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DMS

Level 1

HOW DO I SET UP TY9 IN THE DMS?

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Level 15

Did you download the new DMS from your "My Account"? If not, do that first. You can check with using Help > About DMS you should have version 19.1.1

If you have the latest version, it should have added 19 automatically. If not this is from the help menu in DMS:

Create a client folder template for a Database

  1. On the Tools menu, click Options.

  2. Click the Folder Templates tab.

  3. If you want to these folders to appear for existing clients as well as new clients, select Yes to the question Do you want to apply changes to all clients?.

  4. Verify the folders listed in the Subfolders to create for new clients list.

  5. Do one of the following:

Click Add to add a new folder for new clients.

Click a folder in the list and then click Rename to change the name of the folder for all new clients.

Click a folder in the list and then click Delete to remove that folder. It will not be included with any new clients.

  1. Click OK to make the changes.

NOTES:
Folder templates are only available for client folders.

You can only have one folder template per database.

If you want more than one folder template, you can create multiple databases for your clients. Each of those databases can have its own folder template.

Create a client folder template for a Database

  1. On the Tools menu, click Options.

  2. Click the Folder Templates tab.

  3. If you want to these folders to appear for existing clients as well as new clients, select Yes to the question Do you want to apply changes to all clients?.

  4. Verify the folders listed in the Subfolders to create for new clients list.

  5. Do one of the following:

Click Add to add a new folder for new clients.

Click a folder in the list and then click Rename to change the name of the folder for all new clients.

Click a folder in the list and then click Delete to remove that folder. It will not be included with any new clients.

  1. Click OK to make the changes.

NOTES:
Folder templates are only available for client folders.

You can only have one folder template per database.

If you want more than one folder template, you can create multiple databases for your clients. Each of those databases can have its own folder template.

 


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