Document Management
You can use Vista™'s Document Management module to add documents to the system.
You can attach documents to specific data records or store them in the system without associating them to data records. 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
Search for and View Documents in DM
Viewing Documents Using the Attachment/Stand Alone Documents Form
About Deleting Specific Documents
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.
