File Access - Configuring a DMS

In order to interface with a DMS directly through Revu, configure an interface for that DMS in Revu from the File Access preferences.

A few notes about managing Document Management System configurations:

  • You can have interfaces to both SharePoint and ProjectWise configured at the same time in Revu.
  • The DMS connection can be changed after its initial configuration by selecting the desired DMS connection and clicking Edit.  However, you cannot be logged into the system at the time (if you are, click Logout first).
  • While most settings like the DataSource and Login Information can be changed later, the Type cannot be changed.

  • As with editing a DMS connection, you must be logged out of the specified system before you can Delete the connection to it.