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Ensuring FileDirector documents are checked-in (cannot be found on server)

Symptoms​

When documents have been captured into FileDirector via scan, Office Link or drag and drop, these can appear as though they are missing from the server - they do not appear in searches.

Cause​

Most often the documents are in 'Local Documents' and have not actually been committed (checked-in) to the server. The example below shows a new document in the Local Documents list.

  • Find 'Local Documents' on the 'View' tab
  • Inspect the list. A yellow icon indicates a new document.

Resolution​

Ensure that the new, or updated, document is checked in.

  • Right-click on the document in the list
  • Check-in

Alternatively you can simply highlight the document and hit 'F9' (check-in) or use the toolbar button.

To prevent inadvertently forgetting to check-in documents you can also use the following options to check-in automatically, or to warn when exiting the WinClient application.

Note that it can be advantageous `not to auto check-in if you want to edit the document or its metadata before committing to the server.