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Applying DMS folder templates while running a shadow copy software like Carbonite or Mcafee

SOLVEDby IntuitDocument Management System1Updated 1 month ago

If your computer uses a shadow copy service (like Mcafee or Carbonite) and you're using DMS folder templates, make sure you're in safe mode to avoid damaging the DMS database.

How to work in safe mode

To use Microsoft Edge in safe mode, open a new InPrivate window.

Once you are in safe mode, you may apply folder templates.

  • If your database is on a network, it's advisable to use folder templates while on the server itself to keep the process local and protect the network.

If you're unsure of these directions, call Customer Support for assistance.

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