Documents

Job DMS

Introduction

  1. The Documents page provides a centralized location to access all uploaded documents for the fund, organized within their respective folders. To access this page, navigate to the Fund Dashboard and click on either DMS or a folder from DMS.

File Status

  1. Under the File Status column, you can track the status of each document. It indicates whether a document has been tagged, roll forwarded, or is yet to be processed.

DMS Actions

  1. By clicking on the ellipses icon (three dots) associated with each document, you can perform various actions, including Viewing, Downloading, Renaming, Deleting, or Roll Forwarding the document to the next year.

Document List and Selection

  1. The left side of the screen displays a comprehensive list of all available documents. To select All Documents at once, click on the checkbox.

Filtering

  1. You can easily filter the displayed documents by clicking on the checkbox next to Tagged & Roll Forwarded, which allows you to view documents based on their status.

Navigation

  1. To return to the Fund Dashboard from the DMS page, simply click on the Fund Dashboard button located on the left side of the top taskbar.

Document Search

  1. Use the provided Search bar to quickly find a specific document by its name.

Uploading New Documents

  1. To add new documents to the system, click on the Upload Document option and follow the instructions to upload your files.

Viewing All Documents

  1. By clicking on All Documents, you can access a comprehensive list of all uploaded documents in one place.
  2. This user-friendly interface makes it easy to manage and access all fund-related documents efficiently.
Click on the links given below to know more about:
How to Download a Document from DMS
How to View a Document and use its Features

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.

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