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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 inspection template you will see it in the new Linked Automations accordion in the DMS.

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DMS Document Structure

The document type that was added needs to be added to a document structure.

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  1. Give the automation a relevant name.

  2. Give the automation a relevant description,

  3. Select the type of report that you want to send.

  4. Select the Document Type the report will be added as.

  5. Set the actions that will start the automation.

Linked Automations

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

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