Getting started with Lurana DMS¶
Sign in¶
- Open the DMS URL for your organization.
- Enter your username and password.
- If your organization uses LDAP, Active Directory, or single sign-on, follow the provider shown on the login page.
- If two-factor authentication is enabled for your account, enter the code.
If you cannot sign in, contact your DMS administrator. Repeated failures can lock the account temporarily.
Find your way around¶
The top bar contains:
- Global search for documents, when search is enabled for your role.
- Theme, accent color, and language controls.
- Messages and notifications.
- New document, when you can create documents.
- Your profile and sign-out.
The sidebar is organized into:
| Section | Pages |
|---|---|
| Principal | Dashboard, BPM Statistics, Folder Explorer, Documents, Recovery, Queries |
| Herramientas | Upload document, Upload to BPM, Regularization, Bulk upload, Audit |
| Sistema | Administration, Deleted |
The sidebar only shows pages your permissions allow.
Set your preferences¶
Use the top-bar controls to change the theme, accent color, and language. DMS supports Spanish, English, French, German, Chinese, Japanese, and Persian. Your preferences are stored for your session and user.
Your first steps¶
- Open Dashboard to see document counts and recent activity. See Dashboard.
- Open Documents to search and review existing documents. See Documents.
- Open Upload document to add a document through the four-step wizard. See Upload document.
- Open Folder Explorer to browse repositories and folders. See Folder Explorer.
Permissions¶
Menus and actions are filtered by your ACL permissions. If a page or button is missing, ask your administrator to review your access.