Configure DMS file copy
| If the "Save document as a file when storing in the document archive" checkbox is activated in the "Configure server" dialog box, more precise settings for the document archive must be defined here. This means that when individual documents are created from the Infront Advisory Solution - e.g. for activities - a copy is stored in the configured directory with the configured name. |
Field | Description |
|---|---|
Output directory | Enter a central output directory for the copy of the documents here. |
Output file | Configure the pattern for the name of the output file here. |
The configuration for the file copy only affects the production/filing of individual documents from the Infront Advisory Solution (as opposed to documents from the batch export). The production of documents for batch export etc. continues to take place directly in the corresponding configuration in the Infront Portfolio Manager.