PDi DMS Link

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PDi DMS Link

PDi Document management is a PDi application that allows documents to be scanned and assigned to individual depositories (filing cabinets). Linking documents to individual customers, suppliers or inventory items will enable them to be viewed directly within PDi CRM.


Linking PDiCRM to the PDiDMS database will cause the PDiDMS tab in the customer, supplier and inventory screens to display different views within the PDI DMS Link tab. Only the tabs flagged as linked to the relevant master information will be displayed.





The documents assigned to the linked depositories and the master code will be loaded. Double-click the document to view the document. Email documents using the [Add file to attachment list] and then the [Email attachments] once all documents have been assigned.