1. Click DMS in the Main Menu to open the DMS View
2. Folder Panel  -  List of top level folders that you have access to. Visible folders depend on the users log in credentials and activities assigned. Current folder is highlighted (blue in this example).
3. Current folder highlights and a document count  -  indicate the number of documents in the folder.
4. Tags  -  listed tags are created within Lookups and are relevant to the users assigned activities. The number of documents with the tag are indicated in the small square to the right.
5. Work Area Header  -  tools for uploading and searching for documents.
6. Document panel  -  display area for documents that have been uploaded. Documents are displayed as File Display Icon.

1. [Select Files]  -  opens the File Explorer (Windows) Finder (Mac) to enable search and select documents from your computer or office network.
2. {Drop files here to upload}  -  to add a file to the account you can drag and drop to the indicated area in the panel.
3. {Search}  -  enter your search criteria for available documents in the current folder.
4. {Filter by Uploaded Date}  -  opens a calendar window with shortcut entry for set periods or enter a custom range.
5. [Display my Documents]  -  filter by ownership (you).

See Search Filter Tools.

6. [Search]  -  click to search the DMS based on the search criteria entered.
7. [Clear Search]  -  cancel or clear the search criteria entered.
8. [Sort]  -  sort results by File Name or Uploaded Date - pick from list.
9. [Grid View]  -  view your documents in a grid / tablet view.
10. [List View]  -  view your documents in a list view.

1. File Display Icon  -  the files will be displayed together with file name and extension, description, date of upload, version number, file size. To open the document to view double click/tap.
2. Document Properties panel  -  the document properties panel will open when a document is highlighted or can be opened by clicking the Open/Close panel icon more commonly associated with the search panel.
3. Document Properties panel  -  the document properties panel provides a number of fields associated with the management of the files properties.

File Display Icons  

4. Version History  -  the icon will be highlighted if there is more than one version of a document.
5. Private  -   the icon will be highlighted if the document is set to private i.e owner visibility only.
6. Shared  -   the icon will be highlighted if the document has been shared to the public/third parties.
7. Right click  -  opens a drop down menu
   • Properties  -  opens the document properties panel.
   • View  -  opens the document in a preview window. Note double click/tap the document icon will also open the document.
   • Version History  -  opens the Version History Window.

1. Document Properties Panel - when the user owns the document the properties panel will allow you to edit the document properties.
2. Preview  -  opens the document in a separate preview window.
3. Version History  -  opens the document version history detail window.

1. Version History  -  the window will display the date of upload, file name, owner and version number and currency. The icon in the File Display icon will be highlighted if there is a version history associated with the file.
2. Revert  -  Older versions of the same document can be reverted to current if required, document with a version history are indicated in the file properties box with a highlighted 'revert' icon.

1. Folder  -  indicates the folder the document is currently stored in on the DMS. You can move the document to another top level folder based on your user access credentials.
2. File Name  -  the file name can be edited directly.
3. Version Number  -  the version numbers can be manually edited.
4. Description  -  add your own description/comments. Note the description is visible below the file name in the File Display icon. The description is not a searchable field.
5. Keywords  -  enter keywords that will assist you and others searching for the document.
6. Tags  -  Any document can be assigned a tag. Tags are another method of searching for documents but can also be used to logically group documents together. For instance all tax work for an account could be tagged by tax year. The tags can be added via Lookups and thus customised to the business requirements.
7. Author  -  document author details. This is a searchable field but is not prioritised over the search for a  matching word or part word in the file name.
8. Owner  -  owner of the document. Changing the ownership will result in you NOT be able to edit the document properties. A warning window and a confirmation is required to proceed.
9. Visibility  -   by default the document will be visible by anyone in your business, if they have access to the same work activity module. If the document is uploaded within a activity area then it is only visible within the activity area, The option is to  select  {Visible by Owner only} this means it is private to you.
10. Public Domain  -  by default the document will not be visible to the public/third parties. Allowing the document to be {Viewable by the Public} mean that relate partners and associates who have access to your CompleteEmpire subscription can view the document.
11. Notes  -  you can freely add any notes or reminders, action points in this area. Notes is a searchable field.
12. [Save]  -  Always click [Save] to save your edits and changes to the document properties. Successful saves will be identified by a pop window.
13. [Delete]  -  deletes the document from the DMS (note this deletes links and references to the document. The document is marked as deleted on the DMS servers and can be retrieved if required by your administrator.
14. Add New Version  -  you can drag a new version of the same document (you make have edited this document outside of CompleteEmpire but wish to keep earlier versions for compliance reasons). Drag and drop to this area. The document will be added and made a current version within the  CompleteEmpire environment.  
15. [Select Files] -  opens the File Explorer window so you can find and select a new version of the current document.  

1. {Search}  - enter your search criteria for available documents in the current folder.
2. {Filter by Uploaded Date}  -  opens a calendar window with shortcut entry for set periods or enter a custom range.
3. [Display my Documents]  -  filter by ownership (you).
4. [Search]  -  click to search the DMS based on the search criteria entered.
5. [Clear Search]  -  cancel or clear the search criteria entered.
6. [Sort]  -  sort results by File Name or Uploaded Date - pick from list.