Document Management

34 guides in this area.

Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.

BSuit ERP (34)

Masters (5)

CategoriesPage referencePartially reviewed7 fields. Classify documents by type and purpose
Docsync PairsPage referencePartially reviewed5 fields. Folder sync pairs — control direction centrally
Docsync RegistrationsPage referencePartially reviewed3 fields. Registered DocSync desktop agents and their status
Follow UpsPage referencePartially reviewedTrack due actions for official papers, transmittals, shipments, and containers
Retention PoliciesPage referencePartially reviewed7 fields. Define document retention and archiving rules

Transactions (2)

Document RegisterPage referencePartially reviewedReference for Document Register in Document Management.
TransmittalsPage referencePartially reviewed11 fields, 1 reference. Reference for Transmittals in Document Management.

Details and forms (1)

Slug detailsPage referencePartially reviewedReference for Slug details in Document Management.

Other pages (9)

Access LogsPage referencePartially reviewedReference for Access Logs in Document Management.
ApprovalsPage referencePartially reviewedReference for Approvals in Document Management.
BrowsePage referencePartially reviewedReference for Browse in Document Management.
CAD ViewerPage referencePartially reviewedReference for CAD Viewer in Document Management.
Document ManagementPage referencePartially reviewedReference for Document Management in Document Management.
Plan MarkupPage referencePartially reviewedRedline & comment on CAD plans, PDFs and images
Share LinksPage referencePartially reviewedReference for Share Links in Document Management.
Storage StatisticsPage referencePartially reviewedReference for Storage Statistics in Document Management.
TrashPage referencePartially reviewedReference for Trash in Document Management.

Articles and how-tos (2)

Document control: folders, versions, approval, transmittals and retentionBusiness processPartially reviewedStore documents in folders, control versions and check-out, move files through review and publishing, issue transmittals, share links and recover deleted items.
Getting started with Document ManagementHow-toPartially reviewedDocument storage, retention policies, transmittals, CAD/plan viewing, and controlled sharing.

Data reference (15)

DmsAccessLog — data referencePage referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for DmsAccessLog (Document Management), with the record types they refer to.
DmsApproval — data referencePage referencePartially reviewed18 fields. All 18 fields BSuit stores for DmsApproval (Document Management), with the record types they refer to.
DmsDocumentCategory — data referencePage referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for DmsDocumentCategory (Document Management), with the record types they refer to.
DmsDocumentRelation — data referencePage referencePartially reviewed7 fields. All 7 fields BSuit stores for DmsDocumentRelation (Document Management), with the record types they refer to.
DmsFile — data referencePage referencePartially reviewed54 fields, 2 reference. All 54 fields BSuit stores for DmsFile (Document Management), with the record types they refer to.
DmsFileComment — data referencePage referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for DmsFileComment (Document Management), with the record types they refer to.
DmsFileTag — data referencePage referencePartially reviewed7 fields. All 7 fields BSuit stores for DmsFileTag (Document Management), with the record types they refer to.
DmsFolder — data referencePage referencePartially reviewed28 fields, 2 reference. All 28 fields BSuit stores for DmsFolder (Document Management), with the record types they refer to.
DmsFolderPermission — data referencePage referencePartially reviewed20 fields, 1 reference. All 20 fields BSuit stores for DmsFolderPermission (Document Management), with the record types they refer to.
DmsRetentionPolicy — data referencePage referencePartially reviewed11 fields. All 11 fields BSuit stores for DmsRetentionPolicy (Document Management), with the record types they refer to.
DmsShareLink — data referencePage referencePartially reviewed13 fields. All 13 fields BSuit stores for DmsShareLink (Document Management), with the record types they refer to.
DmsTransmittal — data referencePage referencePartially reviewed22 fields. All 22 fields BSuit stores for DmsTransmittal (Document Management), with the record types they refer to.
DmsTransmittalItem — data referencePage referencePartially reviewed12 fields. All 12 fields BSuit stores for DmsTransmittalItem (Document Management), with the record types they refer to.
DocSyncPair — data referencePage referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for DocSyncPair (Document Management), with the record types they refer to.
DocSyncRegistration — data referencePage referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for DocSyncRegistration (Document Management), with the record types they refer to.