Access to DMS customization

Modified on Wed, 22 Feb, 2023 at 3:43 PM



Functionality reserved for the document manager administrator  



How to customise the company or user archive tree of an accounting firm?

To customise the company or user archive tree : 

  • Click on the "Settings" icon


  • Click on "Company archive management" to update the company tree
  • Click on "User archive management" to update the user tree




How do I search for an item in the archive tree?

It is possible to search for a folder or a document type:

  • Click on which is displayed over the column headers (Name, employee business profiles, customer business profiles)


  • Click on "Filter".
  • Enter the name of the file or the type of document



It is also possible to search for a "slug":

  • Click on which is displayed over the column headers (Name, employee business profiles, customer business profiles)
  • Click on "Filter".
  • Click on "Filter By"
  • Select "Slug".
  • Enter the name of the slug




The structure of the tree structure is preserved during the search.

If you search for a folder, the subfolders and document types belonging to that folder will also be displayed.



The structure of the archive tree is preserved during the search.

If you search for a folder, the subfolders and document types belonging to that folder will also be displayed.















Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article