Configuring Supporting Documents and Files

If you are a system administrator using the DPS on-premises product, you must configure Transaction Document Management (TDM) with FILESTREAM before users can upload supporting documents, files, images, and merge templates for use with records throughout DPS.

For example, when using supporting documents, a user could upload a file that contains copies of sales receipts for line items on an expense report, or upload images for use in a proposal. The files types that are supported include image files, PDF files, Microsoft Word documents, and Microsoft Excel spreadsheets. All documents that are uploaded via TDM are converted to a PDF file type and then stored in the FILESTREAM database at the time of upload. DPS does not support the upload of password-protected documents.

For more detailed information on configuring Supporting Documents for DPS, see the DPS Technical Installation Guide .

If you use the DPS Cloud product, the Deltek Cloud Ops Team maintains TDM and FILESTREAM for you.