Where Do I Upload Statements Into Dms
The ability to automobile upload and majority upload documents is a document management feature that every good DMS system should provide. This feature saves time and increases the productivity in an organization. In this article you will larn how to automatically upload a big number of documents into VIENNA Advantage Document Management System.
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Auto upload Settings in VIENNA Advantage Document Direction Organisation
To upload a big number of documents into VIENNA Advantage Document Direction System, follow this steps:
[1] Navigate to the Application Menu
[ii] In the search bar write "Auto Upload Settings" or find this option in the drop down menu
[3] After clicking on information technology a new window will open up where you can enter the details and manage settings to automatically upload documents into VIENNA Advantage Document Management System.
Upload documents from a Binder Path
To upload documents from a folder path from your server, enter that path under the "Binder Path" option in the "Motorcar Upload Settings" window. By entering the path, you are allowing the DMS organization to automatically upload all documents from this binder into VIENNA Advantage Document Management System. Moreover the DMS system volition create the same binder and sub-binder structure and will copy all documents and sub-folders into the organisation.
Upload documents from E-mail business relationship
Another option for auto certificate upload in VIENNA Advantage Document Management System is connecting the DMS with an e-postal service account. In this style the DMS system volition automatically upload all east-mails and attachments from the connected electronic mail ID to the Document Management Arrangement.
When connecting the electronic mail account with the DMS system information technology is also of import to set upward the folder in which this east-mails and documents will be uploaded to.
You lot can set up the binder in which you want to upload the electronic mail attachments past inbound the Folder ID nether "Email Attachment Folder ID".
The reason why the Document Management System asks for the Folder ID, and not the Folder proper name, is because y'all may have multiple folders in your DMS system with a aforementioned folder name, but each i of them will be with a unique folder ID. To find a Floder ID you just need to: [1] Right click on a binder > [ii] Select Folder Information > [three] A new window will open up where yous can detect the Binder ID.
Moreover, you tin cull in which category the document should exist uploaded, by selecting ane from the drib down carte under "E-mail Attachment Doc Category"
Next, y'all can create a rule for the document version for each newly uploaded document under "Email Attachment Keep Version". There are 3 options that y'all may select from in the drib downwardly carte:
[i] If Certificate exists then return
[2] If Certificate exists and so create new document
[iii] If Document exists then create new version
Other Machine Upload Settings in VIENNA Advantage Certificate Direction System
If you decide that y'all want to car upload only sure file types, yous tin set upward a rule in the DMS system. In the "Auto Upload Settings" window, ringlet down to "Other Settings", and from there under "File Type" enter merely the file types you lot wish to exist automobile uploaded in the DMS arrangement. Separate each file type with (,) comma. See picture below.
Of import annotation!
The limit for file upload is 25MB. Files above that size volition non exist uploaded into the Document Management Organization.
Synchronize Google Drive with VIENNA Advantage Certificate Management System
If you are using a Google Drive, and yous have installed it too on your server, y'all can link the Google Drive folder with the "Binder Path" pick explained higher up. In this mode, all documents that are going to be saved in the Google Drive will exist automatically backed upwards in VIENNA Advantage Certificate Management Organisation.
If you lot create a new version of an existing document in Google Bulldoze, information technology does not create a new certificate, simply it overwrites the existing one. Different Google Drive, in VIENNA Advantage DMS whenever a new version of an existing document is created in the Drive, it will be saved as a new version in the DMS system. In this way, you tin use VIENNA Advantage DMS to non but dorsum upwards all documents uploaded in the Google Drive but, too you can keep track of the document versions.
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How to upload a large number of documents into VIENNA Advantage DMS?
Source: https://www.viennaadvantage.com/blog/document-management-tips/how-to-upload-a-large-number-of-documents-into-vienna-advantage-document-management-system/
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