...
| Note |
|---|
If there are any changes to the authentication, the user will have to go back to the user options and Authenticate again. |
| Note |
|---|
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.
...
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.
...
You set the DMS document type for each merge document so that it can automatically be added to the DMS.
...
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.
...
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.
...
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.