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Document Management (article)

Summary:

The document window in PIMSY performs much like MS Windows file management. However, you can still use the "Classic View" for adding and managing documents. Click on either Tree View or Classic View.

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In the Tree View window, folders can be created and files added to manage all documents pertaining to a specific section of PIMSY.

When a document is added to a Client Group, it will be displayed in each client's document tree.

Access the new Document window wherever documents are managed and stored in PIMSY. One example is the Documents tab on the Client Details page. In other areas, click on the Docs button.

Instructions:

Go to any area in PIMSY where documents are uploaded and managed.

The first time the Document window appears, there won’t be any folders or files.

To create the first folder, right click on Document Type. The Document Types must first be created in Pick Lists. Select the Document Type in the dropdown menu.

DOCUMENT TYPE PICK LIST MANAGEMENT

To add or remove a Document Type, go to Pick List Management and select the Document Types tab. To remove a document type, select an existing line and click Delete. To add a new Document Type, select the bottom empty white row and add the Name, Description (optional) and select the appropriate additional functions, such as Add to New Clients. When you check Add to New Clients, the document type will be automatically added to a new client's chart. Be sure the Type is Active.

When you select a Document Type, a window pops up where you can add a new folder.

Give the folder a name and optional description. This folder will appear under the Document Type.

To add a document, right click on the new folder and select Add New Document.

Add a Document Description and Browse for the file. Make Active if appropriate. Save. The new document will appear under the designated folder.

To add new folders, go to the Document Type dropdown and select a different type or right click on an existing Document Type to add a new folder. Follow the instructions above for adding a folder and a file.

To delete a folder, right click over the folder and select Delete Folder. Files under this folder will also be removed.

To delete a file, right click over the filename and select Delete Document. You can also View  the file and/or Make InActive.

To move a document, drag and drop it into a different folder.

The color legend indicates the current source/state of a document.

Related Articles:

If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.

 

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