Creating PDF Documents for Documentum DMS Storage

Before attempting to create a PDF document for Documentum storage, you must be logged onto the Documentum application.

Creating a PDF Document for a Return

1. On the Organizer File menu, click the Print option. The Print dialog appears.

   

2. Select Documentum in the Print To drop-down list.
3. Click OK to save the tax return as a PDF.

   The file name generated by GoSystem Tax will be comprised of the tax return database filename combined with the .PDF filename extension.

Creating a PDF Document with a Custom Filename

1. Select File in the Print To section.

   

2. Enter an alternative filename for the PDF document.

   If a return was previously saved in Documentum with an alternate filename and you want to utilize Documentum’s versioning capability, you must define the same filename that was originally saved in Documentum.

3. Click OK.
   
   If you have not logged onto the Documentum DMS application prior to initiating the document generation phase, you will be prompted with a dialog that says Log onto Docbase.
4. To continue the process, log onto the Documentum application.

 

 

 

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Last Modified: 10/23/2020

Last System Build: 02/03/2022

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