How to download DMS documents via DMS email notifications

By default DMS notification emails have the option to view a document in DMS by using the 'View in DMS button.

DMS email notifications also have the ability to allow a user to download the document by configuring the download button.

Below are the steps to implement the Download button you in doing so.

Open

Click on the Administration Tab → Document Types

Open

Search for the required document type and click on the ‘Document Type’ highlighted in blue.

Scroll down to the ‘Notification On Change’ section.

If there are no notifications to display click ‘Add Notification’

Select the Contact Role, Document Actions (if any) and Check the ‘Allow direct access to download the document’ check box.

If the required contact roles already exists click the 'Allow Direct Access' check box for the desired contact role

This will give you users the ability to Download the document via the email notification.