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DMS Usage

Articles in this section are for general users of the DMS system.

DMS Administration
Articles in this section may be useful to technical staff maintaining the infrastructure of the DMS.

DMS FAQ
Articles in this section provide answers to frequently asked questions on the DMS appliance.

DMS Release Information
Articles in this section give release notes and links to see the product roadmap.

DMS Resource Centre

DMS Ideas Portal

Perspective Platform Resource Centre

There are two options available to make searching for documents easier;

Gallery Pages

To make searching for documents quicker, for every Document Structure that you are able to view a tile is created on the DMS main screen.

When you select one of the tiles you are presented with a screen that shows you all of the Document Types associated with the structure and a Find Documents section to enter specific search criteria.

In the example below a search has been done for Contracts for Henderson.

You can refine your searches using Tags, using Document Status, Active and Archived documents.

Object Listings

The Object Listings tiles have to be set up specifically by Licensee.

They provide access to dynamic content which is updated each day via integration. For example, salespeople can be given easy access to specific projects that are available for them to sell.

Below is an example of a specific type of sales package.

When the user clicks on one of the document links

They are then taken to a Document Browse screen where the Related Object Type and the Related Object are preselected.

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