Documents, Document Management & Email

  • Update DocuSign Integration Configurations for Enterprise Versions .98F, .99C and 23.1

    Current DocuSign subscribers upgrading their Enterprise databases to either v.98F,  .99C or 23.1 must update integration configurations for both Do...

  • DocuSign Configuration

    Electronic signatures can be managed through the Momentus Enterprise and DocuSign integration. This requires the purchase of the Electronic Signatu...

  • Configure Enterprise for Electronic Signatures

    You can manage electronic document signatures using Momentus and DocuSign. This requires the purchase of the DocuSign Integration from Momentus. En...

  • Document Headings and Subheadings

    Document headings and subheadings help organize your documents in the Documents tab and Template Documents pages. You add and maintain headings and...

  • Document Settings

    Document settings are used to control which document classes are available in the Type drop-down on the Add Document and Add Template Document scre...

  • Document Categories

    You use document categories to: Control the documents you want to show in public-facing applications. Label documents submitted through the public...

  • Document Classes

    Document classes organize documents for easier filtering and searching and classifies them with labels such as Email, Word document, HTML, etc. Doc...

  • Document Management

    Document management allows you to store documents in the database rather than on a network or shared drive. Because documents are stored within the...

  • Configuring Checked Out Document Notifications

    The Checked Out Documents notification icon appears near the right side of the Global Navigation bar.  The icon only appears when the user currentl...

  • Undo Check Out of Other Users' Documents

    The system can be configured to allow for an Undo Check Out to be performed on other users' documents if necessary.  This is often used if a user h...

  • Number of Checked Out Documents Per User

    SELECT MM405_EMAIL_ADDRESS, MM405_USER_NAME,COUNT(MM600_STS_USER_ID)  FROM MM600_DOCUMENTSLEFT JOIN MM405_USER_MASTER_EXTON MM405_USER_ID = MM600_S...

  • Email Distribution Lists

    Email distribution lists are groups of email addresses that are frequently emailed together, such as All Event Managers or All Catering Staff. Dist...

  • Email Signatures

    Email signatures can be configured on your user settings, so each time you send an email from Momentus Enterprise, your signature is attached.  On...

  • Email Encoding

    The Email Encoding parameter (AA145) is used to determine the character encoding used when sending E-mails from Enterprise. This parameter can affe...

  • Question Marks Appearing in Emails

    If question marks appear inside of emails, you may need to update the Email Encoding organization parameter to UTF-8.  To do this, follow these ste...

  • Receive a USISHELL Document is Not Formatted Message

    If you receive a "Shell Document is not formatted" message when adding or importing a document, check that the USISHELL document has the correct ex...

  • Receiving USISHELL.doc is Missing Message

    If you receive a “USISHELL.doc is missing” message when adding a document, you need to create a USISHELL file for the document class. The USISHELL ...

  • Document Organization Parameters

    The following organization parameters are applicable to documents: Turn off Import Document Heading (AA 158)This parameters determines if the Headi...