Creating Masters in DMS+

Efficient document management starts with well-structured data. In DMS+, Masters act as the backbone for organizing critical business records such as employees, vendors, customers, or assets.

A Master serves as a centralized reference point, allowing you to classify, retrieve, and manage related documents effortlessly. By defining reusable entities, Masters ensure data consistency, streamlined workflows, and faster document retrieval. Whether managing employee records, supplier agreements, or asset documentation, setting up a Master simplifies organization and enhances operational efficiency.

This guide walks you through the seamless process of creating a Master in DMS+.

Step 1: Define the Master Name

1. Start by navigating to the Masters section in DMS+ and clicking "Create New Master."
   
2. Assign a clear and relevant Master Name—such as Employee Master, Vendor Master, or Asset Master—to define the type of records it will manage.
   
3. If applicable, select one or more Doctypes to establish a relationship between the Doctype and its Master. This will automatically pull all DocType fields into the Master setup in Step 3, allowing you to choose which fields to retain.
4. Once entered, click "Next" to proceed.

Step 2: Define Master Properties

Now, configure the data fields required for the Master.

1. Drag and drop elements such as Dropdowns, Checkboxes, or Text Inputs to customize the form.
   
2. Customize the fields as per your needs
3. Arrange the fields logically and mark essential fields as mandatory for better data consistency.
4. Click "Create Master" to finalize.

You can now start creating records in this Master!

Why Use Masters in DMS+?

• Centralized Data Management – Maintain a single source of truth for key records.
• Faster Document Retrieval – Easily associate documents with the right Master for quick access.
• Improved Workflow Automation – Link records effortlessly and enforce standardization.

By defining Masters, businesses can centralize key records, improve document association, and enhance retrieval speed. Whether managing HR, finance, or operations, leveraging Masters ensures accuracy, consistency, and automation in document handling.

Start creating Masters today and standardize key business records with DMS+!