Permanent Folder for Documents

Introduction

Some documents in SMSF (like the Trust Deed, Investment Strategy, Pension Establishment docs, Minutes, and Title Search) don’t change often. Instead of uploading them every year, you can move them to the Permanent folder in DMS. Once added, these documents will automatically carry forward to future jobs until removed—saving you time and effort.

How to move documents to Permanent Folder

When a document is uploaded, it first appears in the Unsorted folder. Here’s how to move it to the Permanent folder:

Step 1: Go to DMS and select the relevant Fund.

Step 2: Click on the Unsorted folder.

Step 3: To move multiple documents, select them and click Move to Permanent.

select-documents-and-move-to-permanent-in-bulk

Step 3: To move a single document, click the three-dot icon under the Action column and select Move to Permanent.

Step 4: A confirmation pop-up will appear—click Yes to proceed.

Note: This confirmation po-up will only appear when you are moving documents in bulk.

Step 5: The selected document(s) will now appear in the Permanent folder and carry forward to future jobs automatically.

Note: The documents that have been marked as Private will not be carry forwarded to the upcoming and subsequent years.

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, or contact our Support team if you need any assistance.