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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

From within the Activities > Add Document screen;

  1. Select the document that you want to upload.

  2. Select the Related Object Type that you are uploading the document to.

  3. Start typing the name of the related object, and the objects that match will be displayed, when you see the required object select it.

  4. Select the Document Structure that you want to upload the document to.

  5. When you have selected the Document Structure, you will then be able to select the Document Type for the document.

If y


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