Attachment Form/DM Stand Alone Documents
This form is the central location where you can interact with documents that you have stored in Vista.
You can access this form in several ways:
Attachment button on a form - Click the Attachment button in the main toolbar at the top of a form to view, remove, or add attachments to a data record.
Attachment icon above the grid on the PM and SM Work Centers. Just highlight a record in the work center grid and click the Attachments icon to view, remove, or add, attachments to a data record.
Select DM Stand Alone Documents from the DM module Programs folder - This option is used to add documents to the system without linking them to a data record (Stand Alone documents).
Attaching Documents to Data Records
Scanning a Single Stand Alone Document
Assigning Reviewers to Documents