Get Started with the Documents Application

To get up and running with your DMS, you need to complete the following tasks:

1. Assign the security roles:
   • As the Documents application integrates with the Contacts application and the Jobs & Billing applications, users need to have access to one or both of them, as applicable. Therefore, users need one of the Jobs & Billing "Contacts - View…" security roles and/or one of the "Jobs – View…" security roles.
   • Users need the applicable Documents security roles to perform the specific functions within the Documents application.
   • Users need the Settings - Installation security role in order for the administrator to be able to share the installation program with them so that users can install the sync tool.
2. Define folder templates:
   • The Documents - Folder Templates security role is required to perform this task.
   • The folder templates configuration must be performed preferably before the Documents application is used.
   • Define the default folder structure in the Contacts and Jobs & Billing applications.
3. Install the Documents Sync tool:
• Each user needs to install the Documents Sync tool on their computer.
• The sync tool is a tray application that opens the document using the application associated to it, in your local MS Windows configuration, so you can view and edit your documents. It also handles the uploading of those edited documents, and updates the file versions.