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You must contact Insula to configure the preferences for Add to DMS functionality. |
Framework version 7.2 introduced the ability to add documents directly from Framework to your DMS. You can add the following types of documents;
Reports.
Mail merge documents.
Linked files.
Article Index:
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Security Module Preferences for the DMS
Insula will set-up the preferences for the DMS.
Administration Application for the DMS
Insula will set-up the Region Division Perspective Platform ID’s for the DMS.
Framework ECM Production Module
Setup Framework Cloud Authentication for the user.
Click File / User Options. Enter the users Cloud credentials for the DMS.
When you have added the user credentials, you need to click Authenticate.
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If there are any changes to the authentication, the user will have to go back to the user options and Authenticate again. |
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DMS users must have the add permission against the Document types in Almirah, that they are adding. |
Adding a report to the DMS
When you run a context-sensitive report, there is an Add to DMS button.
Select your report.
Click Add to DMS.
Framework will then generate a PDF in the background and place it in a temp folder. You will then see the new Add to DMS dialog box.
All reports are saved with a Final status.
Adding Mail Merge Documents
You set the DMS document type for each merge document so that it can automatically be added to the DMS.
Choose group.
Choose the document.
Choose a DMS document type.
Click OK.
When you want to add a merged document to the DMS follow these procedures.
Select the merge document that to want to add.
Select Add to DMS.
If not already predefined choose the document type.
Click OK.
You should see a success message.
Adding a linked file to the DMS
Select the linked file document that you want to add.
Select Add to DMS.
Choose the document type.
Click OK.