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20000044686
DMS - Client Administration Notifications - Existing Client
The steps below will outline how to confirm or set up email notifications sent to a client from Shar
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20000045168
How to Open Safesend ZIP Files in DMS
Downloaded report from Safesend creates a .zip file with 20 signed engagement letter pdf’s
Is
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20000046286
DMS - How to Remove Signoffs in DMS
1. Select the document
2. Click the DMS Tools dropdown
3. Select “Sign Off Selected”
4.
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20000046374
DMS - How to Upload Files to DMS-Client Site Received in ZIP Format
ISSUE:
Staff are opening a ZIP file and then dragging directly into DMS. This behavior is not sup
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20000047561
DMS - Subfolders & ShareFile
Currently, files saved to sub-folders in a DMS client site cannot be uploaded to ShareFile due to Mi
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20000051191
DMS - Class Field is Missing
Issue:
Newly uploaded documents do not have the class field available in the "Details" of the docu
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20000051193
DMS - Apply Barcode is not Functioning
Issue: "Apply Barcode" is not functioning in DMS
Solution:
Check to ensure that your browser
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20000055128
DMS - Client Administration - Add new user
ISSUE:
How do I add a new client user to DMS and then the portal
RESOLUTION:
The steps b
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20000059911
DMS - Instructions for Applying Electronic Barcode in DMS
Instructions for Applying Electronic Barcode in DMS
Upload the properly named CCH Axcess Tax fil
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20000060605
DMS - File Classification Missing from Properties
ISSUE:
File classification missing from file properties in DMS
RESOLUTION:
Sometimes DMS w