Gmail to Tax Docs & Tax DMS Gmail to Tax Docs & Tax DMS

Productivity
Version: 7.0.0
Last Update: 2022-06-25

User Reviews


avatar 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

avatar 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.

To upload a file from Google Drive: Navigate to and Select the file you want to upload - Select the 'File to DMS Extension' - Select 'Drive to DMS'. Both sets of instructions will take you to the same menu that is similar to the import menu of DMS. It's very easy to use after that.

avatar 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".

avatar 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.

avatar 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.

avatar Jose Chocano Barros (US)
2019-10-21

Doesn't work...

avatar Pritesh Patel (Vialto)
2019-10-17

it was working fine but all of sudden it tells me invalid credentials

avatar Michael Prendergast (US)
2019-08-15

It doesn't work

avatar 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.

avatar 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.

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