DMS Functionality
User Manuel
Table of Contents
Glossary
1. Introduction

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Glossary

The status symbols are as follows:
= Settings
= Error Message
= Documents Folder
= Basket
= DMS Dashboard
= Maintenance 1) Introduction
The current document outlines the functional design of the Document Management System ('DMS'). DMS allows for the storage of all crucial business documents in one central place while linking them to the relevant data in Sage Evolution ('Evolution'). This does, accordingly, allow for the facilitated internal record keeping and management of audits. DMS for Evolution provides a solution for storing and linking documents from within Evolution, while also providing an easy access to these documents through a web interface. This web interface could be restricted to only local access or can allow external access for users, working outside of the designated office. The DMS is deployed on the same server where Evolution is installed. This ensures that all company documents are safely stored on that company's own server, with its own IT security.
Notes to creating a document report:
DMS for Sage Evolution (Evo) allows users to attach documents to master data and transactional records within Sage Evolution, ensuring that documents are stored at and linked to the most logical location.
You want to save time, and keep all your crucial business documents in one central place? You want to be able to link them directly to the relevant data within Sage Evolution? - You need a system for facilitated management of audits and internal recordkeeping? - Your employees often need to travel, and you are looking for means of simplified access to your company files from anywhere in the world? Then this application is perfect for you.
The document reports can be easily uploaded onto the Web Portal By following the below steps as mentioned you will understand how our DMS portal works in no time.
Benefits of the Application:

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