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DMS Knowledgebase
DMS Knowledgebase
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DMS user guide
DMS user guide
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When you have selected the Related Object Type / Related Object Reference you can either add multiple files via the office network or the Cloud.

Saving Multiple Documents Via the Office Network

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The Office Network can only be used within your LAN where the DMS proxy/site is available.

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The Folder Network Path must be the UNC pathname to the files to be uploaded.
e.g. \\computername\sharename\folder

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After the files have been uploaded they will be renamed with the prefix name selected if you have selected Prefix Files on Completion.

Once you press the Browse Files button you will be shown all files in the selected folder network path that you have selected.

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You are able to display all files at once for all subdirectories as per the above screenshot or you can select individual subfolders to only see the files with that folder.

  • Tick the files that you would like to be included in the DMS upload.

  • Select the Document Type / Document Status for each file.

  • If applicable add the Instance Name. Depending on the document type selected you will be able to add the Instance Name e.g.

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When the Save button is pressed the DMS proxy server will save and upload the files.

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You will be notified when all the documents have been uploaded.

Saving Multiple Documents Via the Cloud

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This can be used from anywhere that you can access the Internet but the operation will be slower as you have to individually select each file that you will be uploading.

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  • Browse to the file.

  • Select the Document Type.

  • Select the Document Status.

Pressing the Add File button will allow you to add additional files up to a maximum of 5 files.

When the Save button is pressed the files will be uploaded.