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Index
Version 21.1
Version 20.3 Version 20.4
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Split Text
Combine Text
Last Refreshed By
Last Refreshed Time
Snapshot
Common Options
Shared Templates Drive
Drive Types
Dropbox
Edit a File
File Server
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Delete a File
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
Expand Segment Values
Discover Segment Values
Discover Level
List of Values – Create
Next Segment Value
Get Balance
Multiple Ledgers
Get Balance Options
Period Offset
Functional Currency
Period Name
Segment Start Date
Enabled Flag
Parent Flag
Segment Tree
Account Type
Financial Category
Segment End Date
Ledger Set
Segment Description
Ledger Name
Previous Segment Value
Period End Date
Period Start Date
Period Name by Date
Analyze Balances
Drill to Journal or Subledger
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Drill Using a Saved Template
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand User Options
Other Tools
Hide Zeros
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings

File Server

Shared Templates allows you to use a central File Server as your file storage Drive.

Requirements and Setup

  1. Once you select File Server as theDrive Type on the System Administrator Configuration Options form, the File Server Path option will become visible:
  2. Use the Folder Browser  to select the File Server Path or enter the path directly into the text box.
  3. Ensure the path you supply complies with the following requirements:
    1. All users must have read and write permissions to the folder.
    2. We support local file system (LFS) paths, such asq:\finance\wands\wands.Ensure that the drive is mapped to all user workstations that will be using the Shared Templates feature.
    3. We support uniform naming convention (UNC), such as\\server\volume\file, for example \\file_server01\finance\wands\drive.Ensure the location is accessible from all user workstations that will be using the Shared Templates feature.
  • Do not manually create, rename or delete any file(s) in the File Server folder.
  • Ensure that you maintain sufficient free space in the File Server folder.