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Save To IMS
The Save to IMS feature is a helpful tool for inserting one or multiple electronic files at a time.
Right click on the electronic file and choose the "Send to IMS" option.
NOTE: If you do not see the "Send to IMS" option, you have not installed this feature.
The IMS Wizard is now launched.
FIRST
Enter your user name and password and select the "Next" button.
Second
Select from the drop down which Profle you want to send this electronic file to and select the "Next" button.
Third
You will now see a section labeled "Record Details." Within this section you will see your specific index fields relative to your chosen profile. You may now enter any, all, or no details within your index fields and select the "Next" button.
NOTE: You will also see a drop down option for the "Profile" allowing you to change to a different profile, incase you accidently selected the incorrect profile within the previous section of the wizard.
Fourth
This section of the IMS Wizard allows you to again add one or more attachments.
Select the "Add New" button and the Microsoft Window will launch, allowing you to choose the file within a folder on your computer or server. Once finding the folder of choice, you may then choose only one file or drag your mouse over any or all files within the folder to be inserted (attached).
You may choose to repeat this step by again selecting the "Add New" button and choosing a different or additional folders of choice.
Once you have inserted all attachments desired, you can now select the "Next" button.
Lastly
To conclude this IMS Wizard process, you will need to review the contents within the "Records Details" to ensure all steps conducted within the IMS Wizard are correct.
At any time you may select the "Back" button to correct, change, or add.
Once you are satified with your results, select the "Finish" button.
All the attachments may now be found within your database profile for viewing.
NOTE: If you liked this feature (IMS-Wizard, Save to IMS), then you will most likely want to use this almost exact feature when printing to IMS. See below the "Print To IMS" section of this Help Center.
See also