Creating Numbered File Templates

Numbered File Templates allow a list of timeline events to be specified for automatic insertion whenever a new Numbered File is opened with a given classification, file type, and collective agreement trio. Templates can be configured for any combination of these three attributes. For example: CARNA files under the Provincial agreement CARNA files under the […]

Read More

Routing Communications for Follow-up

Communications entered into DMS and DMS Web – whether manually or via the auto-ingest system – can be routed to other staff for further followup or commentary using the Comments & Follow-up field, or even just as a heads up to take a look at the information contained within. DMS Web Routing for Follow-up When viewing […]

Read More

Record navigation on DMS Web

In many areas of DMS Web, you may come across a set of record navigation controls near the upper right corner. They will look like this: These controls allow you to easily navigate between the records in your current “set” without, for example, needing to constantly flip back and forth between the list and detail […]

Read More