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The 2022.4 (15/12/22) release of Onsite Inspect saw the introduction of the ability to send inspection reports directly to the DMS.
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Overview
This article describes how to set up the ability to send inspection reports directly to the DMS.
Enabling a Project for Document Management
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.
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.
DMS Document Structure
The document type that was added needs to be added to a document structure.
Updating Inspection Templates
In Onsite Inspect in the Administration > Inspection Templates find and edit the template that you want to set up the automation for, There is a new accordion Automation.
When you click on the Add DMS Automation you will see the following dialog
Give the automation a relevant name.
Give the automation a relevant description,
Select the type of report that you want to send.
Select the Document Type the report will be added as.
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.
