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Document Management System (DMS) Security
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LQCMpls
Level 3
03-25-2023
03:25 PM
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We still use DMS as a secondary document storage and to attach PDFs to returns.
Is there a way to require a password to open the program/application? And/or apply a password to all the client folders at once? The only security information I can find is...
(1) adding a password to specific files
(2) creating a master password which will work on any password protected folder.
Considering that all other Lacerte/Intuit programs have either optional or required password protection, it seems as though DMS should have the option as well.
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George4Tacks
Level 15
03-26-2023
10:52 AM
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https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/two-factor-authentication-need-for... is an example of your post where by voting we let Lacerte know we want improvements.
You could post your idea in that area.
Here's wishing you many Happy Returns
