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In Perspective Platform you need to ensure that the Project has a Document Site defined against it.

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DMS Document Structure

Add a folder to the structure for the type of report that you want to add to the DMS.

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Updating Inspection Templates

Create a new version of the template before adding the automation. In Onsite Inspect in the Administration > Inspection Templates find and edit the template that you want to set up the automation for. Create a new version of the template before adding the automation. There is a new accordion Automation.

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