D-Tools

User Permissions Did Not Update

Ashok P

Seth Enos

Common Issues and Fixes

SI Server Currently Unavailable

SQL Server Connection Failure

SQL Server LocalDB Connection Failure

Your SI Server Has Not Been Correctly Configured

Error "Access is Denied" When Checking for Updates

Black Console Window is Being Displayed

Cannot open SystemIntegratorCache.sdf

Error Message - Cannot open systemintegratorcache_65.sdf

SQL Express Data Limit Has Been Reached

SI Server, SI Client, and SI Data

Cannot Drag and Drop Images

Catalog

Blank Pages are Being Printed

Import file does not contain the DTools Report Definition File

Report is using dtr:PhaseItemSummary as a Datasource

Zero Dollar Values on Reports

PhaseItems Error in Legacy Reports

Reports

Update Items from Purchase Orders Error

Could not connect to QuickBooks

Parent and Child Types Must be of Same Type

Error Reading Account List

QuickBooks Add Item Error

QuickBooks

Visio Rack Shape Looks Weird

Visio or AutoCAD not Linked to SI

Visio Crashes While Opening an SI Drawing

Error 128 When Saving Visio File

Error 1416 When Saving a Visio Drawing

AutoCAD and Visio

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.