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Search: Posts Made By: ashwken
Forum: [UR] User Tips, Tricks and Samples 05-29-2009, 08:29 AM
Replies: 11
Views: 24,831
Posted By ashwken
This project, Claim Tracking, while personally...

This project, Claim Tracking, while personally important to you, does offer the opportunity to explore the capabilities of UR for the wider audience.

As a fellow user I do want to help you get...
Forum: [UR] User Tips, Tricks and Samples 05-27-2009, 12:32 AM
Replies: 11
Views: 24,831
Posted By ashwken
J-Mac, Some additional Notes: ...

J-Mac,

Some additional Notes:

Originally you mentioned only one user-defined Attribute (Provider Name) that you wanted to assign to the imported pdfs, there may be others (Status field (Pick...
Forum: [UR] User Tips, Tricks and Samples 05-26-2009, 09:49 AM
Replies: 11
Views: 24,831
Posted By ashwken
J-Mac, Here's a quick mock-up of what we've...

J-Mac,

Here's a quick mock-up of what we've been discussing, perhaps it can serve as a starting point for discussion.

First, I created a Folder (Provider Info) that will hold contact records...
Forum: [UR] User Tips, Tricks and Samples 05-25-2009, 07:53 AM
Replies: 11
Views: 24,831
Posted By ashwken
OK, I'm assuming that you understand that every...

OK, I'm assuming that you understand that every Item has an Attribute called Default Child Template that allows you to control what Template will be used for Child Item creation. And that Custom...
Forum: [UR] User Tips, Tricks and Samples 05-23-2009, 09:02 AM
Replies: 11
Views: 24,831
Posted By ashwken
J-Mac, If you wish the files (pdfs) that you...

J-Mac,

If you wish the files (pdfs) that you are importing to contain the same user-defined Attribute why not create a Template based on the UR Document Template, then assign this new Template as...
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