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These help topics provide information about key concepts and components in Settings.

Related Topics:

  • Firm Hierarchy Overview
    Use the Firm Hierarchy feature to allow users to create a hierarchy of records in the hubs for displaying parent and subsidiary relationships between multiple firms.
  • Organizations (CRM or Resource Planning)
    You have the option to associate employees, generic resource, projects, and opportunities with organizations. To configure DPS to use organizations, you first use the Organization Structure Setup dialog box to select the type of structure and other properties of the structure, and then you either enter or import information that defines your individual organizations. (The information in this topic applies only if your only activated modules are CRM and/or Resource Planning. If you have any other modules, you set up organizations in the desktop application.)
  • Types of Organization Structures (CRM or Resource Planning)
    If your enterprise has an organization structure that you want to set up in DPS and you have implemented the Resource Planning module, the first step is to select the appropriate organization structure type: Fixed or Variable.
  • Activating Languages
    DPS currently supports two languages: international English and U. S. English. In future versions, the product will support additional languages.
  • 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.
Parent Topic: General System Settings (Browser)