Question

we lose client settings for overwriting PDFs

Laserfiche

Updated July 31, 2015

asked on July 21, 2015

We use PDF forms in our court environment. Users change their client defaults to have it 'overwrite' the exiting PDF once it is signed or updated - and they check the do not ask me again box. What we have been experiencing more and more since our upgrade, is that this setting is getting lost/changed without user intervention.

In court the attorney updates the PDF forms, say he's done about 10 of them and then all of a sudden on number 11 it will not allow you to overwrite the form. So when you try to save it, it does not give you all the prompts. Instead you get a stripped down version to save as a new version or not save at all. To fix it, they go to their user options and reset their prompts. And sometimes resetting the prompts does not work and we have to go to ugly measures.

Those measures are I remove their user attributes and finally in the worse case scenario, remove the whole user windows account from LF Admin. All which requires a reboot. This is unacceptable when you are in a set timeframe and fast past environment. Not to mention an admin person has to be ready at any given time to remove those attributes.

So my question to anyone out there is: what makes LF lose this setting? how can we prevent this from happening over and over again? is there any other alternative that we can use to get a PDF form updated, signed and overwrite the previous version? And please note these documents are not under version control.

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Replies

replied on July 21, 2015

Hi Bonnie,

First off, changes to user attributes should not require a reboot. You will need to log out and relogin to the Laserfiche application, but that's it. All that said, this shouldn't involve attributes at all.

The reason you might get a different version of the document could be that one IS under version control (that's why you wouldn't get the option to overwrite), or that the user doesn't have rights to modify that document in place. These are different behaviors and would cause a different version of the dialog to come up - one which has it's OWN version of the don't show me again prompt. So you shouldn't need to reset your don't show me again prompts - that's not relevant here - it just won't let you perform the operation for some reason. Check if that 11th document is versioned or has different security.

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replied on July 21, 2015

All 27 documents were created by the same user and placed in the same folder. We do not use versioning here. They copy the form into a folder from a secured LF folder. Then they update the metadata which does a db lookup to populate the form.

It is at this point that someone goes into the populated form to do manual updates. And it is at this point of closing it does not allow them to overwrite. It has happened on many users pc's. It is a hit and miss as to who it is going to happen to next.

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replied on July 21, 2015

Hrm, sounds like we might need a support case to try to figure out why it's happening then. What version is this?

Regardless, you shouldn't need to reboot to reset attributes - although you shouldn't need to do that in the first place, so hopefully support can take a look and figure out what's going on here.

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replied on July 31, 2015

So I went onto this site again today to search for more instances of Word or PDF forms not saving. I guess there are a lot of issues dated back to 2014. Can anyone out there who has had this issue give me some insight as to how they fixed it? We are desperately needing to resolve this sooner than later. Like others, this has been going on for many years. And now we are at critical stage in a project that will make or break what we have worked years on accomplishing. These settings MUST stay at all times and can only be changed when the user actually changes them or the administrator.

Your help is greatly appreciated.

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replied on July 31, 2015

As Justin Pava already mentioned, this sounds like it would be more appropriate for a support case, which you can open by contacting your reseller.

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replied on July 31, 2015

Our VAR said they had opened a support case. Just waiting to hear back from someone. Because this is a daily critical business process I need to get things resolved rather quickly. I was just looking around again trying to see if other users were experiencing the same thing I have been while I was waiting to hear back from someone. Sorry to repost.

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we lose client settings for overwriting PDFs

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