Setup Guide

Set up UiPrime in the right order

Follow the first-time setup path for license access, DMS configuration, folders, reports, automation, and output verification.

First setup steps

1

Open UiPrime from the desktop or from the folder where the EXE is saved.

2

Enter your license key or trial details and continue.

3

Open Quick Setup and select the DMS or source system you want to use.

4

Add the login profile, report selection, location, or site details.

5

Select the download folder, output folder, and Excel template when required.

6

Save the setup, then run the automation from System Automation or Excel Automation.

After the setup is saved, use the Dashboard to check run status, recent activity, and output results.
Access Screens

Trial and license activation

Use these screens to recognize the first access flow before moving into Quick Setup and automation.

UiPrime trial generation screen

Start Free Trial

Register basic company details, choose DMS access, accept the terms, and generate trial access.

UiPrime license activation screen with credentials hidden

Activate License

Enter the registered email and license key to unlock the workspace on the device.

DMS Workspace

Where Excel and Scheduler open from

In the DMS dashboard, Excel Automation opens the spreadsheet workspace, while Manage Schedules opens saved schedule control.

UiPrime DMS dashboard with Excel Automation and Manage Schedules buttons marked
UiPrime Excel Automation workspace

Excel Automation

Use this workspace for workbook review, template handling, and Excel-ready output preparation.

UiPrime Scheduler Manager screen

Scheduler Manager

Create schedules, review next run timing, and run saved schedules when needed.