2 months ago
Added Team Option to DM Web Preview
Users can now set the Team on a document when uploading through DM Web.
Document Manager Template
In Admin > Document Manager > DM Template, a ‘Team’ dropdown has been added, allowing users to set up the ‘Document Template’ for a specified team.
Upload a Document via DM Web
When users select a document template on the DM Web Preview page, the related team is automatically set as the default. If no team is selected for the specified document template in Admin, users can manually select the team.
Once a document is uploaded from DM Web, the team chosen in the popup will default on the Info tab of the document.