DMS Setup

The DMS Setup page contains all the necessary configurations for COSMO Document Management System. The DMS Setup page is accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter DMS Setup, and then choose the related link.

When the DMS Setup page is opened for the first time, the setup initializes itself. The setup contains all important global configuration for COSMO Document Management System. Some fields are set by default but can be adjusted as needed.

Duplicate Handling

Determine how duplicate file names will be handled in the target document library and inside the SharePoint folder. The options are:

  • Setup – This option must not be selected. The Setup option is used in the Settings FastTab of the DMS Content Types.
  • New Version – Creates a new version for the uploaded document. If Versioning is disabled in the document library, the existing document will be overwritten.
  • Timestamp – Appends a timestamp at the end of the new file’s name and before the extension: <Year>-<Month>-<Day> - <Hour>-<Minute>-<Second>, for example Bicycle 2019-04-03 11-23-54.bmp.

For more information regarding Duplicate Handling, see DMS Content Types.

Report File Name Formula

Define the formula to generate the file name when automatically uploading a report. Possible variables are [RECORDID], [REPORT.ID], [REPORT.NAME], [REPORT.CAPTION], [TODAY], [TIME], [COMPANY] and [USERID]. An example for a formula would be [RECORDID] - [REPORT.ID].pdf.

Enable DMS App Controls

Enable DMS controls extending the base application. If the toggle is turned on, all features specific to COSMO Document Management System, such as Document Box, are available. The toggle is turned on by default when the DMS Setup page is opened for the first time.

Document Library Configuration

On the Document Library Configuration menu, choose Export Configuration to open the DMS Configuration Structures page. On this page, choose Export Configuration to export the document library configuration, including the content types and table setups into a JSON file. Or choose Export Configuration Plan to export the websites, document libraries and fields for SharePoint into a JSON file.

On the Document Library Configuration menu, choose Import Configuration to import the document library configuration, including the content types and table setups from a JSON file.

On the Document Library Configuration menu, choose Build Construction Plan to build websites, document libraries and fields in SharePoint based on a JSON file in the current Microsoft Dynamics 365 Business Central’s signed in user context.

For more information, see Configuration Export/Import.

Report Selection

On the Related menu, choose the Report Selection - Sales / Purchase or Service action to open the report selections for sales, purchase, and service. These actions also include fields for configuring the document library and content type to upload the PDF to SharePoint.

For more information, see Report Upload.


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