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To allow inspection reports to be stored against a project in the DMS the object must be enabled for Document Management. If this has not been automatically set then you can do it in the DMS via Administration > Object Browse.

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This will generally be turned on automatically via integration.

Document Types

You will need to set up a document type for each type of inspection that you want to add to the DMS.

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Linked Automations

When you have added a DMS Automation in the template you will see it in the new Linked Automations accordion.

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Site Name

DMS Automation

In the

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