Archiving
- What causes a missing report?
- Humans aren’t perfect! It is most common that a report was simply forgotten when sending the month-end data to One View.
- What causes a page count variance?
- Occasionally, the DMS will experience an issue or cut off a report printing before it is done. Turning off the PC while sending the reports to One View will cause missing pages.
- Dealership business also fluctuates so the page count could be naturally smaller or larger based on sales or service activity levels – we focus on significant changes to avoid sending an IPR every month.
- The IPR email will communicate that the data you sent was either missing reports that you normally include in your archive data or had a lower page count than previous months. If the IPR is for missing reports then the solution is to resend your month-end reports to One View.
- If the IPR is for a low page count, review the data online to confirm is the low page count is normal. If you believe the data set includes everything and the page count is just naturally smaller for the month then respond to the IPR email telling our Production team to process the data as-is. If you find that reports are missing information, resend those reports to One View.
- Our Technical Support team proactively monitors the IPR data and will reach out to you to assist with any issue.
Scanning
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- Close the One View Scanning application
- Turn scanner OFF
- Turn scanner ON
- Re-open the One View Scanning application
Vault
- Go to the Vault Login page, www.vault.one-view.com
- Click Forgot Password?
- Enter your Vault account email address
- After a few minutes, check your inbox for a message from OneViewVault@one-view.com, the subject line will be, “One View Password Reset”, and follow the link provided. Check you Junk folder if the message does not appear in your inbox.
- Enter a new password of at least 8 characters and including: 1 uppercase letter, 1 lowercase letter, and 1 number.
- From any screen in Vault, click on your name in the top right corner
- Select Edit Profile from the user dropdown menu
- Click Change Password
- Enter a new password of at least 8 characters and including: 1 uppercase letter, 1 lowercase letter, and 1 number. Click Change Password to save your new password.
- Login to vault.one-view.com
- Select Administrator > Users > Open the user’s profile
- Under Manage Permissions select the settings gear icon > Edit Permissions
- Check the boxes next to the folders needed, note that changes are auto saved
- Vault processes index records from your DMS on a nightly basis; this can mean a scan document may not be searchable by its extra index fields for up to 24 hours from the date the document is closed in the DMS.
- If you cannot find a document by its title, check your Exception Report’s Unmatched document list. You may find that a document title is misspelled and therefore cannot match with its DMS records (VIN, Customer Name, etc.). Correct the document titles and the document will match and become searchable by any document property.
Still have questions?
Contact our Technical Support team, available Monday – Friday 8AM to 7PM EST. Call 1 (800) 923-8439, email support@one-view.com, or Submit a Support Ticket within Vault.