About Document Management

Document Management enables you to store copies of client's documents within a selected document management system (DMS).

DMS's currently supported are: Autonomy iManage, FileCabinet, GoFileRoom, Invu (from Lindenhouse), Onvio Documents (for specific templates) and Virtual Cabinet.

Accounts Production Advanced from Digita detects if you have any of the supported DMSs installed and enables you to select the preferred system for storage.

Only administrators can configure this selection.

Set up Document Management via the following:

Set Up Document Management System

Setting Default Data Location

Work with Document Management via the following:

Save to Document Management

View Document in Document Management