Gmail to Tax Docs & Tax DMS
User Reviews
Ryan Anderson (US)
2021-03-16
Works well when you have the key behind how to classify all the files. Make sure all the names work with DMS Automation. There are a lot of tiny changes that can make it fail |
Kade Lampman (US)
2020-10-13
If folks are still having an issue, you need to first ensure you're logged into DMS. Then go to your Gmail - Select a conversation with attachments or correspondence you want to upload to DMS - A 'File to DMS' button should appear at the center-top next to the 'Labels' and 'More' button. |
Brandon Robertson (US)
2020-01-10
Not working with Google suite file formats (docs, sheets, etc.). Not automatically converting them to Microsoft office equivalents as advertised. A pop up says "Selected document type is not supported by DMS". |
Shreesha Chidambara Hegde (Vialto)
2019-12-23
Doesn't work - when I click the button, I just receive error that "some error occurred while loading extension.Error code for developers: login required." Have removed it and reinstalled it but it still not working. |
Theresa Gee (US)
2019-11-06
I can not get mine to work. Have removed it and reinstalled it but it still will not work. |
Jose Chocano Barros (US)
2019-10-21
Doesn't work... |
Pritesh Patel (Vialto)
2019-10-17
it was working fine but all of sudden it tells me invalid credentials |
Michael Prendergast (US)
2019-08-15
It doesn't work |
David Grimes (US)
2019-08-08
Doesn't work - when I click the button, I just receive error that "some error occurred while loading extension. Error code for developers: login required." Refreshing Chrome and restarting computer do not help. |
Mallikarjun B (AC Kolkata)
2019-08-05
I am keep getting pop-up to choose my PwC email to allow access access even after correct login credentials input multiple times. It's not working right. |