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Once the functionality is activated, all new jobs that are created will automatically have job linked files folders created, as per the template folder structure in the job files folder of Framework ECM.

For Best Practice information, see Implementing And Managing Job Linked Files.

Browse 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.

Folder Browse Tab

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Open DMS 

The Open DMS button launches Almirah, Insula's cloud-based document management system. For further information please Contact Insula Software.