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Article Index:
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Security Module Preferences for the DMS
Insula will set-up the preferences for the DMS.
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Administration Application for the DMS
Insula will set-up the Region Division Perspective Platform ID’s for the DMS.
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Framework ECM Production Module
Setup Framework Cloud Authentication for the user.
Click File / User Options. Enter the users Cloud credentials for the DMS.
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If there are any changes to the authentication, the user will have to go back to the user options and Authenticate again. |
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DMS users must have the add permission against the Document types in AlmirahDMS, that they are adding. |
Adding a report to the DMS
When you run a context-sensitive report, there is an Add to DMS button.
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Select your report.
Click Add to DMS.
Framework will then generate a PDF in the background and place it in a temp folder. You will then see the new Add to DMS dialog box.
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All reports are saved with a Final status.
Adding Mail Merge Documents
You set the DMS document type for each merge document so that it can automatically be added to the DMS.
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Choose group.
Choose the document.
Choose a DMS document type.
Click OK.
When you want to add a merged document to the DMS follow these procedures.
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Select the merge document that to want to add.
Select Add to DMS.
If not already predefined choose the document type.
Click OK.
You should see a success message.
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Adding a linked file to the DMS
Select the linked file document that you want to add.
Select Add to DMS.
Choose the document type.
Click OK.