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Guides :: Assemblage

• 1. Installation and Set Up
  • 1.1. Upfront Considerations
  • 1.2. Install Assemblage
  • 1.3. Axys - Set up Advent Axys Paths
  • 1.4. Printers - Advanced Printer Configuration Set up
  • 1.5. Email - Mail Server (SMTP) Set Up
  • 1.6. Database Connections Set Up
  • 1.7. Salesforce Connection Set Up
• 2. Introduction to Assemblage
  • 2.1. Introduction to Assemblage
• 3. Background Information
  • 3.1. Assemblage File Structure
  • 3.2. Open Assemblage
  • 3.3. Desktop Shortcut
• 4. Clearing Content
  • 4.1. Deleting Content from last Assembly
• 5. Create Content
  • 5.1. Introduction to Creating Content
  • 5.2. PDF Splitter
  • 5.3. Scripter
  • 5.4. Unzipper Tool
• 6. Assemble Content
  • 6.1. Introduction to Assembling
  • 6.2. Assemble
  • 6.3. Section Pane
  • 6.4. Assemblies Pane
  • 6.5. Details Pane
  • 6.6. Issues
  • 6.7. ##MISSING## Assembly
  • 6.8. Custom Tags
• 7. Delivery
  • 7.1. Introduction to Delivering Assemblies
  • 7.2. Print Job Manager
  • 7.3. Setting Assemblage Print Strategy
  • 7.4. Zipper Tool
  • 7.5. ClientView Submitter
  • 7.6. Emailer Tool
  • 7.7. Sharefiler folders
  • 7.8. Email with ShareFile attachment
  • 7.9. Wealth Access Publisher
• 8. Archiving
  • 8.1. Introduction to Archiving
  • 8.2. Bulk PDF File
  • 8.3. Send To - Folder
  • 8.4. File System Autofiler
  • 8.5. Encryptor Tool
  • 8.6. Worldox Autofiler Tool
  • 8.7. NetDocuments Autofiler
• 9. FAQs
  • 9.1. Opening Configuration files for the first time
  • 9.2. Minimum system requirements
  • 9.3. Copying Selected Tables
  • 9.4. Integration with Other Software
  • 9.5. Updating an Assemblage License
  • 9.6. Worldox Autofiler and Naming Conventions
  • 9.7. How should we work with former Clients and Assemblage
  • 9.8. Window Envelopes
  • 9.9. Installing Assemblage in a SharePoint Environment
  • 9.10. How to Uninstall or Remove Assemblage
• 10. Troubleshooting Tips and Tricks
  • 10.1. Net Documents Server Error
  • 10.2. Axys graphs don't lay out properly in Excel 2007 or 2010
  • 10.3. Server Busy dialogs when running Axys reports using Scripter
  • 10.4. Adobe PDF error when generating Axys reports via the Scripter
  • 10.5. Printer presets don't seem to be working
  • 10.6. SQL Server does not exist or access denied
  • 10.7. Unable to Create VM error, or Java does not appear to be installed on this machine error
  • 10.8. Error when launching Assemblage - There is a problem with the 32 bit Java installation on this computer
  • 10.9. Error message - Unable to refresh cache... The SELECT permission was denied on the object tblClientsUnfiltered
  • 10.10. Unable to refresh cache- Salesforce exception: Invalid username, password, security token
  • 10.11. Unable to refresh cache - Salesforce exception: The users password has expired, you must call SetPassword before attempting any other API operations
  • 10.12. Reading PDFs in Mac OS X Preview
  • 10.13. Global Settings Disappear after a Server Migration
  • 10.14. Java Heap Errors
  • 10.15. Unable to refresh Cache - Driver does not support this function
  • 10.16. Email returns - This message could not be sent
  • 10.17. Sending Test Emails Fails
  • 10.18. AxysRunner fails to run
  • 10.19. 32-bit Version of Outlook
  • 10.20. Trumpet Publisher - Warn if Folder Doesn't Exist Error when the folder Exists
  • 10.21. Trumpet Publisher for ShareFile opens to a blank screen in Citrix hosted environments
  • 10.22. Worldox Autofiler fails with "Call failed to WDAPI_RenameFile" error
  • 10.23. Assemblage Startup Error
  • 10.24. Axys Scripter Output pdf not found after running script
  • 10.25. DMLERR_NO_CONV_ESTABLISHED printing error
  • 10.26. ShareFile Emailer tool says "Invalid Expiration Date"
• 11. Stamping
  • 11.1. Changing my Stamp
• Mail Merges
  • 1. Mail Merges and their Use in Assemblage
  • 2. Make Assemblage Merge Form Fields Hidden
• Email Formatting
  • 1. Emailer Tool Formatting Options
• Encryption and Passoword Protection for Email Attachments
  • 1. Encryption Strength
  • 2. Good & Bad Passwords
• Updates & Licensing
  • 1. Assemblage Licensing & Updates
  • 2. Update Assemblage
  • 3. Trumpet Publisher Licensing & Updates
  • 4. Update Trumpet Publisher/Emailer
• Release Notes
  • 1. Change Log
  • 2. Release Summary 2.4
  • 3. Release Summary 2.3
  • 4. Release Summary 2.2
  • 5. Release Summary 2.1
  • 6. Release Summary 2.0

Guides :: Assemblage: Printer Friendly Version