Linking Documents using the eDOCS DM DMS

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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 (formerly Hummingbird DM5)—a new file or edits to an existing file—an additional field will link the file to a matter record.

To Link a Document to a Matter using eDOCS DM:

1. Open the Matters module and add a new matter or edit a matter record.

2. Click on the DMS tab.

3. Login to Hummingbird DM5.

4. On the DMS tab, click on the $images\icn_dm5_import_document.jpg$ 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 Matter Number 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 $images\icn_dm5_create_document.jpg$ 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.