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Level 3
March 25, 2023
Question

Document Management System (DMS) Security

  • March 25, 2023
  • 1 reply
  • 9 views

We still use DMS as a secondary document storage and to  attach PDFs to returns.

Is there a way to require a password to open the program/application?  And/or apply a password to all the client folders at once?   The only security information I can find is...

(1) adding a password to specific files

(2) creating a master password which will work on any password protected folder.

Considering that all other Lacerte/Intuit programs have either optional or required password protection, it seems as though DMS should have the option as well.

 

This topic has been closed for replies.

1 reply

George4Tacks
Level 15
March 26, 2023

https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/two-factor-authentication-need-for-dms-and-prior-year-programs/idi-p/183331 is an example of your post where by voting we let Lacerte know we want improvements. 

You could post your idea in that area. 

Answers are easy. Questions are hard!