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3034 articles

emails-not-filing-to-docs

Emails not automatically filing to DOCS

Restart the data hub service on the server; Sign onto the server where IRIS Docs is installed Start | Run | Type Services.msc and click…

1 minute length
Posted: 27th December 2019
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docs-1421-how-do-i-add-new-staff-to-iris-docs

DOCS-1421: How do I add new staff to IRIS Docs

In order for other users to gain access to the system the users account details must be created or imported from Active Directory. The created/imported…

2 minutes length
Posted: 27th December 2019
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when-searching-users-receive-0-results-other-users-carry-out-the-same-search-and-receive-results

When searching DOCS, users receive 0 results, other users carry out the same search and receive results

1 - When Opening IRIS Docs a user does not see search in the bottom left hand corner This will be due to the privilege…

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Posted: 27th December 2019
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docs-1541-when-attempting-to-open-iris-docs-users-receive-the-following-error-the-target-machine-actively-refused-the-request

DOCS-1541: When attempting to open IRIS Docs user(s) receive the following error: The target machine actively refused the request

Target actively refused it If all users are experiencing this error when attempting to access IRIS Docs, this will be due to the service not…

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Posted: 27th December 2019
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documents-have-been-scanned-in-however-they-are-not-showing-in-iris-docs

Documents have been scanned in however they are not showing in IRIS Docs

If users use a network scanner/Local scanner which is outside of hosted environments, and they report scans are not going into IRIS Docs the following…

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Posted: 27th December 2019
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iris-docs-add-in-is-not-showing-in-word-excel-or-outlook

IRIS Docs add-in is not showing in Word, Excel or Outlook

If the add-in does not show in any office program the steps below commonly resolve this issue: Open the appropriate Office programFile | Options |…

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Posted: 27th December 2019
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unable-to-initialize-iris-docs-email-assistant

Unable to Initialize IRIS Docs Email Assistant

If all users receive this message when opening Outlook please follow the steps below: Sign onto the server where IRIS Docs is installedStart | Type…

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Posted: 27th December 2019
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practice-management-login-showing-twice-within-system-maintenance

Practice Management login showing twice within System Maintenance

Logins Although there is two showing, this only takes up one licence, as you will see from the above screenshot that the session ID is…

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Posted: 19th December 2019
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new-client-search-or-datamining-for-clients-that-have-started-on-from-a-certain-date

New client search or datamining for clients that have started on/from a certain date

You can search for new clients (or a client start date), but only if you use the client start date in the categories tab of…

1 minute length
Posted: 17th December 2019
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business-tax-is-not-displaying-the-correct-menu-options-for-certain-partnerships-sole-trades

Business Tax is not displaying the correct menu options for certain Partnerships/Sole Trades

Resolution: This is an issue on version 19.3.2, to access the partnership and sole trade follow the steps below:- Log into Business Tax Select the…

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Posted: 17th December 2019
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