Document control/access solution to prevent opening specific documents Best Practices & General IT.You may find useful information here, and be able to script off that.įinally, your other option is to implement the new server over a weekend and keep the same name as the old server. You will be changing servers again, after all. If the latter, I encourage you to use either a mapped drive or - if you prefer UNC paths - moving to a DFS root. If you're referring to the location where Word finds Workgroup Templates, that's an entirely other issue. What "doc file options" are you referencing? Once a document is created off a template, that file is entire separate from the template used to create it. Something doesn't sound quite right here. The example above is an invoice therefore, it gets a invoice template. The actually template file names are different depending on type of DOC file. Ours need to check and only replace server name to drive letter of different server name. It's close to what we're looking for, but it's an all or none kind of script. We found this utility from searching spiceworks community. So the challenge is to find a script that check the template address and replace any that have "\\SERVER01" to "S:\" or "\\SERVER06". If we manually change it from old server hostname or drive letter (preferably drive letter), then the DOC opens normally. Turning off the server will cause a long delay in opening the doc files. We want to retire "SERVER01", but we can't turn off server at this point because 100s of the the word docs are looking for the template via sever hostname. You must also have access to the Invoice Templates menu option (General tab of the Roles form), to access the templates selected from the Record Access Tab.If we open the doc file options and view "Template" tab, the "Document Template" field has the following
Record Level Update access to determines the invoice templates that are available to you from Invoice Template Editor form ( Billing > Invoice Template Editor). The templates your Vision administrator gives you Record Level View access to determines the templates that are available to you to view in Billing Terms and in Invoice Options in Intercompany Billing. The invoice templates your Vision administrator gives you There are two types of access rights that can be set for invoice templates: Invoice Options field in Intercompany Billing, contact your Vision administrator to determine if your access rights must be adjusted. If you do not see a particular invoice template that you expect to see, either from the Invoice Template Editor, from the Invoice Template field on the General tab of the Billing Terms form, or from the Your administrator could set up the invoice templates so that you see only templates that relate to the projects you work on. An administrator can tailor your view so you can view and/or update only the invoice templates you use in association with the projects you work on, rather than all invoice templates in the Vision database.įor example, invoice templates might be created that are specific to an organization or specific to a project manager. Your Vision administrator can set access limitations on various configuration tables and applications throughout Vision, including invoice templates. See your system administrator about copying files to the report server.
Invoice Template field on the General tab of the Billing Terms form, you may need to copy the invoice template file to the report server.
If the standard template (layout and content options) shipped with Vision does not meet your needs, you can design your own invoice template. Each template is based on the standard invoice report shipped with Vision. Use the Invoice Template Editor to create custom invoice settings, tailoring invoice information and layout to your company's needs.Īn invoice template is essentially a set of saved settings that determine the content and the layout of the invoice. The Billing application comes with a standard invoice report and standard template settings.