Popular Tags

  • Make the ability to add access controls as exclusive or inclusive.

    Currently you can only add access controls as inclusive access, except when the following are true: Records are based on a matter, Records are based on a client, Records are based on container, Default record access controls are 'referenced' …

  • On the right click - be able to put the number of documents you would like to tag.

    You do a search of records and there are thousands of records. Want to tag certain number of documents to copy the indexing fields and paste into an excel spreadsheet. The only option is to right click and tag all the documents which could be too large…

  • Add Show Records Icon to Home Ribbon in Content Manager

    Hi , CM23.4 has seen a change in behaviour when accessing Standard Folders within a classification. You can no longer click on a drop down arrow next to the classification heading (see below). Could we please add the 'Show Records' icon to the Home…

  • Original Case No: 02796762

    CM 23.4 User can not drag and drop doc. on to classification to the search browse classification window. Users can now only drop documents into the record window when browsing classification and classification does not populate in the classification field…

  • Allow User to receive and Accept a PII banner before getting into the Content manager application.

    Our Content Manager application (version 10.1.574) contains Personally Identifiable Information (PII) information. When a user launches the content manager application and selects the dataset, we need a banner to pop up that will display the DOD caution…

  • Ability to see classification properties & notes in browse records by classification

    As the classification browser now uses explorer format you can no longer see notes and properties for the classifications that are being selected. As this is a common way users created folders under a classification it would be great to have a way to…

  • CM23.3 Web Client - Hyperlink from the Standard Folder Properties Classification metadata field to the Business Classification Scheme (BCS)

    We would like the insertion of a hyperlink from the Standard Folder properties metadata field to the Business Classification Scheme (BCS) to enhance CM Web Client navigation

  • Non-admins cannot see new classification I've added?

    Hello all, hopefully there is an easy answer for this I just don't know because I'm new to this role. I've created a new lower level classification for the team to use. I made sure to match the Properties to that of existing classifications currently…

  • .NET SDK: Issue adding Classification - "This record does not use an explicit schedule"

    We are currently using Content Manager 9.4 in both test and production. I have developed a C# .NET application to bulk load in new files and records for personnel. Everything works fine when running against our test instance of Content Manager. The…

  • How to show the full Classification path for Content Manager 9.4.6.1309 when browsing classifications

    HI can anyone please shed light on the change from HPRM 8.3 to CM9.4 where - if you want to show the full Classification path for Content Manager 9.4.6.1309 when browsing classifications as per the below: the full classification path isn’t showing as…

  • Ability to make recycle reason notes mandatory

    Option to make it mandatory for users to provide notes when recycling a record

  • Request to introduce to bulk update the default Record Access on multiple classifications

    Request to introduce to bulk update the default Record Access on multiple classifications. Currently it is only possible to update the default record access that are applied to records from a classification from the classification properties which limits…

  • TRIMSDK - VB script - change classification

    Hello all, I'm trying to change the classification of an existing record in the SDK (VB script!) .. but can't seem to get the correct method. Trying to do the same, as details->change classification. Any help appreciated.

  • Changing the Classification (Category) does not update the retention schedule (CM 9.2)

    We have exiting records with and without a Classification. Those with classifications inherit their retention schedules from the Classification and the destruction dates are calculated from that. That is working. Users have discovered that some records…

  • Classification attached to a document when the record type is set as 'Free Text titling

    Hi all to the RM "Classification" gurus - was wondering if anyone had come across this issue and how they solved it? - An end-user saved a document into a CLassification-titled RM folder and unbelievably, the document itself has taken on the folder's…

  • RE: HPE RM8.0 Web Client - how to browse Classification below a favourite non book level

    Has anyone had any issues searching solely 'by' classification in Web Client? - I have classifications existing in a dataset but when i search for them in Web Client (8.1.7919) { IE11} using the Reference Numbers - Classification - (search form) I get…

  • RE: Newly created classifications can't be found

    Try this: 1) Create the account “TRIMServices” to your local workstation and add it to the local Administrators group 2) Add that account to the SQL server (Security > Logins) - give it the DBO role 3) Add the account you just created in the SQL server…

  • RE: Newly created classifications can't be found

    Try this: 1) Create the account “TRIMServices” to your local workstation and add it to the local Administrators group 2) Add that account to the SQL server (Security > Logins) - give it the DBO role 3) Add the account you just created in the SQL server…

  • RE: Newly created classifications can't be found

    Try this: 1) Create the account “TRIMServices” to your local workstation and add it to the local Administrators group 2) Add that account to the SQL server (Security > Logins) - give it the DBO role 3) Add the account you just created in the SQL server…

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