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How to archive files and folders in DMS
by Intuit• Updated 11 months ago
If you're noticing a significant speed issue when accessing DMS, you may want to use the DMS archive feature. Archiving removes old and unnecessary files from the database and stores them elsewhere.
- Specifically, a database Data01a.dat file above 50 megabytes slows software performance dramatically.
- You can store DMS folders in your C: drive, a flash drive, or Windows.
Before you begin
- It's absolutely vital that you use an office computer you won't need for at least a couple of days and is on an uninterruptible power source.
- If you are uncomfortable with the considerable amount of time the process may take, contact your IT specialist for help.
- Make a copy of the database, move it to the computer you'll be using, then make another backup copy at a different computer in case of an interruption.
- Print any information for the client in the Issues tab as it won't be archived or saved.
To launch the archive feature
- Within DMS, click the file dropdown menu.
- Select Archive.
- Click Yes to start the Archive feature.
- The archive destination path will default to C:\Users\[username]Desktop\DMS Folder\.
- This path can be changed by selecting Browse...
- In the Select Folders to Archive section, you can expand folders to select subfolders for archiving or collapse the view to remove all the documents within a folder.
- When archiving by client file, DMS assumes the client is no longer in use.
- All of the sub-folders/files will be archived and the client file removed from the database.
- When archiving by client file, DMS assumes the client is no longer in use.
- To access your data after it's been archived, go to the destination path selected.
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