Unable to use the link document feature when the document is saved in our document management system

QUESTION: We seem to be unable to attach or open a document from our DMS in Acumin.  Some are able to attach, but we (accounting) cannot open it.  Some others cannot attach a document at all.   Can someone please look into this and let me know if this can be fixed?

RESPONSE: To link a document to Acumin, the document must be saved in a pre-determined folder structure, outside of a document management system. The folder structure must have rights for affected users. Acumin is a user of the document management system, therefore it cannot access the content of the document management system. For this to occur the document management system would need to Acumin direct access.

In this case, without additional tools and an integration project before you save the document in the document management system, save it in a folder structure designed to capture the information for use by Acumin so you can link it. As a separate step save it in your document management system if required.