Search found 1292 matches

by BobRichards
Sun Dec 10, 2023 7:09 pm
Forum: ProForm (Order Tracking)
Topic: What's all this Security Group stuff anyway?
Replies: 3
Views: 35858

Re: What's all this Security Group stuff anyway?

Create a Security Group The minimum requirement to create a security group is to get a new group object from Select, set a few string properties, then save the group. public void CreateSecurityGroups(SelectServer ss) { // Create new Select group and set properties. var secMgr = ss.GetService<ISecur...
by BobRichards
Fri Dec 08, 2023 4:48 pm
Forum: ProForm (Order Tracking)
Topic: What's all this Security Group stuff anyway?
Replies: 3
Views: 35858

What's all this Security Group stuff anyway?

What is a Security Group At a high level, groups are collections of users that share the same permissions. The permissions assigned to a group will apply to every user that is a member. Groups can be added to other groups to associated groups of users en masse to enable additional permissions. Ther...
by BobRichards
Thu Dec 07, 2023 11:56 am
Forum: General
Topic: 4.3.65 Connection Issue
Replies: 1
Views: 17516

Re: 4.3.65 Connection Issue

Sorry but this is out of scope for this forum. You need to contact SoftPro Customer Support and follow the escalation process so someone on the Select team can review the data if necessary.
by BobRichards
Thu Dec 07, 2023 11:54 am
Forum: Installation and Setup
Topic: Connecting to multiple servers
Replies: 1
Views: 14676

Re: Connecting to multiple servers

First make sure you can ping the two machines with the servers from the same target machine. If this works, then you need assistance that is out of scope for this forum. You need to contact SoftPro Customer Support for additional assistance.

Sorry.
by BobRichards
Mon Dec 04, 2023 2:56 pm
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 34837

Re: Omitting part of a field

Here is the response from the Docs folks... It would make sense to use the {{.Parent{TitleInsuranceCalculation].LoanPolicy.Lender.Name}} field as you indicated, since their objective is to display ONLY the Lender Name. HOWEVER, there is a way to “omit” or “exclude” information from a given field – b...
by BobRichards
Mon Dec 04, 2023 12:33 pm
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 34837

Re: Omitting part of a field

I have passed this question to out Docs group and I'll update it when I get a response. Thanks!
by BobRichards
Mon Dec 04, 2023 12:23 pm
Forum: ReadyDoc Development
Topic: Prompt in document footer
Replies: 3
Views: 12591

Re: Prompt in document footer

This needs to be added to the HEADER of the document. <VAR $Fax (“”)><IF (IsEmpty({{Order.ReturnToEscrowOfficeFaxNumber##}}))><VAR $Fax ({{Order.Escrow.Office.Fax}})><ELSE><VAR $Fax ({{Order.ReturnToEscrowOfficeFaxNumber##}})></IF> Because our rendering engine renders HEADERS and FOOTERS before the ...
by BobRichards
Fri Dec 01, 2023 2:40 pm
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 34837

Re: Omitting part of a field

Can you please provide the field code you are using?
by BobRichards
Thu Nov 30, 2023 7:02 pm
Forum: Installation and Setup
Topic: Location of Sample Projects from SDK
Replies: 1
Views: 4698

Re: Location of Sample Projects from SDK

These examples were originally created over ten years ago and have not be updated along the way. They have been removed from the SDK distribution since more help is available from the form of the SDK and DevForum that was not available then.

Sorry.
by BobRichards
Thu Nov 30, 2023 7:00 pm
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 34837

Re: Omitting part of a field

In this example, I created a Lender contact with the name of "Lenny Lender" as the only lender in the order. You can select the name of the first lender with this code: {{Order.Lenders[1].Name}} is the lender. It yields the following text. Lenny Lender is the lender. If this is not what yo...