is 10 days. It was started on 2/12/15 with Auto-Concur and Auto-Promote settings. It has not progressed. Another was started on 2/13/15. It has also not progressed. As a workaround, if I manually promote them, will the voters who have not voted appear to have Auto-Concurred in the history log?
Will the history of a document still show up if has been deleted?
Is it possible to create a report across tables? I want a report for a group of documents and I want a keyword field, but also want documents that have attachments added to them. This particular group of documents should have an attachment or a specific keword entered to authorize global access. This way I could perform status accounting to ensure nothing was released without one of these requirements.
I have several file types, mostly CAD and up to 30GB files I want to upload into a DM and link off of SharePoint.
Do I have to worry about the amount or size I am uploading and should I use the Client? Should I break it up some? Also, the person uploading may be at a different location than where the DM is, will that matter?
Is MPR a supported File Type in TechDoc8? It doesn't show on the Mime Type list in the Admin area. If not, can MP4 video files be ingested and managed, even with limited functionality?
As a Document Release Manager is it possible to access the History Table for reporting purposes? I have been requested to generate a report showing how many times various documents were accessed in a specified time period and who accessed them. Without access to the History Table , I had to generate a ticket for support from the TechDoc Admin.
How can I add a link to associate to a document in TechDoc? I want to associated a link in SharePoint that has additonal information about the document. This is so the user doesn't have to enter metadata in both places.
Can you have different access for an attachment than the document?
What is the best way to add temporary space for test purposes on a DM?
You would most likely want to do this on a test machine to perform a test import of a large number of documents before importing them on a production DM. The files for documents are stored in what TechDoc calls File Areas rather than storing them in a database. A File Area is simply a Windows Path that TechDoc is allowed to store files in. Here's a snippet from the Admin Guide:
