Viewing Documents Using the Attachment/Stand Alone Documents Form

If you know the location of a document that you have added to the system, you can use the Attachment/Stand Alone Documents form to view it.

Note: If you want to use the DM Document Viewer for viewing documents, you will need to set some viewing options in DM Attachment Options. For more information, see Setting Document Viewing Options.

To view documents using the Attachment/Stand Alone Documents form:

  1. Open the form that contains the record that the document is attached to and locate the record.
  2. Click the Attachments button.
The Attachment Form displays.
    Note: If you want to view a stand alone document, skips steps 1 and 2 and select DM Stand Alone Documents from the DM folder on the Main Menu to display the Stand Alone Documents form.
  3. Select the document in the grid that you want to view and click View. Optionally, you can double-click the document record in the grid.
If you are using the DM Document Viewer to view documents, the system will use it to display the document. Otherwise, the system will display the document in the default viewer for the document.
    Note: The DM Document Viewer displays the following file types: .TIF, .JPG, and .PDF files; the system uses the default viewer for all other file types. Additionally, when you use this viewer, you can add annotations to documents. When you add annotations, the system stores the annotations separately from the original copy. For more information, see Adding Annotations to a Document.
    Note: If you are not using the DM Document Viewer, or are trying to open a file format that it does not recognize, you must have the appropriate viewer for the document installed on your PC. For example, if someone has attached an MS Word document, you must have Word installed to view it.
    Note: To view a document with an associated attachment type, you must have permission to view that attachment type.
  4. To view the audit record for the current document, select it in the grid and then select the Log tab. This tab lists all activity for this document. In order to view information on this tab, auditing must be configured. For more information, see Configuring Document Retention and Auditing Settings.