Document Manager; fails to save record where only case changed

When saving a record, where the case of its code has changed, the save may fail with an error like "Failed to save User. Failed to rename Document Manager Folder (Users 'UserId'). Source Id has not changed.".

This error occurs if the root folder for the source type, e.g. Users, does not exist.

For example, if saving a User and the Document Manager folder is "C:\Documents" then if the folder "C:\Documents\Users" does not exist the error will occur. Therefore you can workaround this issue by manually creating the folder "C:\Documents\Users".

Note, this applies to the following record types:

• Account
• Account Application
• Client
• Security Statement
• User