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Document management is used to prepare and present common documents required in various stages of the work flow. These include tenders, contracts, variation orders, final variation lists, and colour selection documents.
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A new Framework ECM document is created through the related screen. When there is an existing document in the list, the new document can either be copied from a selected one or created from scratch.
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Add to DMS
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| Almirah DMS is Insula's cloud-based Document Management System (DMS). For further information on activating AlmirahDMS, 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 DMS in Framework ECM 2020. |
In the Tender, Post Contract VO and Building VO screens, the Add to
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DMS button is available when using the Print option.
This will produce the selected Report as a PDF, then push the
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resulting Document to the DMS cloud.
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