~ DMS ~

The ~ DMS ~ tab is used to upload and attach documents and files to the record you are on — for example a PDF invoice, an XML file, an image, a spreadsheet and similar.
All uploaded attachments are stored in the Document Management System (DMS) and remain permanently linked to that record.

The tab is shown only to companies subscribed to the Document Management System (DMS) module.

1. Open the ~ DMS ~ tab.
2. Start adding a new attachment with the button.
3. Enter a short, recognisable description of the attachment in the {Name} field.
4. Open the file selection window of your computer with the button.
5. Find and select the file on your computer.
6. Confirm the transfer with the button so that the selected attachment is saved in Brix.

The same document often relates to several records in Brix — a purchase contract to a goods receipt and to a journal entry, a delivery note to a goods receipt and to an incoming invoice. Such a document does not need to be uploaded more than once: it is uploaded to the first record and linked to the others.

1. Open the ~ DMS ~ tab of the record the document should be linked to.
2. Click the icon. It stands to the left of the button used for adding a new document.
3. A list of documents already in the DMS is shown, with a filter above the list — by department, year, month, type, table, tags, reference number and view level.
4. Narrow the list with the filter and select the document from the list.

For an incoming invoice that was entered automatically from an invoice issued by another company in Brix, the PDF of that invoice can be downloaded.

• The icon is shown when there is an invoice available for download. Clicking it transfers the PDF of the invoice into the DMS of the company that received the incoming invoice.