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Online Help

MAGIQ Documents
MAGIQ Documents
- Introduction
- Getting Started
  Getting Started
- The Menu System
  The Menu System
  - Introduction
  - New Menu
  - Edit Menu
  - Tools Menu
  - Advanced Menu
  - View Menu
  - Link To
  - Modules
  - Filter Menu
  - Custom Menus
  - Action menu
- Working with Documents
  Working with Documents
  - Introduction
  - Viewing Documents
  - Editing documents
  - Checking in documents
  - Checking out documents
  - How to create documents
  - Creating documents
    Creating documents
    
    How to create documents
    
    Creating documents using WebDAV
    
    Creating documents with Zip Uploads
    
    Creating documents with Form Templates
  - Version control
  - Publishing
  - Document Types
    Document Types
    
    Overivew
    
    Bulk Change Document Types
  - Deleting documents
    Deleting documents
    
    Overview
    
    Recovering deleted documents
  - Archiving documents
  - Completing documents
  - Copying and moving documents
  - Classifying and de-classifying documents
  - Tagging documents
  - Document properties
    Document properties
    
    Overview
    
    Menu Items
    
    Tasks and Workflows
  - Distributing and sending documents
  - Document comments
  - Document keywords
  - Document associations
  - Shortcuts
  - URLs
  - E-mail documents
  - Document ownership
  - Document thumbnails
  - Download Queue
  - In place Activation
  - Periodic (ISO) Reviews
  - Upload Document
  - Document expirations
  - Audit Log Document
- Working with Folders
  Working with Folders
  - Introduction
  - Viewing folders
  - Creating folders
  - Deleting folders
  - Folder rules
    Folder rules
    
    Overview
    
    Folder rules example
  - Folder properties
    Folder properties
    
    Overview
    
    Folder properties menu
  - Compacting folders
  - Moving folders
  - Audit Log
  - Folder view styles
  - Folder statistics
  - Automatic prompts
  - Folder ownership
- Working with Form templates
  Working with Form templates
- Portals
  Portals
- Search & Categories
  Search & Categories
  - Searching
    Searching
    
    Overview
    
    Quick Search
    
    Content Search
    
    Advanced Search
    
    Search fields
    
    Searching with Saved Searches
    
    Searching with Custom Properties
    
    Ignored Keywords
    
    Creating Saved Searches
    
    Editing or deleting saved searches
  - Categories
    Categories
    
    Overview
    
    Creating Categories
    
    Editing Categories
    
    Deleting Categories
    
    Category Administration
- Personal Dashboard
  Personal Dashboard
- Custom Property Sets
  Custom Property Sets
- Archiving
  Archiving
- Document Libraries
  Document Libraries
  - Introduction
  - Library menu
  - Creating Libraries
  - Deleting Libraries
  - Archiving libraries
  - Library Members
    Library Members
    
    Overview
    
    Adding Library Members
  - Library Usage Scenarios
  - Library Policies
    Library Policies
    
    Overview
    
    Library Policy Definitions
    
    Library Policies for a standard Library
    
    Library Policies for a workspace Library
- Tasks
  Tasks
- Workflows
  Workflows
  - Introduction
  - How to create a Workflow Definition
    How to create a Workflow Definition
    
    Overview
    
    Menu options
  - Workflow Types
  - Submitting documents to Workflow
  - Usage Scenarios
  - Moving workflows and tasks
  - Workflow Reports
- WebDAV
  WebDAV
- Favourites
  Favourites
  - Introduction
- Subscriptions
  Subscriptions
- Notifications and email
  Notifications and email
- Security
  Security
- Retention and Disposal
  Retention and Disposal
  - Introduction
  - Document Retention
  - Folder Retention
  - Disposition
  - Freeze Documents or Folders
  - Transfer to Agency
  - Retention and Disposition Schedules
    Retention and Disposition Schedules
    
    Overview
    
    Schedule Information
  - Bulk Load Schedules
- Additional Modules & Add-ins
  Additional Modules & Add-ins
- Administrative Functions and Tasks
  Administrative Functions and Tasks
- Users and user Management
  Users and user Management
Reporting
Reporting
- Reporting
- Cloud
  Cloud
  - Overview
  - Dashboard
  - Analytics
    Analytics
    
    Overview
    
    Navigation Tree
    
    Databrowser
    
    Fields
    
    Charts
  - Cloud Standard Reports
- On Premise
  On Premise
  - On Premise Standard Reports
User Guides
User Guides
- Introduction
- AutoReply
  AutoReply
- EasyForms
  EasyForms
  - EasyForms
  - Getting Started
  - Creating Documents
    Creating Documents
    
    Creating a Document with Prompt for Other Actions
    
    Creating a Document without Prompting for Other Actions
  - Editing a Document
  - Administration
  - Configuration / Setup of EasyForms
  - Troubleshooting
- Email Scanner
  Email Scanner
  - E-mail Scanner
- Hot Folders
  Hot Folders
  - Hot Folders
- Import Export Tool
  Import Export Tool
  - Import Export Tool
  - Setup
- In-Tray
  In-Tray
  - In-Tray / My Tasks
  - Overview
    Overview
    
    Screen Overview
    
    In-Tray Header
    
    Filters
    
    Document/Task Pane
    
    Viewing Pane
    
    Task-menu
  - Bulk Actions
  - Delegations
  - Projects
  - Complete tasks
  - Create Associated Task
  - Postpone Tasks
  - Reassign Tasks
- LDAP
  LDAP
  - LDAP Authentication
  - LDAP Synchronization Manager
- Navigator
  Navigator
  - Navigator
- Office Connectors
  Office Connectors
  - Introduction
  - Application Preference Settings
  - Connector Panel
    Connector Panel
    
    Document Tab
    
    Library Tab
    
    Metadata Tab
    
    Version Save Tab
  - Outlook
    Outlook
    
    Overview
    
    Attach Document
    
    How to Register
  - Word or Excel
    Word or Excel
    
    Overview
    
    Panel Options
    Panel Options
    
    Save Current Document to MAGIQ
    
    Create New Documents from Template
    
    Open Document from MAGIQ
    
    Open Local Checked-out Document
  - Troubleshooting
  - Installation
    Installation
    
    Installation (Manual)
    
    Installation via Group Policy
- Publishing Portal
  Publishing Portal
  - Publishing Portal
  - My Facilities
  - Publications
  - News
  - Search
  - My Account
  - Administration
    Administration
    
    Overview
    
    Manage Categories
    
    Manage Organisations
    
    Manage Users
    
    Manage Roles
    
    System Logs
    
    Notifications
  - Reading Documents
  - Trouble Shooting
- Render to PDF
  Render to PDF
  - Introduction
- Retention and Disposal
  Retention and Disposal
  - Getting Started
  - Bulk Loading Schedules
    Bulk Loading Schedules
    
    Bulk Load of Schedules
    
    Bulk Load Schedules
- Workbench
  Workbench
  - Workbench
  - Launching the Workbench
  - Registering Documents
    Registering Documents
    
    Overview
    
    Additional features
  - Foundation Settings
How To Guides
How To Guides
- Introduction
- Creating a service request
- Deleting vs Transfer ownership
- Documents unable to be scanned
- Reports
  Reports
  - Cloud
    Cloud
    
    How to Generate Reports (examples)
  - On Premise Standard Reports
    On Premise Standard Reports
    
    Document/Folder Reports
    Document/Folder Reports
    
    BoxNumberDetails_01
    
    BoxNumberDetails_02
    
    BoxNumberDetails_03
    
    CorrespondenceDetails_01
    
    CorrespondenceDetails_02
    
    CorrespondenceDetails_03
    
    DocumentDetails_01
    
    DocumentDetails_02
    
    DocumentDetails_03
    
    FolderDetails_01
    
    FolderDetails_02
    
    FolderDetails_03
    
    FolderDetails_04
    
    FolderDetails_05
    
    Administration Statistical Reports
    Administration Statistical Reports
    
    Correspondent Reports
    Correspondent Reports
    
    Correspondent ListingXLS
    
    Document Reports
    Document Reports
    
    Audit Document Creates XLS
    
    Audit Document Disposition XLS
    
    Audit Document Owners XLS
    
    Audit Document Retention XLS
    
    Audit Document Security XLS
    
    Audit Document Type Changes XLS
    
    Audit Documents Accessed XLS
    
    Audit Documents Changed XLS
    
    Audit Documents Checked in XLS
    
    Audit Documents Checked out XLS
    
    Audit Documents Deleted XLS
    
    Audit Documents Generic XLS
    
    Audit Documents Moved XLS
    
    Audit Documents Renamed XLS
    
    Completed Response Times For Organisation
    
    Completed Task Timeframes
    
    Daily Correspondence
    
    Daily Correspondence Today using Date Received
    
    Daily Correspondence using Publication Date
    
    Deleted Documents
    
    DocPathLengths-ExcelXLS
    
    DocPathLengths-ExcelXLS
    
    DocsPerFolder
    
    DocsWithNoExtension
    
    DocTypeStatsByLibraryCreatedLast7Days
    
    DocTypeStatsByRange
    
    Document Expirations
    
    Document Resubmits
    
    Document-DateRegisteredRangePerBox
    
    DocumentRegister
    
    Documents AccessedXLS
    
    Documents Changed
    
    Documents Owned by a Deleted User
    
    Documents Read
    
    Documents Unpublished
    
    Documents(emails)RegisterStatsByDepartment
    
    Documents(emails)RegisterStatsByUser
    
    DocumentsRegisterStatsByDepartment
    
    DocumentsRegisterStatsByUser
    
    DocumentTypeStats
    
    DocumentTypeStatsByDepartment
    
    DocumentTypeStatsByUser
    
    FinancialYearStats
    
    FinancialYearStatsbyDepartment
    
    InfoXpertAudit
    
    YearlyStats
    
    YearlyStatsbyDepartment
    
    Task Reports
    Task Reports
    
    All_TaskandWorkflowStatsWithDepartmentXLS
    
    MyTasks
    
    TaskandWorkflowStats
    
    TaskandWorkflowStatsWithDepartment
    
    TasksRedirected
    
    TasksUserOverdueDesc
    
    TaskUserOverdueDocs
    
    TaskUserTotalsByRange
    
    TasksUserTotalsLast31Days
    
    TaskUserOverduebyDepartment
    
    WorfklowDefinitions
    
    Folder Reports
    Folder Reports
    
    Audit Folder Classification XLS
    
    Audit Folder Creates XLS
    
    Audit Folder Owners XLS
    
    Audit Folder Security XLS
    
    Audit Folders Deleted XLS
    
    Audit Folders Moved XLS
    
    Audit Folders Renamed XLS
    
    Audit Folder Rule Changes XLS
    
    Deleted Folders
    
    Empty Folders
    
    Retention and Disposal Reports
    Retention and Disposal Reports
    
    NZ_Retention-Document RetentionsXLS_sql
    
    Retention and Disposal ScheduleXLS
    
    Retention-Documents Ready for TransferXLS_sql
    
    Retention-Document RetentionsXLS_sql
    
    Retention-Documents TransferredXLS_sql
    
    Retention-Documents with No RetentionXLS_sql
    
    Retention-Folder RetentionsXLS
    
    Retention-Frozen DocumentsXLS_sql
    
    Retention-Folders with No RetentionsXLS
    
    Retention-Frozen FoldersXLS
    
    Service Request Reports
    Service Request Reports
    
    AllRequestsRegister_sql
    
    OverdueSRs_sql
    
    SR TaskandWorkflowStats
    
    SR TaskandWorkflowStatswithDepartment
    
    SR YearlyStatsXLS
    
    SRbyTypes_sql
    
    SRs CompletedTaskTimeframes_sql
    
    User Reports
    User Reports
    
    User Groups and Members
    
    User List and Groups
    
    User Listing Brief
    
    User Lists
  - Folder Security Report
- Office Connectors
  Office Connectors
- Publishing Documents
- Searching cheat sheet
- Tidying the Correspondent Lookup
Release Notes
Release Notes
- Current Release Notes
  Current Release Notes
  - 8.9.0.21
  - 8.9.0.19 and 20
  - 8.9.0.18
  - 8.9.0.17
  - 8.9.0.16
  - 8.9.0.15
  - 8.9.0.14
  - 8.9.0.11
  - 8.9.0.10
  - 8.9.0.9
  - 8.9.0.7
  - 8.9.0.6
  - 8.9.0.0
- Previous Release Notes
  Previous Release Notes
  - 8.8
    8.8
    
    8.6.451
    
    8.6.381 8.6.381
    Table of contents
    
    Bugs
- Future Enhancements
Known Issues & KBs
Known Issues & KBs
- Known Issues
  Known Issues
- Knowledge Base Articles
  Knowledge Base Articles
  - Database Connectivity
    Database Connectivity
    
    Database Connectivity Error
    
    Invalid Database
    
    MySQL backslash enconding
    
    MySQL error when MySQL Settings are not configured properly
    
    Not a version 8 database
    
    Version information cannot be found
  - Document Warehouse
    Document Warehouse
    
    Cannot create sub folders in warehouse path
    
    Cannot create warehouse path in the warehouse
    
    Cannot delete file from warehoue path
    
    Cannot delete folder from warehouse
    
    Cannot read file from warehouse path
    
    Document not found in warehouse
    
    Document info XML not found
    
    Document metadata file not found in warehouse
    
    Error occurred while writing a file to the warehouse
    
    Tag definitions file not found
    
    Warehouse configuration file not found
    
    Warehouse file not found
    
    Warehouse file / folder permission error
    
    Warehouse path already exists
    
    Warehouse path not found
    
    Warehouse unauthorised access exception
  - Installation/Application
    Installation/Application
    
    Application path cannot be found
    
    Cannot connect to support site
    
    DSN file cannot be found
    
    Error reading resource files
    
    Error 404.2 after live update
    
    Error 404.17 after live update
    
    External authentication authority error
    
    Invalid portal name
    
    IO operation failed
    
    Mime Type definitions not found
    
    MS Index catalog creation fails
    
    MS Office - Missing CDO DLL
    
    PDF conversion failure
    
    PDF cover page creation failure
    
    Portals directory not found
    
    String resources directory not found
    
    String resource files not found
  - License File
    License File
    
    Expired support subscription
    
    License file invalid
    
    License file not found
    
    Licensed user count exceeded
    
    No support subscription license
  - Searching
    Searching
    
    Invalid Search - Service is not running/No Catalog
    
    Custom Property not found
  - SMTP Issues
    SMTP Issues
    
    Relaying problems
  - Temporary Directory
    Temporary Directory
    
    Cannot create file in temp directory
    
    Cannot delete file in temp directory
    
    Cannot delete folder from temp directory
    
    Cannot read file from temp directory
    
    Temp directory not found
Downloads
Downloads
- Client Applications
MAGIQ Mobile
MAGIQ Mobile
- Overview

Release Notes / v8.6.381 (July 2022)¶

Bugs¶

Restoring a document fails, if the library policy requiers the document type for publishing.

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