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This article assumes you have an understanding of the DMS and does not go into extensive detail on the individual actions.

Create a Structure

Log into the DMS as a System Administratorand , go to Administration > Document Structures and select Add Document Structure.

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Add the Document Structure and the folders required.

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Create a Document Type

Add a Document Type that belongs to the new structure

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In Platform ensure the project is linked to a Document Site.

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Adding an inspection to the DMS

When your project has been created and you have enabled it for Document Management you can add the inspection to the project.

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When the inspection is submitted in the example automation set up the document is added to the DMS.

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In the DMS when you browse to the project you can see the inspection report has been added.

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