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Document Manager - Single user unable to view documents from Document Manager SQL

Updated over a month ago

See below for steps on how to fix the issue where a single user cannot see documents in Document Manager:

  • Ensure there is a working backup of the SQL data before running this options script.

  • Ensure the problematic user has exited out of all HandiSoft programs 

  • Run the following SQL query on the appropriate database

  • delete from hs_options
    where UserName = 'MYUSERNAME' and Program = '2'

    • You would replace MYUSERNAME with the HandiSoft username of whoever is experiencing the problem. 

Change the program number above to the module relevant to the issue:

  • HandiTax = 0

  • Time+Billing = 1

  • HandiLedger = 2

  • HandiRegister = 3

  • HandiTrust = 4

  • HandiAsset = 5

  • Practice Manager = 6

  • Debtors = 8

  • Superfund = 11

  • Document Manager = 80

  • JobFlow = 81

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