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DMS user guide
DMS user guide
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YOU MUST CONTACT INSULA TO GET THEM TO ENABLE DOCUMENT CHECK-IN / CHECK-OUT ON YOUR PORTAL


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Table of Contents

Setup for DMS users to allow Check-in / Check-out

Log into the DMS as a System Administrator and go to Contacts and locate the contact who you want to allow to check documents in and out. Providing Check-in / Check-out is configured for your DMS you will see a new accordion Document Check In / Out Settings.

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When you click Edit you can set the Working Folder, Default Site, Check Out Site for the user

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When you have added the details click on Create Working Folder

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Then place ticks in the Document Structure that you are allowed to check in/out from

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