Merge Document Transport Files

The Merge Document Transport Files utility is found under the Utilities menu:

The Merge Remote Documents process is initiated in QuoteWerks to synchronize the quote data in the contact manager linked QuoteWerks DTF files with the data in the QuoteWerks database.  It is also used when Upgrading Editions or Relinquishing Licenses to bring in all documents to the database prior to Serial Number changes.

What to Merge

You can choose to merge “All DTF files”, or “DTF files updated or added since last merge.” Choosing “All DTF files” will cycle through every file in the DTF folder and compare the data in the DTF file with the data that is in the local QuoteWerks database, and will update the database with the information in the DTF file as needed.

Choosing “DTF files updated or added since last merge” will run the same process, except that it will skip any DTF files that have a date early than the last time the merge was run. This option speeds up the process by not trying to merge data that is already up to date.

Download Attachments from CRM/PSA

For appropriate CRM users, you can check the “Download attachments from (CRM/PSA)” option and then click on the [Merge] button to first download all the dtf files from your contact manager to this installation of QuoteWerks.

Results of the Merge

The Merge Remote Documents utility works by comparing each file in the QuoteWerks\DTF directory to it’s counterpart in the QuoteWerks database. If the quote in a DTF file does not exist in the database, it is added, and if a quote in a DTF file is newer than its database counterpart, the database counterpart is updated.

The result of these comparison operations is displayed in the Results frame after the operation is complete. For more details, you can click on the [View Log] button. Backups of the quotes are created for each quote in the database that is modified by this operation.

After the Merge Remote Documents utility has been run, you can select the Merged Documents tab of the File -> Open menu to display a list of all the quotes that where modified or added by this process. This is useful for manual inspection or review of the synchronized quotes.

Rebuild Document Transport Files

When QuoteWerks saves a document, the document is saved to the document database, and if the Look for synchronized data in dtf files option is set (on the Synchronization tab of the Tools -> Options menu), the quote is also saved to a DTF file in the QuoteWerks \DTF directory.

Sometimes it is necessary to rebuild/re-create these DTF files by obtaining the information about the document from the database and saving the information out to the DTF file. This utility will rebuild these files.

When to Use this Utility

License Key information is branded into DTF files for security reasons (so that only installations of QuoteWerks with the same License Key serial number can share documents), so when you upgrade between QuoteWerks product editions, do a license relinquishment, or remove a Remote PC/Site license, you need to rebuild the DTF files to recreate them to be branded with the primary License Key.

Only rebuild files that already exist

If this option is checked, then only DTF files that already exist will be rebuilt. If this option is not checked, a DTF file for EVERY document in the database will be re-created.

After rebuilding, upload to (CRM/PSA)

This option will only be available if ACT! for Web, Autotask, Hubspot CRM, Maximizer CRM, MS CRM, Outlook, salesforce.com, Saleslogix, SugarCRM, or Zoho CRM is the contact manager being used with QuoteWerks. If this option is checked, all the DTF files that are currently attached to records in the CRM/PSA will be updated with the current copy of the DTF file located in the \DTF folder.

This option has several uses. First, when performing an edition upgrade as described above, this option must be selected to update the DTF files that already exist in the CRM/PSA.