BTCSoftware's Document Management System (DMS) allows you to store and manage client documents — such as identity verification documents, signed accounts, and correspondence — directly within the software. The DMS behaviour can be configured via the System Options settings.

1. From the top navigation toolbar, go to Administration > System > Options.
2. The DMS configuration options are available within this screen.

The following settings control how documents are added to client records:

• Move Documents and Folders as default — when ticked, BTCSoftware moves documents from your file system into the DMS (the original file is removed from its source location). Untick this to default to Copy In behaviour instead — the original file remains in place and a copy is added to the DMS.

To change the default behaviour:

1. Go to Administration > System > Options.
2. Untick Move Documents and Folders as default when adding them to a Client if you want Copy In to be the default.
3. Click Save & Close.

If you do not use certain DMS sections — Documents, Folders, or Files — you can hide the relevant tabs from the client form to keep the interface clean:

1. Go to Administration > System > Options.
2. Untick the tabs you do not want to be shown on the Client Form.
3. Click Save & Close.
4. The unticked tabs will no longer appear on client records.

Q: What is the difference between Move In and Copy In?

A: Move In removes the file from its original location and places it in the BTCSoftware DMS. Copy In keeps the original file in place and adds a copy to the DMS. Copy In is generally safer if you want to keep your file system and DMS in sync.

Q: I hid a tab but now need it back — how do I restore it?

A: Go to Administration > System > Options and tick the relevant tab to re-enable it. Click Save & Close.