Now that Qualtrax version 4.1 SP1 has been released we have begun development of the next release of Qualtrax. Version 4.2 will include Active Directory integration, a WYSIWYG workflow designer tool, and many enhancements to the testing and training features. This is of course subject to change with... [More]

I have an excel spreadsheet with a custom vba function that will simply return the document property with the name given in the parameter. This function works wonderfully. I can enter it as the formula for a particular cell in the worksheet (such as =DocProperty("MyVariable")) and that cell will now... [More]

When Qualtrax inserts dates fields into Word documents the entire date and time is displayed, such as "Monday, July 17, 2006 2:59:44 PM". In some cases you may want to show the short date format instead, such as "7/17/06". Here are some simple instructions on how to format your Qualtrax dates in Wor... [More]

Yesterday we had a customer coming out for a one day training session on Qualtrax, this is generally a two day course and is usually given by our Training Coordinator Patsy Clark. Patsy is currently out on vacation so it was up to me to train this person. Although I know the product inside and out I... [More]

Last week I had a customer that wanted to add a calculated field "Effective Date" to his Word documents that would automatically be updated with each revision of the document. This field would be calculated as the published date of the document plus 2 weeks. QualTrax itself will only enter the actua... [More]

I couple of weeks ago I started getting involved with the User Inteface team on the new version of QualTrax, which is due out later this year. In order to ensure any documents stored in QualTrax are as secure as possible they will all be stored outside of the web-root. This means that they will not... [More]

Can I add a link to my toolbar that will open a specific instance of a workflow by entering the workflow ID number?Yes! To add a "Goto Workflow" link to the left hand toolbar go to Administration->System->Toolbars select "Button" from the drop down menu and click the "Add Toolbar Field" button... [More]

Q-Tip, a term I have my co-worker Vicky Herrala to thank for, stands for Qualtrax Tip. This tip was recently featured on a newsletter sent to our customers but I figured I would repost it here for anyone that missed it.When my users click on a link in an email, Qualtrax prompts them to login even if... [More]

I work at Qualtrax Inc, a wholely owned subsidiary of CCS-Inc (Comprehensive Computer Solutions.) I am a software engineer for our flagship product Qualtrax. Qualtrax is a document and process management software. This product allows you to keep all of your corporate documentation in a sec... [More]