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For Best Practice information, see Implementing And Managing Job Linked Files or see Linked Files DMS Management for Preference details for Almirah Document Management (for DMS ) in Framework ECM 2020.

Legacy LAN Tab

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Procedures

Uploading A Linked File

  1. Click Upload

  2. Select the file(s) from the LAN structure.

  3. Click Open. The dialog will close and a linked file will be added.

Exploring Linked Files

  1. Click Explore

  2. The local Explorer window will open and changes can be made, such as moving files around, re-naming, etc.

  3. Exit from the Explorer window when done.

Linked Files Tab

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Adding A Linked File

  1. Click New. The Linked Files dialog will be displayed.

  2. Select the Linked File Category

  3. Enter the details.

  4. Click OK. The dialog will close and a linked file will be added.

DMS

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Info

Almirah DMS is Insula's cloud-based document management system. For further information on activating Almirah DMS, please Contact Insula Software.

This documentation assumes the connection and behaviour Security Preferences are set and the Jobs/Projects are present on the Platform.

See Linked Files DMS Management for details on managing Authentication and Preferences for Almirah Document Management (DMS) in Framework ECM 2020.

Open DMS

The Open DMS button launches Almirah DMS, presenting the Framework Linked Files page linked to the Job.

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The Add to DMS button is used to select a Document in the on-premise network to add to the Almirah DMS cloud.

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