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Installing Lacerte Document Management System

Intuit

Installing Lacerte Document Management System

How do I install Lacerte Document Management System (DMS)?

Solution:

Lacerte DMS is available via download:

  • If you are planning on printing to DMS from the current year Intuit ProConnect Lacerte Tax program, you will need to have the current DMS version installed.
  • You can download the current DMS from My Lacerte or install older ones from the 2013 and earlier Lacerte Tax CD-Roms (which will not work with Lacerte years after the year on the CD). The in-product update for DMS will not update to the new years' versions. You must download DMS in order to be current.
  • Only one version of DMS may be installed on a computer at any given time.
If you are upgrading your DMS from a previous year's version, then please make sure you are licensed for the current version. Once you install the current version and access your database with it, the database will move forward to the newer version and you will not be able to use it with a previous version. If you are not licensed, you will not be able to access your data. See This License File Does Not Include a Current License for DMS. Error Licensing Lacerte DMS for more information.
Download DMS online, this will ensure you are working with the most current version of the program.
  1. Login to My Account to use the Web Download method. If you do not have an account, click on Create an Account.
  2. Scroll down till you see DMS.
  3. Click the Orange Download 20XX button next to it. (Sample image below displays 'Download 2016')
  4. Click Download Document Management System.
  5. Click on Download Now.
  6. You can click Run to begin the installation or click Save to save the installation file to the hard drive first (Desktop recommended).
  7. Click on the Run or Open option to begin the installation, once the download is complete.
    • Note: If you do not see this option, browse to the folder where you saved the installation file and double-click it.
  8. At the DMS Welcome screen, click Next to continue.
  9. Choose the DMS destination folder and click Next.
    • Note: The default destination folder is C:Program FilesIntuitDMS. To change the destination, click on Browse.
  10. Network Users (others skip to the next step): Click Yes, make a copy of the DMSSetup.exe installation file to: and set the destination folder to a location on the network drive where other workstations can access it in order to install DMS.
    • Note: This file will be considered the current version until the next update, then you will need to replace it with the new DMSSetup.exe during the update.
  11. In the Enable DMS Toolbar dialog box, choose whether to enable the 'DMS Toolbar' for your 'Microsoft Office' applications.
  12. Click Install to begin the installation.
    • Note: If any changes need to be made, click the Back button to return to the previous screen and make the necessary changes.
  13. When the installation is complete, click the Finish button.
  14. Double-click the DMS icon on the Desktop to launch the program.
Before you begin: The current version of DMS is only available as a download. Installing from a CD will install an older version that cannot be updated without the full download described above, will not work with the current version of Lacerte Tax,  and technical support is only included with the current version of DMS.
If you do not have access to the internet, you can install previous versions of DMS from the 2013 or earlier Lacerte Program CD-Rom.
  1. Insert the Lacerte Tax CD-Rom into the drive.
  2. If Auto-run is enabled the installation should automatically start (continue to Step 3). Otherwise:
    1. Double-click on My Computer on the Desktop.
    2. Right-click on the CD drive and select Explore.
    3. Double-click the DMS folder and double-click dmssetup.exe to start the installation.
    4. Skip to Step 6.
  3. Click Next.
  4. Select Document Management System and click Next.
  5. At the Review Current Settings screen click Install.
  6. At the DMS Welcome screen, click Next to continue.
  7. Choose the DMS destination folder and click Next.
    • Note: The default destination folder is C:Program FilesIntuitDMS. To change the destination, click on Browse.
  8. DMS can create a copy of the installation file to make installing DMS on multiple workstations easier.  If you wish to make a copy of the installation file:
    1. Check the box next to Yes, make a copy of the DMSSetup.exe installation file to:
    2. Click the Browse button and select the folder.
  9. Click Next.
  10. DMS includes an optional toolbar to help make it easier to save your Microsoft Office documents to DMS.  If you wish to enable this toolbar, check the Yes, enable DMS toolbar for Microsoft Office applications box and click Next.
  11. Click Install to begin the installation.  If any changes need to be made, click the Back button to return to the previous screen and make the necessary changes.
  12. When the installation is complete, click the Finish button.
  13. Double-click the DMS icon on the Desktop to launch the program.

Licensing Message:

  • If you purchased DMS and you are seeing a message that your version of DMS is not licensed and will only run in demo mode, you will need to download an updated license file.  For information on how to download your license file, see: This License File Does Not Include a Current License for DMS. Error Licensing Lacerte DMS .
  • If you are just trying out DMS then there is no need to download a license file.  Click OK to close the message and to run DMS in demo mode.

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