PracticeMaster Q&A: Verify Documents

June 2020    Tags: Document Management, PracticeMaster, Users

We use the “Created By” field as part of the folder structure convention in our Document Store. One of our employees recently changed their name and we renamed their User ID in the software. New document management records reflect the new User ID, but existing records still show the old User ID in their document paths. Is there an easy way to correct this?

The Verify Document feature in PracticeMaster can correct the paths by validating the Document Management records with the files in the Document Store folder. If it encounters a discrepancy, it will automatically update document file names and locations to use the current naming convention in your Customization settings.

To run Verify Documents

1. From the Documents menu, select Verify Documents.
2. Click the Start button.

The Verify Documents program will verify that the managed documents in the Document Management file exist, and if the folder and file names for the documents are correct. However, some errors, such as missing documents, cannot be fixed automatically. If errors are found, you can print a Verify Documents Error Report. Information regarding these errors can be found in Knowledge Base Article R11529, “Verify Documents Error Report.”

Note: Prior to running the Verify Documents program, we recommend making an external backup of the software and the Document Store folder.