DMS
How to use Custom Folder for Permanent Documents
Introduction The Custom Folder feature of Permanent Document in the Document Management System (DMS) allows users to create custom subfolders within the Permanent Documents. It enables users to upload, manage documents, and add notes or comments at ...
How to View a Document and use its features
Introduction To view the document, follow the steps given below. Step 1:- Click on DMS, from there select the fund from where you want to download the document and click on it. Step 2:- From the appearing page, select the folder and the document that ...
DMS
Introduction The Document Management System is your central hub for all uploaded documents related to your processed jobs. Here, you can: View, Download, or Delete any document. Tag documents to different folders or line items for easy review. ...