Related Topics Reference
Each document management system (DMS) program has a unique manner in which users access files. When a file either is saved to Open Text eDOCS DM Version 5 (Hummingbird DM)—a new file or edits to an existing file—an additional field will link the file to a person/entity record.
To Link a Document to a Person/Entity using eDOCS DM:
1. Open the People module and add a new person or edit a person record. To link an entity record, open the Entities module and edit an entity record.
2. Click on the DMS tab.
3. Login to Hummingbird DM5.
4. On the DMS tab, click on the 
Import Document button.
5. Click on a document profile link.
6. Type the document name and select an author and document type. These fields are required. The Person/Entity Name field should populate automatically.
7. Select the application associated with the document (for example, select MS Word for a document with a .DOC extension) , then click the 
Create Document button.
8. Select the file to upload by clicking Browse, selecting a file in the Choose file dialog box, and clicking Open.
9. Click the Upload button.