External DMS integration - Enabling for a job

Default operation

Once the database has been configured for external DMS and turned on, all new jobs will have "Enable Ext DMS" automatically set to ticked ("ON").

Pre-existing jobs will need to be turned on by changing the Job Settings. See further information on dealing with pre-existing jobs.

Offices (practices) can be disabled from the integration also.

Turn External DMS integration on/off

When you have integrated an external DMS, you may (provided you have permission) choose disable/enable a job for DMS integration.

mceclip0.png

To enable Ext. DMS:

  1. Open the job settings

    Select "Job Settings" from the "Job" menu on the menu bar.

  2. Enable the DMS

    Click the "Enable Ext DMS" and click 'OK'.

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk