Knowledge Base > Best Practices > Setting Up Document Managment

in Best Practices Tags: Client PortalDocumentsBasic Setupsetup

Setting up the Document Management System of Practice Management Workspace is an important step in implementation. However there are some considerations to make when going through the following options. PM Workspace’s best practices have a large majority of our clients drawing a line in the sand when it comes to where all of your current documents are stored. The most efficient way to bring old documents in to Practice Management Workspace is through the use of shortcuts. In essence referencing the location you currently store your documents in the Document Management System. This is done by simply selecting the client folder in its original location and right clicking the folder which will allow you to create a shortcut and drag this shortcut into PM Workspace you are able to access your original client documents without the worry of moving/importing or re-indexing.