Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.

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I have an EC2 instance, as well as a S3 bucket.

I have mapped to the S3 bucket from the EC2 instance successfully, using a third party app called ExpanDrive, it maps as a Z drive.

I have done the same from my local PC. Also mapped as a Z drive.

I can save a file into my new Z drive, and it appears immediately in the corresponding Z drive on the server.

Problem is, the document management system we have installed on the EC2 instance has an automated collection facility where it collects and ingests any files dropped into the shared folder, but it is failing. Log files say it is access denied.

We tried running the application as administrator - no change.

Can an AWS guru please advise on what might be necessary here?

Many thanks in advance.
Cloud Class® Course: Amazon Web Services - Basic
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Cloud Class® Course: Amazon Web Services - Basic

Are you thinking about creating an Amazon Web Services account for your business? Not sure where to start? In this course you’ll get an overview of the history of AWS and take a tour of their user interface.

We need to start digitizing some of our paper processes.

Basically, we'd like to print invoices and pack slips to PDF (or scan them), while automatically renaming the files based on PO number and/or order number (based on OCR?). Bonus if they automatically print after saving the PDF copy.

What can do this? Or is this even possible??

Thanks in advance!
In need suggestions on a tool or a way to import PDF Files into our database thru the UI.  I need to be able to show this data in a View and report on it, export to PDF or Excel.
The problem we have is the creator of the PDF Form does not have the form fields named in any consistent way for me to map them to our database fields.  

Any suggestions welcome!
What are my options for creating a PDF file from my WebApi2... initiated from my SPA using Sencha ExtJs? The concept is I want to have a template in PDF with a grid, and based on user selection from my front end website, fill in the grid with data from my database. I'm not looking for someone to write code for me, just for a path to go down. I am open to suggestions so if a template is too complex I am open to creating the PDF from stratch every time. Whichever is the least complicated option as I am definitely no expert.

Dear Folks,

I am looking for document Repository free open source like Share Point. FYI, currently, we have all documents available in Share Point and don't want to renew license.
I need to move all documentation from Share Point to other free open source.

Do you have any thoughts on it? Can I use NuGet (Private) to store as documents, along with approval process for each document upload and versioning? Any other options?

Best Regards
Standalone open source or commerical software which uses Google OCR to be used.

Assume i bought and have the valid Google Vision API credentials and would like to know does any standalone open source or commercial client is available which is already integrated with Google Vision API which has other features as well.

Basically want to convert image to text....bulk conversion etc. via an application,

I have created a requirements document in Google Docs and I would like the ability to apply a number or label to any part of the document such as a paragraph, list item or sub heading. This is used for tracking purposes so I can uniquely identify a requirement statement to see that it has been implemented.

I am happy to be able to add text within the margin area of the document but I don't seem to be able to do this.

I know Google Docs allows you to add comments but this is not what I am after as I need this to appear within the document itself so it appears on the generated PDF.
Do you have so many invoice documents and searching for a method to separate invoices. If yes, then read this blog and know about best PDF Invoice Splitter tool. With this advanced utility, you can easily perform the splitting of invoices into several documents and save them in the desired location.
I have a SharePoint list app that uses workflows....

I have one multi-line field that I am using for a history field where I place a quick entry on updates....

This technique uses string builder in the workflow...  What I am trying to achieve is:

date for latest entry
blank line
previous entries

I can not get a CR to work at all, have tried all three format and <br/>

I have an issue with all the Fillable PDF Forms, if I log in through terminal server into my shared Drives (we use Terminal servers for offsite users) and open any Fillable PDF Forms the fields are all blank but if I go directly to those forms on the share drive while I'm on the network without using TS all the forms are filled, the form were created on computers with Windows as an operating system (not a MAC), Both the Adobe Acrobat reader on the local machines and the terminal server are (Adobe Acrobat Reader DC) Version 2018.011.22.8, both have identical Adobe reader settings so I'm not sure what is causing the issue
Free Tool: Port Scanner
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Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

I have used Nuance Paperport 14.5 on windows 10 for at least a year now. Something happened the other day and I don't know what but now when I try to use the program itctells,me I seem to be running in the windows xp comparability mode and each time I try to use the program it shuts down. I have uninstalled reinstalled, run registry cleaners, contacted the manufacturer of my scanner (Brother) and Nuance along with a whole host of other things and nothing works. Help!!!
Applying a partial SVN Patch using Tortoise

I see I can Apply an SVN patch, but worry that it's all or nothing.

Using Tortoise, if I select Apply Patch, then choose a file a Tortoise Merge tool opens.

Does this let me select the files I want to merge? What if there are wanted and unwanted changes in the same file?

Is there any way to revert?

What can I back up before I experiment with Applying Patches?

PaperPort XP Compatibility Mode
Nuance's PaperPort may display this error message: PaperPort appears to be running Windows XP Compatibility Mode which may result in errors. We recommend disabling Compatibility Mode for the PaprPort.exe program, see Technote 6629. This article provides a possible solution to the problem.
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Expert Comment

by:Andrew Leniart
Comment Utility
I tried repairing then uninstalling, reinstalling Power PDF Standard. Still getting "DLL not found" when I attempt scanning.

I don't mean to interject here, but I recently had this *exact* problem, albeit when trying to re-install a free PDF writing utility for a client of mine. Whenever he tried to create a PDF, same thing - "DLL not found". After much frustration (and a couple of uninstalls/re-installs) I tracked the problem down to a Windows registry corruption, whereby even uninstalling the app completely and reinstalling it didn't resolve the issue.

I ended up installing the PDF writer on one of my own VM's where it worked correctly, tracked and exported the registry entries from my working VM and imported them into my client's machine. All DLL related problems instantly dissapeared because I'd already verified of course that the necessary DLL's were where they were supposed to be. Your issue may be totally different, but I just thought I'd throw that in as a possible cause.

@Joe - I hope you don't mind me chiming in here, just thought it may be another scenario you may like to consider.

Regards, Andrew
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Author Comment

by:Joe Winograd, Fellow&MVE
Comment Utility
A few more thoughts:

(1) Since you're on W10, make sure you install Patch 1 after installing PP14.5, as PP14.5/Patch1 is the only W10-compliant version of PaperPort. Also, see if any of the Tips in my PaperPort 14 in Windows 10 - A First Look article are things that you haven't tried yet.

(2) Maybe there's a corruption in your user profile that is causing the grief to PaperPort and/or Power PDF. Try creating a new user profile.

(3) This is certainly not the DLL problem, but it would be a good idea to get the latest W10/64-bit drivers from the Brother site for your MFC-J6710DW.

(4) I sent an email to my contacts at Nuance with a link to this thread. They may not want to post publicly about it, but, with their permission, I'll share whatever they say here.

Regards, Joe

Edit: Hi Andrew,
I saw your post after hitting Submit on mine. I don't mind your chiming in here...indeed, I encourage it! Colloaboration with the many bright folks here at Experts Exchange often leads to a solution that eludes an individual. In this case, your idea is certainly a good one... thanks for chiming in! Regards, Joe
Need to update shared C# code

We have four .NET MVC applications which use a shared C# file located in each of the four solutions at:


and I am adding a new C# class.

I have yet to configure the NuGet package so it can be deployed across each solution and currently am using copy/paste to get the same code tested in each solution.

What can you tell me about the NuGet process?

Would I:

1) create the final source code in the shared project?
2) generate a NuGet package for those shared source files?
3) upload it to some server?
4) Using Visual Studio, opened for each target solution, update the NuGet containing the shared files?

Recompile each of four solutions and commit the updated code?

I am a bit unsure of this process.

I am trying to display a pdf image to a winform. I am using axacropdf to try to accomplish this. It is working perfectly the first time I pass a .pdf file to it to display. After the first time it doesn't display the image but shows a comment and fill/sign section. How can I reset this control each time so it only displays the image I want to see.

            //Display the card pdf image
            string sAGIN = Convert.ToString(dtMOcard.Rows[0][37]);
            string sAGIN3 = sAGIN.Substring(0, 3);
            pdfCard.src = "";
            pdfCard.LoadFile(@"\\usoscs320\e_drive\Gracol PDF Done NEW\" + sAGIN3 + @"\" + sAGIN + @"\F" + sAGIN + @".pdf");
            //pdfCard.src = @"\\usoscs320\e_drive\Gracol PDF Done NEW\" + sAGIN3 + @"\" + sAGIN + @"\F" + sAGIN + @".pdf";

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I have a 2016 file server.  This server is used for everyone to share docs.  I'm having an issue with a few users not closing docs and spreadsheets.  Is there a way to time them out automatically without me having to go on there and close the open file?
I am  using Outlook 2010.  I have folders containing 50 or more emails related to a project.  I have Adobe Acrobat Pro 10 that I used to create an indexed portfolio.  But I cannot add other documents to the portfolio from other sources such as word or photos that have been converted to PDF files.   My next option is to export the files from outlook to something, preferably PDF files and then import or combine them into a new PDF file.  But these files are subsequently out of order.  I was considering Evernote Autoportfolio Plug-in but while this appears to have installed correctly, the plugin doesn't appear when I open the portfolio in Acrobat.   I need something to inexpensive that lets me export email folders into portfolios and I can cleanup and add more things to, then bates number.  Any ideas?
I want a local based office documents management system, I don't mind on a local nas server or something like that. We have a lot of sales employees who get a take invoices and receipts. and it just keeps piling up. I think a paperless office is the way office. scan it, shred it, search and use it anytime.

some features I can find online:

1. Approval Workflow

An invoice, a vacation application or another document needs to be approved by one or several people before next steps?

2. Sharing

Share documents, folders, sections or even the whole account to anyone you like. With "View" permissions they can only see the document; with "Edit" they can also edit the meta data.

3. Notifications

Set and get automatic notifications for changes in documents, folders or sections as often as you choose.

4. File versions

You can upload a new version of a document and preserve the existing metadata and all earlier versions of the file

5. Reminders

Whenever you need a notification at a certain date and time, just set up a reminder!

6. Powerful search

We have built in a powerful search so you can search documents not only by the file name but also document's title and metadata,

Halo experts,

I want to implement Data Leak Prevention (DLP) system in my company. But my requirement is to implement such a way that normally all documents can be copied outside company through pendrive. But if required, some documents will be encrypted which may be rout / float inside company but if copied outside company network, those will become unreadable.

Is it possible? If possible what is the best solution?

With Regards,
Soumen Roy
Free Tool: Path Explorer
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Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Is there any way to remove the Modified / Created date from a PDF that was created by scanning paper into a scanner?  I know there are tools that will change the modified date that windows displays.. But if you goto properties of document it will still show the original and correct information.
Hello everyone,
This client of mine has ID card scanners which they have been using a 3rd party Citrix app to scan an upload, however now they desire to scan and then copy and paste somewhere else.  I can scan it and get it to work, but the ID appears at the top and then there is a lot of black space on the bottom.  Can someone recommend dimensions or many even a third party scanning program that has less limitation?
we want to implement electronic signatures for documents that our sales team sends out.  I have research DocuSign developer website briefly and found some rest APIs and SDKs that seem like they would accomplish our goals.

I wanted to see if any of you experts out there have been through a similar situation and if so what worked for you.  I really would like to find the best fit for our needs.  Thanks!
We've created a SharePoint O365 site for document management for our enterprise.

We've got 2 specific document types with required metadata.  We've also created a library for one of these types to test from the type and removed the default type of document.  The goal is to restrict uploads to not let the environment become a mess like we've got with older solutions.

We really want to force entry of required metadata with uploads, which we understand isn't a native capability.  I'm sure others have had this need though so I'm hoping that someone can provided a technique for doing this.  I'm talking about end-user uploaded - we can provide all required attributes through a tool.

Would triggers of some sort be a mechanism to catch uploads and validate metadata?  Is there another technique?  Are there several?
I have tried to follow this MS article, but ...

Our environment is:
ORF Spam Control (on Exchange Server)
DKIM Signature Signer (on Exchange Server)
Exchange 2016 cu7 Server (standalone 2012R2)
OOS (standalone 2012R2)
OneDrive (Cloud office365 account)

Use case scenario: to use Onedrive as a shared document repository for our exchange server where users via OWA or local outlook client can upload shared documents, end attachments and use OOS to view/edit said documents stored on OneDrive, effectively using OneDrive for document collaboration.

We do not want or wish to migrate our system to the cloud.

What has been done so far:

1) Setup office365 account and can access via
2) Setup Domain ''
- Added a .txt verification record to our zone file on our NS Servers.
-- made default, domain setup complete with no obvious errors.
3) Linked via Hybrid Configuration wizard (HCW) local exchange and our Office365 account
- used minimal setting as were not migrating our exchange to the cloud.
- all looks good HCW complete with no errors.
-- had one oddity, I could not log in to the admin account that had the admin credentials locally could use my e-mail account that does not have admin privileges, no idea why does not seem not to affect the outcome.
4) Added users in Office365 and allocated one drive licences …
I had this question after viewing export one message thread in an organized format.
Please see related question.
I do not want to use paper.
I like to save as an electronic file.

Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.