Document Management
You can use Vista™'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
Note: There are also several Viewpoint Online Customer Training videos that explain and demonstrate these same topics. Select in any form in the application and then navigate to the videos.
