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Installing and using DMS on a network

by Intuit Updated 7 months ago

This article will walk you through installing the Document Management System for use on multiple computers on a network.

DMS is always installed on the local drive as a stand-alone application. However, you can keep the database on a shared location to use with other users on the network.

Follow these steps to install DMS on a network:

  1. Install DMS on a computer using one of the applicable articles below:
    1. How to install ProSeries Document Management System
    2. How to install Lacerte Document Management System
  2. Open DMS.
  3. Create a new DMS Database using the steps below:
    1. From the File menu, select Database and choose New.
    2. Click Next in the Welcome wizard.
    3. Enter in the path for the new DMS database location and click Next.
      • Create the new database on the network drive. DMS can only create a database in an empty folder.
    4. In the Set Up Default Folder Template screen, set up your folder structure for organizing your client's files, if applicable.
      • Use the folders provided or customize the structure by clicking on the AddDelete, or Rename buttons on the right.
    5. After completing the desired folder structure, click Next.
      • The final screen let you populate the database by importing your data from the tax program or another DMS database.
  4. On the other computers, browse to the Database folder and run the setup file.
    • Refer to this article for instructions on locating the DMS Database.
Lacerte TaxProSeries BasicWorkflow Add-On Document Management System

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