Save Documents to the DMS Automatically

TABLE OF CONTENTS

• Introduction
• Save Documents to the DMS Automatically

Introduction

When you post invoices, credit notes, receipts or statements for emailing or publish on the Parent Portal, Engage Fees must save the document you are producing in the DMS (Document Management System) as a PDF file. It will then automatically link the PDF to an email where required.

Save Documents to the DMS Automatically

To automatically save invoices and receipts to the DMS

1. Go to Fees>Setup>Fees Policies.
2. In the General Tab, select the two save to DMS options: Save Receipts to DMS and Save Invoices to DMS.
3. When you post invoices or receipts the Issue Invoices / Receipts window will have the Save reports to DMS box ticked automatically.
4. If the box is not ticked by default, you can tick it here before sending.
5. When you send the email, there may be a Saving to DMS message on the screen as part of the issuing process.

Note: For more information on Fees Policies settings, please see the Fees Setup guide. For more information on issuing invoices, please see the Fees Billing guide, Invoices section. For more information on issuing receipts, please see the Fees Collections guide.