Data Management System (DMS)
============================

.. index:: Data Management System, DMS

Module Data Management System (DMS) allows you to manage project documents.

**Features**

- Documents can be stored in the predefined folder structure along with a project, subproject, and task
- All documents are stored audit proof
- All document revisions can be retrieved and restored

**Access rights**

**Minimum access rights** to **read** project documents:

- User roles

  - Read documents
  - Read resource pool

- Folder Role
  
  - Read project

The following access rights can be assigned to users as required:

- User roles

  - Create documents
  - Change documents
  - Delete documents
  - Restore documents
  - Manage folder structure

**Documents**

First, choose **Add ons > DMS > Documents**.

|image0|

Here all documents assigned to the projects or their activities are listed.

In the column **Action** you can:

- Documents delete. 
- Documents can be displayed
- Track versioning of a document
- restore deleted documents

**Note**

- When deleting a project, associated documents are also deleted. When restoring from the project, its documents are also restored.
- Deleted documents are permanently deleted from the data bank after expiration of the retention period.

You can limit the size of inserted documents by client properties,
if you click **Administration > Clients > Edit**

|image1|

and then enter the big one.

|image2|

**Folder structure**

|image3|

You can freely define folder structure.

**Note**

- Document folder structure is managed in Rillsoft Integration Server for entire clients and applies to all projects of the client.
- When deleting a DMS folder, its documents are moved to the main folder.

.. |image0| image:: ../images/dms.png
            :alt: 
.. |image1| image:: ../images/dms_size_edit.png
            :alt: 
.. |image2| image:: ../images/dms_size.png
            :alt: 
.. |image3| image:: ../images/dms_structure.png
            :alt: