The DMS option is hidden by default. Your system administrator can configure the system to connect to one or more Document Management Systems.
Open any application that has Attached Documents actions.
From the Select Action menu, choose Attachments Library/Folders. The system displays the Attachments Library/Folders menu.
Click Manage Library. The system displays the Manage Library dialog box.
Click Add a Document to the Library. The system displays the Add a Document to the Library menu.
Note: If necessary, scroll down to the bottom of the page to view the Add a Document to the Library button.
Click Add New DMS. The system displays the Add DMS Document to Library dialog box.
In the Select a Folder field, enter the value
for an assigned folder or click and select a folder name
from the drop down menu. The system assigns the DMS
document to this folder in the library.
In the Specify the DMS field, enter the parameters defined in the Document Management System.
Note: The maximum field length is 256.
In the Name the document field, enter a value to identify the DMS document.
In
the Description field, enter a
description of the DMS document. To enter additional information, click
Long Description .
If you want to
make changes to options for the attachment, click Maximize to expand the Options section of the dialog box and view
its option.
The Print document with work pack? check box is selected by default. To prevent the document from being printed with a work pack, clear the check box.
Click OK. The system displays the new file attachment information in the Manage Library dialog box Documents table window.
Click one of the following buttons:
To add another document, click Add a Document to the Library.
To close the Manage Library dialog box, click OK.
Note: Once a document is attached to a record, by default, the latest version of that document will be retrieved from the DMS. To attach a specific version of any DMS hosted document, you will need to specify the version via Attachment Properties for that specific document.