Okay… further testing and playing indicates this may only end up being an issue in a networked environment.
We have our data file on a file server. The drive is also mapped. For some reason TaxCycle is differentiating the mapped drive from the network UNC.
So it sees s:\taxdata\myfile.taxcycle
as different from
If the link between TaxCycle and DoxCycle used the mapped drive and you open TaxCycle from the network UNC and then open the linked file and then in DoxCycle click a document to open the form in TaxCycle, TaxCycle will re-open the return using the mapped drive location and open it to the appropriate form.
I discovered this because I am now seeing recent files files duplicated on the start page - one with the mapped and one with the network UNC. Generally we only use the mapped drive, but the Client Manager is using the network UNC. So if we open a file through the Client Manager, it will add the file with the network UNC to the recent files list.
So obviously the workaround is to reset my Client Manager to look at the mapped drive.
I have not noticed this being an issue with any of the other software we have used so I am wondering if there is a relatively simple software fix (looking at the full network path rather than the mapped drive when adding a file to the recent list, perhaps or having the link between TaxCycle and DoxCycle look at the root path?).
EDIT: I went to make the change to the Client Manager, but from reading the information on that screen, my solution is not an option as it indicates that mapped drive letters will be converted to the UNC.
The other option is to change the paths for files to the UNC rather than mapped drives, but I suspect that may cause grief with all of our linked files.
So now I am looking for a better idea for a fix…