Document Management

You can use Vista™ by Viewpoint's Document Management module to add documents to the system.

Documents can be attached to specific data records, or they can be stored in the system without being associated to data. The term document can include scanned documents, email messages, and images.

The links below outline the main processes and setups.

Document Management Storage Options

Configuring Document Retention and Auditing Settings

Document States

Attachment Types

Adding Documents

Searching for Documents

Viewing Documents

Editing Documents

Deleting Specific Documents

Document Review Process

Note: There are also several Viewpoint Online Customer Training videos that explain and demonstrate these same topics. Select Help > Viewpoint Online Training in any form in the application and then navigate to the videos.